Civic Intelligence

Merz Charitable Trust R57253008

EIN 30-6145825

C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

52nd percentile

$16,732

Higher top officer pay than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2011

Asset Growth

54th percentile

4.0%

Faster asset growth than 54% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,816,118

Up $69,031 (+4.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Up

$1,816,118

Up $69,031 (+4.0%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$89,541

Down $10,976 (-11%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,747,087Liabilities 2010: $0Net Assets 2010: $1,747,0872010Assets 2011: $1,816,118Liabilities 2011: $0Net Assets 2011: $1,816,1182011

Highlighted filing

2011

Assets$1,816,118
Liabilities$0
Net Assets$1,816,118

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Expenses 2010: $100,5172010Expenses 2011: $89,5412011

Highlighted filing

2011

Revenue-
Expenses$89,541
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$16,732-$16,732
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF WISCONSIN FDNPROGRAM SERVICESPUBLIC CHARITYMADISON, WI, US$49,938
Paid GrantROCKFORD COLLEGEPROGRAM SERVICESPUBLIC CHARITYROCKFORD, IL, US$14,322
Paid GrantLUTHERAN SOCIAL SERVICE OF ILPROGRAM SERVICESPUBLIC CHARITYDES PLAINES, IL, US$7,134
Filing and Contact Details

Filer

EIN
30-6145825
Raw XML AppendixShowing 400 of 418 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/NameOfStock0SPDR S&P 500 ETF TRUST - 339 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 5216.355 SHS
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