Civic Intelligence

Jackson Educational Trust

990PF • Fiscal year 2015 • EIN 42-1168628

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 11, 2016

Organization Profile
212 Walnut StreetBlythedale, MO 64426

(660) 876-5218

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

5th percentile

-180%

Higher net margin than 5% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$347

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 63.6% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-30%

Faster revenue growth than 18% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$19,618

Down $984 (-4.8%) from 2014

Net Assets

Down

$19,618

Down $984 (-4.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$546

Down $231 (-30%) from 2014

Expenses

Up

$1,530

Up $155 (+11%) from 2014

Net Income

Down

-$984

Down $386 (-65%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30K$20K$10K$0Assets 2010: $23,886Liabilities 2010: $0Net Assets 2010: $23,8862010Assets 2011: $23,011Liabilities 2011: $02011Assets 2012: $22,039Liabilities 2012: $02012Assets 2013: $21,200Liabilities 2013: $02013Assets 2014: $20,602Liabilities 2014: $0Net Assets 2014: $20,6022014Assets 2015: $19,618Liabilities 2015: $0Net Assets 2015: $19,6182015Assets 2016: $18,842Liabilities 2016: $0Net Assets 2016: $18,8422016Assets 2017: $18,030Liabilities 2017: $0Net Assets 2017: $18,0302017Assets 2018: $18,590Liabilities 2018: $0Net Assets 2018: $18,5902018Assets 2019: $17,802Liabilities 2019: $0Net Assets 2019: $17,8022019Assets 2020: $16,870Liabilities 2020: $0Net Assets 2020: $16,8702020Assets 2021: $15,882Liabilities 2021: $0Net Assets 2021: $15,8822021Assets 2022: $14,767Liabilities 2022: $0Net Assets 2022: $14,7672022Assets 2023: $14,682Liabilities 2023: $0Net Assets 2023: $14,6822023Assets 2024: $12,255Liabilities 2024: $0Net Assets 2024: $12,2552024Assets 2025: $10,632Liabilities 2025: $0Net Assets 2025: $10,6322025

Highlighted filing

2015

Assets$19,618
Liabilities$0
Net Assets$19,618
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$2.0K$0-$2.0K-$4.0KExpenses 2010: $1,6492010Revenue 2011: $799Expenses 2011: $1,674Net Income 2011: -$8752011Revenue 2012: $608Expenses 2012: $1,580Net Income 2012: -$9722012Revenue 2013: $576Expenses 2013: $1,415Net Income 2013: -$8392013Revenue 2014: $777Expenses 2014: $1,375Net Income 2014: -$5982014Revenue 2015: $546Expenses 2015: $1,530Net Income 2015: -$9842015Revenue 2016: $439Expenses 2016: $1,214Net Income 2016: -$7752016Revenue 2017: $442Expenses 2017: $1,253Net Income 2017: -$8112017Revenue 2018: $493Expenses 2018: $1,295Net Income 2018: -$8022018Revenue 2019: $507Expenses 2019: $1,295Net Income 2019: -$7882019Revenue 2020: $333Expenses 2020: $1,265Net Income 2020: -$9322020Revenue 2021: $224Expenses 2021: $1,212Net Income 2021: -$9882021Revenue 2022: $225Expenses 2022: $1,340Net Income 2022: -$1,1152022Revenue 2023: $386Expenses 2023: $471Net Income 2023: -$852023Revenue 2024: -$877Expenses 2024: $1,550Net Income 2024: -$2,4272024Revenue 2025: $124Expenses 2025: $1,747Net Income 2025: -$1,6232025

Highlighted filing

2015

Revenue$546
Expenses$1,530
Net Income-$984
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$347-$347
Filing and Contact Details

Filer

Filer Name
Jackson Educational Trust
EIN
42-1168628
Phone
6608765218
Address
212 WALNUT STREET, BLYTHEDALE, MO 64426

Signing Officer

Name
Jim White
Title
Trustee
Signed
2016-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Lockridge Constant & ConradLLC
Address
801 Main, Trenton, MO 64683
Preparer
Katie Kinney
Phone
6603592263
Raw XML Appendix220 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JIM WHITE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0INCOME DISTRIBUTED TO 2 TAX EXEMPT ORGANIZATIONS; ST. LABRE INDIAN SCHOOL $464 AND COLLEGE OF THE OZARKS $465.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST LABRE INDIAN SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 216
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0929
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/CategoryTxt0Income tax
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0421168628
ReturnHeader/Filer/PhoneNum06608765218
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ReturnHeader/Filer/USAddress/CityNm0BLYTHEDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064426
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064683
ReturnHeader/PreparerPersonGrp/PhoneNum06603592263
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katie Kinney
ReturnHeader/ReturnTs02016-02-11T09:03:29-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,618
Liabilities
$0
Net assets
$19,618
Revenue
$546
Expenses
$1,530
Net income
-$984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.12$1.75$1.62
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.88$1.55$2.43
2023Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.39$0.47$0.09
2022Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.23$1.34$1.12
2021Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.22$1.21$0.99
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.33$1.27$0.93
2019Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.51$1.30$0.79
2018Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$0.49$1.30$0.80
2017Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.44$1.25$0.81
2016Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.44$1.21$0.78
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.55$1.53$0.98
2014Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$0.78$1.38$0.60
2013Summary only. Only limited summary data is available for this year.$21.2$0.00$0.58$1.42$0.84
2012Summary only. Only limited summary data is available for this year.$22.0$0.00$0.61$1.58$0.97
2011Summary only. Only limited summary data is available for this year.$23.0$0.00$0.80$1.67$0.88
2010Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.65