Civic Intelligence

Robert Efroymson Trust for Planned Parenthood and the Indianapolis Fdn

EIN 35-6504391

C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

84th percentile

$3,315

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2012

Asset Growth

31st percentile

-21%

Faster asset growth than 31% of similar nonprofits.

<$500k 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 / Assets63rd percentile

Assets

Down

$176,525

Down $46,781 (-21%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$176,525

Down $46,781 (-21%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$56,576

Down $2,014 (-3.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $223,306Liabilities 2011: $0Net Assets 2011: $223,3062011Assets 2012: $176,525Liabilities 2012: $0Net Assets 2012: $176,5252012

Highlighted filing

2012

Assets$176,525
Liabilities$0
Net Assets$176,525
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Expenses 2011: $58,5902011Expenses 2012: $56,5762012

Highlighted filing

2012

Revenue-
Expenses$56,576
Net Income-
Open 2012 Filing

Filings

Most recent year

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

Open filing
Assets
$176,525
Liabilities
$0
Net assets
$176,525
Revenue
-
Expenses
$56,576
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.57
2011Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.59
Latest Filing Detail
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 Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$3,315-$3,315
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIANAPOLIS FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$50,000
Paid GrantPLANNED PARENTHOOD OF CENTRAL INDIANAPROGRAM SUPPORTPUBLIC CHARITYINDIANAPOLIS, IN, US$2,124
Filing and Contact Details

Filer

EIN
35-6504391
Raw XML Appendix388 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue15334
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue23494
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue315620
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue43380
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue53600
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV01865
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV15460
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV23851
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV43854
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV53621
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 241.248 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 606.696 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.18% - 488.094 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.79% - 1461.38 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD FUND 3844 3.39% - 333.662 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM TR I MLT SC INC - SEL 3.91% - 355.378 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue262321
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV710257
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV108058
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2510302
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV262070
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 288.996 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 258.339 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 230.391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI JAPAN INDEX FUND - 389 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES S&P MIDCAP 400 INDEX FUND - 41 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6MFS INTL VALUE-I - 146.672 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7DODGE & COX INTERNATIONAL STOCK - 311.181 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES MSCI EAFE INDEX FUND - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9FMI FDS INC LARGE CAP FD - 349.691 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ASTON OPTIMUM MID CAP FUND I - 237.69 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM US REAL ESTATE FD - SEL FUND 3037 - 222.096 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTREPID AMERICA FD - SEL FUND 1206 - 158.297 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 372.575 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL FUND 1296 - 324.71 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM ASIA 3 FD - SEL FUND 1134 - 311.55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EMERGING MARKETS ETF - 47 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 364.741 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EDGEWOOD GROWTH FUND - 309.006 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 779.224 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 579.977 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21IVY GLOBAL NATURAL RESOURCE-I - 209.05 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 543.678 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 498.319 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPMORGAN TAX AWARE 3 FUND - 524.795 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHN HANCOCK II-EMG MKTS-I - 199.026 SHS
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10INDIANAPOLIS FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PLANNED PARENTHOOD OF CENTRAL INDIANA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10615 N ALABAMA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11200 S MERIDIAN STREET SUITE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0INDIANAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1INDIANAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode046204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode146225
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011118
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted011118
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1041931
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2041316
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3040305
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0166212
IRS990PF/UndistributedIncome/ExcessFromCurrentYear042660
IRS990PF/UndistributedIncome/ExcessFromYear1041931
IRS990PF/UndistributedIncome/ExcessFromYear2041316
IRS990PF/UndistributedIncome/ExcessFromYear3040305
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions053778
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus042660
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncreasesSchedule/OtherIncreases/Amount027
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
TaxesSchedule/Taxes/Amount0145
TaxesSchedule/Taxes/Amount1167
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category1EXCISE TAXES PAID - PRIOR YEAR
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0145
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0356504391
ReturnHeader/Filer/Name/BusinessNameLine10ROBERT EFROYMSON TRUST FOR PLANNED
ReturnHeader/Filer/Name/BusinessNameLine20PARENTHOOD AND THE INDIANAPOLIS FDN
ReturnHeader/Filer/NameControl0EFRO
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-08-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-16T13:15:28-05:00

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