Jerry and Evon Jordan Foundation

990PF • Fiscal year 2016 • EIN 26-3135531

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 22, 2017

Organization Profile

P O Box 546Oakboro, NC 28129

(704) 485-3500

Siviq Scores

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

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

42%

Higher net margin than 69% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

5170%

Faster asset growth than 98% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

350%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets83rd percentile

Assets

$1,194,528

Up $1,171,863 (+5170%) from 2015

Net Assets

$1,194,528

Up $1,171,863 (+5170%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue83rd percentile Net Margin69th percentile

Revenue

$2,815,000

Up $2,190,000 (+350%) from 2015

Expenses

$1,643,137

Up $1,016,637 (+162%) from 2015

Net Income

$1,171,863

Up $1,173,363 (+78224%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

Highlighted filing

2016

Assets$1,194,528

Liabilities$0

Net Assets$1,194,528

Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

Highlighted filing

2016

Revenue$2,815,000

Expenses$1,643,137

Net Income$1,171,863

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Sep 22, 2017
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JERRY A JORDAN	President	-	$0	-	-
TRUDIE EVON SMITH JORDAN	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Jerry and Evon Jordan Foundation
EIN: 26-3135531
Phone: 7044853500
Address: P O BOX 546, OAKBORO, NC 28129

Signing Officer

Name: Jerry Jordan
Title: President
Phone: 7044853500
Signed: 2017-09-22
Discuss with paid preparer: Yes

Preparer

Firm: William W Stanaland Iii Pllc
Address: 3809 FORRESTGATE DRIVE SUITE D, WINSTONSALEM, NC 27103
Phone: 3367652817

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	9	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	WINGATE UNIV CAMPUS BOX 3071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO BOX 322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	143 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	PO BOX 59
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	311 BRANSON MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	2200 GATEWAY CENTRE BLVD 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	PO BOX 2071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	LOCUST CITY HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WINGATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BUIES CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	CLIMAX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	RANDLEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	MORRISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	FORT MILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	LOCUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27361
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	280020250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	27506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	27233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	27317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	27560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	29716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	28097
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	530000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	58831
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	58831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	625384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	567810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	766874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	568624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	440447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	440447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	2999861
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	471169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	625384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	567810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	766874
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	568624
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	530000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	471169
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3440308
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2969139
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1113137
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JERRY JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7044853500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JERRY AND EVON JORDAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	JERR
ReturnHeader/Filer/EIN	0	263135531
ReturnHeader/Filer/PhoneNum	0	7044853500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	P O BOX 546
ReturnHeader/Filer/USAddress/CityNm	0	OAKBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28129
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	34118AB32F48D3ACCEAA8DD01EE8AACB53CB465A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	7C20172C94F36FE6B3D965D11E4273C3853FEE3F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	24.142.234.58
ReturnHeader/FilingSecurityInformation/IPDt	0	2017-09-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	12:52:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	562057348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIAM W STANALAND III PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	3809 FORRESTGATE DRIVE SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	27103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3367652817
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-09-22
ReturnHeader/ReturnTs	0	2017-10-02T09:56:10-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,194,528
Liabilities: $0
Net assets: $1,194,528
Revenue: $2,815,000
Expenses: $1,643,137
Net income: $1,171,863

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.20	$0.20	$0.01
2023Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.10	$0.14	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$0.06	$0.00	$0.06	$0.53	$0.49	$0.03
2021Detailed filing. Detailed filing data is available for this year.	$0.03	$0.00	$0.03	$0.60	$0.57	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.45	$0.60	$0.15
2019Detailed filing. Detailed filing data is available for this year.	$0.15	$0.00	$0.15	$1.10	$0.98	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.04	$0.40	$0.38	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.38	$1.55	$1.17
2016Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19	$2.82	$1.64	$1.17
2015Detailed filing. Detailed filing data is available for this year.	$0.02	$0.00	$0.02	$0.63	$0.63	$0.00