Civic Intelligence

Karl Gassert Charitable Trust XXXXX1001

990PF • Fiscal year 2012 • EIN 35-6336608

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 09, 2012

Organization Profile
C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$11,943

Higher top officer pay than 79% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,099,684

Down $36,515 (-1.7%) from 2011

Net Assets

Down

$2,099,684

Down $36,515 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$117,028

Up $3,249 (+2.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,136,199Liabilities 2011: $0Net Assets 2011: $2,136,1992011Assets 2012: $2,099,684Liabilities 2012: $0Net Assets 2012: $2,099,6842012Assets 2018: $2,169,951Liabilities 2018: $0Net Assets 2018: $2,169,9512018Assets 2019: $2,288,467Liabilities 2019: $0Net Assets 2019: $2,288,4672019Assets 2020: $2,391,577Liabilities 2020: $0Net Assets 2020: $2,391,5772020Assets 2021: $2,406,815Liabilities 2021: $0Net Assets 2021: $2,406,8152021Assets 2022: $2,470,079Liabilities 2022: $0Net Assets 2022: $2,470,0792022Assets 2023: $2,369,374Liabilities 2023: $0Net Assets 2023: $2,369,3742023Assets 2025: $2,327,307Liabilities 2025: $0Net Assets 2025: $2,327,3072025

Highlighted filing

2012

Assets$2,099,684
Liabilities$0
Net Assets$2,099,684
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $113,7792011Expenses 2012: $117,0282012Revenue 2018: $166,817Expenses 2018: $120,460Net Income 2018: $46,3572018Revenue 2019: $248,729Expenses 2019: $130,216Net Income 2019: $118,5132019Revenue 2020: $237,249Expenses 2020: $134,136Net Income 2020: $103,1132020Revenue 2021: $160,542Expenses 2021: $145,304Net Income 2021: $15,2382021Revenue 2022: $218,447Expenses 2022: $155,124Net Income 2022: $63,3232022Revenue 2023: $73,965Expenses 2023: $174,670Net Income 2023: -$100,7052023Revenue 2025: $135,731Expenses 2025: $168,996Net Income 2025: -$33,2652025

Highlighted filing

2012

Revenue-
Expenses$117,028
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$11,943-$11,943
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRAL INDIANA FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$99,864
Filing and Contact Details

Filer

EIN
35-6336608
Raw XML AppendixShowing 400 of 424 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/NameOfStock2ISHARES MSCI JAPAN INDEX FUND - 4788 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 896 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29MS BREN EAFE 08/15/12 INITIAL LEVEL-07/29/11:- 25000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33CS BREN EEM 12/05/12 INITIAL LEVEL-11/18/11- 25000 SHS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JPMORGAN CHASE BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 3038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MILWAUKEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode053201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0116876
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0116196
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049789
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044638
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051210
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053520
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02333778
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102337723
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202147431
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302210793
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0680
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0102850
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10104352
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20109970
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30118322
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.149368
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0102850
IRS990PF/QualifyingDistributions/ExpensesAndContributions0102850
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0102850
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANKNA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03176843153
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101 EAST OHIO STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0INDIANAPOLIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode046277
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IN
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount099864
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CENTRAL INDIANA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10615 N ALABAMA STREET SUITE 119
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0INDIANAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode046204
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear099864
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0102850
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0115328
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202513
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02513
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02513
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0102850
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover02513
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY09965
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0283
OtherIncomeSchedule2/OtherIncome/Description0OID INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0283
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0283
OtherIncreasesSchedule/OtherIncreases/Amount0179
OtherIncreasesSchedule/OtherIncreases/Amount11
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Description1ADJUSTMENT - MISC
TaxesSchedule/Taxes/Amount02480
TaxesSchedule/Taxes/Amount11300
TaxesSchedule/Taxes/Amount21441
TaxesSchedule/Taxes/Category0EST EXCISE TAX PAID - CURRENT YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category2EXCISE TAXES PAID - PRIOR YEAR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,099,684
Liabilities
$0
Net assets
$2,099,684
Revenue
-
Expenses
$117,028
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.14$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.17$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.22$0.16$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.16$0.15$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.24$0.13$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.25$0.13$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.17$0.12$0.05
2012Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12
2011Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.11