Civic Intelligence

Carpenter Endowment Fund R79216009

EIN 84-6019320 • Chicago, IL

C/O Jpmorgan Chase Banknabox 3038Chicago, IL 53201
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

45th percentile

-0.3%

Higher net margin than 45% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$4,462

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.5%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

-4.9%

Faster revenue growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$180,635

Down $892 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$180,635

Down $892 (-0.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin45th percentile

Revenue

Down

$13,703

Down $708 (-4.9%) from 2023

Expenses

Up

$13,740

Up $149 (+1.1%) from 2023

Net Income

Down

-$37

Down $857 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$300K$200K$100K$0Assets 2010: $178,385Liabilities 2010: $0Net Assets 2010: $178,3852010Assets 2011: $186,862Liabilities 2011: $0Net Assets 2011: $186,8622011Assets 2013: $203,007Liabilities 2013: $02013Assets 2014: $201,524Liabilities 2014: $02014Assets 2015: $197,642Liabilities 2015: $02015Assets 2019: $187,637Liabilities 2019: $02019Assets 2020: $185,617Liabilities 2020: $0Net Assets 2020: $185,6172020Assets 2021: $192,876Liabilities 2021: $0Net Assets 2021: $192,8762021Assets 2022: $180,684Liabilities 2022: $0Net Assets 2022: $180,6842022Assets 2023: $181,527Liabilities 2023: $0Net Assets 2023: $181,5272023Assets 2024: $180,635Liabilities 2024: $0Net Assets 2024: $180,6352024

Highlighted filing

2024

Assets$180,635
Liabilities$0
Net Assets$180,635
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $6,6332010Expenses 2011: $3,8422011Revenue 2013: $12,780Expenses 2013: $2,992Net Income 2013: $9,7882013Revenue 2014: $12,800Expenses 2014: $14,187Net Income 2014: -$1,3872014Revenue 2015: $9,668Expenses 2015: $14,039Net Income 2015: -$4,3712015Revenue 2019: $9,677Expenses 2019: $13,829Net Income 2019: -$4,1522019Revenue 2020: $11,819Expenses 2020: $13,818Net Income 2020: -$1,9992020Revenue 2021: $21,224Expenses 2021: $14,018Net Income 2021: $7,2062021Revenue 2022: $3,082Expenses 2022: $15,225Net Income 2022: -$12,1432022Revenue 2023: $14,411Expenses 2023: $13,591Net Income 2023: $8202023Revenue 2024: $13,703Expenses 2024: $13,740Net Income 2024: -$372024

Highlighted filing

2024

Revenue$13,703
Expenses$13,740
Net Income-$37
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$180,635
Liabilities
$0
Net assets
$180,635
Revenue
$13,703
Expenses
$13,740
Net income
-$37
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.14$0.14$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.14$0.14$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.03$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.21$0.14$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.12$0.14$0.02
2019Summary only. Only limited summary data is available for this year.$1.88$0.00$0.10$0.14$0.04
2015Summary only. Only limited summary data is available for this year.$1.98$0.00$0.10$0.14$0.04
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$0.13$0.14$0.01
2013Summary only. Only limited summary data is available for this year.$2.03$0.00$0.13$0.03$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.07
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2011 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 13, 2012
Return Version
2011v1.2
Gross Receipts
$90,903
Filing and Contact Details

Filer

EIN
84-6019320
Raw XML Appendix266 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
IRS990/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0FOR THE SUPPORT OF GRACE AND ST. STEPHEN'S EPISCOPAL CHURCH, COLORADO SPRINGS, CO
IRS990/AddressPrincipalOfficerUS/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053201
IRS990/AmountOfTaxExemptInterest00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY0178385
IRS990/CapStckTrstPrinCurrentFunds/EOY0186862
IRS990/CashNonInterestBearing/BOY0841
IRS990/CashNonInterestBearing/EOY03097
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral02963
IRS990/CompCurrentOfficersDirectors/Total02963
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0FOR THE SUPPORT OF GRACE AND ST. STEPHEN'S EPISCOPAL CHURCH, COLORADO SPRINGS, CO
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense00
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral0825
IRS990/FeesForServicesAccounting/Total0825
IRS990/FiledLieu104101
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities08151
IRS990/Gaming00
IRS990/Grants00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear02638
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities086510
IRS990/GrossReceipts090903
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear012544
IRS990/InvestmentIncome/ExclusionAmount04393
IRS990/InvestmentIncomePriorYear03204
IRS990/InvestmentIncome/TotalRevenueColumn04393
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0169034
IRS990/InvestmentsPubTradedSecurities/EOY0175488
IRS990/LessCostOthBasisSalesExpenses/Securities078359
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0FOR THE SUPPORT OF GRACE AND ST. STEPHEN'S EPISCOPAL CHURCH, COLORADO SPRINGS, CO
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0178385
IRS990/NetAssetsOrFundBalancesEOY0186862
IRS990/NetGainOrLossInvestments/ExclusionAmount08151
IRS990/NetGainOrLossInvestments/TotalRevenueColumn08151
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization4947a10X
IRS990/OtherExpensePriorYear0859
IRS990/OtherExpensesCurrentYear0879
IRS990/OtherExpenses/Description0FOREIGN TAX WITHHELD
IRS990/OtherExpenses/Description1INVESTMENT EXPENSE
IRS990/OtherExpenses/ManagementAndGeneral043
IRS990/OtherExpenses/ManagementAndGeneral111
IRS990/OtherExpenses/Total043
IRS990/OtherExpenses/Total111
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-225
IRS990/ReconcilationRevenueExpenses08702
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY08702
IRS990/RevenuesLessExpensesPriorYear0-3429
IRS990/SalariesEtcCurrentYear02963
IRS990/SalariesEtcPriorYear03136
IRS990/SavingsAndTempCashInvestments/BOY08510
IRS990/SavingsAndTempCashInvestments/EOY08277
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0840405258
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10GRACE AND ST STEPHEN'S EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
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:
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
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. THE GOVERNING DOCUMENTS AND STATE LAW HOWEVER, 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.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, N.A. - P.O. BOX 3038, MILWAUKEE, WI 53201.
IRS990ScheduleO/GeneralExplanation/Explanation4RETURN OF CAPITAL BASIS ADJUSTMENT 12. MUTUAL FUND POSTING / TIMING DIFFERENCE -237. TOTAL TO FORM 990, PART XI, LINE 5: -225.
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:
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CO
IRS990/StatesWhereCopyOfReturnIsFiled0CO
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVE FL 5
IRS990/TheBooksAreInCareOf/AddressUS/City0DALLAS
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode075201
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149652231
IRS990/TotalAssets/BOY0178385
IRS990/TotalAssetsBOY0178385
IRS990/TotalAssets/EOY0186862
IRS990/TotalAssetsEOY0186862
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear03842
IRS990/TotalExpensesPriorYear06633
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral03842
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total03842
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0178385
IRS990/TotalLiabNetAssetsFundBalances/EOY0186862
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0178385
IRS990/TotalNetAssetsFundBalances/EOY0186862
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear012544
IRS990/TotalRevenue/ExclusionAmount012544
IRS990/TotalRevenuePriorYear03204
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn012544
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01931
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0846019320
ReturnHeader/Filer/Name/BusinessNameLine10CARPENTER ENDOWMENT FUND R79216009
ReturnHeader/Filer/NameControl0CARP
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BANKNABOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02012-06-13
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-19T14:51:11-05:00

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