Civic Intelligence

Jerry and Evon Jordan Foundation

990PF • Fiscal year 2017 • EIN 26-3135531

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

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.

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-313%

Higher net margin than 11% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

1st percentile

-98%

Faster asset growth than 1% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-87%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$20,091

Down $1,174,437 (-98%) from 2016

Net Assets

Down

$20,091

Down $1,174,437 (-98%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin11th percentile

Revenue

Down

$375,000

Down $2,440,000 (-87%) from 2016

Expenses

Down

$1,549,437

Down $93,700 (-5.7%) from 2016

Net Income

Down

-$1,174,437

Down $2,346,300 (-200%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$1.5M$1.0M$500K$0Assets 2015: $22,665Liabilities 2015: $0Net Assets 2015: $22,6652015Assets 2016: $1,194,528Liabilities 2016: $0Net Assets 2016: $1,194,5282016Assets 2017: $20,091Liabilities 2017: $0Net Assets 2017: $20,0912017Assets 2018: $36,581Liabilities 2018: $0Net Assets 2018: $36,5812018Assets 2019: $154,981Liabilities 2019: $0Net Assets 2019: $154,9812019Assets 2020: $481Liabilities 2020: $0Net Assets 2020: $4812020Assets 2021: $29,181Liabilities 2021: $0Net Assets 2021: $29,1812021Assets 2022: $62,971Liabilities 2022: $0Net Assets 2022: $62,9712022Assets 2023: $22,321Liabilities 2023: $0Net Assets 2023: $22,3212023Assets 2024: $15,621Liabilities 2024: $0Net Assets 2024: $15,6212024

Highlighted filing

2017

Assets$20,091
Liabilities$0
Net Assets$20,091
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2015: $625,000Expenses 2015: $626,500Net Income 2015: -$1,5002015Revenue 2016: $2,815,000Expenses 2016: $1,643,137Net Income 2016: $1,171,8632016Revenue 2017: $375,000Expenses 2017: $1,549,437Net Income 2017: -$1,174,4372017Revenue 2018: $400,000Expenses 2018: $383,510Net Income 2018: $16,4902018Revenue 2019: $1,100,000Expenses 2019: $981,600Net Income 2019: $118,4002019Revenue 2020: $450,000Expenses 2020: $604,500Net Income 2020: -$154,5002020Revenue 2021: $600,000Expenses 2021: $571,300Net Income 2021: $28,7002021Revenue 2022: $525,000Expenses 2022: $491,210Net Income 2022: $33,7902022Revenue 2023: $100,000Expenses 2023: $140,650Net Income 2023: -$40,6502023Revenue 2024: $195,000Expenses 2024: $201,700Net Income 2024: -$6,7002024

Highlighted filing

2017

Revenue$375,000
Expenses$1,549,437
Net Income-$1,174,437
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY A JORDANPresident-$0--
TRUDIE EVON SMITH JORDANSecretary-$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
2018-05-02
Discuss with paid preparer
Yes

Preparer

Firm
William W Stanaland Iii Pllc
Address
3809 FORRESTGATE DRIVE SUITE D, WINSTONSALEM, NC 27103
Phone
3367652817
Raw XML Appendix380 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3272330059
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1227371
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0990
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0471169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0625384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0567810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0766874
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0568624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0568624
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02866547
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0435310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0471169
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0625384
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0567810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0766874
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0436300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0435310
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03435171
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02999861
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01113137
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07044853500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JERRY AND EVON JORDAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0263135531
ReturnHeader/Filer/PhoneNum07044853500
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 546
ReturnHeader/Filer/USAddress/CityNm0OAKBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028129
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F16363E2FA31321DCD1B703D2D123BBA9C93A898
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ED1334000BFB344B402A0EFDD0DC28AEF757F69D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.234.58
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:20:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562057348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM W STANALAND III PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03809 FORRESTGATE DRIVE SUITE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367652817
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/ReturnTs02018-05-09T15:22:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,091
Liabilities
$0
Net assets
$20,091
Revenue
$375,000
Expenses
$1,549,437
Net income
-$1,174,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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