Civic Intelligence

Jez Charitable Trust

990PF • Fiscal year 2011 • EIN 26-3536659

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 03, 2012

Organization Profile
20 Church Street06103
Siviq Scores

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

Liabilities / Assets

60th percentile

0.06x

Higher debt load relative to assets than 60% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

5th percentile

-31%

Faster asset growth than 5% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$848,538

Down $384,323 (-31%) from 2010

Net Assets

Down

$794,484

Down $381,747 (-32%) from 2010

Liabilities

Down

$54,054

Down $2,576 (-4.5%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$120,592

Down $126,860 (-51%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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 2011: $848,538Liabilities 2011: $54,054Net Assets 2011: $794,4842011Assets 2012: $921,762Liabilities 2012: $50,374Net Assets 2012: $871,3882012

Highlighted filing

2011

Assets$848,538
Liabilities$54,054
Net Assets$794,484
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Expenses 2010: $247,4522010Expenses 2011: $120,5922011Expenses 2012: $79,8782012

Highlighted filing

2011

Revenue-
Expenses$120,592
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 3, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

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$28,284
Paid GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$28,284
Approved Future GrantPAUL SMITH'S COLLEGESCHOLARSHIPS-PAUL SMITH, NY, US$26,970
Approved Future GrantUNIV OF MA AMHERST FDNSCHOLARSHIPS-AMHERST, MA, US$26,970
Filing and Contact Details

Filer

EIN
26-3536659
Raw XML AppendixShowing 400 of 515 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/NameOfStock1INTERNATIONAL EQUITIES
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$848,538
Liabilities
$54,054
Net assets
$794,484
Revenue
-
Expenses
$120,592
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.85$0.05$0.79$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.23$0.06$1.18$0.25