Civic Intelligence

Robert E Harrison Memorial Fund XXXXX7008

990PF • Fiscal year 2012 • EIN 26-0093896

Jun 01, 2011 to May 31, 2012 • Filed on Oct 08, 2012

Jpmorgan Chase Bank Na PO Box 303853201
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

97th percentile

$7,500

Higher top officer pay than 97% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

38th percentile

-3.8%

Faster asset growth than 38% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$441,560

Down $17,451 (-3.8%) from 2011

Net Assets

Down

$441,560

Down $17,451 (-3.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$35,016

Up $1,902 (+5.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $459,011Liabilities 2011: $0Net Assets 2011: $459,0112011Assets 2012: $441,560Liabilities 2012: $0Net Assets 2012: $441,5602012Assets 2018: $399,627Liabilities 2018: $0Net Assets 2018: $399,6272018Assets 2019: $394,546Liabilities 2019: $0Net Assets 2019: $394,5462019Assets 2020: $395,176Liabilities 2020: $0Net Assets 2020: $395,1762020Assets 2021: $399,052Liabilities 2021: $0Net Assets 2021: $399,0522021Assets 2022: $383,487Liabilities 2022: $0Net Assets 2022: $383,4872022Assets 2023: $376,303Liabilities 2023: $0Net Assets 2023: $376,3032023Assets 2024: $345,064Liabilities 2024: $0Net Assets 2024: $345,0642024Assets 2025: $339,127Liabilities 2025: $0Net Assets 2025: $339,1272025

Highlighted filing

2012

Assets$441,560
Liabilities$0
Net Assets$441,560

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2011: $33,1142011Expenses 2012: $35,0162012Revenue 2018: $30,929Expenses 2018: $30,356Net Income 2018: $5732018Revenue 2019: $27,631Expenses 2019: $32,698Net Income 2019: -$5,0672019Revenue 2020: $31,880Expenses 2020: $31,251Net Income 2020: $6292020Revenue 2021: $36,305Expenses 2021: $32,360Net Income 2021: $3,9452021Revenue 2022: $20,405Expenses 2022: $35,923Net Income 2022: -$15,5182022Revenue 2023: $24,724Expenses 2023: $31,910Net Income 2023: -$7,1862023Revenue 2024: $1,547Expenses 2024: $30,861Net Income 2024: -$29,3142024Revenue 2025: $25,971Expenses 2025: $32,663Net Income 2025: -$6,6922025

Highlighted filing

2012

Revenue-
Expenses$35,016
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 8, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$7,500-$7,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBEREA COLLEGEPROGRAM SUPPORTPUBLIC CHARITYBEREA, KY, US$26,269
Filing and Contact Details

Filer

EIN
26-0093896
Raw XML AppendixShowing 400 of 436 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 646.279 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1JPM INTERMEDIATE TAX FREE BD FD -SEL FUND 685 1.06% - 5182.44 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 5.91% - 2524.108 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM MUNI INCOME FD - SEL FUND 3242 1.96% - 1904.793 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM TR I TAX AWARE REAL RTRN FD -SEL FUND 992 0.79% - 1555.262 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5RIDGEWORTH FDS SEIX FLRT HI I - 1615.533 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6DREYFUS LAUREL EMG MKT DEBT LOC C-1 - 689.612 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM STR INC OPP FD FUND 3844 3.25% - 823.009 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM INTL CURRENCY INCOME FD 1.11% - 1270.541 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INCM SL 2.35% - 1050.247 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1THORNBURG VALUE FUND FD CL I - 309.746 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL FUND 1372 - 563.25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 64 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MFS INTL VALUE-I - 379.469 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES MSCI EAFE INDEX FUND - 177 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARTISAN INTL VALUE FUND - INV - 358.399 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FMI FDS INC LARGE CAP FD - 599.57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ARBITRAGE FUNDS - I CL I - 409.415 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM 3 INCOME FD - SEL FUND 3128 - 279.26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 511.069 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL FUND 1206 - 394.041 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTREPID VALUE FD - SEL FUND 1136 - 427.843 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1142.415 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL FUND 1296 - 1598.316 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM EM MKTS 3 FD - SEL FUND 1235 - 244.835 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM ASIA 3 FD - SEL FUND 1134 - 559.061 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17VANGUARD MSCI EMERGING MARKETS ETF - 124 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 898.16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 351 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MANNING & NAPIER FUND INC 3 SERIES - 1052.332 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21EATON VANCE MUT FDS TR GB MACRO ABSOLUTE RTN I - 518.238 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22GATEWAY FUND - Y - 155.483 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EATON VANCE FLOATING-RATE ADVANTAGE I - 1333.668 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 46 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 250.709 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MATTHEWS PACIFIC TIGER INSTL FUND - 225.578 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JPM TR I MIDCAP CORE - SEL - 557.412 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28JPMORGAN TAX AWARE 3 FUND - 840.003 SHS
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