Civic Intelligence

Jaycee War Memorial Trust Fund

EIN 73-6107169 • 501(c)3

Profile

The trust is created and shall be operated for religous, charitable and educational purposes within the united states or any of its possessions. Further it purpose shall be to assist the united states junior chamber in carrying out thier primary goals and objectives including the promotion of community services projects, enhancing the leadership skills of young people and promoting the image of the united states junior chamber. Further the fund shall be dedecated to the young men and women who died in world war ii and shall be used for the educational and patriotic training of young people, including the erecation and maintenance of a structure suitable for any such purpose.

PO Box 6447547-0064
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

29th percentile

-5.0%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-0.8%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,230,482

Up $5,841 (+0.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$2,230,482

Up $5,841 (+0.3%) from 2014

Operations
Liabilities / Revenue19th percentileNet Margin29th percentile

Revenue

Down

$90,833

Down $13,380 (-13%) from 2014

Expenses

Up

$84,992

Up $19,321 (+29%) from 2014

Net Income

Down

$5,841

Down $32,701 (-85%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,897,610Liabilities 2010: $80,917Net Assets 2010: $1,816,6932010Assets 2011: $2,188,451Liabilities 2011: $1,000Net Assets 2011: $2,187,4512011Assets 2012: $2,232,135Liabilities 2012: $15,001Net Assets 2012: $2,217,1342012Assets 2013: $2,213,816Liabilities 2013: $0Net Assets 2013: $2,213,8162013Assets 2014: $2,224,641Liabilities 2014: $0Net Assets 2014: $2,224,6412014Assets 2015: $2,230,482Liabilities 2015: $0Net Assets 2015: $2,230,4822015

Highlighted filing

2015

Assets$2,230,482
Liabilities$0
Net Assets$2,230,482
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2010: $108,777Expenses 2010: $118,154Net Income 2010: -$9,3772010Revenue 2011: $495,173Expenses 2011: $124,415Net Income 2011: $370,7582011Expenses 2012: $61,4662012Revenue 2013: $66,547Expenses 2013: $69,865Net Income 2013: -$3,3182013Revenue 2014: $104,213Expenses 2014: $65,671Net Income 2014: $38,5422014Revenue 2015: $90,833Expenses 2015: $84,992Net Income 2015: $5,8412015

Highlighted filing

2015

Revenue$90,833
Expenses$84,992
Net Income$5,841
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$2,230,482
Liabilities
$0
Net assets
$2,230,482
Revenue
$90,833
Expenses
$84,992
Net income
$5,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.10$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.07$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.02$2.22$0.06
2011Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$0.50$0.12$0.37
2010Summary only. Only limited summary data is available for this year.$1.90$0.08$1.82$0.11$0.12$0.01
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Gross Receipts
$77,389
Mission and Program Overview

Mission

The trust is created and shall be operated for religous, charitable and educational purposes within the united states or any of its possessions. Further it purpose shall be to assist the united states junior chamber in carrying out thier primary goals and objectives including the promotion of community services projects, enhancing the leadership skills of young people and promoting the image of the united states junior chamber. Further the fund shall be dedecated to the young men and women who died in world war ii and shall be used for the educational and patriotic training of young people, including the erecation and maintenance of a structure suitable for any such purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$984,906$971,872▼ $13,034
Savings and Temporary Cash Investments$473,527$641,573▲ $168,046
Investments in Publicly Traded Securities$768,542$595,753▼ $172,789
Cash and Non-Interest-Bearing Accounts$117$226▲ $109
Total Assets$2,232,135$2,213,816▼ $18,319
Other Assets Total$5,043$4,392▼ $651
Liabilities
Accounts Payable and Accrued Expenses$15,000--
Other Liabilities$1--
Total Liabilities$15,001$0▼ $15,001
Net Assets / Fund Balance
Unrestricted Net Assets$2,111,284$2,107,966▼ $3,318
Permanently Rstr Net Assets$100,000$100,000→ $0
Temporarily Rstr Net Assets$5,850$5,850→ $0
Total Net Assets Fund Balance$2,217,134$2,213,816▼ $3,318
Total Liabilities and Net Assets / Fund Balance$2,232,135$2,213,816▼ $18,319
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Mike FallerChairman
Charles FordChairman Eme
Jack GamelVice Chairma
Chrystal DyessTrustee
Jed LeanoTrustee
Joanie CramerTrustee
Joel HarperTrustee
John WeberTrustee
Lisa ParishTrustee
Roger FordTrustee
Sarah VogtTrustee
Sydney WardTrustee
Travis AhlquistTrustee
Brian K HostetterSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$120
Investment Income
$65,427
Other Revenue
$1,000
Change in Net Assets
$-3,318
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,876
Other Expenses$4,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,376--$51,376
Grants to Domestic Individuals$13,500--$13,500
Occupancy$3,680--$3,680
Other Expenses$651--$651
Office Expenses$125$287-$412
Fees for Services Other-$246-$246
Total Functional Expenses$69,332$533$0$69,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
73-0555354-4Leadership Training$51,376
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by a trustee of the trust before the return in filed.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest statement and financial statements, if applicable, available to the public upon written request.”

