Civic Intelligence

Jack Jennings Foundation Trust

990PF • Fiscal year 2015 • EIN 35-6627471

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

307 Meadowbrook DriveSanta Barbara, CA 93108

(317) 580-2000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-187%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,373,994

Down $124,852 (-5.0%) from 2014

Net Assets

Down

$2,373,994

Down $124,852 (-5.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$74,836

Down $100,004 (-57%) from 2014

Expenses

Up

$214,925

Up $53,592 (+33%) from 2014

Net Income

Down

-$140,089

Down $153,596 (-1137%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,590,569Liabilities 2010: $0Net Assets 2010: $2,590,5692010Assets 2011: $2,681,548Liabilities 2011: $0Net Assets 2011: $2,681,5482011Assets 2012: $2,553,091Liabilities 2012: $0Net Assets 2012: $2,553,0912012Assets 2013: $2,504,684Liabilities 2013: $0Net Assets 2013: $2,504,6842013Assets 2014: $2,498,846Liabilities 2014: $0Net Assets 2014: $2,498,8462014Assets 2015: $2,373,994Liabilities 2015: $0Net Assets 2015: $2,373,9942015Assets 2016: $2,227,259Liabilities 2016: $0Net Assets 2016: $2,227,2592016Assets 2017: $2,066,419Liabilities 2017: $0Net Assets 2017: $2,066,4192017Assets 2018: $1,871,345Liabilities 2018: $0Net Assets 2018: $1,871,3452018Assets 2019: $1,476,412Liabilities 2019: $0Net Assets 2019: $1,476,4122019Assets 2020: $1,787,622Liabilities 2020: $0Net Assets 2020: $1,787,6222020Assets 2021: $1,748,449Liabilities 2021: $0Net Assets 2021: $1,748,4492021Assets 2022: $1,719,840Liabilities 2022: $0Net Assets 2022: $1,719,8402022Assets 2023: $1,730,488Liabilities 2023: $0Net Assets 2023: $1,730,4882023Assets 2024: $1,675,130Liabilities 2024: $42,282Net Assets 2024: $1,632,8482024

Highlighted filing

2015

Assets$2,373,994
Liabilities$0
Net Assets$2,373,994

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $188,7942010Expenses 2011: $165,2942011Expenses 2012: $167,4792012Revenue 2013: $95,695Expenses 2013: $193,028Net Income 2013: -$97,3332013Revenue 2014: $174,840Expenses 2014: $161,333Net Income 2014: $13,5072014Revenue 2015: $74,836Expenses 2015: $214,925Net Income 2015: -$140,0892015Revenue 2016: $41,052Expenses 2016: $182,836Net Income 2016: -$141,7842016Revenue 2017: $96,512Expenses 2017: $252,031Net Income 2017: -$155,5192017Revenue 2018: $224,532Expenses 2018: $397,950Net Income 2018: -$173,4182018Revenue 2019: $197,887Expenses 2019: $592,820Net Income 2019: -$394,9332019Revenue 2020: $284,136Expenses 2020: $20,242Net Income 2020: $263,8942020Revenue 2021: -$32,697Expenses 2021: $159Net Income 2021: -$32,8562021Revenue 2022: -$26,248Expenses 2022: $79Net Income 2022: -$26,3272022Revenue 2023: $86,806Expenses 2023: $28,973Net Income 2023: $57,8332023Revenue 2024: $20,942Expenses 2024: $73,142Net Income 2024: -$52,2002024

Highlighted filing

2015

Revenue$74,836
Expenses$214,925
Net Income-$140,089
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE MCGINNISTrustee-$0--
CRAIG MCGINNISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jack Jennings Foundation Trust
EIN
35-6627471
Phone
3175802000
Address
307 MEADOWBROOK DRIVE, SANTA BARBARA, CA 93108

Signing Officer

Name
Craig Mcginnis
Title
Trustee
Phone
3175802000
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857
Preparer
Rosanne E Ammirati
Phone
3175802000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt842120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt927155
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1156525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1244341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336750
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2933957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3035163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3147286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3253545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3335056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BANK AMERICAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CF INDUSTRIES HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CINCINNATI BELL INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COLGATE-PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DANONE SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DELTA AIRLINES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EXPRESS SCRIPTS HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FRANCO NEVADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICORSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICRON TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NESTLE S A SPNSD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PRICE T ROWE GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SERVICE CORP INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SYNCHRONOSS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TIME WARNER INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNILEVER PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VIACOM INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VODAFONE GROUP PLC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WISDOMTREE JAPAN HEDGED EQUITY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PATRON PATH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1RECOVERY FORCE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt188147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt066959
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07877
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt074836
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074836
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07877
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0140378

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.04$1.63$0.02$0.07$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.09$0.03$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.28$0.02$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.20$0.59$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.22$0.40$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.10$0.25$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.04$0.18$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.17$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.10$0.19$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.17
2011Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.19