Civic Intelligence

William Bartlett XXXXX9004

990 • Fiscal year 2011 • EIN 35-6009334

Sep 01, 2010 to Aug 31, 2011 • Filed on Jan 10, 2012

Organization Profile
Jpmorgan Chase Bankna Box 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets12th percentile

Assets

$1,053,274

No earlier filing loaded for comparison.

Net Assets

$1,053,274

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$26,919

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,053,274Liabilities 2011: $0Net Assets 2011: $1,053,2742011Assets 2019: $1,109,622Liabilities 2019: $0Net Assets 2019: $1,109,6222019Assets 2020: $1,097,790Liabilities 2020: $0Net Assets 2020: $1,097,7902020Assets 2021: $1,098,934Liabilities 2021: $0Net Assets 2021: $1,098,9342021Assets 2022: $1,062,787Liabilities 2022: $0Net Assets 2022: $1,062,7872022Assets 2023: $1,055,709Liabilities 2023: $0Net Assets 2023: $1,055,7092023Assets 2024: $1,030,749Liabilities 2024: $0Net Assets 2024: $1,030,7492024Assets 2025: $1,008,945Liabilities 2025: $0Net Assets 2025: $1,008,9452025

Highlighted filing

2011

Assets$1,053,274
Liabilities$0
Net Assets$1,053,274
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $26,9192011Revenue 2019: $107,686Expenses 2019: $86,298Net Income 2019: $21,3882019Revenue 2020: $69,261Expenses 2020: $81,095Net Income 2020: -$11,8342020Revenue 2021: $84,666Expenses 2021: $83,520Net Income 2021: $1,1462021Revenue 2022: $57,505Expenses 2022: $93,648Net Income 2022: -$36,1432022Revenue 2023: $84,888Expenses 2023: $91,966Net Income 2023: -$7,0782023Revenue 2024: $62,445Expenses 2024: $86,769Net Income 2024: -$24,3242024Revenue 2025: $70,684Expenses 2025: $92,488Net Income 2025: -$21,8042025

Highlighted filing

2011

Revenue-
Expenses$26,919
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2010 to Aug 31, 2011
Signed
Jan 10, 2012
Return Version
2010v3.4
Gross Receipts
$735,193
Filing and Contact Details

Filer

EIN
35-6009334
Raw XML Appendix277 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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IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
IRS990/OtherExpenses/ManagementAndGeneral0349
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IRS990ScheduleA/SupportedOrgInformation/EIN0356008756
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10INDIANA UNIVERSITY BLOOMINGTON IN
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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.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
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IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE 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 SUCH AS GUIDESTAR AND UPON WRITTEN REQUEST.
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. THE GOVERNING DOCUMENTS AND STATE LAW HOWEVER, 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, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 431. TOTAL TO FORM 990, PART XI, LINE 5: 431.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
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IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0356009334
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM BARTLETT R60709004
ReturnHeader/Filer/NameControl0BART
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNA BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-01-10
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-09-01
ReturnHeader/TaxPeriodEndDate02011-08-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-12-22T08:02:52-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,053,274
Liabilities
$0
Net assets
$1,053,274
Revenue
-
Expenses
$26,919
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.07$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.09$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.08$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.09$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.03