Civic Intelligence

Francis J and Edith Jackson Founda Security National Trust Company

EIN 20-6063002 • Wheeling, WV

1300 Chapline Street 3rd FloorWheeling, WV 26003
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

6.5%

Higher net margin than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$24,590

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

67%

Faster revenue growth than 82% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,881,339

Down $792 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,881,339

Down $792 (-0.0%) from 2023

Revenue

Up

$197,225

Up $78,801 (+67%) from 2023

Expenses

Up

$184,467

Up $19,418 (+12%) from 2023

Net Income

Up

$12,758

Up $59,383 (+127%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,299,834Liabilities 2011: $02011Assets 2012: $1,420,987Liabilities 2012: $02012Assets 2013: $1,514,211Liabilities 2013: $02013Assets 2014: $1,730,564Liabilities 2014: $02014Assets 2015: $1,750,353Liabilities 2015: $02015Assets 2018: $1,842,978Liabilities 2018: $666Net Assets 2018: $1,842,3122018Assets 2019: $1,880,415Liabilities 2019: $1,290Net Assets 2019: $1,879,1252019Assets 2020: $2,011,570Liabilities 2020: $1,263Net Assets 2020: $2,010,3072020Assets 2021: $2,075,798Liabilities 2021: $0Net Assets 2021: $2,075,7982021Assets 2022: $1,950,020Liabilities 2022: $0Net Assets 2022: $1,950,0202022Assets 2023: $1,882,131Liabilities 2023: $0Net Assets 2023: $1,882,1312023Assets 2024: $1,881,339Liabilities 2024: $0Net Assets 2024: $1,881,3392024

Highlighted filing

2024

Assets$1,881,339
Liabilities$0
Net Assets$1,881,339

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $196,400Expenses 2011: $69,352Net Income 2011: $127,0482011Revenue 2012: $199,474Expenses 2012: $78,321Net Income 2012: $121,1532012Revenue 2013: $174,918Expenses 2013: $81,694Net Income 2013: $93,2242013Revenue 2014: $314,038Expenses 2014: $97,685Net Income 2014: $216,3532014Revenue 2015: $146,338Expenses 2015: $126,549Net Income 2015: $19,7892015Revenue 2018: $225,014Expenses 2018: $136,059Net Income 2018: $88,9552018Revenue 2019: $207,476Expenses 2019: $141,290Net Income 2019: $66,1862019Revenue 2020: $403,576Expenses 2020: $157,776Net Income 2020: $245,8002020Revenue 2021: $256,423Expenses 2021: $168,614Net Income 2021: $87,8092021Revenue 2022: $49,182Expenses 2022: $175,031Net Income 2022: -$125,8492022Revenue 2023: $118,424Expenses 2023: $165,049Net Income 2023: -$46,6252023Revenue 2024: $197,225Expenses 2024: $184,467Net Income 2024: $12,7582024

Highlighted filing

2024

Revenue$197,225
Expenses$184,467
Net Income$12,758

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$24,590-$24,590
Filing and Contact Details

Filer

Filer Name
Francis J and Edith Jackson Founda
EIN
20-6063002
Phone
0030423119
Address
1300 CHAPLINE STREET 3RD FLOOR, WHEELING, WV 26003

Signing Officer

Name
Security National Trust Co
Title
Trustee
Signed
2025-04-28

Preparer

Firm
Cokeley & Assoc Pllc
Address
63 BRIAR HILL LN, HARRISVILLE, WV 26362-1700
Preparer
Edward R Cokeley
Phone
3046432300
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt012758
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013550
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01894889
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01882131
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01881339
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0189069
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0189069
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0189069
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0189930
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0861
IRS990PF/DistributableAmountGrp/TotalTaxAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01204
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01204
IRS990PF/FMVAssetsEOYAmt03947600
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0760
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01901
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01497239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01594223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03661347
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01882131
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01881339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt082685
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01882131
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01881339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03947600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01882131
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01881339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01882131
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01881339
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0299546
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0249051
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0248188
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03856445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0127295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03729150
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057847
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0189930
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03798598
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03856445
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt024590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01300 CHAPLINE STREET 3RD FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WHEELING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd026003
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0160580
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0160580
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 CHAPLINE STREET 3RD FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WHEELING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd026003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum00030423119
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN FORM WITH DESCRIPTION OF CHARITABLE PURPOSES AND EVIDENCE OF EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SECURITY NATIONAL TRUST COMPANY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum00304233521
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01300 CHAPLINE ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WHEELING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd026003
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TRUSTESS WILL GIVE SPECIAL CONSIDERATION TO CHARITABLE ORGANIZATIONS AND CHARITABLE PURPOSES SERVING THE NEEDS OF THE WHEELING WV METROPOLITAN AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt68000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt712000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt106000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt156000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt168000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1915000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt208000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE

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