Civic Intelligence

The Mary Alice Fortin Foundation

990PF • Fiscal year 2013 • EIN 59-2469696

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization Profile

View Organization Page

201 Chilean AvenueSuite33480

(561) 659-1226

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

68th percentile

$465,995

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2013 filings • $100M-$250M nonprofits • Source year 2013

Asset Growth

94th percentile

31%

Faster asset growth than 94% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • $100M-$250M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$146,947,421

Up $34,482,569 (+31%) from 2012

Net Assets

Up

$146,732,652

Up $34,457,841 (+31%) from 2012

Liabilities

Up

$214,769

Up $24,728 (+13%) from 2012

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin96th percentile

Revenue

$42,213,976

No earlier filing loaded for comparison.

Expenses

Up

$7,756,135

Up $2,783,622 (+56%) from 2012

Net Income

$34,457,841

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$200M$150M$100M$50M$0Assets 2011: $54,880,167Liabilities 2011: $10,0352011Assets 2012: $112,464,852Liabilities 2012: $190,041Net Assets 2012: $112,274,8112012Assets 2013: $146,947,421Liabilities 2013: $214,769Net Assets 2013: $146,732,6522013Assets 2014: $150,349,777Liabilities 2014: $218,394Net Assets 2014: $150,131,3832014Assets 2015: $154,646,041Liabilities 2015: $222,416Net Assets 2015: $154,423,6252015Assets 2016: $154,924,538Liabilities 2016: $330,291Net Assets 2016: $154,594,2472016Assets 2017: $162,157,968Liabilities 2017: $246,982Net Assets 2017: $161,910,9862017Assets 2018: $178,392,803Liabilities 2018: $250,994Net Assets 2018: $178,141,8092018Assets 2019: $177,447,904Liabilities 2019: $234,000Net Assets 2019: $177,213,9042019Assets 2020: $167,401,142Liabilities 2020: $240,873Net Assets 2020: $167,160,2692020Assets 2021: $192,922,141Liabilities 2021: $1,080,977Net Assets 2021: $191,841,1642021Assets 2022: $194,717,025Liabilities 2022: $0Net Assets 2022: $194,717,0252022Assets 2023: $188,977,772Liabilities 2023: $0Net Assets 2023: $188,977,7722023Assets 2024: $187,833,862Liabilities 2024: $0Net Assets 2024: $187,833,8622024

Highlighted filing

2013

Assets$146,947,421
Liabilities$214,769
Net Assets$146,732,652
Open 2013 Filing

Operations Trend

Revenue Growth75th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $24,330,760Expenses 2011: $4,197,587Net Income 2011: $20,133,1732011Expenses 2012: $4,972,5132012Revenue 2013: $42,213,976Expenses 2013: $7,756,135Net Income 2013: $34,457,8412013Revenue 2014: $13,053,476Expenses 2014: $9,654,745Net Income 2014: $3,398,7312014Revenue 2015: $13,564,887Expenses 2015: $9,389,152Net Income 2015: $4,175,7352015Revenue 2016: $13,043,320Expenses 2016: $12,872,698Net Income 2016: $170,6222016Revenue 2017: $20,040,258Expenses 2017: $12,723,519Net Income 2017: $7,316,7392017Revenue 2018: $29,455,827Expenses 2018: $13,168,884Net Income 2018: $16,286,9432018Revenue 2019: $15,694,077Expenses 2019: $16,621,982Net Income 2019: -$927,9052019Revenue 2020: $8,209,363Expenses 2020: $15,519,816Net Income 2020: -$7,310,4532020Revenue 2021: $36,959,267Expenses 2021: $15,824,602Net Income 2021: $21,134,6652021Revenue 2022: $16,402,528Expenses 2022: $18,467,630Net Income 2022: -$2,065,1022022Revenue 2023: $9,324,481Expenses 2023: $17,487,663Net Income 2023: -$8,163,1822023Revenue 2024: $14,667,327Expenses 2024: $20,016,630Net Income 2024: -$5,349,3032024

Highlighted filing

2013

Revenue$42,213,976
Expenses$7,756,135
Net Income$34,457,841
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 14, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIELLE HICKOX MOOREPres/TreasPT$395,000$70,995$465,995
LESLY S SMITHDirectorPT$320,000$57,515$377,515
SUSAN STOCKARD CHANNINGDirectorPT$245,000$44,035$289,035
LARRY ALEXANDERDirectorPT$95,000$17,075$112,075
NICK R CLADISDirectorPT$20,000$3,595$23,595
MARY ALICE PLISCODirectorPT$20,000$3,595$23,595
CAROL MCCRACKENSecretaryPT$20,000$3,595$23,595
KELLY P MOOREDirectorPT$20,000$3,595$23,595
Filing and Contact Details

