Civic Intelligence

Gregory Menn Foundation

990PF • Fiscal year 2011 • EIN 39-6143254

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 08, 2011

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

88th percentile

$9,404

Higher top officer pay than 88% of similar nonprofits.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$749,386

No earlier filing loaded for comparison.

Net Assets

$749,386

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$44,380

No earlier filing loaded for comparison.

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.

$1.0M$500K$0Assets 2011: $749,386Liabilities 2011: $0Net Assets 2011: $749,3862011Assets 2012: $715,355Liabilities 2012: $02012Assets 2013: $708,984Liabilities 2013: $02013Assets 2014: $715,841Liabilities 2014: $02014Assets 2015: $718,687Liabilities 2015: $02015Assets 2016: $691,161Liabilities 2016: $02016Assets 2018: $684,423Liabilities 2018: $0Net Assets 2018: $684,4232018Assets 2019: $695,842Liabilities 2019: $0Net Assets 2019: $695,8422019Assets 2020: $707,611Liabilities 2020: $1Net Assets 2020: $707,6112020Assets 2021: $878,972Liabilities 2021: $1Net Assets 2021: $878,9722021Assets 2022: $840,549Liabilities 2022: $1Net Assets 2022: $840,5492022Assets 2023: $847,011Liabilities 2023: $1Net Assets 2023: $847,0112023Assets 2024: $945,985Liabilities 2024: $1Net Assets 2024: $945,9852024Assets 2025: $921,158Liabilities 2025: $0Net Assets 2025: $921,1582025

Highlighted filing

2011

Assets$749,386
Liabilities$0
Net Assets$749,386

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $44,3802011Revenue 2012: $14,175Expenses 2012: $48,200Net Income 2012: -$34,0252012Revenue 2013: $37,333Expenses 2013: $43,705Net Income 2013: -$6,3722013Revenue 2014: $54,962Expenses 2014: $46,332Net Income 2014: $8,6302014Revenue 2015: $53,164Expenses 2015: $50,312Net Income 2015: $2,8522015Revenue 2016: $21,000Expenses 2016: $48,529Net Income 2016: -$27,5292016Revenue 2018: $46,817Expenses 2018: $46,008Net Income 2018: $8092018Revenue 2019: $64,877Expenses 2019: $53,454Net Income 2019: $11,4232019Revenue 2020: $62,767Expenses 2020: $50,994Net Income 2020: $11,7732020Revenue 2021: $219,678Expenses 2021: $44,506Net Income 2021: $175,1722021Revenue 2022: $17,420Expenses 2022: $55,824Net Income 2022: -$38,4042022Revenue 2023: $60,795Expenses 2023: $54,323Net Income 2023: $6,4722023Revenue 2024: $152,796Expenses 2024: $53,645Net Income 2024: $99,1512024Revenue 2025: $29,877Expenses 2025: $54,708Net Income 2025: -$24,8312025

Highlighted filing

2011

Revenue-
Expenses$44,380
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 8, 2011
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$9,404-$9,404
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST NORBERT COLLEGE FBO ANNA VANDEN HOGENSCHOLARSHIPPUBLIC CHARITYDE PERE, WI, US$9,244
Paid GrantST NORBERT COLLEGE FBO BRANDON PONSCHOCKSCHOLARSHIPPUBLIC CHARITYDE PERE, WI, US$9,244
Paid GrantUNIVERSITY OF WISCONSIN MADISON FBO DANIEL A SINCLAIRSCHOLARSHIPPUBLIC CHARITYMADISON, WI, US$7,994
Paid GrantUNIVERSITY OF WISCONSIN MADISON FBO JENNA HUEBNERSCHOLARSHIPPUBLIC CHARITYMADISON, WI, US$7,994
Filing and Contact Details

Filer

EIN
39-6143254
Raw XML AppendixShowing 400 of 430 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/NameOfBond1JPM HIGH YIELD FD - SEL FUND 3580 8.26% - 3042.58 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM SHORT DURATION BOND FD - 2327.42 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 1143.73 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4JPM STR INC OPP FD FUND 3844 2.64% - 1997.01 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM INTL CURRENCY INCOME FD 1.14% - 1461.43 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ISHARES S&P MIDCAP 400 INDEX FUND - 282 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DODGE & COX INTERNATIONAL STOCK - 1134.93 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES MSCI EAFE INDEX FUND - 414 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3FMI FDS INC LARGE CAP FD - 1084.93 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ASTON OPTIMUM MID CAP FUND I - 542.975 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JPM US REAL ESTATE FD - SEL FUND 3037 - 2180.62 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JPM INTREPID AMERICA FD - SEL FUND 1206 - 686.204 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM MARKET EXPANSION INDEX FD -- 1536.15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM INTL VALUE FD - SEL FUND 1296 - 1184.12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM ASIA 3 FD - SEL FUND 1134 - 1115.59 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10VANGUARD MSCI EMERGING MARKETS ETF - 714 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11THORNBURG VALUE FUND FD CL I - 685.854 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12DELAWARE EMERGING MARKETS FUND - 1030.2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13T ROWE PRICE INTL FUNDS INC NEW ASIA FUND - 955.95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SPDR S&P 500 ETF TRUST - 256 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EUROPE ETF - 315 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 1263.21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EDGEWOOD GROWTH FUND - 1442.98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 3720.32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 905 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 944.55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MANNING & NAPIER FUND INC 3 SERIES - 2146.73 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1655.63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 1576.12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 62 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ARTIO INTERNATIONAL 3 II - I - 2685.59 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 894.586 SHS
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09208326212
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST NORBERT COLLEGE FBO BRANDON PONSCHOCK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF WISCONSIN MADISON FBO DANIEL A SINCLAIR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF WISCONSIN MADISON FBO JENNA HUEBNER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11100 GRAND ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13702 W JOHNSON ST STE 1101
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1DE PERE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MADISON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode353703
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1034476
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted039382
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
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IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY036945
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear034476
OtherExpensesSchedule/OtherExpenses/Description0PLAQUES FOR SCHOLARSHIP RECIPIENTS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps086
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks086
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome01146

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.30$0.55$0.25
2024Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$1.53$0.54$0.99
2023Detailed filing. Detailed filing data is available for this year.$8.47$0.00$8.47$0.61$0.54$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.17$0.56$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$2.20$0.45$1.75
2020Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.63$0.51$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.65$0.53$0.11
2018Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$0.47$0.46$0.01
2016Summary only. Only limited summary data is available for this year.$6.91$0.00$0.21$0.49$0.28
2015Summary only. Only limited summary data is available for this year.$7.19$0.00$0.53$0.50$0.03
2014Summary only. Only limited summary data is available for this year.$7.16$0.00$0.55$0.46$0.09
2013Summary only. Only limited summary data is available for this year.$7.09$0.00$0.37$0.44$0.06
2012Summary only. Only limited summary data is available for this year.$7.15$0.00$0.14$0.48$0.34
2011Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.44