Civic Intelligence

Bomar Charitable Trust XXXXX5007

990PF • Fiscal year 2012 • EIN 75-6449187

May 01, 2011 to Apr 30, 2012 • Filed on Oct 18, 2012

Organization Profile
Jpmorgan Chase Bank10 S Dearborn NoFL 2160603
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $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

83rd percentile

$15,896

Higher top officer pay than 83% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

35th percentile

-2.0%

Faster asset growth than 35% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$1,306,400

No earlier filing loaded for comparison.

Net Assets

$1,306,400

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

$108,081

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1,306,400Liabilities 2012: $0Net Assets 2012: $1,306,4002012Assets 2013: $1,302,825Liabilities 2013: $02013Assets 2014: $1,347,435Liabilities 2014: $02014Assets 2015: $1,355,127Liabilities 2015: $02015Assets 2016: $1,338,696Liabilities 2016: $02016Assets 2018: $1,326,452Liabilities 2018: $0Net Assets 2018: $1,326,4522018Assets 2019: $1,334,263Liabilities 2019: $0Net Assets 2019: $1,334,2632019Assets 2020: $1,365,237Liabilities 2020: $0Net Assets 2020: $1,365,2372020Assets 2021: $1,434,563Liabilities 2021: $12021Assets 2022: $1,454,599Liabilities 2022: $0Net Assets 2022: $1,454,5992022Assets 2023: $1,427,260Liabilities 2023: $0Net Assets 2023: $1,427,2602023Assets 2024: $1,389,506Liabilities 2024: $12024Assets 2025: $1,405,510Liabilities 2025: $0Net Assets 2025: $1,405,5102025

Highlighted filing

2012

Assets$1,306,400
Liabilities$0
Net Assets$1,306,400
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2012: $108,0812012Revenue 2013: $79,316Expenses 2013: $82,784Net Income 2013: -$3,4682013Revenue 2014: $134,076Expenses 2014: $87,302Net Income 2014: $46,7742014Revenue 2015: $132,808Expenses 2015: $124,686Net Income 2015: $8,1222015Revenue 2016: $43,851Expenses 2016: $63,090Net Income 2016: -$19,2392016Revenue 2018: $100,277Expenses 2018: $62,681Net Income 2018: $37,5962018Revenue 2019: $104,284Expenses 2019: $95,932Net Income 2019: $8,3522019Revenue 2020: $125,191Expenses 2020: $94,217Net Income 2020: $30,9742020Revenue 2021: $168,499Expenses 2021: $99,174Net Income 2021: $69,3252021Revenue 2022: $126,005Expenses 2022: $105,973Net Income 2022: $20,0322022Revenue 2023: $86,854Expenses 2023: $114,200Net Income 2023: -$27,3462023Revenue 2024: $66,522Expenses 2024: $102,170Net Income 2024: -$35,6482024Revenue 2025: $124,284Expenses 2025: $108,887Net Income 2025: $15,3972025

Highlighted filing

2012

Revenue-
Expenses$108,081
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Oct 18, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$15,896-$15,896
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWI COOK FDN INC DBA COOK CHILDREN'S HEALTH FDPROGRAM SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$87,190
Filing and Contact Details