Filing and Contact Details

Filer

EIN
73-6107169
Phone
8123093699

Signing Officer

Name
Mike Faller
Title
Chairman
Phone
8123093699
Signed
2014-11-15

Organization Details

Principal Officer
Mike Faller
Formed
1944
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The trust is created and shall be operated for religous, charitable and educational purposes within the united states or any of its possessions. Further it purpose shall be to assist the united states junior chamber in carrying out thier primary goals and objectives including the promotion of community services projects, enhancing the leadership skills of young people and promoting the image of the united states junior chamber. Further the fund shall be dedecated to the young men and women who died in world war ii and shall be used for the educational and patriotic training of young people, including the erecation and maintenance of a structure suitable for any such purpose.”

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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL-SCHOLARSHIPS
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IRS990ScheduleI/RecipientTable/CashGrantAmt051376
IRS990ScheduleI/RecipientTable/IRCSectionDesc04
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LEADERSHIP TRAINING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10UNITED STATES JUNIOR CHAMBER
IRS990ScheduleI/RecipientTable/RecipientEIN0730555354
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10100 CHESTERFIELD BUSINESS PARKWAY S
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode063005
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS CREATED AND SHALL BE OPERATED FOR RELIGOUS, CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS. FURTHER IT PURPOSE SHALL BE TO ASSIST THE UNITED STATES JUNIOR CHAMBER IN CARRYING OUT THIER PRIMARY GOALS AND OBJECTIVES INCLUDING THE PROMOTION OF COMMUNITY SERVICES PROJECTS, ENHANCING THE LEADERSHIP SKILLS OF YOUNG PEOPLE AND PROMOTING THE IMAGE OF THE UNITED STATES JUNIOR CHAMBER. FURTHER THE FUND SHALL BE DEDECATED TO THE YOUNG MEN AND WOMEN WHO DIED IN WORLD WAR II AND SHALL BE USED FOR THE EDUCATIONAL AND PATRIOTIC TRAINING OF YOUNG PEOPLE, INCLUDING THE ERECATION AND MAINTENANCE OF A STRUCTURE SUITABLE FOR ANY SUCH PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY A TRUSTEE OF THE TRUST BEFORE THE RETURN IN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS, IF APPLICABLE, AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02232135
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalProgramServiceRevenueAmt0120
IRS990/TotalRevenueGrp/ExclusionAmt077269
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-10722
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066547
IRS990/TotalVolunteersCnt012
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02111284
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 64
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IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE FALLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08123093699
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10JAYCEE WAR MEMORIAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JAYC
ReturnHeader/Filer/EIN0736107169
ReturnHeader/Filer/PhoneNum08123093699
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 64
ReturnHeader/Filer/USAddress/City0JASPER
ReturnHeader/Filer/USAddress/State0IN
ReturnHeader/Filer/USAddress/ZIPCode0475470064
ReturnHeader/ReturnTs02014-11-14T13:08:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31

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