Civic Intelligence

Kathleen & Ronald J Jackson Foundation

990PF • Fiscal year 2023 • EIN 04-6762777

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 20, 2024

Organization Profile
8 Pine Hill RdWenham, MA 01984

(978) 376-3935

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-9190%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-97%

Faster asset growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$101,300

Down $3,098,425 (-97%) from 2022

Net Assets

$101,300

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Down

$45,420

Down $199,527 (-81%) from 2022

Expenses

Up

$4,219,309

Up $4,019,309 (+2010%) from 2022

Net Income

Down

-$4,173,889

Down $4,218,836 (-9386%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $2,219,332Liabilities 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: $12022Assets 2023: $101,300Liabilities 2023: $0Net Assets 2023: $101,3002023

Highlighted filing

2023

Assets$101,300
Liabilities$0
Net Assets$101,300
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$5.0M$0-$5.0MRevenue 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: $44,9472022Revenue 2023: $45,420Expenses 2023: $4,219,309Net Income 2023: -$4,173,8892023

Highlighted filing

2023

Revenue$45,420
Expenses$4,219,309
Net Income-$4,173,889
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 20, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-02-20
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 Appendix290 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/DissolutionAmt04219309
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 $4,219,309 TO THE FIDELITY CHARITABLE GIFT FUND DURING THE YEAR ENDING DECEMBER 31, 2023. THE REMAINING INCOME AND PRINCIPAL WILL BE DISTRIBUTED TO THE FIDELITY CHARITABLE GIFT FUND IN 2024. THESE DISTRIBUTION WILL TERMINATE THE FOUNDATION. SEE ATTACHED TERMINATION AGREEMENT.
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04219309
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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/AppliedToCurrentYearAmt0161396
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt024216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02358934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02358934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04094903
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04057913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt024216
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04219309
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04057913
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06453837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02395924
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 $4,219,309 TO THE FIDELITY CHARITABLE GIFT FUND DURING THE YEAR ENDING DECEMBER 31, 2023. THE REMAINING INCOME AND PRINCIPAL WILL BE DISTRIBUTED TO THE FIDELITY CHARITABLE GIFT FUND IN 2024. THESE DISTRIBUTION WILL TERMINATE THE FOUNDATION. SEE ATTACHED TERMINATION AGREEMENT.
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01075464
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE ON ASSETS TRANSFERRED TO DAF
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09783763935
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-20
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/PreparationDt02024-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A EXTANCE CPA
ReturnHeader/ReturnTs02024-02-21T09:50:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,300
Liabilities
$0
Net assets
$101,300
Revenue
$45,420
Expenses
$4,219,309
Net income
-$4,173,889
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.$0.10$0.00$0.10$0.05$4.22$4.17
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