Civic Intelligence

Wayland Educational Foundation XXXXX7006

990PF • Fiscal year 2012 • EIN 86-6200910

May 01, 2011 to Apr 30, 2012 • Filed on Sep 08, 2012

Organization Profile
C/O Jpmorgan Chase Bank PO Box 303853201-3038
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

94th percentile

$35,242

Higher top officer pay than 94% of similar nonprofits.

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

Asset Growth

36th percentile

-1.9%

Faster asset growth than 36% 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

Down

$2,701,772

Down $52,677 (-1.9%) from 2011

Net Assets

Down

$2,701,772

Down $52,677 (-1.9%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$184,723

Up $21,401 (+13%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,754,449Liabilities 2011: $0Net Assets 2011: $2,754,4492011Assets 2012: $2,701,772Liabilities 2012: $0Net Assets 2012: $2,701,7722012Assets 2013: $2,750,777Liabilities 2013: $02013Assets 2014: $2,845,936Liabilities 2014: $02014Assets 2015: $2,906,069Liabilities 2015: $02015Assets 2016: $2,839,566Liabilities 2016: $02016Assets 2018: $2,888,936Liabilities 2018: $0Net Assets 2018: $2,888,9362018Assets 2019: $3,121,560Liabilities 2019: $0Net Assets 2019: $3,121,5602019Assets 2020: $2,958,199Liabilities 2020: $0Net Assets 2020: $2,958,1992020Assets 2021: $2,962,119Liabilities 2021: $0Net Assets 2021: $2,962,1192021Assets 2022: $2,946,340Liabilities 2022: $0Net Assets 2022: $2,946,3402022Assets 2023: $2,816,866Liabilities 2023: $0Net Assets 2023: $2,816,8662023Assets 2024: $2,735,030Liabilities 2024: $0Net Assets 2024: $2,735,0302024Assets 2025: $2,685,452Liabilities 2025: $0Net Assets 2025: $2,685,4522025

Highlighted filing

2012

Assets$2,701,772
Liabilities$0
Net Assets$2,701,772
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2011: $163,3222011Expenses 2012: $184,7232012Revenue 2013: $219,804Expenses 2013: $175,271Net Income 2013: $44,5332013Revenue 2014: $277,187Expenses 2014: $186,254Net Income 2014: $90,9332014Revenue 2015: $258,835Expenses 2015: $197,566Net Income 2015: $61,2692015Revenue 2016: $123,936Expenses 2016: $196,931Net Income 2016: -$72,9952016Revenue 2018: $292,590Expenses 2018: $179,414Net Income 2018: $113,1762018Revenue 2019: $448,978Expenses 2019: $216,337Net Income 2019: $232,6412019Revenue 2020: $47,732Expenses 2020: $211,094Net Income 2020: -$163,3622020Revenue 2021: $207,831Expenses 2021: $203,913Net Income 2021: $3,9182021Revenue 2022: $206,358Expenses 2022: $222,119Net Income 2022: -$15,7612022Revenue 2023: $110,161Expenses 2023: $239,632Net Income 2023: -$129,4712023Revenue 2024: $133,914Expenses 2024: $211,423Net Income 2024: -$77,5092024Revenue 2025: $174,676Expenses 2025: $225,524Net Income 2025: -$50,8482025

Highlighted filing

2012

Revenue-
Expenses$184,723
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Sep 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANKNATrustee-$35,242-$35,242
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantARIZONA STATE UNIVERSITY FOUNDATIONSCHOLARSHIPSPUBLIC CHARITYTEMPE, AZ, US$34,249
Paid GrantMARICOPA COUNTY COMMUNITY COLLEGES FOUNDATIONSCHOLARSHIPSPUBLIC CHARITYTEMPE, AZ, US$34,249
Paid GrantNORTHERN ARIZONA UNIVERSITY FOUNDATION INCSCHOLARSHIPSPUBLIC CHARITYFLAGSTAFF, AZ, US$34,249
Paid GrantUNIVERSITY OF ARIZONA FOUNDATIONSCHOLARSHIPSPUBLIC CHARITYTUCSON, AZ, US$34,248
Filing and Contact Details

