Civic Intelligence

William a Chryst XXXXX0005

990PF • Fiscal year 2011 • EIN 31-6026953

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Jpmorgan Chase Banknapo 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.

2011 filings • <$500k 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

83rd percentile

$511

Higher top officer pay than 83% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

58th percentile

2.6%

Faster asset growth than 58% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$316,998

Up $8,163 (+2.6%) from 2010

Net Assets

Up

$316,998

Up $8,163 (+2.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$15,336

Down $3,423 (-18%) 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.

$400K$300K$200K$100K$0Assets 2010: $308,835Liabilities 2010: $0Net Assets 2010: $308,8352010Assets 2011: $316,998Liabilities 2011: $0Net Assets 2011: $316,9982011Assets 2017: $304,978Liabilities 2017: $0Net Assets 2017: $304,9782017Assets 2018: $305,530Liabilities 2018: $0Net Assets 2018: $305,5302018Assets 2019: $306,203Liabilities 2019: $0Net Assets 2019: $306,2032019Assets 2020: $306,165Liabilities 2020: $0Net Assets 2020: $306,1652020Assets 2021: $314,524Liabilities 2021: $0Net Assets 2021: $314,5242021Assets 2022: $300,775Liabilities 2022: $0Net Assets 2022: $300,7752022Assets 2023: $300,908Liabilities 2023: $0Net Assets 2023: $300,9082023Assets 2024: $302,545Liabilities 2024: $0Net Assets 2024: $302,5452024

Highlighted filing

2011

Assets$316,998
Liabilities$0
Net Assets$316,998

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $18,7592010Expenses 2011: $15,3362011Revenue 2017: $22,111Expenses 2017: $16,724Net Income 2017: $5,3872017Revenue 2018: $18,296Expenses 2018: $17,702Net Income 2018: $5942018Revenue 2019: $18,229Expenses 2019: $17,587Net Income 2019: $6422019Revenue 2020: $17,704Expenses 2020: $17,671Net Income 2020: $332020Revenue 2021: $26,570Expenses 2021: $18,258Net Income 2021: $8,3122021Revenue 2022: $7,195Expenses 2022: $20,857Net Income 2022: -$13,6622022Revenue 2023: $18,454Expenses 2023: $18,366Net Income 2023: $882023Revenue 2024: $21,194Expenses 2024: $18,049Net Income 2024: $3,1452024

Highlighted filing

2011

Revenue-
Expenses$15,336
Net Income-
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-$511-$511
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANTIOCH UNIVERSITYPROGRAM SUPPORTPUBLIC CHARITYYELLOW SPRINGS, OH, US$11,890
Filing and Contact Details

Filer

EIN
31-6026953
Raw XML AppendixShowing 400 of 425 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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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue03213
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue110355
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue213140
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue345904
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue417691
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue56353
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue65699
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue79530
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue810387
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue97076
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV03213
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV110277
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV212843
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV347239
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV416947
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV55611
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV78852
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV810202
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV96964
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 434.777 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 1166.465 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL - 1685.367 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL- 4314.024 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 1959.137 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 426.376 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM STR INC OPP FD - 562.065 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD 817.34 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL - 973.477 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INC - SEL - 699.209 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue111018
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV59396
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV256530
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 52 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1THORNBURG VALUE FUND FD CL I - 312.8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL - 382.458 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FD - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FD - 119 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 374.493 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 272.622 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM 3 INCOME FD - SEL - 1264.632 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM LARGE CAP GROWTH FD - SEL - 482.313 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL- 284.063 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL - 636.78 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE EQU - INSTL - 623.958 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL - 304.663 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM EM MKTS EQU FD - SEL- 164.627 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA EQU FD - SEL- 373.378 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MRKTS ETF - 83 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL - 657.241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17POWERSHARES DB COMMODITY INDEX TRACKING FUND - 236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18HARTFORD CAPITAL APPRECIATION FUND - 213.56 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19T. ROWE PRICE OVERSEAS STOCK FUND - 1190.909 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE MUT FDS TR GLOBAL MACRO - I - 346.287 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21GATEWAY FUND - Y - 99.462 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22SPDR GOLD TRUST - 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 168.661 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MATTHEWS PACIFIC TIGER INSTL FUND - 160.627 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPM TR I MIDCAP CORE - SEL - 406.346 SHS
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