Civic Intelligence

Adrian H Jackson Charitable Trust

990PF • Fiscal year 2022 • EIN 13-6078615

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 04, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-5565

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

49th percentile

5.8%

Higher net margin than 49% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$45,405

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

53rd percentile

0.5%

Faster asset growth than 53% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-45%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,639,942

Up $26,950 (+0.5%) from 2021

Net Assets

Up

$5,639,942

Up $26,950 (+0.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin49th percentile

Revenue

Down

$462,442

Down $374,290 (-45%) from 2021

Expenses

Up

$435,497

Up $52,288 (+14%) from 2021

Net Income

Down

$26,945

Down $426,578 (-94%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,809,231Liabilities 2011: $02011Assets 2012: $4,680,959Liabilities 2012: $02012Assets 2013: $4,714,534Liabilities 2013: $02013Assets 2014: $4,951,006Liabilities 2014: $02014Assets 2015: $5,000,962Liabilities 2015: $02015Assets 2019: $5,269,350Liabilities 2019: $02019Assets 2020: $5,159,603Liabilities 2020: $0Net Assets 2020: $5,159,6032020Assets 2021: $5,612,992Liabilities 2021: $0Net Assets 2021: $5,612,9922021Assets 2022: $5,639,942Liabilities 2022: $0Net Assets 2022: $5,639,9422022Assets 2023: $5,787,706Liabilities 2023: $12023

Highlighted filing

2022

Assets$5,639,942
Liabilities$0
Net Assets$5,639,942
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2011: -$145,929Expenses 2011: $293,892Net Income 2011: -$439,8212011Revenue 2012: $139,099Expenses 2012: $259,564Net Income 2012: -$120,4652012Revenue 2013: $314,480Expenses 2013: $281,303Net Income 2013: $33,1772013Revenue 2014: $553,691Expenses 2014: $318,193Net Income 2014: $235,4982014Revenue 2015: $374,956Expenses 2015: $322,635Net Income 2015: $52,3212015Revenue 2019: $430,960Expenses 2019: $311,086Net Income 2019: $119,8742019Revenue 2020: $242,105Expenses 2020: $351,303Net Income 2020: -$109,1982020Revenue 2021: $836,732Expenses 2021: $383,209Net Income 2021: $453,5232021Revenue 2022: $462,442Expenses 2022: $435,497Net Income 2022: $26,9452022Revenue 2023: $479,273Expenses 2023: $329,836Net Income 2023: $149,4372023

Highlighted filing

2022

Revenue$462,442
Expenses$435,497
Net Income$26,945
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$45,405-$45,405
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LUKES ROOSEVELT HOSPITALGENERAL OPERATINGPCNEW YORK, NY, US$60,878
Paid GrantFUND FOR THE BLIND OF VISIONSGENERAL OPERATINGPCNEW YORK, NY, US$60,878
Paid GrantNYU LANGONE HOSPITALSGENERAL OPERATINGPCNEW YORK, NY, US$60,878
Paid GrantTHE CHILDRENS AID SOCIETYGENERAL OPERATINGPCNEW YORK, NY, US$60,878
Paid GrantTHE SALVATION ARMYGENERAL OPERATINGPCALEXANDRIA, VA, US$60,878
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL OPERATINGPCNEW YORK, NY, US$60,878
Filing and Contact Details

Filer

Filer Name
Adrian H Jackson Charitable Trust
EIN
13-6078615
Phone
4122345565
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122345565
Signed
2023-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0161244
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0301198
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0462442
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0462442
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0301198
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018162
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045405
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0365268
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0365268
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0160413
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0161244

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,639,942
Liabilities
$0
Net assets
$5,639,942
Revenue
$462,442
Expenses
$435,497
Net income
$26,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.79$0.00$0.48$0.33$0.15
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.46$0.44$0.03
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.84$0.38$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.24$0.35$0.11
2019Summary only. Only limited summary data is available for this year.$5.27$0.00$0.43$0.31$0.12
2015Summary only. Only limited summary data is available for this year.$5.00$0.00$0.37$0.32$0.05
2014Summary only. Only limited summary data is available for this year.$4.95$0.00$0.55$0.32$0.24
2013Summary only. Only limited summary data is available for this year.$4.71$0.00$0.31$0.28$0.03
2012Summary only. Only limited summary data is available for this year.$4.68$0.00$0.14$0.26$0.12
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$0.15$0.29$0.44