Civic Intelligence

Jez Charitable Trust

990PF • Fiscal year 2010 • EIN 26-3536659

Jan 01, 2010 to Dec 31, 2010 • Filed on Feb 16, 2011

20 Church Street06103
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,232,861

No earlier filing loaded for comparison.

Net Assets

$1,176,231

No earlier filing loaded for comparison.

Liabilities

$56,630

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$247,452

No earlier filing loaded for comparison.

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.

$1.5M$1.0M$500K$0Assets 2010: $1,232,861Liabilities 2010: $56,630Net Assets 2010: $1,176,2312010Assets 2012: $921,762Liabilities 2012: $50,374Net Assets 2012: $871,3882012

Highlighted filing

2010

Assets$1,232,861
Liabilities$56,630
Net Assets$1,176,231

Operations Trend

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

$300K$200K$100K$0Expenses 2010: $247,4522010Expenses 2012: $79,8782012

Highlighted filing

2010

Revenue-
Expenses$247,452
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Feb 16, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD P HOFFMANTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPAUL SMITH'S COLLEGESCHOLARSHIPS-PAUL SMITH, NY, US$35,732
Paid GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$35,732
Approved Future GrantPAUL SMITH'S COLLEGESCHOLARSHIPS-PAUL SMITH, NY, US$28,284
Approved Future GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$28,284
Filing and Contact Details

Filer

EIN
26-3536659
Raw XML AppendixShowing 400 of 529 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01075113
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1INTERNATIONAL EQUITIES
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