Civic Intelligence

Anna L Bevan Tr XXXXX1005

990 • Fiscal year 2011 • EIN 36-6015638

Jan 01, 2011 to Dec 31, 2011 • Filed on May 29, 2012

Organization Profile
Jpmorgan Chase Bankna PO Box 303853201
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M 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

63rd percentile

4.3%

Faster asset growth than 63% of similar nonprofits.

2011 filings • $5M-$10M 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 / Assets18th percentile

Assets

Up

$6,465,536

Up $265,565 (+4.3%) from 2010

Net Assets

Up

$6,465,536

Up $265,565 (+4.3%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$155,013

Down $29,413 (-16%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$10M$5.0M$0Assets 2010: $6,199,971Liabilities 2010: $0Net Assets 2010: $6,199,9712010Assets 2011: $6,465,536Liabilities 2011: $0Net Assets 2011: $6,465,5362011Assets 2017: $7,018,733Liabilities 2017: $0Net Assets 2017: $7,018,7332017Assets 2018: $7,183,773Liabilities 2018: $0Net Assets 2018: $7,183,7732018Assets 2020: $7,566,437Liabilities 2020: $0Net Assets 2020: $7,566,4372020Assets 2021: $8,034,347Liabilities 2021: $0Net Assets 2021: $8,034,3472021Assets 2022: $7,841,112Liabilities 2022: $0Net Assets 2022: $7,841,1122022Assets 2023: $7,681,055Liabilities 2023: $0Net Assets 2023: $7,681,0552023Assets 2024: $7,919,997Liabilities 2024: $0Net Assets 2024: $7,919,9972024

Highlighted filing

2011

Assets$6,465,536
Liabilities$0
Net Assets$6,465,536
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $184,4262010Expenses 2011: $155,0132011Revenue 2017: $537,392Expenses 2017: $428,704Net Income 2017: $108,6882017Revenue 2018: $647,478Expenses 2018: $480,370Net Income 2018: $167,1082018Revenue 2020: $778,841Expenses 2020: $496,748Net Income 2020: $282,0932020Revenue 2021: $987,919Expenses 2021: $520,139Net Income 2021: $467,7802021Revenue 2022: $397,122Expenses 2022: $593,044Net Income 2022: -$195,9222022Revenue 2023: $393,136Expenses 2023: $551,956Net Income 2023: -$158,8202023Revenue 2024: $800,592Expenses 2024: $550,045Net Income 2024: $250,5472024

Highlighted filing

2011

Revenue-
Expenses$155,013
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 29, 2012
Return Version
2011v1.2
Gross Receipts
$3,657,914
Filing and Contact Details

Filer

EIN
36-6015638
Raw XML Appendix282 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/ActivityOrMissionDescription0SUPPORT RUSH UNIVERSITY MEDICAL CENTER, CHICAGO
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNA PO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AmountOfTaxExemptInterest09
IRS990/BenefitsPaidToMembersCY00
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IRS990/ContributionsGrantsPriorYear00
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IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
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IRS990/NetAssetsOrFundBalancesBOY06199971
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IRS990/NetGainOrLossInvestments/ExclusionAmount0279917
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0279917
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/OtherExpensePriorYear02727
IRS990/OtherExpensesCurrentYear03229
IRS990/OtherExpenses/Description0FOREIGN INCOME TAX WITH
IRS990/OtherExpenses/Description1IL ATTORNEY GENERAL FIL
IRS990/OtherExpenses/Description2ADR FEE
IRS990/OtherExpenses/ManagementAndGeneral02387
IRS990/OtherExpenses/ManagementAndGeneral115
IRS990/OtherExpenses/ManagementAndGeneral22
IRS990/OtherExpenses/Total02387
IRS990/OtherExpenses/Total115
IRS990/OtherExpenses/Total22
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear07614
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/ReconcilationOtherChanges01200
IRS990/ReconcilationRevenueExpenses0264365
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY0264365
IRS990/RevenuesLessExpensesPriorYear054476
IRS990/SalariesEtcCurrentYear064761
IRS990/SalariesEtcPriorYear050141
IRS990/SavingsAndTempCashInvestments/BOY0207653
IRS990/SavingsAndTempCashInvestments/EOY0460923
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts087023
IRS990ScheduleA/SupportedOrgInformation/Amount087023
IRS990ScheduleA/SupportedOrgInformation/EIN0362174823
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10RUSH UNIVERSITY MEDICAL CENTER
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. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101700 WEST VANBUREN STREET NO 153
IRS990ScheduleI/RecipientTable/AddressUS/City0CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/State0IL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode060612
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10RUSH UNIVERSITY MEDICAL CENTER
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
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IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE 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.
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, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW 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, NA - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL 1,199. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 1,200.
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/ZIPCode060010
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber08477263620
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IRS990/TotalRevenue/ExclusionAmount0419378
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0419378
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01944
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0366015638
ReturnHeader/Filer/Name/BusinessNameLine10ANNA L BEVAN TR R63811005
ReturnHeader/Filer/NameControl0BEVA
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNA PO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-29
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED 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
$6,465,536
Liabilities
$0
Net assets
$6,465,536
Revenue
-
Expenses
$155,013
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.80$0.55$0.25
2023Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.39$0.55$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.40$0.59$0.20
2021Detailed filing. Detailed filing data is available for this year.$8.03$0.00$8.03$0.99$0.52$0.47
2020Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.78$0.50$0.28
2018Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.65$0.48$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.54$0.43$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$0.18