Civic Intelligence

Jay Johnson Charitable Trust XXXXX7008

990PF • Fiscal year 2011 • EIN 36-6800001

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

C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M 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

83rd percentile

$8,031

Higher top officer pay than 83% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

62nd percentile

3.4%

Faster asset growth than 62% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$558,216

Up $18,186 (+3.4%) from 2010

Net Assets

Up

$558,216

Up $18,186 (+3.4%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$36,184

Up $2,944 (+8.9%) 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.

$600K$400K$200K$0Assets 2010: $540,030Liabilities 2010: $0Net Assets 2010: $540,0302010Assets 2011: $558,216Liabilities 2011: $0Net Assets 2011: $558,2162011Assets 2017: $511,729Liabilities 2017: $0Net Assets 2017: $511,7292017Assets 2018: $516,644Liabilities 2018: $0Net Assets 2018: $516,6442018Assets 2019: $519,835Liabilities 2019: $0Net Assets 2019: $519,8352019Assets 2020: $509,290Liabilities 2020: $0Net Assets 2020: $509,2902020Assets 2021: $512,638Liabilities 2021: $0Net Assets 2021: $512,6382021Assets 2022: $479,083Liabilities 2022: $0Net Assets 2022: $479,0832022Assets 2023: $477,859Liabilities 2023: $0Net Assets 2023: $477,8592023Assets 2024: $473,138Liabilities 2024: $0Net Assets 2024: $473,1382024

Highlighted filing

2011

Assets$558,216
Liabilities$0
Net Assets$558,216

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $33,2402010Expenses 2011: $36,1842011Revenue 2017: $39,043Expenses 2017: $33,813Net Income 2017: $5,2302017Revenue 2018: $43,281Expenses 2018: $38,377Net Income 2018: $4,9042018Revenue 2019: $44,701Expenses 2019: $41,451Net Income 2019: $3,2502019Revenue 2020: $29,446Expenses 2020: $39,855Net Income 2020: -$10,4092020Revenue 2021: $45,037Expenses 2021: $41,673Net Income 2021: $3,3642021Revenue 2022: $12,126Expenses 2022: $59,004Net Income 2022: -$46,8782022Revenue 2023: $40,172Expenses 2023: $41,506Net Income 2023: -$1,3342023Revenue 2024: $38,880Expenses 2024: $42,820Net Income 2024: -$3,9402024

Highlighted filing

2011

Revenue-
Expenses$36,184
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$8,031-$8,031
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOY SCOUTS NE COUNCIL 129PROGRAM SUPPORTPUBLIC CHARITYHIGHLAND PARK, IL, US$6,643
Paid GrantILLINOIS SPINA BIFIDA ASSNPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$6,643
Paid GrantMCGAW YMCAPROGRAM SUPPORTPUBLIC CHARITYEVANSTON, IL, US$6,643
Paid GrantMETROPOLITAN FAMILY SERVICESPROGRAM SUPPORTPUBLIC CHARITYCHICAGO, IL, US$6,643
Filing and Contact Details

Filer

EIN
36-6800001
Raw XML AppendixShowing 400 of 445 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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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue05808
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue112013
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue217262
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue316684
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue412642
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue516221
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue618722
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue76486
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV05800
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV112068
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV217679
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV317157
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV411490
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV518077
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV617623
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV76377
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 784.865 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 1369.837 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 2320.094 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 1566.827 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 873.066 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 3.23% - 1595.512 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM INTL CURRENCY INCOME FD 1.21% - 1627.271 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM TR I MLT SC INC - SEL 3.91% - 640.276 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue221151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue315204
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1112973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue127815
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1313057
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1424027
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue156322
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1617079
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1712642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1817391
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue254809
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2612642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue277303
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV258055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2611495
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV275675
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 772.738 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 725.066 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 195 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 523.028 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 131 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MFS INTL VALUE-I - 448.494 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTERNATIONAL STOCK - 912.827 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 316 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FMI FDS INC LARGE CAP FD - 791.018 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ASTON OPTIMUM MID CAP FUND I - 771.727 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL FUND 3037 - 749.264 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL FUND 1206 - 523.316 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 1152.685 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM INTL VALUE FD - SEL FUND 1296 - 896.99 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA 3 FD - SEL FUND 1134 - 850.399 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 141 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 893.649 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EDGEWOOD GROWTH FUND - 1082.363 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 2439.158 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 679 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 962.77 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 1446.609 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MANNING & NAPIER FUND INC 3 SERIES - 1598.584 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1261.951 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24VICTORY PORTFOLIOS DIVRS STK CL I - 805.452 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25SPDR GOLD TRUST - 53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 671.019 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHN HANCOCK II-EMG MKTS-I - 626.366 SHS
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