Civic Intelligence

Rex and Nelle Jackson Foundation

990PF • Fiscal year 2019 • EIN 37-0864913

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 30, 2020

221 W Crestwood DrPeoria, IL 61614-7326

(309) 688-5748

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$6,226

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

60th percentile

5.2%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,446,637

Up $71,170 (+5.2%) from 2018

Net Assets

Up

$1,443,637

Up $71,170 (+5.2%) from 2018

Liabilities

Flat

$3,000

Flat from 2018

Revenue

Up

$228,070

Up $75,498 (+49%) from 2018

Expenses

Up

$156,900

Up $1,836 (+1.2%) from 2018

Net Income

Up

$71,170

Up $73,662 (+2956%) from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,377,959Liabilities 2017: $3,000Net Assets 2017: $1,374,9592017Assets 2018: $1,375,467Liabilities 2018: $3,000Net Assets 2018: $1,372,4672018Assets 2019: $1,446,637Liabilities 2019: $3,000Net Assets 2019: $1,443,6372019Assets 2020: $1,634,007Liabilities 2020: $3,000Net Assets 2020: $1,631,0072020Assets 2021: $1,899,286Liabilities 2021: $3,000Net Assets 2021: $1,896,2862021Assets 2022: $1,853,243Liabilities 2022: $3,000Net Assets 2022: $1,850,2432022Assets 2023: $1,877,758Liabilities 2023: $3,000Net Assets 2023: $1,874,7582023Assets 2024: $1,953,876Liabilities 2024: $3,000Net Assets 2024: $1,950,8762024

Highlighted filing

2019

Assets$1,446,637
Liabilities$3,000
Net Assets$1,443,637

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $117,378Expenses 2017: $141,766Net Income 2017: -$24,3882017Revenue 2018: $152,572Expenses 2018: $155,064Net Income 2018: -$2,4922018Revenue 2019: $228,070Expenses 2019: $156,900Net Income 2019: $71,1702019Revenue 2020: $357,832Expenses 2020: $167,206Net Income 2020: $190,6262020Revenue 2021: $431,189Expenses 2021: $165,910Net Income 2021: $265,2792021Revenue 2022: $148,538Expenses 2022: $194,581Net Income 2022: -$46,0432022Revenue 2023: $215,730Expenses 2023: $191,215Net Income 2023: $24,5152023Revenue 2024: $266,381Expenses 2024: $190,263Net Income 2024: $76,1182024

Highlighted filing

2019

Revenue$228,070
Expenses$156,900
Net Income$71,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 30, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI SCHNEIDERPresident-$6,226-$6,226
RACHAEL A MCALLISTERVice Preside-$3,883-$3,883
MELISSA DURBINSecretary/Tr-$3,883-$3,883
JENINE HINTONDirector-$3,000-$3,000
MARC R HINTONDirector-$3,000-$3,000
HOLLY HINTONDirector-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Rex and Nelle Jackson Foundation
EIN
37-0864913
Phone
3096885748
Address
221 W CRESTWOOD DR, PEORIA, IL 61614-7326

Signing Officer

Name
Sherri Schneider
Title
President
Phone
3096885748
Signed
2020-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Westervelt Johnson Nicoll & Keller LLC
Address
411 HAMILTON BLVD STE 1400, PEORIA, IL 61602-1187
Preparer
Jason L Story
Phone
3096713550
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECURITIES LITIGATION INCOM
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0991
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0228070
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0228070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0143495
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022992
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022992
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt097900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt097900
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt083525
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt083525
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt071170
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0321513
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt08232
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt08232
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0143495
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0204230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022215
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0991
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0659
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0132749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022849
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0156900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0227079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0228070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt034849
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022849
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0171755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0143495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0143495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0315250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0143495
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt071170
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01443637
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01372467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01443637
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0136986
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0136986
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0136986
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0141071
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04085
IRS990PF/DistributableAmountGrp/TotalTaxAmt04085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01301
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02784
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01301
IRS990PF/FMVAssetsEOYAmt03053346
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01359538
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01412717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03019426
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02766
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt02766
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01372467
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01443637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015929
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033920
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033920
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01375467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01446637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03053346
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01375467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01446637
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01372467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01443637
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02864382
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt029123
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02835259
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042966
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0141071
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02821416
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02864382
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt13000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt23000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt33000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt43883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt53883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERRI SCHNEIDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENINE HINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARC R HINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HOLLY HINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RACHAEL A MCALLISTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MELISSA DURBIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0221 W CRESTWOOD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133148 N COTTONWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt216717 W TODD SCHOOL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36120 S WILLMS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41504 HARBOR WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5206 JO AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PEORIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FARMINGTON

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