Civic Intelligence

H L Doc Dunham Foundation R79879004 0482071360

EIN 86-6163409

Jpmorgan Chase Banknapo Box 303853201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2014

Net Margin

20th percentile

-18%

Higher net margin than 20% of similar nonprofits.

$500k-$1M nonprofits • Source year 2014

Top Officer Pay

62nd percentile

$7,902

Higher top officer pay than 62% of similar nonprofits.

$500k-$1M nonprofits • Source year 2010

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$528,889

Down $5,641 (-1.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Down

$30,502

Down $6,324 (-17%) from 2013

Expenses

Up

$35,870

Up $1,566 (+4.6%) from 2013

Net Income

Down

-$5,368

Down $7,890 (-313%) from 2013

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $551,919Liabilities 2010: $0Net Assets 2010: $551,9192010Assets 2011: $545,340Liabilities 2011: $12011Assets 2012: $533,956Liabilities 2012: $02012Assets 2013: $534,530Liabilities 2013: $02013Assets 2014: $528,889Liabilities 2014: $02014

Highlighted filing

2014

Assets$528,889
Liabilities$0
Net Assets-

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $37,8232010Revenue 2011: $33,669Expenses 2011: $37,877Net Income 2011: -$4,2082011Revenue 2012: $16,364Expenses 2012: $27,149Net Income 2012: -$10,7852012Revenue 2013: $36,826Expenses 2013: $34,304Net Income 2013: $2,5222013Revenue 2014: $30,502Expenses 2014: $35,870Net Income 2014: -$5,3682014

Highlighted filing

2014

Revenue$30,502
Expenses$35,870
Net Income-$5,368

Filings

Latest Detailed Filing

The latest 2014 filing currently has summary financial data only. Showing the latest detailed filing from 2010 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 9, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$7,902-$7,902
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAULOPERATIONS & HOLIDAY DINNERSCHARITABLEPHOENIX, AZ, US$13,669
Paid GrantTHE SALVATION ARMYFAMILY SERVICE PROGRAMS & HOLIDAY MEALSCHARITABLEPHOENIX, AZ, US$13,669
Paid GrantST MARY'S FOOD BANKOPERATIONS & HOLIDAY DINNERSCHARITABLEPHOENIX, AZ, US$1,548
Filing and Contact Details

Filer

EIN
86-6163409
Raw XML AppendixShowing 400 of 402 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS TRUST HIGH YIELD FUND INST SHS - 1667.35 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1VANGUARD FIXED INCOME SECS F INTR TRM CP PT (FUND 71) - 1804.54 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MATTHEWS PACIFIC TIGER FD - 878.105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SPDR S&P 500 ETF TRUST - 264 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4ISHARES S&P MIDCAP 400 INDEX FUND - 76 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ARBITRAGE FUNDS - I CL I - 908.55 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPM RESEARCH MARKET NEUTRAL FD - SEL FUND - SEL - 619.971 SHS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount213669
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1OPERATIONS & HOLIDAY DINNERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FAMILY SERVICE PROGRAMS & HOLIDAY MEALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10DIOCESAN COUNCIL FOR THE SOCIETY OF ST VINCENT DE PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST MARY'S FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE SALVATION ARMY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112841 NORTH 31ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12P O BOX 52177
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1PHOENIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2PHOENIX
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode085002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode185009
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode2850722177
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear07230
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1024457
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029089
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
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IRS990PF/UndistributedIncome/QualifyingDistributions031687
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY021859
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear024457
OtherDecreasesSchedule/OtherDecreases/Amount0151
OtherDecreasesSchedule/OtherDecreases/Description0ADJUSTMENT TO CARRYING/TAX VALUE
OtherExpensesSchedule/OtherExpenses/Description0UIT INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherIncreasesSchedule/OtherIncreases/Amount0302
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL BASIS ADJUSTMENTS
TaxesSchedule/Taxes/Amount083
TaxesSchedule/Taxes/Amount1102
TaxesSchedule/Taxes/Category0EXCISE TAX- PRIOR YEAR
TaxesSchedule/Taxes/Category1FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome1102
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0866163409
ReturnHeader/Filer/Name/BusinessNameLine10H L DOC DUNHAM FOUNDATION R79879004 0482071360
ReturnHeader/Filer/NameControl0DUNH
ReturnHeader/Filer/Phone04149771210
ReturnHeader/Filer/USAddress/AddressLine10JPMORGAN CHASE BANKNAPO BOX 3038
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053201
ReturnHeader/Officer/DateSigned02011-05-09
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone04149771210
ReturnHeader/Officer/Title0AUTHORIZED OFFICER
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31

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