Civic Intelligence

Winther Earl a Tw

EIN 86-6113044

Jpmorgan Chase Bank PO 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 2015

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2015

Net Margin

9th percentile

-163%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$6,144

Higher top officer pay than 86% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

45th percentile

-5.2%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

13th percentile

-69%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$311,868

Down $16,982 (-5.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Down

$10,438

Down $23,476 (-69%) from 2014

Expenses

Up

$27,418

Up $3,206 (+13%) from 2014

Net Income

Down

-$16,980

Down $26,682 (-275%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2010: $328,295Liabilities 2010: $0Net Assets 2010: $328,2952010Assets 2011: $338,771Liabilities 2011: $0Net Assets 2011: $338,7712011Assets 2012: $323,360Liabilities 2012: $02012Assets 2013: $319,309Liabilities 2013: $02013Assets 2014: $328,850Liabilities 2014: $02014Assets 2015: $311,868Liabilities 2015: $02015

Highlighted filing

2015

Assets$311,868
Liabilities$0
Net Assets-
Open 2015 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20KExpenses 2010: $19,9732010Expenses 2011: $23,7492011Revenue 2012: $5,974Expenses 2012: $23,701Net Income 2012: -$17,7272012Revenue 2013: $24,274Expenses 2013: $26,978Net Income 2013: -$2,7042013Revenue 2014: $33,914Expenses 2014: $24,212Net Income 2014: $9,7022014Revenue 2015: $10,438Expenses 2015: $27,418Net Income 2015: -$16,9802015

Highlighted filing

2015

Revenue$10,438
Expenses$27,418
Net Income-$16,980
Open 2015 Filing

Filings

Most recent year

2015 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$311,868
Liabilities
$0
Net assets
-
Revenue
$10,438
Expenses
$27,418
Net income
-$16,980
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$3.12$0.00$0.10$0.27$0.17
2014Summary only. Only limited summary data is available for this year.$3.29$0.00$0.34$0.24$0.10
2013Summary only. Only limited summary data is available for this year.$3.19$0.00$0.24$0.27$0.03
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.06$0.24$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.20
Latest Detailed Filing

The latest 2015 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
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$6,144-$6,144
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantELKS NATIONAL FOUNDATIONCOMMUNITY SERVICEPUBLICCHICAGO, IL, US$8,067
Paid GrantAMERICAN CANCER SOCIETYMEDICAL RESEARCHPUBLICOKLAHOMA CITY, OK, US$807
Paid GrantBENEVOLENT & PROTECTIVE ORDER OF ELKS NO 2291HOLIDAY MEALS FOR VETERANS & HOMELESSPUBLICSEDONA, AZ, US$807
Paid GrantDONALD P LOCKER CANCER CENTERMEDICAL RESEARCHPUBLICLOS ANGELES, CA, US$807
Paid GrantSEDONA PUBLIC LIBRARY INCOPERATIONSPUBLICSEDONA, AZ, US$807
Paid GrantVERDE VALLEY MEDICAL CENTERMEDICAL RESEARCHPUBLICCOTTONWOOD, AZ, US$807
Paid GrantAMERICAN LUNG ASSOCIATION OF ARIZONAMEDICAL RESEARCHPUBLICPHOENIX, AZ, US$806
Paid GrantCAL FARLEY'S BOYS RANCHCOMMUNITY SERVICEPUBLICAMARILLO, TX, US$806
Paid GrantLOS ANGELES COUNTY HEART ASSOCIATIONMEDICAL RESEARCHPUBLICBURLINGAME, CA, US$806
Paid GrantST VINCENT DE PAUL SOCIETYCHARITABLEPUBLICPHOENIX, AZ, US$806
Filing and Contact Details

Filer

EIN
86-6113044
Raw XML AppendixShowing 400 of 521 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
AccountingFeesSchedule/AccountingFees/Amount0825
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0N/A
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue03481
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue17158
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue214360
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue310251
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV73530
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BLACKROCK HIGH YIELD BOND - 470.405 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1EATON VANCE FLOATING RATE I - 817.169 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM HIGH YIELD FD - SEL FUND 3580 5.81% - 1792.01 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3JPM SHORT DURATION BOND FD - SEL FUND 3133 0.84% - 965.151 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 468.554 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM STR INC OPP FD FUND 3844 3.12% - 607.398 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM INTL CURRENCY INCOME FD 1.35% - 903.298 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM TR I MLT SC INC - SEL 4.08% - 354.462 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07052
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue26959
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DELAWARE EMERGING MARKETS FUND - 494.859 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2THORNBURG VALUE FUND FD CL I - 221.827 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ISHARES S&P MIDCAP 400 INDEX FUND - 79 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4MFS INTL VALUE-I - 268.764 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5DODGE & COX INTERNATIONAL STOCK - 435.293 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ISHARES MSCI EAFE INDEX FUND - 128 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7FMI FDS INC LARGE CAP FD - 455.341 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ASTON OPTIMUM MID CAP FUND I - 493.647 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JPM 3 INCOME FD - SEL FUND 3128 - 200.428 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 434.388 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM US REAL ESTATE FD - SEL FUND 3037 - 443.785 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12JPM INTREPID AMERICA FD - SEL FUND 1206 - 314.669 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 654.404 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14JPM INTL VALUE FD - SEL FUND 1296 - 1146.49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15JPM ASIA 3 FD - SEL FUND 1134 - 516.878 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16VANGUARD MSCI EMERGING MARKETS ETF - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 540.396 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EDGEWOOD GROWTH FUND - 620.206 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM TR I GROWTH ADVANTAGE FD - SEL FUND 1567 - 1263.75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20POWERSHARES DB COMMODITY INDEX TRACKING FUND - 504 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21HARTFORD CAPITAL APPRECIATION FUND - 470.587 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 951.077 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MANNING & NAPIER FUND INC 3 SERIES - 800.88 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24EATON VANCE MUT FDS TR GLOBAL MACRO - I - 696.846 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25VICTORY PORTFOLIOS DIVRS STK CL I - 482.354 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26SPDR GOLD TRUST - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27COLUMBIA FDS SER TR II MASS ASIA PC JP R5 - 536.662 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 365.791 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JOHN HANCOCK II-EMG MKTS-I - 375.359 SHS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2POWERSHARES DB INDEX K-1
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4POWERSHARES DB INDEX ADJUST TO BASIS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0346296
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05506
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn018079
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/NECT0X
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ST VINCENT DE PAUL SOCIETY
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