Civic Intelligence

Kathleen & Ronald J Jackson Foundation

EIN 04-6762777 • Wenham, MA

8 Pine Hill RdWenham, MA 01984
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

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

2nd percentile

-9190%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-97%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Using 2022 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$3,199,725

Up $44,947 (+1.4%) from 2021

Liabilities

Up

$1

Up $1 from 2021

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$244,947

Down $1,020 (-0.4%) from 2021

Expenses

Down

$200,000

Down $65,823 (-25%) from 2021

Net Income

Up

$44,947

Up $64,803 (+326%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,219,332Liabilities 2011: $02011Assets 2012: $2,173,777Liabilities 2012: $02012Assets 2013: $2,358,456Liabilities 2013: $02013Assets 2014: $2,685,168Liabilities 2014: $02014Assets 2015: $2,691,420Liabilities 2015: $1Net Assets 2015: $2,691,4202015Assets 2016: $2,717,547Liabilities 2016: $0Net Assets 2016: $2,717,5472016Assets 2019: $1,977,633Liabilities 2019: $1Net Assets 2019: $1,977,6332019Assets 2020: $3,174,634Liabilities 2020: $0Net Assets 2020: $3,174,6342020Assets 2021: $3,154,778Liabilities 2021: $0Net Assets 2021: $3,154,7782021Assets 2022: $3,199,725Liabilities 2022: $12022

Latest loaded filing

2022

Assets$3,199,725
Liabilities$1
Net Assets-
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $87,136Expenses 2011: $157,514Net Income 2011: -$70,3782011Revenue 2012: $131,411Expenses 2012: $176,966Net Income 2012: -$45,5552012Revenue 2013: $368,764Expenses 2013: $184,085Net Income 2013: $184,6792013Revenue 2014: $539,832Expenses 2014: $213,120Net Income 2014: $326,7122014Revenue 2015: $294,902Expenses 2015: $288,650Net Income 2015: $6,2522015Revenue 2016: $224,127Expenses 2016: $198,000Net Income 2016: $26,1272016Revenue 2019: $683,034Expenses 2019: $85,919Net Income 2019: $597,1152019Revenue 2020: $1,304,921Expenses 2020: $117,609Net Income 2020: $1,187,3122020Revenue 2021: $245,967Expenses 2021: $265,823Net Income 2021: -$19,8562021Revenue 2022: $244,947Expenses 2022: $200,000Net Income 2022: $44,9472022

Latest loaded filing

2022

Revenue$244,947
Expenses$200,000
Net Income$44,947
Open 2022 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.00$0.24$0.20$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.25$0.27$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.30$0.12$1.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.68$0.09$0.60
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.22$0.20$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.29$0.29$0.01
2014Summary only. Only limited summary data is available for this year.$2.69$0.00$0.54$0.21$0.33
2013Summary only. Only limited summary data is available for this year.$2.36$0.00$0.37$0.18$0.18
2012Summary only. Only limited summary data is available for this year.$2.17$0.00$0.13$0.18$0.05
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$0.09$0.16$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to May 31, 2024
Signed
Oct 28, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN JACKSONTrustee-$0--
RONALD J JACKSONTrustee-$0--
NANCY A RUSHTONTrustee-$0--
SUSAN L JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kathleen & Ronald J Jackson Foundation
EIN
04-6762777
Phone
9783763935
Address
8 PINE HILL RD, WENHAM, MA 01984

Signing Officer

Name
Ronald J Jackson
Title
Trustee
Phone
9783763935
Signed
2024-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Wolf & Company Pc
Address
255 STATE STREET, BOSTON, MA 02109
Preparer
Lisa a Extance CPA
Phone
6174399700
Raw XML Appendix273 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
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0111850
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ON DECEMBER 13, 2023 THE BOARD OF TRUSTEES VOTED TO TERMINATE THE FOUNDATION AND DISTRIBUTE THE FOUNDATION'S REMAINING INCOME AND PRINCIPAL TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND (FBO KATHLEEN AND RONALD JACKSON FAMILY FUND). THE FOUNDATION DISTRIBUTED $111,850 TO THE FIDELITY CHARITABLE GIFT FUND DURING THE YEAR ENDING DECEMBER 31, 2024. THIS DISTRIBUTION IS THE FINAL DISTRIBUTION, AND THE FOUNDATION IS NOW FULLY DISSOLVED. SEE ATTACHED TERMINATION AGREEMENT.
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN L JACKSON
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0464
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04057913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04206289
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0111386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04057913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024216
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0111386
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04206289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04094903
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ON DECEMBER 13, 2023 THE BOARD OF TRUSTEES VOTED TO TERMINATE THE FOUNDATION AND DISTRIBUTE THE FOUNDATION'S REMAINING INCOME AND PRINCIPAL TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND (FBO KATHLEEN AND RONALD JACKSON FAMILY FUND). THE FOUNDATION DISTRIBUTED $111,850 TO THE FIDELITY CHARITABLE GIFT FUND DURING THE YEAR ENDING DECEMBER 31, 2024. THIS DISTRIBUTION IS THE FINAL DISTRIBUTION, AND THE FOUNDATION IS NOW FULLY DISSOLVED. SEE ATTACHED TERMINATION AGREEMENT.
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09345
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FEDERAL REFUND
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ACCOUNTING ADJUSTMENT
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783763935
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHLEEN & RONALD J JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0046762777
ReturnHeader/Filer/PhoneNum09783763935
ReturnHeader/Filer/USAddress/AddressLine1Txt08 PINE HILL RD
ReturnHeader/Filer/USAddress/CityNm0WENHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001984
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042689883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLF & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06174399700
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A EXTANCE CPA
ReturnHeader/ReturnTs02024-10-28T13:35:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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