Civic Intelligence

Harriett Mccauley Tr UW 21943

EIN 61-6128380 • Chicago, IL

C/O Jpmorgan Chase Bank Napo Box3038Chicago, IL 53201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

12th percentile

-85%

Higher net margin than 12% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

82nd percentile

$751

Higher top officer pay than 82% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

50th percentile

-2.3%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-58%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$169,374

Down $3,966 (-2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin12th percentile

Revenue

Down

$4,674

Down $6,462 (-58%) from 2014

Expenses

Down

$8,635

Down $2,217 (-20%) from 2014

Net Income

Down

-$3,961

Down $4,245 (-1495%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $175,926Liabilities 2010: $0Net Assets 2010: $175,9262010Assets 2011: $177,259Liabilities 2011: $0Net Assets 2011: $177,2592011Assets 2012: $173,478Liabilities 2012: $02012Assets 2013: $173,136Liabilities 2013: $02013Assets 2014: $173,340Liabilities 2014: $02014Assets 2015: $169,374Liabilities 2015: $02015

Highlighted filing

2015

Assets$169,374
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0KExpenses 2010: $7,4102010Expenses 2011: $10,8222011Revenue 2012: $6,151Expenses 2012: $9,934Net Income 2012: -$3,7832012Revenue 2013: $11,224Expenses 2013: $11,567Net Income 2013: -$3432013Revenue 2014: $11,136Expenses 2014: $10,852Net Income 2014: $2842014Revenue 2015: $4,674Expenses 2015: $8,635Net Income 2015: -$3,9612015

Highlighted filing

2015

Revenue$4,674
Expenses$8,635
Net Income-$3,961
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$169,374
Liabilities
$0
Net assets
-
Revenue
$4,674
Expenses
$8,635
Net income
-$3,961
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$1.69$0.00$0.05$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$1.73$0.00$0.11$0.11$0.00
2013Summary only. Only limited summary data is available for this year.$1.73$0.00$0.11$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$0.06$0.10$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.

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
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$751-$751
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPPUBLIC CHARITYLEXINGTON, KY, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYLEXINGTON, KY, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYDANVILLE, KY, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYRICHMOND, KY, US$1,015
Paid Grant-SCHOLARHSHIPPUBLIC CHARITYLEXINGTON, KY, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYLEXINGTON, KY, US$1,015
Paid Grant-SCHOLARHSHIPPUBLIC CHARITYLEXINGTON, KY, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYLINCOLN, NE, US$1,015
Paid Grant-SCHOLARSHIPPUBLIC CHARITYWILLIAMSBURG, KY, US$1,015
Filing and Contact Details

Filer

EIN
61-6128380
Raw XML AppendixShowing 400 of 449 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/NameOfBond0BLACKROCK HIGH YIELD BOND - 230.853 SHS
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 5.81% - 924.066 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.84% - 3259.44 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4RIDGEWORTH FDS SEIX FLRT HI I - 1074.2 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 3.12% - 299.56 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM TR I INFL MANAGED BD - SEL 2.19% - 517.245 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 28 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2JPM REALTY INCOME FD - INSTL FUND 1372 - 207.773 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES MSCI EAFE INDEX FUND - 63 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 204.816 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ARBITRAGE FUNDS - I CL I - 149.472 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7JPM 3 INCOME FD - SEL FUND 3128 - 670.159 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 253.709 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL FUND 1206 - 155.761 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 348.726 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE 3 - INSTL FUND 1236 - 339.236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL FUND 1296 - 162.607 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18T. ROWE PRICE OVERSEAS STOCK FUND - 651.818 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE MUT FDS TR GLOBAL MACRO - I - 189.75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GATEWAY FUND - Y - 72.064 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21SPDR GOLD TRUST - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22PRUDENTIAL JENNISON NATURAL RESOURCES FUND INC - Z - 69.904 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MATTHEWS PACIFIC TIGER INSTL FUND - 87.917 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24JPM TR I MIDCAP CORE - SEL - 215.969 SHS
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