Civic Intelligence

Tr Ua John Y Downman

990PF • Fiscal year 2017 • EIN 54-6031086

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profile
PO Box 40200 Fl9-300-01-16Jacksonville, FL 32203-0200

(877) 446-1410

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-83%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.6%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$185,903

Down $4,905 (-2.6%) from 2016

Net Assets

Down

$185,903

Down $4,905 (-2.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin7th percentile

Revenue

Up

$5,675

Up $250 (+4.6%) from 2016

Expenses

Up

$10,413

Up $82 (+0.8%) from 2016

Net Income

Up

-$4,738

Up $168 (+3.4%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$300K$200K$100K$0Assets 2011: $212,397Liabilities 2011: $02011Assets 2012: $214,260Liabilities 2012: $02012Assets 2013: $203,455Liabilities 2013: $02013Assets 2014: $199,087Liabilities 2014: $0Net Assets 2014: $199,0872014Assets 2015: $195,643Liabilities 2015: $0Net Assets 2015: $195,6432015Assets 2016: $190,808Liabilities 2016: $0Net Assets 2016: $190,8082016Assets 2017: $185,903Liabilities 2017: $0Net Assets 2017: $185,9032017Assets 2018: $182,097Liabilities 2018: $0Net Assets 2018: $182,0972018Assets 2019: $179,835Liabilities 2019: $0Net Assets 2019: $179,8352019Assets 2020: $174,877Liabilities 2020: $0Net Assets 2020: $174,8772020Assets 2021: $170,698Liabilities 2021: $0Net Assets 2021: $170,6982021Assets 2022: $163,836Liabilities 2022: $0Net Assets 2022: $163,8362022Assets 2023: $160,996Liabilities 2023: $0Net Assets 2023: $160,9962023Assets 2024: $156,689Liabilities 2024: $0Net Assets 2024: $156,6892024

Highlighted filing

2017

Assets$185,903
Liabilities$0
Net Assets$185,903
Open 2017 Filing

Operations Trend

Revenue Growth56th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $8,172Expenses 2011: $9,021Net Income 2011: -$8492011Revenue 2012: $11,557Expenses 2012: $8,908Net Income 2012: $2,6492012Revenue 2013: $7,607Expenses 2013: $18,864Net Income 2013: -$11,2572013Revenue 2014: $5,627Expenses 2014: $10,318Net Income 2014: -$4,6912014Revenue 2015: $6,627Expenses 2015: $10,094Net Income 2015: -$3,4672015Revenue 2016: $5,425Expenses 2016: $10,331Net Income 2016: -$4,9062016Revenue 2017: $5,675Expenses 2017: $10,413Net Income 2017: -$4,7382017Revenue 2018: $6,189Expenses 2018: $10,204Net Income 2018: -$4,0152018Revenue 2019: $5,314Expenses 2019: $7,683Net Income 2019: -$2,3692019Revenue 2020: $7,648Expenses 2020: $12,470Net Income 2020: -$4,8222020Revenue 2021: $5,749Expenses 2021: $10,174Net Income 2021: -$4,4252021Revenue 2022: $2,696Expenses 2022: $9,412Net Income 2022: -$6,7162022Revenue 2023: $4,703Expenses 2023: $7,596Net Income 2023: -$2,8932023Revenue 2024: $3,596Expenses 2024: $7,965Net Income 2024: -$4,3692024

Highlighted filing

2017

Revenue$5,675
Expenses$10,413
Net Income-$4,738
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 19, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA NATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tr Ua John Y Downman
EIN
54-6031086
Phone
8774461410
Address
PO BOX 40200 FL9-300-01-16, JACKSONVILLE, FL 32203-0200

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8774461410
Signed
2018-04-19
Raw XML Appendix330 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22387
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BROOKFIELD INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MS ROBIN ROBERTSON STARR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1EXECUTIVE DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt310187 BROOK RD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07334
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02534
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09868
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02534
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0168
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAX EFFECTIVE POSTING ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08774461410
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UA JOHN Y DOWNMAN
ReturnHeader/Filer/BusinessNameControlTxt0DOWN
ReturnHeader/Filer/EIN0546031086
ReturnHeader/Filer/PhoneNum08774461410
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 40200 FL9-300-01-16
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0322030200
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId006CECE7538522CDCD5E7812511784E93E84213BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A3B5ABEC3A2E0A70FFD6F7C530176A70DCDB172
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0171.159.192.10
ReturnHeader/ReturnTs02018-04-19T13:01:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$185,903
Liabilities
$0
Net assets
$185,903
Revenue
$5,675
Expenses
$10,413
Net income
-$4,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.04$0.08$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.09$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.06$0.10$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.08$0.12$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.05$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.06$0.10$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.05$0.10$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.07$0.10$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.06$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$0.08$0.19$0.11
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$0.12$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$0.08$0.09$0.01