Civic Intelligence

Suzanne & David Jackson Foundation

990PF • Fiscal year 2022 • EIN 22-6821580

Oct 01, 2021 to Sep 30, 2022 • Filed on Mar 06, 2023

Organization Profile
1754 Severn Forest DrAnnapolis, MD 21401

(908) 656-1890

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

6th percentile

-169%

Higher net margin than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

5th percentile

-26%

Faster asset growth than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-29%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,830,492

Down $641,361 (-26%) from 2021

Net Assets

Down

$1,830,492

Down $641,361 (-26%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$32,903

Down $13,204 (-29%) from 2021

Expenses

Down

$88,635

Down $20,616 (-19%) from 2021

Net Income

Up

-$55,732

Up $7,412 (+12%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $902,673Liabilities 2011: $02011Assets 2012: $1,116,793Liabilities 2012: $02012Assets 2013: $1,299,148Liabilities 2013: $02013Assets 2014: $1,453,540Liabilities 2014: $02014Assets 2015: $1,292,175Liabilities 2015: $02015Assets 2019: $1,707,286Liabilities 2019: $02019Assets 2020: $1,860,761Liabilities 2020: $0Net Assets 2020: $1,860,7612020Assets 2021: $2,471,853Liabilities 2021: $0Net Assets 2021: $2,471,8532021Assets 2022: $1,830,492Liabilities 2022: $0Net Assets 2022: $1,830,4922022Assets 2023: $2,235,750Liabilities 2023: $0Net Assets 2023: $2,235,7502023Assets 2024: $2,767,500Liabilities 2024: $0Net Assets 2024: $2,767,5002024Assets 2025: $2,806,004Liabilities 2025: $0Net Assets 2025: $2,806,0042025

Highlighted filing

2022

Assets$1,830,492
Liabilities$0
Net Assets$1,830,492
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $34,246Expenses 2011: $49,568Net Income 2011: -$15,3222011Revenue 2012: $77,345Expenses 2012: $62,900Net Income 2012: $14,4452012Revenue 2013: $33,508Expenses 2013: $51,976Net Income 2013: -$18,4682013Revenue 2014: $23,611Expenses 2014: $60,615Net Income 2014: -$37,0042014Revenue 2015: $41,817Expenses 2015: $77,642Net Income 2015: -$35,8252015Revenue 2019: $35,035Expenses 2019: $101,147Net Income 2019: -$66,1122019Revenue 2020: $25,266Expenses 2020: $47,195Net Income 2020: -$21,9292020Revenue 2021: $46,107Expenses 2021: $109,251Net Income 2021: -$63,1442021Revenue 2022: $32,903Expenses 2022: $88,635Net Income 2022: -$55,7322022Revenue 2023: $172,231Expenses 2023: $115,735Net Income 2023: $56,4962023Revenue 2024: $59,560Expenses 2024: $115,738Net Income 2024: -$56,1782024Revenue 2025: $265,750Expenses 2025: $136,382Net Income 2025: $129,3682025

Highlighted filing

2022

Revenue$32,903
Expenses$88,635
Net Income-$55,732
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Mar 6, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B JACKSONTrustee-$0--
SUZANNE F JACKSONTrustee-$0--
DAVID B JACKSON JRTrustee-$0--
LOR R JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne & David Jackson Foundation
EIN
22-6821580
Phone
9086561890
Address
1754 SEVERN FOREST DR, ANNAPOLIS, MD 21401

Signing Officer

Name
David B Jackson
Title
Trustee
Phone
9086561890
Signed
2023-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Heimlantz Cpas & Advisors LLC
Address
180 ADMIRAL COCHRANE DRIVE, ANNAPOLIS, MD 21401
Preparer
Joshua S Price CPA
Phone
4108415575
Raw XML Appendix328 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.

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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUZANNE F JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID B JACKSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOR R JACKSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt245 OLD BEDFORD RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST ANNE'S EPISCOPAL CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 HERNDON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1534 HILLSMERE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1394
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32001 NORTH WARWICK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt477 FOURTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5199 DUKE OF GLOUCESTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6520 MARTIN LUTHER KING JR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODSTOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd402494
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd521401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd607102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
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/AppliedToCurrentYearAmt06221
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt078779
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0115268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0109047
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt078779
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0585629
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt044
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADP CUSTODY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044
ReasonableCauseExplanation/ExplanationTxt0TAXPAYER MADE GOOD FAITH EFFORTS FOR TIMELY FILING/EXTENSION OF FORM 990-PF.UNFORTUNATLY, PAID TAX PREPARER MISSED EXTENSION DEADLINE DUE TO AN UNEXPECTED FAMILY EMERGENCY.FILING OF FORM 990-PF WAS COMPLETED WITHIN APPROX. 2 WEEKS OF NORMAL EXTENSION DEADLINE. WE REQUEST ABATEMENT OF ASSOCIATED LATE FILING PENALTIES FOR REASONABLE CAUSE.
TaxesSchedule/TaxesDetail/Amt0341
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0341
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID B JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09086561890
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE & DAVID JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0226821580
ReturnHeader/Filer/PhoneNum09086561890
ReturnHeader/Filer/USAddress/AddressLine1Txt01754 SEVERN FOREST DR
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814895946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEIMLANTZ CPAS & ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 ADMIRAL COCHRANE DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANNAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021401
ReturnHeader/PreparerPersonGrp/PhoneNum04108415575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA S PRICE CPA
ReturnHeader/ReturnTs02023-03-06T16:02:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,830,492
Liabilities
$0
Net assets
$1,830,492
Revenue
$32,903
Expenses
$88,635
Net income
-$55,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.27$0.14$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.17$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.05$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.03$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$1.71$0.00$0.04$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$0.02$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.08$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.03$0.05$0.02