Civic Intelligence

Vanderburgh Johnstone Foundation Tr 20304093

990PF • Fiscal year 2011 • EIN 36-7131296

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

26th percentile

0.00x

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

2011 filings • $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

90th percentile

$25,806

Higher top officer pay than 90% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

64th percentile

3.9%

Faster asset growth than 64% of similar nonprofits.

2011 filings • $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

$3,001,470

Up $113,555 (+3.9%) from 2010

Net Assets

Up

$3,001,470

Up $113,555 (+3.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$64,589

Down $3,055 (-4.5%) 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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,887,915Liabilities 2010: $0Net Assets 2010: $2,887,9152010Assets 2011: $3,001,470Liabilities 2011: $0Net Assets 2011: $3,001,4702011Assets 2017: $2,944,900Liabilities 2017: $0Net Assets 2017: $2,944,9002017Assets 2018: $3,014,179Liabilities 2018: $0Net Assets 2018: $3,014,1792018Assets 2019: $3,037,897Liabilities 2019: $0Net Assets 2019: $3,037,8972019Assets 2020: $3,067,486Liabilities 2020: $0Net Assets 2020: $3,067,4862020Assets 2021: $3,054,383Liabilities 2021: $0Net Assets 2021: $3,054,3832021Assets 2022: $2,897,727Liabilities 2022: $0Net Assets 2022: $2,897,7272022Assets 2023: $2,804,959Liabilities 2023: $0Net Assets 2023: $2,804,9592023Assets 2024: $2,758,522Liabilities 2024: $0Net Assets 2024: $2,758,5222024

Highlighted filing

2011

Assets$3,001,470
Liabilities$0
Net Assets$3,001,470

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $67,6442010Expenses 2011: $64,5892011Revenue 2017: $271,210Expenses 2017: $189,799Net Income 2017: $81,4112017Revenue 2018: $283,615Expenses 2018: $214,192Net Income 2018: $69,4232018Revenue 2019: $271,947Expenses 2019: $248,270Net Income 2019: $23,6772019Revenue 2020: $217,668Expenses 2020: $187,269Net Income 2020: $30,3992020Revenue 2021: $255,950Expenses 2021: $269,001Net Income 2021: -$13,0512021Revenue 2022: $111,238Expenses 2022: $267,860Net Income 2022: -$156,6222022Revenue 2023: $171,565Expenses 2023: $263,603Net Income 2023: -$92,0382023Revenue 2024: $226,778Expenses 2024: $268,749Net Income 2024: -$41,9712024

Highlighted filing

2011

Revenue-
Expenses$64,589
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-$25,806-$25,806
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTRUSTEES OF PHILLIPS ACADEMYEDUCATIONALPUBLIC CHARITYANDOVER, MA, US$34,049
Filing and Contact Details

Filer

EIN
36-7131296
Raw XML Appendix393 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue291507
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV031168
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV567694
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 4217.568 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 11356.598 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 12313.247 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 25558.325 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD FUND 3844 3.23% - 8487.258 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM TR I MLT SC INC - SEL 3.91% - 6796.545 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1629040
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2730620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 4173.189 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 7330.279 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2SPDR S&P 500 ETF TRUST - 1034 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG VALUE FUND FD CL I - 3938.002 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 734 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MFS INTL VALUE-I - 2410 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DODGE & COX INTERNATIONAL STOCK - 1969.467 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES MSCI EAFE INDEX FUND - 1675 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FMI FDS INC LARGE CAP FD - 6256.811 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ASTON OPTIMUM MID CAP FUND I - 4111.071 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM US REAL ESTATE FD - SEL FUND 3037 - 3990.669 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM INTREPID AMERICA FD - SEL FUND 1206 - 2840.144 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 6219.412 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM TAX AWARE 3 - INSTL FUND 1236 - 9150.326 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL FUND 1296 - 5138.363 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM ASIA 3 FD - SEL FUND 1134 - 4521.37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EMERGING MARKETS ETF - 760 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 6693.233 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EDGEWOOD GROWTH FUND - 5840.295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 14633.159 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 7706.472 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21IVY GLOBAL NATURAL RESOURCE-I - 3514.583 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 9370.154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 8526.213 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 274 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND - 563 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 2694.221 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27JOHN HANCOCK II-EMG MKTS-I - 3379.65 SHS
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0606032300
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10TRUSTEES OF PHILLIPS ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10180 MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ANDOVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0157677
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/UndistributedIncomeCY0151210
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear034049
OtherExpensesSchedule/OtherExpenses/Description0ILLINOIS ATTORNEY GENERAL FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps015
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherIncreasesSchedule/OtherIncreases/Amount0441
OtherIncreasesSchedule/OtherIncreases/Amount12
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL ADJUSTMENT
OtherIncreasesSchedule/OtherIncreases/Description1ROUNDING
TaxesSchedule/Taxes/Amount0753
TaxesSchedule/Taxes/Amount11680
TaxesSchedule/Taxes/Amount22286
TaxesSchedule/Taxes/Category0EXCISE TAX BALANCE DUE - PRIOR YEAR
TaxesSchedule/Taxes/Category1ESTIMATED EXCISE TAX - CURRENT YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome22286
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0367131296
ReturnHeader/Filer/Name/BusinessNameLine10VANDERBURGH JOHNSTONE FOUNDATION R66161002
ReturnHeader/Filer/NameControl0VAND
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T13:21:36-05:00

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