Filer

EIN
59-2469696
In Care Of
% DANIELLE H MOORE
Phone
5616591226

Signing Officer

Name
Danielle H Moore
Title
President
Phone
5618350103
Signed
2014-08-14
Discuss with paid preparer
Yes

Preparer

Preparer
Lori B Myers
Phone
5618350103
Raw XML AppendixShowing 400 of 894 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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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt31253
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt46930
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt526149
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt6-5826
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt7-178
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt012950694
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03828
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012954522
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020368
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020367
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09827617
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0567500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0567500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04691600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04691600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt029259454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02373943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02378464
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt034457841
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074661767
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09827617
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010697847
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010057
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0653731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0748298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01402362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01402362
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0102000
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0204000
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0180
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt016239
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt051187
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0233536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05414872
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02157587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07756135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012855434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt042213976
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0723272
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02157587
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03064535
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06928
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt06928
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt013856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt053779501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt279252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt310975397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06597108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-79252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33233142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt476337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06597108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-79252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33233142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt060376609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314208539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LITIGATION PROCEEDS US TRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BASIS ADJUSTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MARINER ATLANTIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09827617
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034457841
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0146732652
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0112274811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0146732652
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08355985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08355985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08355985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08569942
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213957
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0110000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01291
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0166015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt060767
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0213957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0213957
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0276015
IRS990PF/FMVAssetsEOYAmt0199765576
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0112274811
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0146732652
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07160400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0693552
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0766513
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt068089947
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0103437773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0149198514
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0223426
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt014417789
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt014417789
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt028021412
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021338874
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028324375
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0190041
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0214769
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03129386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06995551
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06995551
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0112464852
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0146947421
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0199765576
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0190041
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0214769
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0112464852
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0146947421
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0112274811
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0146732652
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05840281
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt063882
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt062834
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0174008972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09724914
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0164284058
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02610135
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08569942
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0171398837
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0174008972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10MORGAN STANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine11US TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine12JP MORGAN CHASE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0508343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt187707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2715926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MGT OF INVESTMENTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1MGT OF INVESTMENTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2MGT OF INVESTMENTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine10399 PARK AVENUE 12TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine11132 ROYAL PALM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine12205 ROYAL PALM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City1PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City2PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode010022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode133480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode233480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt021.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt121.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt418.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt521.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt618.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt710.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0395000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2245000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt320000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt495000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt520000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt620000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt720000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt070995

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,947,421
Liabilities
$214,769
Net assets
$146,732,652
Revenue
$42,213,976
Expenses
$7,756,135
Net income
$34,457,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$188$0.00$188$14.7$20.0$5.35
2023Detailed filing. Detailed filing data is available for this year.$189$0.00$189$9.32$17.5$8.16
2022Detailed filing. Detailed filing data is available for this year.$195$0.00$195$16.4$18.5$2.07
2021Detailed filing. Detailed filing data is available for this year.$193$1.08$192$37.0$15.8$21.1
2020Detailed filing. Detailed filing data is available for this year.$167$0.24$167$8.21$15.5$7.31
2019Detailed filing. Detailed filing data is available for this year.$177$0.23$177$15.7$16.6$0.93
2018Detailed filing. Detailed filing data is available for this year.$178$0.25$178$29.5$13.2$16.3
2017Detailed filing. Detailed filing data is available for this year.$162$0.25$162$20.0$12.7$7.32
2016Detailed filing. Detailed filing data is available for this year.$155$0.33$155$13.0$12.9$0.17
2015Detailed filing. Detailed filing data is available for this year.$155$0.22$154$13.6$9.39$4.18
2014Detailed filing. Detailed filing data is available for this year.$150$0.22$150$13.1$9.65$3.40
2013Detailed filing. Detailed filing data is available for this year.$147$0.21$147$42.2$7.76$34.5
2012Detailed filing. Detailed filing data is available for this year.$112$0.19$112$4.97
2011Summary only. Only limited summary data is available for this year.$54.9$0.01$24.3$4.20$20.1