Civic Intelligence

Jackson Charitable Trust FBO Broken Arrow

990PF • Fiscal year 2020 • EIN 25-6791941

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile
PO Box 7544 400 Maryland Dr NoFort Washington, PA 19034-7544

(215) 540-2464

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

20th percentile

-22%

Higher net margin than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$1,711,701

No earlier filing loaded for comparison.

Net Assets

$1,711,701

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

$69,198

No earlier filing loaded for comparison.

Expenses

$84,221

No earlier filing loaded for comparison.

Net Income

-$15,023

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,711,701Liabilities 2020: $0Net Assets 2020: $1,711,7012020Assets 2021: $1,797,976Liabilities 2021: $0Net Assets 2021: $1,797,9762021Assets 2022: $1,825,892Liabilities 2022: $0Net Assets 2022: $1,825,8922022Assets 2023: $1,791,659Liabilities 2023: $0Net Assets 2023: $1,791,6592023Assets 2024: $2,001,112Liabilities 2024: $0Net Assets 2024: $2,001,1122024

Highlighted filing

2020

Assets$1,711,701
Liabilities$0
Net Assets$1,711,701
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $69,198Expenses 2020: $84,221Net Income 2020: -$15,0232020Revenue 2021: $173,609Expenses 2021: $87,934Net Income 2021: $85,6752021Revenue 2022: $125,311Expenses 2022: $96,455Net Income 2022: $28,8562022Revenue 2023: $56,066Expenses 2023: $88,693Net Income 2023: -$32,6272023Revenue 2024: $306,010Expenses 2024: $95,700Net Income 2024: $210,3102024

Highlighted filing

2020

Revenue$69,198
Expenses$84,221
Net Income-$15,023
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN JACKSON TRESSIDERTrustee-$0--
JAMES FAULLTrustee-$0--
VIKKI JACKSON MORLEYTrustee-$0--
DAVID WILLIAM JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jackson Charitable Trust
EIN
25-6791941
Phone
2155402464
Address
PO BOX 7544 400 MARYLAND DR NO, FORT WASHINGTON, PA 19034-7544

Signing Officer

Name
Susan Tressider
Title
Trustee
Phone
2155402464
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1700 MARKET STREET 25TH FLOOR, PHILADELPHIA, PA 19103-3984
Preparer
David Dotson
Phone
2152462300
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN JACKSON TRESSIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES FAULL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIKKI JACKSON MORLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID WILLIAM JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 7544 400 MARYLAND DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WASHINGTON
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt116817
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MIDYEAR MAINTENANCE BILLING FOR JACKSON PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MAINTENANCE FOR JACKSON PARK JULY THROUGH DECEMBER 2019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COVID RELIEF FUNDS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27030 S YALE AVENUE 600
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROKEN ARROW
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt063129
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03553
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1867
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06089
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09589
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1867
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02514
TaxesSchedule/TaxesDetail/Amt02600
TaxesSchedule/TaxesDetail/Amt1808
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID (EXCISE)
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1808
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN TRESSIDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02155402464
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON CHARITABLE TRUST

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,711,701
Liabilities
$0
Net assets
$1,711,701
Revenue
$69,198
Expenses
$84,221
Net income
-$15,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.31$0.10$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.06$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.17$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.07$0.08$0.02