Civic Intelligence

Rose Lafferty Educational Fund XXXXX9006

990 • Fiscal year 2012 • EIN 75-6370839

Apr 01, 2011 to Mar 31, 2012 • Filed on Jul 06, 2012

Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,360,565

Down $100,151 (-2.9%) from 2011

Net Assets

Down

$3,360,565

Down $100,151 (-2.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$119,000

Down $13,617 (-10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,460,716Liabilities 2011: $0Net Assets 2011: $3,460,7162011Assets 2012: $3,360,565Liabilities 2012: $0Net Assets 2012: $3,360,5652012Assets 2013: $3,312,090Liabilities 2013: $0Net Assets 2013: $3,312,0902013Assets 2014: $3,388,008Liabilities 2014: $02014Assets 2015: $3,390,782Liabilities 2015: $02015Assets 2016: $3,496,049Liabilities 2016: $02016Assets 2018: $3,909,194Liabilities 2018: $0Net Assets 2018: $3,909,1942018Assets 2019: $3,844,950Liabilities 2019: $0Net Assets 2019: $3,844,9502019Assets 2020: $3,751,120Liabilities 2020: $0Net Assets 2020: $3,751,1202020Assets 2021: $3,738,664Liabilities 2021: $0Net Assets 2021: $3,738,6642021Assets 2022: $3,724,701Liabilities 2022: $0Net Assets 2022: $3,724,7012022Assets 2023: $3,520,078Liabilities 2023: $0Net Assets 2023: $3,520,0782023Assets 2024: $3,456,566Liabilities 2024: $0Net Assets 2024: $3,456,5662024Assets 2025: $3,437,080Liabilities 2025: $0Net Assets 2025: $3,437,0802025

Highlighted filing

2012

Assets$3,360,565
Liabilities$0
Net Assets$3,360,565

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $132,6172011Expenses 2012: $119,0002012Revenue 2013: $49,924Expenses 2013: $116,844Net Income 2013: -$66,9202013Revenue 2014: $225,774Expenses 2014: $148,951Net Income 2014: $76,8232014Revenue 2015: $172,220Expenses 2015: $169,449Net Income 2015: $2,7712015Revenue 2016: $258,468Expenses 2016: $159,556Net Income 2016: $98,9122016Revenue 2018: $753,889Expenses 2018: $226,046Net Income 2018: $527,8432018Revenue 2019: $127,426Expenses 2019: $191,669Net Income 2019: -$64,2432019Revenue 2020: $128,430Expenses 2020: $222,260Net Income 2020: -$93,8302020Revenue 2021: $212,432Expenses 2021: $224,891Net Income 2021: -$12,4592021Revenue 2022: $236,064Expenses 2022: $249,501Net Income 2022: -$13,4372022Revenue 2023: $80,062Expenses 2023: $284,687Net Income 2023: -$204,6252023Revenue 2024: $185,375Expenses 2024: $248,885Net Income 2024: -$63,5102024Revenue 2025: $250,848Expenses 2025: $270,336Net Income 2025: -$19,4882025

Highlighted filing

2012

Revenue-
Expenses$119,000
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Jul 6, 2012
Return Version
2011v1.2
Gross Receipts
$2,735,439
Filing and Contact Details

Filer

EIN
75-6370839
Raw XML Appendix272 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.

Path#Value
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IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
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IRS990/OtherExpenses/Description0FOREIGN TAXES WITHHELD
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IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ST ANDREWS EPISCOPAL CHURCH ROSE LAFFERTY EDUCATIONAL FUND
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
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IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL ADJUSTMENT 309. TOTAL TO FORM 990, PART XI, LINE 5: 309.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
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IRS990/WebSite0N/A
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0756370839
ReturnHeader/Filer/Name/BusinessNameLine10ROSE LAFFERTY EDUCATIONAL FUND TRUST R77389006
ReturnHeader/Filer/NameControl0LAFF
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPOBOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-07-06
ReturnHeader/Officer/Name0JACK UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-07-16T13:15:28-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.25$0.27$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.19$0.25$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.08$0.28$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.24$0.25$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.13$0.19$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.75$0.23$0.53
2016Summary only. Only limited summary data is available for this year.$3.50$0.00$0.26$0.16$0.10
2015Summary only. Only limited summary data is available for this year.$3.39$0.00$0.17$0.17$0.00
2014Summary only. Only limited summary data is available for this year.$3.39$0.00$0.23$0.15$0.08
2013Summary only. Only limited summary data is available for this year.$3.31$0.00$3.31$0.05$0.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.00$3.36$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.00$3.46$0.13