Civic Intelligence

Sarah Gassert Charitable Trust XXXXX8008

990PF • Fiscal year 2012 • EIN 35-6387519

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

76th percentile

$8,884

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

40th percentile

-1.1%

Faster asset growth than 40% 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

$1,632,393

Down $18,481 (-1.1%) from 2011

Net Assets

Down

$1,632,393

Down $18,481 (-1.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$81,868

Down $1,447 (-1.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,650,874Liabilities 2011: $0Net Assets 2011: $1,650,8742011Assets 2012: $1,632,393Liabilities 2012: $0Net Assets 2012: $1,632,3932012Assets 2018: $1,704,969Liabilities 2018: $0Net Assets 2018: $1,704,9692018Assets 2019: $1,772,106Liabilities 2019: $0Net Assets 2019: $1,772,1062019Assets 2020: $1,784,900Liabilities 2020: $0Net Assets 2020: $1,784,9002020Assets 2021: $1,807,700Liabilities 2021: $0Net Assets 2021: $1,807,7002021Assets 2022: $1,859,136Liabilities 2022: $0Net Assets 2022: $1,859,1362022Assets 2023: $1,814,829Liabilities 2023: $0Net Assets 2023: $1,814,8292023Assets 2024: $1,789,809Liabilities 2024: $0Net Assets 2024: $1,789,8092024Assets 2025: $1,800,884Liabilities 2025: $0Net Assets 2025: $1,800,8842025

Highlighted filing

2012

Assets$1,632,393
Liabilities$0
Net Assets$1,632,393
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $83,3152011Expenses 2012: $81,8682012Revenue 2018: $103,917Expenses 2018: $99,192Net Income 2018: $4,7252018Revenue 2019: $177,979Expenses 2019: $110,839Net Income 2019: $67,1402019Revenue 2020: $123,227Expenses 2020: $110,430Net Income 2020: $12,7972020Revenue 2021: $133,008Expenses 2021: $110,210Net Income 2021: $22,7982021Revenue 2022: $170,992Expenses 2022: $119,516Net Income 2022: $51,4762022Revenue 2023: $86,535Expenses 2023: $130,841Net Income 2023: -$44,3062023Revenue 2024: $91,742Expenses 2024: $114,143Net Income 2024: -$22,4012024Revenue 2025: $137,142Expenses 2025: $126,645Net Income 2025: $10,4972025

Highlighted filing

2012

Revenue-
Expenses$81,868
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$8,884-$8,884
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRAL INDIANA FOUNDATIONPROGRAM SERVICESPUBLIC CHARITYINDIANAPOLIS, IN, US$71,461
Filing and Contact Details

Filer

EIN
35-6387519
Raw XML AppendixShowing 400 of 442 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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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj086058
IRS990PF/DistributableAmount/DistributableAmountBeforeDed086058
IRS990PF/DistributableAmount/MinimumInvestmentReturn087103
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01045
IRS990PF/DistributableAmount/TotalTax01045
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0680
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01045
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01045
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01045
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0365
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0680
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01798002
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01768592
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances041655
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01726937
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026529
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn087103
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01742063
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01768592
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation08884
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/AdjNonchrtblAssetsAndOnePct087158
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets086636
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049732
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.044368
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051121
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053708
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01742063
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101727926
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201578613
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301620346
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0522
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions073682
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1076664
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2080700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3087025
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.149197
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions073682
IRS990PF/QualifyingDistributions/ExpensesAndContributions073682
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions073682
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
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/Amount071461
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SERVICES
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/TotGrantOrContriPaidDuringYear071461
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/AppliedToCurrentYear073682
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted086058
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20401
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0401
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0401
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions073682
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,632,393
Liabilities
$0
Net assets
$1,632,393
Revenue
-
Expenses
$81,868
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.13$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.11$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.17$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.13$0.11$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.12$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.18$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.10$0.10$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08