Civic Intelligence

Thomas Lyle Williams Trust 77307-06-4 2620206506

990 • Fiscal year 2011 • EIN 36-6731140

Dec 01, 2010 to Nov 30, 2011 • Filed on Apr 10, 2012

Jpmorgan Chase Bankna PO Box 303853201
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2011 filings • 501(c)3 • $1M-$5M 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

61st percentile

3.7%

Faster asset growth than 61% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,093,402

Up $39,160 (+3.7%) from 2010

Net Assets

Up

$1,093,402

Up $39,160 (+3.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,468

Down $1,123 (-3.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,054,242Liabilities 2010: $0Net Assets 2010: $1,054,2422010Assets 2011: $1,093,402Liabilities 2011: $0Net Assets 2011: $1,093,4022011Assets 2018: $1,127,411Liabilities 2018: $0Net Assets 2018: $1,127,4112018Assets 2019: $1,133,148Liabilities 2019: $0Net Assets 2019: $1,133,1482019Assets 2020: $1,128,261Liabilities 2020: $0Net Assets 2020: $1,128,2612020Assets 2021: $1,128,239Liabilities 2021: $0Net Assets 2021: $1,128,2392021Assets 2022: $1,084,863Liabilities 2022: $0Net Assets 2022: $1,084,8632022Assets 2023: $1,085,964Liabilities 2023: $0Net Assets 2023: $1,085,9642023Assets 2024: $1,066,351Liabilities 2024: $0Net Assets 2024: $1,066,3512024

Highlighted filing

2011

Assets$1,093,402
Liabilities$0
Net Assets$1,093,402

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $28,5912010Expenses 2011: $27,4682011Revenue 2018: $95,530Expenses 2018: $73,597Net Income 2018: $21,9332018Revenue 2019: $84,243Expenses 2019: $78,457Net Income 2019: $5,7862019Revenue 2020: $71,432Expenses 2020: $76,279Net Income 2020: -$4,8472020Revenue 2021: $82,751Expenses 2021: $82,578Net Income 2021: $1732021Revenue 2022: $44,461Expenses 2022: $87,703Net Income 2022: -$43,2422022Revenue 2023: $80,889Expenses 2023: $79,751Net Income 2023: $1,1382023Revenue 2024: $59,868Expenses 2024: $79,182Net Income 2024: -$19,3142024

Highlighted filing

2011

Revenue-
Expenses$27,468
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Apr 10, 2012
Return Version
2010v3.4
Gross Receipts
$588,494
Filing and Contact Details

Filer

EIN
36-6731140
Raw XML Appendix275 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0ONGOING SUPPORT FOR AMERICAN HUMANE ASSOCIATION OF DENVER, COLORADO
IRS990/AddressPrincipalOfficerUS/AddressLine10JPMORGAN CHASE BANKNA PO BOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY01054242
IRS990/CapStckTrstPrinCurrentFunds/EOY01093402
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral011621
IRS990/CompCurrentOfficersDirectors/Total011621
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0AMERICAN HUMANE ASSOCIATION OF DENVER, COLORADO
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense014835
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral0825
IRS990/FeesForServicesAccounting/Total0825
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IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities044104
IRS990/Gaming00
IRS990/Grants014835
IRS990/GrantsAndSimilarAmntsCY014835
IRS990/GrantsAndSimilarAmntsPriorYear016213
IRS990/GrantsToDomesticOrgs/ProgramServices014835
IRS990/GrantsToDomesticOrgs/Total014835
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0566006
IRS990/GrossReceipts0588494
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
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IRS990/InvestmentIncome/ExclusionAmount022488
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IRS990/InvestmentIncome/TotalRevenueColumn022488
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IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
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IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0ONGOING SUPPORT FOR AMERICAN HUMANE ASSOCIATION OF DENVER, COLORADO
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01054242
IRS990/NetAssetsOrFundBalancesEOY01093402
IRS990/NetGainOrLossInvestments/ExclusionAmount044104
IRS990/NetGainOrLossInvestments/TotalRevenueColumn044104
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear0994
IRS990/OtherExpensesCurrentYear01012
IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
IRS990/OtherExpenses/Description1IL CHARITABLE FILING FE
IRS990/OtherExpenses/ManagementAndGeneral0172
IRS990/OtherExpenses/ManagementAndGeneral115
IRS990/OtherExpenses/Total0172
IRS990/OtherExpenses/Total115
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges036
IRS990/ReconcilationRevenueExpenses039124
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY039124
IRS990/RevenuesLessExpensesPriorYear019021
IRS990/SalariesEtcCurrentYear011621
IRS990/SalariesEtcPriorYear011384
IRS990/SavingsAndTempCashInvestments/BOY0104502
IRS990/SavingsAndTempCashInvestments/EOY057385
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts014835
IRS990ScheduleA/SupportedOrgInformation/Amount014835
IRS990ScheduleA/SupportedOrgInformation/EIN0840432950
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10AMERICAN HUMANE ASSOCIATION
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/AddressLine1063 INVERNESS DR E
IRS990ScheduleI/RecipientTable/AddressUS/City0ENGLEWOOD
IRS990ScheduleI/RecipientTable/AddressUS/State0CO
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode080112
IRS990ScheduleI/RecipientTable/AmountOfCashGrant014835
IRS990ScheduleI/RecipientTable/EINOfRecipient0840432950
IRS990ScheduleI/RecipientTable/IRCSection0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrant0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10AMERICAN HUMANE ASSOCIATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING FINANCIAL AND FACTUAL INFORMATION PRIOR TO FILING IRS FORM 990.
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/Explanation4CARRYING VALUE/BASIS ADJUSTMENT RETURN OF CAPITAL ADJUSTMENT 36. TOTAL TO FORM 990, PART XI, LINE 5: 36.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier1CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier2CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 5:
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVENUE
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IRS990/TotalReportableCompFrmRltdOrgs00
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IRS990/TransactionRelatedEntity00
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IRS990/YearFormation01978
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0366731140
ReturnHeader/Filer/Name/BusinessNameLine10THOMAS LYLE WILLIAMS TRUST R64804009 2620206506
ReturnHeader/Filer/NameControl0THOM
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/DateSigned02012-04-10
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTH OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-12-01
ReturnHeader/TaxPeriodEndDate02011-11-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-04-05T10:46:52-05:00

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