Civic Intelligence

Herman Brown Testamentary Trust Premier Bank and Trust Trustee 10/31/12

990 • Fiscal year 2011 • EIN 34-6554601

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

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$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

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

57th percentile

3.8%

Faster asset growth than 57% of similar nonprofits.

2011 filings • 501(c)3 • <$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

$161,425

Up $5,936 (+3.8%) from 2010

Net Assets

Up

$161,425

Up $5,936 (+3.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$6,117

Down $628 (-9.3%) 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.

$200K$150K$100K$50K$0Assets 2010: $155,489Liabilities 2010: $0Net Assets 2010: $155,4892010Assets 2011: $161,425Liabilities 2011: $0Net Assets 2011: $161,4252011Assets 2013: $165,002Liabilities 2013: $0Net Assets 2013: $165,0022013Assets 2014: $166,861Liabilities 2014: $0Net Assets 2014: $166,8612014Assets 2015: $167,911Liabilities 2015: $0Net Assets 2015: $167,9112015Assets 2017: $165,385Liabilities 2017: $0Net Assets 2017: $165,3852017Assets 2018: $173,532Liabilities 2018: $0Net Assets 2018: $173,5322018Assets 2019: $176,827Liabilities 2019: $0Net Assets 2019: $176,8272019Assets 2020: $176,782Liabilities 2020: $0Net Assets 2020: $176,7822020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2011

Assets$161,425
Liabilities$0
Net Assets$161,425

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $6,7452010Expenses 2011: $6,1172011Revenue 2013: $6,554Expenses 2013: $16,241Net Income 2013: -$9,6872013Revenue 2014: $9,259Expenses 2014: $7,400Net Income 2014: $1,8592014Revenue 2015: $9,519Expenses 2015: $8,469Net Income 2015: $1,0502015Revenue 2017: $5,226Expenses 2017: $5,847Net Income 2017: -$6212017Revenue 2018: $13,864Expenses 2018: $5,717Net Income 2018: $8,1472018Revenue 2019: $9,545Expenses 2019: $6,250Net Income 2019: $3,2952019Revenue 2020: $6,328Expenses 2020: $6,373Net Income 2020: -$452020Revenue 2021: $58,813Expenses 2021: $235,595Net Income 2021: -$176,7822021

Highlighted filing

2011

Revenue-
Expenses$6,117
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$85,965
Mission and Program Overview

Mission

To support rabbinical services to jewish residents of canton, ohio.

Major Activities

Activity 2
To support rabbinical services of temple israel of canton, ohio
Activity 3
To support rabbinical services of shaaray torah synagogue of canton, ohio
Filing and Contact Details

Filer

EIN
34-6554601
Raw XML Appendix290 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/Activity2/Description0TO SUPPORT RABBINICAL SERVICES OF TEMPLE ISRAEL OF CANTON, OHIO
IRS990/Activity2/Expense0375
IRS990/Activity2/Grants0375
IRS990/Activity3/Description0TO SUPPORT RABBINICAL SERVICES OF SHAARAY TORAH SYNAGOGUE OF CANTON, OHIO
IRS990/Activity3/Expense0374
IRS990/Activity3/Grants0374
IRS990/ActivityOrMissionDescription0TO SUPPORT RABBINICAL SERVICES TO JEWISH RESIDENTS OF ALLIANCE, OHIO.
IRS990/AddressPrincipalOfficerUS/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/BenefitsPaidToMembersCY00
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IRS990/CashNonInterestBearing/BOY01075
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IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral03939
IRS990/CompCurrentOfficersDirectors/Total03939
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
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IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0TO SUPPORT RABBINICAL SERVICES OF AGUDAS ACHIM CONGREGATION OF CANTON, OHIO
IRS990/DisregardedEntity00
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IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
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IRS990/Form990PartVIISectionA/OtherCompensation00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/GainOrLoss/Securities08289
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IRS990/GrossAmountSalesAssets/Securities082211
IRS990/GrossReceipts085965
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IRS990/LoanToOfficerOrDQP00
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IRS990/MissionDescription0TO SUPPORT RABBINICAL SERVICES TO JEWISH RESIDENTS OF ALLIANCE, OHIO.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KEVIN L REINDL
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0155489
IRS990/NetAssetsOrFundBalancesEOY0161425
IRS990/NetGainOrLossInvestments/ExclusionAmount08289
IRS990/NetGainOrLossInvestments/TotalRevenueColumn08289
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear01064
IRS990/OtherExpensesCurrentYear01054
IRS990/OtherExpenses/Description0OHIO AG FILING FEE
IRS990/OtherExpenses/Description1PROBATE COURT COSTS
IRS990/OtherExpenses/Description2FOREIGN TAXES WITHHELD
IRS990/OtherExpenses/ManagementAndGeneral0100
IRS990/OtherExpenses/ManagementAndGeneral191
IRS990/OtherExpenses/ManagementAndGeneral238
IRS990/OtherExpenses/Total0100
IRS990/OtherExpenses/Total191
IRS990/OtherExpenses/Total238
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
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IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges010
IRS990/ReconcilationRevenueExpenses05926
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
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IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY05926
IRS990/RevenuesLessExpensesPriorYear0-3120
IRS990/SalariesEtcCurrentYear03939
IRS990/SalariesEtcPriorYear03846
IRS990/SavingsAndTempCashInvestments/BOY06936
IRS990/SavingsAndTempCashInvestments/EOY012077
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts01124
IRS990ScheduleA/SupportedOrgInformation/Amount0375
IRS990ScheduleA/SupportedOrgInformation/Amount1375
IRS990ScheduleA/SupportedOrgInformation/Amount2374
IRS990ScheduleA/SupportedOrgInformation/EIN0341251698
IRS990ScheduleA/SupportedOrgInformation/EIN1340733128
IRS990ScheduleA/SupportedOrgInformation/EIN2340753558
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc11
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc21
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10AGUDAS ACHIM CONGREGATION CANTON OHIO
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine11TEMPLE ISRAEL OF CANTON CANTON OHIO
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine12SHAARAY TORAH SYNAGOGUE CONTON OHIO
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS11
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS21
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
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IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified21
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
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IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs03
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/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.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK ONE TRUST CO, NA - P O BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 10. ADJUSTMENT TO CARRYING VALUE/BASIS TOTAL TO FORM 990, PART XI, LINE 5: 10.
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:
IRS990/ScheduleORequired01
IRS990/School00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVE
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149652903
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IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
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IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
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IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01963
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0346554601
ReturnHeader/Filer/Name/BusinessNameLine10BROWN HERMAN TUW R59638008
ReturnHeader/Filer/NameControl0BROW
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/DateSigned02012-05-09
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/Timestamp02012-08-09T13:18:46-05:00

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