Filer

EIN
75-6449187
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34BANK OF AMERICA CORP - 137 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35GOLDMAN SACHS GROUP INC - 21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36EOG RESOURCES INC - 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37HONEYWELL INTERNATIONAL INC - 31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38UNITEDHEALTH GROUP INC - 36 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39ISHARES MSCI JAPAN INDEX FUND - 3068 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40VERIZON COMMUNICATIONS INC - 53 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41US BANCORP DEL - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42DODGE & COX INTERNATIONAL STOCK - 2643.193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43ISHARES RUSSELL MIDCAP INDEX FUND - 319 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44ISHARES MSCI EAFE INDEX FUND - 535 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45YUM BRANDS INC - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46ARTISAN INTL VALUE FUND - INV - 1151.784 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47CENTERPOINT ENERGY INC - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48COMCAST CORP CL A - 49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49ASTON OPTIMUM MID CAP FUND I - 1459.256 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 1765.503 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51JPM US REAL ESTATE FD - SEL FUND 3037 - 1865.28 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52JPM INTREPID AMERICA FD - SEL FUND 1206 - 788.182 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 2836.651 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54JPM ASIA 3 FD - SEL FUND 1134 - 1484.546 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55AMERIPRISE FINANCIAL INC - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 2579.069 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57AT&T INC - 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58CBS CORP CLASS B W/I - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 5837.866 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60CAMERON INTERNATIONAL CORPORATION - 17 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61POWERSHARES DB COMMODITY INDEX TRACKING FUND - 503 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62CME GROUP INC CLASS A COMMON STOCK - 5 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63EATON VANCE MUT FDS TR GB MACRO ABSOLUTE RTN I - 3114.721 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64INVESCO LTD - 56 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65PHILIP MORRIS INTERNATIONAL - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66NETAPP INC - 24 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67SPDR GOLD TRUST - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68ACE LTD NEW - 26 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69EQT CORPORATION - 15 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70ARTIO INTERNATIONAL 3 II - I - 860.436 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71TYCO INTERNATIONAL LTD - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72TIME WARNER INC NEW - 104 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73CAREFUSION CORPORATION - 23 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74MERCK AND CO INC - 91 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 2773.628 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76COVIDIEN PLC NEW - 31 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77JOHN HANCOCK II-EMG MKTS-I - 1598.143 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78CITIGROUP INC NEW - 64 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79BARC CONT BUFF EQ SPX 06/13/1 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80HSBC CONT BUFF EQ SPX 07/11/12 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81SG CONT BUFF EQ SPX 08/22/12 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82DB BREN BRENT CRUDE 10/17/12 - 10000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83GS BREN EAFE 11/28/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84CS QARN SPX 02/13/13 - 20000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85DB AUTOCALL BRENT CRUDE NOTE - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86HSBC BREN EAFE 03/06/13 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87DB BREN ASIA BASKET 03/20/13 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88HSBC BREN EAFE 0 04/04/13 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89BNP CONT BUFF EQ SPX 04/24/13 - 25000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90GS BREN EAFE 05/07/13 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91JUNIPER NETWORKS INC - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92EXXON MOBIL CORP - 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93METLIFE INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94KRAFT FOODS INC CLASS A - 57 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95PRUDENTIAL FINANCIAL INC - 27 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96BIOGEN IDEC INC - 16 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97BAIDU INC SPONS ADR - 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98INTERCONTINENTAL EXCHANGE INC - 6 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99TD AMERITRADE HOLDING CORPORATION - 38 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100MASTERCARD INC - CLASS A - 2 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101GENERAL MOTORS CO - 45 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102LINKEDIN CORP - A - 8 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103GS BREN EEM 11/05/12 - 15000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104ABBOTT LABORATORIES - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105ALLERGAN INC - 14 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106ALTERA CORP - 44 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107AMAZON COM INC - 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108ANADARKO PETROLEUM CORP - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109APPLE INC. - 19 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110AUTOZONE INC - 3 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111CVS CAREMARK CORPORATION - 37 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112CAPITAL ONE FINANCIAL CORP - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock113CARDINAL HEALTH INC - 41 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock114CELGENE CORPORATION - 22 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock115CISCO SYSTEMS INC - 134 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock116CITRIX SYSTEMS INC - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock117COLGATE PALMOLIVE CO - 12 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118DELAWARE EMERGING MARKETS FUND - 1956.483 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount025402
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount056047
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount013
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0218
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount081680
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA081680
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm055193
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps03974
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm011922
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss015896

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,306,400
Liabilities
$0
Net assets
$1,306,400
Revenue
-
Expenses
$108,081
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.12$0.11$0.02
2024Summary only. Only limited summary data is available for this year.$1.39$0.00$0.07$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.09$0.11$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.13$0.11$0.02
2021Summary only. Only limited summary data is available for this year.$1.43$0.00$0.17$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.10$0.10$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.10$0.06$0.04
2016Summary only. Only limited summary data is available for this year.$1.34$0.00$0.04$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.13$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.13$0.09$0.05
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$0.08$0.08$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $1M-$5M nonprofits