Civic Intelligence

Arthur F Thurnau Charitable Trust XXXXX7002

990 • Fiscal year 2011 • EIN 36-6731159

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 13, 2012

Organization Profile
C/O Jpmorgan Chase Banknabox 303853201-3038
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2011 filings • 501(c)3 • $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

60th percentile

3.7%

Faster asset growth than 60% of similar nonprofits.

2011 filings • 501(c)3 • $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 / Assets5th percentile

Assets

Up

$9,166,271

Up $330,449 (+3.7%) from 2010

Net Assets

Up

$9,166,271

Up $330,449 (+3.7%) 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

$209,062

Down $16,225 (-7.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,835,822Liabilities 2010: $0Net Assets 2010: $8,835,8222010Assets 2011: $9,166,271Liabilities 2011: $0Net Assets 2011: $9,166,2712011Assets 2017: $9,460,868Liabilities 2017: $0Net Assets 2017: $9,460,8682017Assets 2018: $9,499,122Liabilities 2018: $0Net Assets 2018: $9,499,1222018Assets 2019: $9,629,241Liabilities 2019: $0Net Assets 2019: $9,629,2412019Assets 2020: $9,879,037Liabilities 2020: $0Net Assets 2020: $9,879,0372020Assets 2021: $11,198,140Liabilities 2021: $0Net Assets 2021: $11,198,1402021Assets 2022: $10,735,404Liabilities 2022: $0Net Assets 2022: $10,735,4042022Assets 2023: $12,573,605Liabilities 2023: $0Net Assets 2023: $12,573,6052023Assets 2024: $12,426,018Liabilities 2024: $0Net Assets 2024: $12,426,0182024

Highlighted filing

2011

Assets$9,166,271
Liabilities$0
Net Assets$9,166,271
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $225,2872010Expenses 2011: $209,0622011Revenue 2017: $615,496Expenses 2017: $587,244Net Income 2017: $28,2522017Revenue 2018: $685,797Expenses 2018: $645,987Net Income 2018: $39,8102018Revenue 2019: $812,249Expenses 2019: $681,420Net Income 2019: $130,8292019Revenue 2020: $917,260Expenses 2020: $664,818Net Income 2020: $252,4422020Revenue 2021: $2,325,619Expenses 2021: $684,155Net Income 2021: $1,641,4642021Revenue 2022: $357,628Expenses 2022: $822,273Net Income 2022: -$464,6452022Revenue 2023: $3,140,793Expenses 2023: $808,627Net Income 2023: $2,332,1662023Revenue 2024: $711,728Expenses 2024: $841,384Net Income 2024: -$129,6562024

Highlighted filing

2011

Revenue-
Expenses$209,062
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 13, 2012
Return Version
2011v1.2
Gross Receipts
$3,977,682
Filing and Contact Details

Filer

EIN
36-6731159
Raw XML Appendix277 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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IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
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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.
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IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO IRS FORM 990 BEING 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, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 1,427. TOTAL TO FORM 990, PART XI, LINE 5: 1,427.
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
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IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0366731159
ReturnHeader/Filer/Name/BusinessNameLine10THURNAU CHARITIES TRUST R64807002
ReturnHeader/Filer/NameControl0THUR
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0532013038
ReturnHeader/Officer/DateSigned02012-06-13
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/Timestamp02012-06-13T16:23:39-05:00

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
$9,166,271
Liabilities
$0
Net assets
$9,166,271
Revenue
-
Expenses
$209,062
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.71$0.84$0.13
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$3.14$0.81$2.33
2022Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.36$0.82$0.46
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$2.33$0.68$1.64
2020Detailed filing. Detailed filing data is available for this year.$9.88$0.00$9.88$0.92$0.66$0.25
2019Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.81$0.68$0.13
2018Detailed filing. Detailed filing data is available for this year.$9.50$0.00$9.50$0.69$0.65$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$0.62$0.59$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.00$9.17$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.84$0.00$8.84$0.23