Civic Intelligence

Milford G Jackson Testamentary Trust

990 • Fiscal year 2018 • EIN 38-6623775

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

Organization ProfileN/A
PO Box 3636Grand Rapids, MI 49501-3636

(800) 795-4115

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$6,936

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.7%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

52%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$407,030

Up $10,627 (+2.7%) from 2017

Net Assets

Up

$407,030

Up $10,627 (+2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Up

$35,358

Up $12,044 (+52%) from 2017

Expenses

Down

$24,733

Down $5,335 (-18%) from 2017

Net Income

Up

$10,625

Up $17,379 (+257%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2011: $398,638Liabilities 2011: $0Net Assets 2011: $398,6382011Assets 2012: $385,006Liabilities 2012: $0Net Assets 2012: $385,0062012Assets 2013: $383,950Liabilities 2013: $0Net Assets 2013: $383,9502013Assets 2014: $392,513Liabilities 2014: $0Net Assets 2014: $392,5132014Assets 2015: $435,237Liabilities 2015: $0Net Assets 2015: $435,2372015Assets 2016: $403,158Liabilities 2016: $0Net Assets 2016: $403,1582016Assets 2017: $396,403Liabilities 2017: $0Net Assets 2017: $396,4032017Assets 2018: $407,030Liabilities 2018: $0Net Assets 2018: $407,0302018Assets 2019: $453,436Liabilities 2019: $0Net Assets 2019: $453,4362019Assets 2020: $436,917Liabilities 2020: $0Net Assets 2020: $436,9172020Assets 2021: $449,720Liabilities 2021: $0Net Assets 2021: $449,7202021Assets 2022: $430,515Liabilities 2022: $0Net Assets 2022: $430,5152022Assets 2023: $423,951Liabilities 2023: $0Net Assets 2023: $423,9512023

Highlighted filing

2018

Assets$407,030
Liabilities$0
Net Assets$407,030
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$100K$50K$0-$50KExpenses 2011: $31,5292011Expenses 2012: $30,9072012Revenue 2013: $30,224Expenses 2013: $31,280Net Income 2013: -$1,0562013Revenue 2014: $40,123Expenses 2014: $31,560Net Income 2014: $8,5632014Revenue 2015: $74,899Expenses 2015: $32,175Net Income 2015: $42,7242015Revenue 2016: -$158Expenses 2016: $31,921Net Income 2016: -$32,0792016Revenue 2017: $23,314Expenses 2017: $30,068Net Income 2017: -$6,7542017Revenue 2018: $35,358Expenses 2018: $24,733Net Income 2018: $10,6252018Revenue 2019: $79,010Expenses 2019: $32,658Net Income 2019: $46,3522019Revenue 2020: $17,135Expenses 2020: $33,455Net Income 2020: -$16,3202020Revenue 2021: $47,233Expenses 2021: $34,513Net Income 2021: $12,7202021Revenue 2022: $16,651Expenses 2022: $35,797Net Income 2022: -$19,1462022Revenue 2023: $27,212Expenses 2023: $33,710Net Income 2023: -$6,4982023

Highlighted filing

2018

Revenue$35,358
Expenses$24,733
Net Income$10,625
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.0
Gross Receipts
$235,779
Mission and Program Overview

Mission

Payment of all income annually to the city of algonac, michigan for the benefit of the community as shall be determined by the governing body.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$392,969$402,894▲ $9,925
Investments in Publicly Traded Securities$376,902$374,841▼ $2,061
Savings and Temporary Cash Investments$19,162$31,985▲ $12,823
Rtn Earn Endowment Incm Other Fnds$3,434$4,136▲ $702
Cash and Non-Interest-Bearing Accounts$339$204▼ $135
Total Assets$396,403$407,030▲ $10,627
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$396,403$407,030▲ $10,627
Total Liabilities and Net Assets / Fund Balance$396,403$407,030▲ $10,627
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleBaseTotal
-Trustee$6,936$6,936
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$35,358
Other Revenue
$0
Change in Net Assets
$10,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,410
Salaries, Compensation, and Employee Benefits$6,936
Other Expenses$1,387
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,410--$16,410
Current Officers, Directors, Trustees, and Key Employees-$6,936-$6,936
Fees for Services Accounting-$1,000-$1,000
Fees for Services Legal-$220-$220
All Other Expenses-$167-$167
Total Functional Expenses$16,410$8,323$0$24,733
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of AlgonacAlgonac, MI-General Operating Support$16,410
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI - Governance, Management, and Disclosure

“Documents are available upon written request to the organization.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee”

Form 990, Page 6, Part VI, Line 18

“Forms are available upon written request to the organization”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Jackson Milford Testamentary Trust
EIN
38-6623775
Phone
8007954115
Address
PO BOX 3636, GRAND RAPIDS, MI 49501-3636

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8007954115
Signed
2019-05-01

Organization Details

Formed
1992
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Rounding.”

Raw XML Appendix286 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Rounding.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI - GOVERNANCE, MANAGEMENT, AND DISCLOSURE
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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ReturnHeader/Filer/EIN0386623775
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ReturnHeader/ReturnTs02019-05-01T15:00:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$407,030
Liabilities
$0
Net assets
$407,030
Revenue
$35,358
Expenses
$24,733
Net income
$10,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.27$0.34$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$0.00$4.31$0.17$0.36$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.50$0.00$4.50$0.47$0.35$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$0.17$0.33$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.53$0.00$4.53$0.79$0.33$0.46
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.35$0.25$0.11
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.96$0.00$3.96$0.23$0.30$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.00$4.03$0.00$0.32$0.32
2015Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.75$0.32$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.40$0.32$0.09
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.84$0.00$3.84$0.30$0.31$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$0.32