Civic Intelligence

John E & Sue M Jackson Charitable Tr Pnc Bank

990PF • Fiscal year 2022 • EIN 25-6019484

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 29, 2023

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-9973

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

29th percentile

$46,560

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

56th percentile

1.2%

Faster asset growth than 56% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-62%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,922,285

Up $128,699 (+1.2%) from 2021

Net Assets

Up

$10,922,285

Up $128,699 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin75th percentile

Revenue

Down

$536,099

Down $886,164 (-62%) from 2021

Expenses

Down

$390,575

Down $610,159 (-61%) from 2021

Net Income

Down

$145,524

Down $276,005 (-65%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,924,181Liabilities 2010: $0Net Assets 2010: $7,924,1812010Assets 2011: $7,765,666Liabilities 2011: $0Net Assets 2011: $7,765,6662011Assets 2012: $8,692,734Liabilities 2012: $0Net Assets 2012: $8,692,7342012Assets 2013: $9,310,920Liabilities 2013: $0Net Assets 2013: $9,310,9202013Assets 2014: $9,518,687Liabilities 2014: $0Net Assets 2014: $9,518,6872014Assets 2015: $9,719,998Liabilities 2015: $0Net Assets 2015: $9,719,9982015Assets 2016: $9,654,717Liabilities 2016: $0Net Assets 2016: $9,654,7172016Assets 2017: $9,932,259Liabilities 2017: $0Net Assets 2017: $9,932,2592017Assets 2018: $10,406,513Liabilities 2018: $0Net Assets 2018: $10,406,5132018Assets 2019: $10,515,524Liabilities 2019: $0Net Assets 2019: $10,515,5242019Assets 2020: $10,380,627Liabilities 2020: $0Net Assets 2020: $10,380,6272020Assets 2021: $10,793,586Liabilities 2021: $0Net Assets 2021: $10,793,5862021Assets 2022: $10,922,285Liabilities 2022: $0Net Assets 2022: $10,922,2852022Assets 2023: $7,448,046Liabilities 2023: $0Net Assets 2023: $7,448,0462023Assets 2024: $7,079,468Liabilities 2024: $0Net Assets 2024: $7,079,4682024

Highlighted filing

2022

Assets$10,922,285
Liabilities$0
Net Assets$10,922,285
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $451,6752010Expenses 2011: $407,1472011Expenses 2012: $479,8742012Revenue 2013: $1,034,410Expenses 2013: $523,254Net Income 2013: $511,1562013Revenue 2014: $912,020Expenses 2014: $547,705Net Income 2014: $364,3152014Revenue 2015: $867,460Expenses 2015: $666,139Net Income 2015: $201,3212015Revenue 2016: $456,998Expenses 2016: $526,281Net Income 2016: -$69,2832016Revenue 2017: $1,088,830Expenses 2017: $811,296Net Income 2017: $277,5342017Revenue 2018: $951,220Expenses 2018: $476,954Net Income 2018: $474,2662018Revenue 2019: $766,168Expenses 2019: $657,157Net Income 2019: $109,0112019Revenue 2020: $553,866Expenses 2020: $684,389Net Income 2020: -$130,5232020Revenue 2021: $1,422,263Expenses 2021: $1,000,734Net Income 2021: $421,5292021Revenue 2022: $536,099Expenses 2022: $390,575Net Income 2022: $145,5242022Revenue 2023: $1,977,482Expenses 2023: $6,548,310Net Income 2023: -$4,570,8282023Revenue 2024: $506,855Expenses 2024: $900,916Net Income 2024: -$394,0612024

Highlighted filing

2022

Revenue$536,099
Expenses$390,575
Net Income$145,524
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 29, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ACo-TrusteePT$46,560-$46,560
POLLY TOWNSENDCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
John E & Sue M Jackson Irr
EIN
25-6019484
Phone
4127629973
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127629973
Signed
2023-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2189154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23258620533 DOUBLELINE FLEXIBLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24316092857 FIDELITY REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25779562206 T ROWE PR NEW HORIZO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2677958B402 T ROWE PRICE INSTITU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27957663669 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2897717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2900171A852 AMG RR SM CAP VAL-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32464287879 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3389154M702 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0252693
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2240561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3280057
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt950832
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23235486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24362160
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0284655
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0251201
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PY TAX REIMB
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0243
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0536099
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0536099
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0251201
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt023280
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023280
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt046560
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0320491
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0320491
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0280922
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0284655
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0145524
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02702239
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0251201
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0505814
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03029
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0346016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026309
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0390575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0532123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0536099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025525
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026309
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070084
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312009-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332021-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432021-11-09

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Filings

Displayed year

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

Open filing
Assets
$10,922,285
Liabilities
$0
Net assets
$10,922,285
Revenue
$536,099
Expenses
$390,575
Net income
$145,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.51$0.90$0.39
2023Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$1.98$6.55$4.57
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.54$0.39$0.15
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$1.42$1.00$0.42
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.55$0.68$0.13
2019Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.77$0.66$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.95$0.48$0.47
2017Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$1.09$0.81$0.28
2016Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.46$0.53$0.07
2015Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.87$0.67$0.20
2014Detailed filing. Detailed filing data is available for this year.$9.52$0.00$9.52$0.91$0.55$0.36
2013Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$1.03$0.52$0.51
2012Detailed filing. Detailed filing data is available for this year.$8.69$0.00$8.69$0.48
2011Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.41
2010Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.45