Filer

EIN
86-6200910
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JOHN HANCOCK II-EMG MKTS-I - 3153.422 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30CS BREN EAFE 05/02/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31CITIGROUP INC NEW - 190 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32BNP CONT BUFF EQ SPX 05/23/12 - 50000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33BARC CONT BUFF EQ SPX 07/05/12 - 45000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34HSBC CONT BUFF EQ SPX 09/19/12 - 35000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35GS BREN EAFE 09/26/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36HSBC BREN EAFE 12/24/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37GS BREN EAFE 01/24/13 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38CS QARN SPX 04/04/13 - 55000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39BARC BREN ASIA BASKET 04/17/13 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40DB BRENT CBEN 10/25/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41GS BREN EAFE 05/15/13 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42JUNIPER NETWORKS INC - 159 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43EXXON MOBIL CORP - 211 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44METLIFE INC - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45KRAFT FOODS INC CLASS A - 184 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46PRUDENTIAL FINANCIAL INC - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47BIOGEN IDEC INC - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48BAIDU INC SPONS ADR - 20 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49INTERCONTINENTAL EXCHANGE INC - 21 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50TD AMERITRADE HOLDING CORPORATION - 126 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51MASTERCARD INC - CLASS A - 9 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52GENERAL MOTORS CO - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53LINKEDIN CORP - A - 25 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54GS BREN EEM 11/05/12 - 30000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55CITRIX SYSTEMS INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56COLGATE PALMOLIVE CO - 39 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57E I DU PONT DE NEMOURS & CO - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58E M C CORP MASS - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59EMERSON ELECTRIC CO - 106 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60FREEPORT-MCMORAN COPPER & GOLD INC CL B - 179 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61GENERAL ELECTRIC CO - 230 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62GENERAL MILLS INC - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63HOME DEPOT INC - 119 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64HUMANA INC - 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65JOHNSON CONTROLS INC - 295 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66LAM RESEARCH CORP - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67THE ESTEE LAUDER COMPANIES INC CL A - 48 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68LENNAR CORP - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69LOWES COMPANIES INC - 320 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70MICROSOFT CORP - 661 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71NIKE INC B - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72NORFOLK SOUTHERN CORP - 103 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73OCCIDENTAL PETROLEUM CORP - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74ORACLE CORP - 353 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75PACCAR INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76PFIZER INC - 544 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77PIONEER NATURAL RESOURCES CO - 42 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78PROCTER & GAMBLE CO - 171 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79QUALCOMM INC - 144 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80T ROWE PRICE INTERNATIONAL FUNDS INC NEW ASIA FUND - 2457.411 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81SCHLUMBERGER LTD - 127 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82TEXAS INSTRUMENTS INC - 132 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83UNITED TECHNOLOGIES CORP - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84VERTEX PHARMACEUTICALS INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85WALTER ENERGY INC - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86WILLIAMS COMPANIES INC - 187 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87MARRIOTT INTERNATIONAL INC CL A - 87 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock88COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A - 84 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock89WELLS FARGO & CO - 490 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock90BANK OF AMERICA CORP - 377 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock91GOLDMAN SACHS GROUP INC - 68 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock92EOG RESOURCES INC - 46 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93HONEYWELL INTERNATIONAL INC - 112 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94UNITEDHEALTH GROUP INC - 117 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95ISHARES MSCI JAPAN INDEX FUND - 6145 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock96VERIZON COMMUNICATIONS INC - 191 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock97US BANCORP DEL - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock98ISHARES RUSSELL MIDCAP INDEX FUND - 1272 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock99YUM BRANDS INC - 150 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock100ARTISAN INTL VALUE FUND - INV - 5817.324 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock101CENTERPOINT ENERGY INC - 277 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102COMCAST CORP CL A - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock103ARBITRAGE FUNDS - I CL I - 2221.638 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock104ASTON OPTIMUM MID CAP FUND I - 2118.644 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock105JPM US REAL ESTATE FD - SEL FUND 3037 - 3683.95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock106JPM INTREPID GROWTH FD - SEL FUND 1202 - 4165.223 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 6238.794 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock108AMERIPRISE FINANCIAL INC - 49 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock109AT&T INC - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110CBS CORP CLASS B W/I - 193 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock111EDGEWOOD GROWTH FUND - 5519.826 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock112CAMERON INTERNATIONAL CORPORATION - 45 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount061694
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount069526
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount042
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0495
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0131757
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0131757
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01650
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm070707
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps08811
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm026431
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss035242
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0136995
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0136995
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm061736
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss061694
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-52966
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01291681

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Filings

Displayed year

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

Open filing
Assets
$2,701,772
Liabilities
$0
Net assets
$2,701,772
Revenue
-
Expenses
$184,723
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.17$0.23$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.13$0.21$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.11$0.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.21$0.22$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.21$0.20$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05$0.21$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.45$0.22$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.29$0.18$0.11
2016Summary only. Only limited summary data is available for this year.$2.84$0.00$0.12$0.20$0.07
2015Summary only. Only limited summary data is available for this year.$2.91$0.00$0.26$0.20$0.06
2014Summary only. Only limited summary data is available for this year.$2.85$0.00$0.28$0.19$0.09
2013Summary only. Only limited summary data is available for this year.$2.75$0.00$0.22$0.18$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16