Civic Intelligence

E J & Ruby Wheeler Cleveland Charitable Trust 1 8336586800

990PF • Fiscal year 2010 • EIN 75-6301571

Nov 01, 2009 to Oct 31, 2010 • Filed on Mar 08, 2011

Organization Profile
C/O Jpmorgan Chase Banknapo Box303853201
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

80th percentile

$12,115

Higher top officer pay than 80% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,142,498

No earlier filing loaded for comparison.

Net Assets

$1,142,498

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$41,431

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2010: $1,142,498Liabilities 2010: $0Net Assets 2010: $1,142,4982010Assets 2011: $1,177,358Liabilities 2011: $02011Assets 2012: $1,137,605Liabilities 2012: $02012Assets 2013: $1,131,331Liabilities 2013: $02013Assets 2014: $1,122,897Liabilities 2014: $02014Assets 2015: $1,083,680Liabilities 2015: $02015Assets 2018: $1,048,898Liabilities 2018: $0Net Assets 2018: $1,048,8982018Assets 2019: $1,053,112Liabilities 2019: $0Net Assets 2019: $1,053,1122019Assets 2020: $1,055,675Liabilities 2020: $0Net Assets 2020: $1,055,6752020Assets 2021: $1,064,787Liabilities 2021: $0Net Assets 2021: $1,064,7872021Assets 2022: $1,015,009Liabilities 2022: $0Net Assets 2022: $1,015,0092022Assets 2023: $998,432Liabilities 2023: $0Net Assets 2023: $998,4322023Assets 2024: $975,858Liabilities 2024: $0Net Assets 2024: $975,8582024

Highlighted filing

2010

Assets$1,142,498
Liabilities$0
Net Assets$1,142,498
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $41,4312010Revenue 2011: $75,916Expenses 2011: $41,278Net Income 2011: $34,6382011Revenue 2012: $31,393Expenses 2012: $71,146Net Income 2012: -$39,7532012Revenue 2013: $62,904Expenses 2013: $69,172Net Income 2013: -$6,2682013Revenue 2014: $70,014Expenses 2014: $73,756Net Income 2014: -$3,7422014Revenue 2015: $36,408Expenses 2015: $75,617Net Income 2015: -$39,2092015Revenue 2018: $80,299Expenses 2018: $70,858Net Income 2018: $9,4412018Revenue 2019: $81,798Expenses 2019: $77,555Net Income 2019: $4,2432019Revenue 2020: $74,877Expenses 2020: $72,270Net Income 2020: $2,6072020Revenue 2021: $87,240Expenses 2021: $77,951Net Income 2021: $9,2892021Revenue 2022: $33,533Expenses 2022: $83,194Net Income 2022: -$49,6612022Revenue 2023: $62,487Expenses 2023: $77,007Net Income 2023: -$14,5202023Revenue 2024: $48,612Expenses 2024: $74,861Net Income 2024: -$26,2492024

Highlighted filing

2010

Revenue-
Expenses$41,431
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2009 to Oct 31, 2010
Signed
Mar 8, 2011
Return Version
2009v1.4
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$12,115-$12,115
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPERMIAN HONOR SCHOLARSHIP FOUNDATION INCPROGRAM SCHOLARSHIP SUPPORTPUBLIC CHARITYODESSA, TX, US$28,201
Filing and Contact Details

Filer

EIN
75-6301571
Raw XML Appendix363 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 1784.57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 537 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 1126.36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPMORGAN REALTY INC FD INST SH CL FD 1372 - 1343.22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ARTISAN INTL VALUE FUND - INV - 1039.18 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6FMI FDS INC LARGE CAP FD - 1679.53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ARBITRAGE FUNDS - I CL I - 1848.46 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPMORGAN INTREPID AMERICA FUND SELECT SHARE CLASS FUND 1206 - 1184.98 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM MARKET EXPANSION INDEX FD SEL SH CL FD 3708 - 2707.65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM TAX AWARE DISCIPLINED 3 FD INST SH CL FD 1236 - 1525.81 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTERNATIONAL FD SEL SH CL FD 1296 - 971.004 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPMORGAN ASIA 3 FUND SELECT SHARE CLASS FUND 1134 - 1588.12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14VANGUARD EMERGING MARKET ETF - 818 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPMORGAN US LARGE CAP CORE PLUS FUND SELECT FUND 1002 - 2643.57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16JPM SHORT DURATION BD FD SEL CL FD # 1011 - 925.849 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17LEGG MASON PARTNERS APPRECIATION CL I - 1946.19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 3088.45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE MUT FDS TR GLOBAL MACRO - I - 2258.61 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20SPDR GOLD TRUST - 108 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HARTFORD MID CAP FD I - 1252.31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPMORGAN RESEARCH MARKET NEUTRAL FUND - SEL - 944.183 SHS
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IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028201
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SCHOLARSHIP SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PERMIAN HONOR SCHOLARSHIP FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 12730
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ODESSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode079768
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear028201
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear031230
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted058254
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10426
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0426
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0426
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions031230
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0426
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY026598
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount0301
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENTS TO CARRYING VALUE / TAX COST
OtherIncreasesSchedule/OtherIncreases/Amount060
OtherIncreasesSchedule/OtherIncreases/Description0NONDIVIDEND DISTRIBUTIONS/RETURN OF CAPITAL
TaxesSchedule/Taxes/Amount0445
TaxesSchedule/Taxes/Amount1500
TaxesSchedule/Taxes/Amount2170
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX PAID - 10/31/09
TaxesSchedule/Taxes/Category1ESTIMATED EXCISE TAX PAID - CURRENT YEAR
TaxesSchedule/Taxes/Category2FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome2170
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0756301571
ReturnHeader/Filer/Name/BusinessNameLine10E J & RUBY WHEELER CLEVELAND CHAR TR #1
ReturnHeader/Filer/Name/BusinessNameLine20R77258003 8336586800
ReturnHeader/Filer/NameControl0CLEV
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNAPO BOX
ReturnHeader/Filer/USAddress/AddressLine203038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-03-08
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0KEVIN L REINDL, AUTH OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02009-11-01
ReturnHeader/TaxPeriodEndDate02010-10-31
ReturnHeader/TaxYear02009
ReturnHeader/Timestamp02011-02-24T16:17:03-06:00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,142,498
Liabilities
$0
Net assets
$1,142,498
Revenue
-
Expenses
$41,431
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.07$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.08$0.00$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.07$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.06$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$0.03$0.07$0.04
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.08$0.04$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04