Civic Intelligence

Unknown Organization

EIN 74-6038495

Jpmorgan Chase Banknapo Box 303853201
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 2013

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2013

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$1,761

Higher top officer pay than 83% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

60th percentile

1.7%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

589%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$109,772

Up $1,870 (+1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$9,438

Up $8,068 (+589%) from 2012

Expenses

Down

$7,284

Down $108 (-1.5%) from 2012

Net Income

Up

$2,154

Up $8,176 (+136%) from 2012

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $110,980Liabilities 2010: $0Net Assets 2010: $110,9802010Assets 2011: $113,922Liabilities 2011: $0Net Assets 2011: $113,9222011Assets 2012: $107,902Liabilities 2012: $02012Assets 2013: $109,772Liabilities 2013: $02013

Highlighted filing

2013

Assets$109,772
Liabilities$0
Net Assets-

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $6,0362010Expenses 2011: $7,4152011Revenue 2012: $1,370Expenses 2012: $7,392Net Income 2012: -$6,0222012Revenue 2013: $9,438Expenses 2013: $7,284Net Income 2013: $2,1542013

Highlighted filing

2013

Revenue$9,438
Expenses$7,284
Net Income$2,154

Filings

Latest Detailed Filing

The latest 2013 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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$1,761-$1,761
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITALS FOR CHILDRENOPERATING FUNDSPUBLIC CHARITYTAMPA, FL, US$4,729
Filing and Contact Details

Filer

EIN
74-6038495
Raw XML Appendix397 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/EOYBookValue24890
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue33456
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV63362
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV72377
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 164.459 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE MUT FDS TR FLT RT CL I - 137.226 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 617.674 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 323.87 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 161.065 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 3.23% - 206.596 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM INTL CURRENCY INCOME FD 1.21% - 310.445 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM TR I MLT SC INC - SEL 3.91% - 238.657 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV261192
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SPDR S&P 500 ETF TRUST - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1THORNBURG VALUE FUND FD CL I - 114.059 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ISHARES S&P MIDCAP 400 INDEX FUND - 29 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MFS INTL VALUE-I - 93.977 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4DODGE & COX INTERNATIONAL STOCK - 118.92 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ISHARES MSCI EAFE INDEX FUND - 69 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ASTON OPTIMUM MID CAP FUND I - 177.266 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7PRIMECAP ODYSSEY FUNDS ODYSSEY STK FD - 255.028 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8JPM US REAL ESTATE FD - SEL FUND 3037 - 155.223 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM INTREPID AMERICA FD - SEL FUND 1206 - 168.461 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 225.729 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE 3 - INSTL FUND 1236 - 240.43 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTL VALUE FD - SEL FUND 1296 - 411.101 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM EM MKTS 3 FD - SEL FUND 1235 - 107.134 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM ASIA 3 FD - SEL FUND 1134 - 181.622 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15VANGUARD MSCI EMERGING MARKETS ETF - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 177.409 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EDGEWOOD GROWTH FUND - 216.89 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 591.032 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19POWERSHARES DB COMMODITY INDEX TRACKING FUND - 201 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20HARTFORD CAPITAL APPRECIATION FUND - 209.863 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21IVY GLOBAL NATURAL RESOURCE-I - 126.405 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22EATON VANCE MUT FDS TR GLOBAL MACRO - I - 236.479 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23VICTORY PORTFOLIOS DIVRS STK CL I - 82.617 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24SPDR GOLD TRUST - 11 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 189.458 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26JOHN HANCOCK II-EMG MKTS-I - 131.52 SHS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SHRINERS HOSPITALS FOR CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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OtherIncreasesSchedule/OtherIncreases/Amount07
OtherIncreasesSchedule/OtherIncreases/Amount12
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT - RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreases/Description1ADJUSTMENT - MISC
TaxesSchedule/Taxes/Amount034
TaxesSchedule/Taxes/Amount166
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX- BALANCE- PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN INCOME TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome166
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746038495
ReturnHeader/Filer/Name/BusinessNameLine10LILLIAN ROCKWELL ENDOWMENT FUND R76112003
ReturnHeader/Filer/NameControl0LILL
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-09T14:24:33-05:00

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