Civic Intelligence

Sheets Blanche Trust XXXXX2004

990 • Fiscal year 2011 • EIN 31-6021013

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 01, 2012

C/O Jpmorgan Chase Banknabox 303853201
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2011 filings • 501(c)3 • $1M-$5M 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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

59th percentile

2.8%

Faster asset growth than 59% of similar nonprofits.

2011 filings • 501(c)3 • $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

$1,026,992

Up $27,755 (+2.8%) from 2010

Net Assets

Up

$1,026,992

Up $27,755 (+2.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$28,963

Down $1,599 (-5.2%) from 2010

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: $999,237Liabilities 2010: $0Net Assets 2010: $999,2372010Assets 2011: $1,026,992Liabilities 2011: $0Net Assets 2011: $1,026,9922011Assets 2017: $999,003Liabilities 2017: $0Net Assets 2017: $999,0032017Assets 2018: $1,014,678Liabilities 2018: $0Net Assets 2018: $1,014,6782018Assets 2019: $1,014,422Liabilities 2019: $0Net Assets 2019: $1,014,4222019Assets 2020: $1,021,973Liabilities 2020: $0Net Assets 2020: $1,021,9732020Assets 2021: $1,045,461Liabilities 2021: $0Net Assets 2021: $1,045,4612021Assets 2022: $984,249Liabilities 2022: $0Net Assets 2022: $984,2492022Assets 2023: $985,875Liabilities 2023: $0Net Assets 2023: $985,8752023Assets 2024: $994,521Liabilities 2024: $0Net Assets 2024: $994,5212024

Highlighted filing

2011

Assets$1,026,992
Liabilities$0
Net Assets$1,026,992

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2010: $30,5622010Expenses 2011: $28,9632011Revenue 2017: $62,002Expenses 2017: $61,721Net Income 2017: $2812017Revenue 2018: $82,830Expenses 2018: $62,209Net Income 2018: $20,6212018Revenue 2019: $70,997Expenses 2019: $76,089Net Income 2019: -$5,0922019Revenue 2020: $75,465Expenses 2020: $67,739Net Income 2020: $7,7262020Revenue 2021: $96,909Expenses 2021: $73,566Net Income 2021: $23,3432021Revenue 2022: $17,814Expenses 2022: $78,730Net Income 2022: -$60,9162022Revenue 2023: $71,734Expenses 2023: $70,222Net Income 2023: $1,5122023Revenue 2024: $84,186Expenses 2024: $70,795Net Income 2024: $13,3912024

Highlighted filing

2011

Revenue-
Expenses$28,963
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 1, 2012
Return Version
2011v1.2
Gross Receipts
$512,296
Mission and Program Overview

Major Activities

Activity 2
Support of marietta college, marietta, oh
Filing and Contact Details

Filer

EIN
31-6021013
Raw XML Appendix298 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.

Path#Value
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IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0SUPPORT OF MARIETTA COLLEGE, MARIETTA, OH
IRS990/Activity2/Expense08183
IRS990/Activity2/Grants08183
IRS990/ActivityOrMissionDescription0SUPPORT OF MARIETTA MEMORIAL HOSPITAL AND MARIETTA COLLEGE
IRS990/AddressPrincipalOfficerUS/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/BenefitsPaidToMembersCY00
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IRS990/CompCurrentOfficersDirectors/Total011213
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
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IRS990/ContributionsGrantsPriorYear00
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IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0SUPPORT OF MARIETTA MEMORIAL HOSPITAL, MARIETTA, OH
IRS990/DisregardedEntity00
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IRS990/Form990PartVIISectionA/OtherCompensation00
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IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/GainOrLoss/Securities033413
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IRS990/GrantsToDomesticOrgs/ProgramServices016366
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IRS990/GrantsToIndividuals00
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IRS990/MissionDescription0NONE
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KEVIN L REINDL
IRS990/NbrIndependentVotingMembers00
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IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0999237
IRS990/NetAssetsOrFundBalancesEOY01026992
IRS990/NetGainOrLossInvestments/ExclusionAmount033413
IRS990/NetGainOrLossInvestments/TotalRevenueColumn033413
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear01344
IRS990/OtherExpensesCurrentYear01384
IRS990/OtherExpenses/Description0FOREIGN TAXES WITHELD
IRS990/OtherExpenses/Description1OHIO AG FILING FEE
IRS990/OtherExpenses/Description2PROBATE COURT COSTS
IRS990/OtherExpenses/ManagementAndGeneral0264
IRS990/OtherExpenses/ManagementAndGeneral1200
IRS990/OtherExpenses/ManagementAndGeneral295
IRS990/OtherExpenses/Total0264
IRS990/OtherExpenses/Total1200
IRS990/OtherExpenses/Total295
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear01836
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0105
IRS990/ReconcilationRevenueExpenses027650
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY027650
IRS990/RevenuesLessExpensesPriorYear0-6941
IRS990/SalariesEtcCurrentYear011213
IRS990/SalariesEtcPriorYear010442
IRS990/SavingsAndTempCashInvestments/BOY047349
IRS990/SavingsAndTempCashInvestments/EOY054353
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts016366
IRS990ScheduleA/SupportedOrgInformation/Amount08183
IRS990ScheduleA/SupportedOrgInformation/Amount18183
IRS990ScheduleA/SupportedOrgInformation/EIN0314379509
IRS990ScheduleA/SupportedOrgInformation/EIN1314379584
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc11
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10MARIETTA MEMORIAL HOSPITAL MARIETTA OHIO
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11MARIETTA COLLEGE MARIETTA OHIO
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS11
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified11
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization03
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization12
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs02
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR. KEVIN L REINDL, TRUSTEE
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10215 FIFTH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11401 MATTHEW STREET
IRS990ScheduleI/RecipientTable/AddressUS/City0MARIETTA
IRS990ScheduleI/RecipientTable/AddressUS/City1MARIETTA
IRS990ScheduleI/RecipientTable/AddressUS/State0OH
IRS990ScheduleI/RecipientTable/AddressUS/State1OH
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode045750
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode145750
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IRS990ScheduleI/RecipientTable/EINOfRecipient1314379509
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrant1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10MARIETTA COLLEGE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11MARIETTA MEMORIAL HOSPITAL
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 105. TOTAL TO FORM 990, PART XI, LINE 5: 105.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10100 E BROAD STREET
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode043275
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01961
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316021013
ReturnHeader/Filer/Name/BusinessNameLine10SHEETS BLANCHE TRUST R57962004
ReturnHeader/Filer/NameControl0SHEE
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-06-01
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-13T16:23:39-05:00

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