Civic Intelligence

Ann M Swift Tr XXXXX2007

990 • Fiscal year 2011 • EIN 36-6011040

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
Jpmorgan Chase Banknapo Box 303853201-3038
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$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

55th percentile

1.1%

Faster asset growth than 55% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$322,171

Up $3,383 (+1.1%) from 2010

Net Assets

Up

$322,171

Up $3,383 (+1.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,620

Up $1,306 (+13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$400K$300K$200K$100K$0Assets 2010: $318,788Liabilities 2010: $0Net Assets 2010: $318,7882010Assets 2011: $322,171Liabilities 2011: $0Net Assets 2011: $322,1712011Assets 2017: $294,191Liabilities 2017: $0Net Assets 2017: $294,1912017Assets 2018: $293,391Liabilities 2018: $0Net Assets 2018: $293,3912018Assets 2019: $290,609Liabilities 2019: $0Net Assets 2019: $290,6092019Assets 2020: $286,621Liabilities 2020: $0Net Assets 2020: $286,6212020Assets 2021: $287,900Liabilities 2021: $0Net Assets 2021: $287,9002021Assets 2022: $277,632Liabilities 2022: $0Net Assets 2022: $277,6322022Assets 2023: $266,803Liabilities 2023: $0Net Assets 2023: $266,8032023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2011

Assets$322,171
Liabilities$0
Net Assets$322,171
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2010: $10,3142010Expenses 2011: $11,6202011Revenue 2017: $15,924Expenses 2017: $17,463Net Income 2017: -$1,5392017Revenue 2018: $20,212Expenses 2018: $20,900Net Income 2018: -$6882018Revenue 2019: $17,395Expenses 2019: $20,046Net Income 2019: -$2,6512019Revenue 2020: $15,561Expenses 2020: $19,508Net Income 2020: -$3,9472020Revenue 2021: $21,289Expenses 2021: $19,960Net Income 2021: $1,3292021Revenue 2022: $11,612Expenses 2022: $21,869Net Income 2022: -$10,2572022Revenue 2023: $10,136Expenses 2023: $20,926Net Income 2023: -$10,7902023Revenue 2024: $100,250Expenses 2024: $365,875Net Income 2024: -$265,6252024

Highlighted filing

2011

Revenue-
Expenses$11,620
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Gross Receipts
$85,548
Filing and Contact Details

Filer

EIN
36-6011040
Raw XML Appendix274 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/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0FOR THE SUPPORT & MAINTENANCE OF THE PARISH HOUSE OF THE UNION AVENUE METHODIST EPISCOPAL CHURCH OR FOR THE GENERAL PURPOSES OF THIS SPECIFIC CHURCH AS SO DIRECTED BY THE CHURCH'S BOARD OF TRUSTEES
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode0532013038
IRS990/AmountOfTaxExemptInterest00
IRS990/BenefitsPaidToMembersCY00
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IRS990/CompCurrentOfficersDirectors/Total05585
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IRS990/ContributionsGrantsCurrentYear00
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IRS990/DescribedIn501C301
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IRS990/DisregardedEntity00
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
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IRS990/FundsToPayPremiums00
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IRS990/Grants05075
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IRS990/GrantsToDomesticOrgs/ProgramServices05075
IRS990/GrantsToDomesticOrgs/Total05075
IRS990/GrantsToIndividuals00
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IRS990/LessCostOthBasisSalesExpenses/Securities070590
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0KEVIN L REINDL
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0318788
IRS990/NetAssetsOrFundBalancesEOY0322171
IRS990/NetGainOrLossInvestments/ExclusionAmount06334
IRS990/NetGainOrLossInvestments/TotalRevenueColumn06334
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
IRS990/OtherExpensePriorYear0905
IRS990/OtherExpensesCurrentYear0960
IRS990/OtherExpenses/Description0FOREIGN TAX WITHHELD
IRS990/OtherExpenses/Description1ILLINOIS ATTORNEY GENER
IRS990/OtherExpenses/ManagementAndGeneral0120
IRS990/OtherExpenses/ManagementAndGeneral115
IRS990/OtherExpenses/Total0120
IRS990/OtherExpenses/Total115
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear0786
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/ReconcilationOtherChanges045
IRS990/ReconcilationRevenueExpenses03338
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
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IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY03338
IRS990/RevenuesLessExpensesPriorYear0-13270
IRS990/SalariesEtcCurrentYear05585
IRS990/SalariesEtcPriorYear04250
IRS990/SavingsAndTempCashInvestments/BOY017923
IRS990/SavingsAndTempCashInvestments/EOY07857
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts05075
IRS990ScheduleA/SupportedOrgInformation/Amount05075
IRS990ScheduleA/SupportedOrgInformation/EIN0364069065
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10UNION AVENUE UNITED METHODIST CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
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.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine104350 S UNION AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060609
IRS990ScheduleI/RecipientTable/EINOfRecipient0364069065
IRS990ScheduleI/RecipientTable/PurposeOfGrant0BUILDING AND PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10UNION AVE UNITED METHODIST CHURCH
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING 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/Explanation4NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL 45. TOTAL TO FORM 990, PART XI, LINE 5: 45.
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:
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IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149652874
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IRS990/TotalNbrVolunteers00
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear014958
IRS990/TotalRevenue/ExclusionAmount014958
IRS990/TotalRevenuePriorYear0-2956
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn014958
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01917
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0366011040
ReturnHeader/Filer/Name/BusinessNameLine10ANN M SWIFT TRUST R63612007
ReturnHeader/Filer/NameControl0SWIF
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-07T13:02:57-05:00

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
$322,171
Liabilities
$0
Net assets
$322,171
Revenue
-
Expenses
$11,620
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.00$3.66$2.66
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.10$0.21$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.22$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.21$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.17$0.20$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.20$0.21$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.16$0.17$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.10