Civic Intelligence

Robert S Jackson Trust

EIN 42-6150899 • 501(c)3 • Muscatine, IA

Profile

To provide support for the music of the wesley united church including instruments, instrument repairs, choir expenses and musical concerts to be offered to the public.

301 IowaMuscatine, IA 52761

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

1st percentile

-1311%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

48th percentile

4.1%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$7,693,181

Up $180,585 (+2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,693,181

Up $180,585 (+2.4%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Up

$172,679

Up $152,866 (+772%) from 2023

Expenses

Down

$275,289

Down $4,329 (-1.5%) from 2023

Net Income

Up

-$102,610

Up $157,195 (+61%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,328,896Liabilities 2010: $0Net Assets 2010: $5,328,8962010Assets 2011: $5,548,298Liabilities 2011: $0Net Assets 2011: $5,548,2982011Assets 2012: $5,715,491Liabilities 2012: $0Net Assets 2012: $5,715,4912012Assets 2013: $5,808,655Liabilities 2013: $0Net Assets 2013: $5,808,6552013Assets 2014: $5,858,590Liabilities 2014: $0Net Assets 2014: $5,858,5902014Assets 2015: $5,610,912Liabilities 2015: $0Net Assets 2015: $5,610,9122015Assets 2016: $5,679,407Liabilities 2016: $0Net Assets 2016: $5,679,4072016Assets 2017: $5,851,689Liabilities 2017: $0Net Assets 2017: $5,851,6892017Assets 2018: $5,414,518Liabilities 2018: $0Net Assets 2018: $5,414,5182018Assets 2019: $5,884,217Liabilities 2019: $0Net Assets 2019: $5,884,2172019Assets 2020: $6,136,552Liabilities 2020: $0Net Assets 2020: $6,136,5522020Assets 2021: $6,161,773Liabilities 2021: $0Net Assets 2021: $6,161,7732021Assets 2022: $7,219,464Liabilities 2022: $0Net Assets 2022: $7,219,4642022Assets 2023: $7,512,596Liabilities 2023: $0Net Assets 2023: $7,512,5962023Assets 2024: $7,693,181Liabilities 2024: $0Net Assets 2024: $7,693,1812024

Highlighted filing

2024

Assets$7,693,181
Liabilities$0
Net Assets$7,693,181
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2010: $247,5402010Revenue 2011: $284,980Expenses 2011: $221,213Net Income 2011: $63,7672011Expenses 2012: $228,7102012Revenue 2013: $262,513Expenses 2013: $212,204Net Income 2013: $50,3092013Revenue 2014: $240,363Expenses 2014: $204,545Net Income 2014: $35,8182014Revenue 2015: $165,382Expenses 2015: $235,548Net Income 2015: -$70,1662015Revenue 2016: $201,106Expenses 2016: $273,960Net Income 2016: -$72,8542016Revenue 2017: $282,311Expenses 2017: $263,767Net Income 2017: $18,5442017Revenue 2018: $189,402Expenses 2018: $409,459Net Income 2018: -$220,0572018Revenue 2019: $338,769Expenses 2019: $285,529Net Income 2019: $53,2402019Revenue 2020: $372,458Expenses 2020: $243,456Net Income 2020: $129,0022020Revenue 2021: $244,845Expenses 2021: $276,888Net Income 2021: -$32,0432021Revenue 2022: $51,913Expenses 2022: $298,863Net Income 2022: -$246,9502022Revenue 2023: $19,813Expenses 2023: $279,618Net Income 2023: -$259,8052023Revenue 2024: $172,679Expenses 2024: $275,289Net Income 2024: -$102,6102024

Highlighted filing

2024

Revenue$172,679
Expenses$275,289
Net Income-$102,610
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,693,181
Liabilities
$0
Net assets
$7,693,181
Revenue
$172,679
Expenses
$275,289
Net income
-$102,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.17$0.28$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.02$0.28$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.05$0.30$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.24$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.37$0.24$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.34$0.29$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.19$0.41$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.28$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.20$0.27$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.17$0.24$0.07
2014Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.24$0.20$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.26$0.21$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.00$5.72$0.23
2011Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.28$0.22$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.00$5.33$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.0
Gross Receipts
$2,209,627
Mission and Program Overview

Mission

To provide support for the music of the wesley united church including instruments, instrument repairs, choir expenses and musical concerts to be offered to the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$7,512,596$7,693,181▲ $180,585
Investments in Publicly Traded Securities$5,406,851$6,007,471▲ $600,620
Investments Other Securities$1,653,889$1,443,171▼ $210,718
Cash and Non-Interest-Bearing Accounts$451,856$242,539▼ $209,317
Total Assets$7,512,596$7,693,181▲ $180,585
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,512,596$7,693,181▲ $180,585
Total Liabilities and Net Assets / Fund Balance$7,512,596$7,693,181▲ $180,585

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,443,171--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
-Trustee$43,852$43,852
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$172,679
Other Revenue
$0
Change in Net Assets
$-102,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$227,669
Salaries, Compensation, and Employee Benefits$43,852
Other Expenses$3,768
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,669--$227,669
Current Officers, Directors, Trustees, and Key Employees-$43,852-$43,852
Fees for Services Other-$2,725-$2,725
Other Expenses-$834-$834
Fees for Service Investment Mgmnt Fees-$209-$209
Total Functional Expenses$227,669$47,620$0$275,289
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley United ChurchMuscatine, IA501c3Give Free Concerts$227,669
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
Business relationship with 35% controlled entity
No
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

Form 990, Page 6, Part VI, Line 11B

“Jon holthe,senior vice president of cbi bank and trust, acting as trustee of the robert s. Jackson trust reviews the form 990 and then signs the form 990.”

Form 990, Page 6, Part VI, Line 19

“Paper copies of the trust documents and trustee reports are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Robert S Jackson Trust
EIN
42-6150899
Phone
5632633131
Address
301 IOWA, MUSCATINE, IA 52761

Signing Officer

Name
Jonathan Holthe
Title
SVP & Sto
Phone
5632633131
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
1970
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
30

Preparer

Firm
Beckey & Associates Pc
Address
500 CEDAR ST, MUSCATINE, IA 52761-4208
Preparer
Vicki a Beckey
Phone
5632642727
Supplemental Narrative

Additional Explanations

Form 990

“Schedule r, part ii, line 1b = primary activity is to bring people to jesus”

Raw XML Appendix398 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CBI BANK & TRUST
IRS990/BooksInCareOfDetail/PhoneNum05632633131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0301 IOWA AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUSCATINE
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IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt043852
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IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0227669
IRS990/CYInvestmentIncomeAmt0172679
IRS990/CYOtherExpensesAmt03768
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-102610
IRS990/CYSalariesCompEmpBnftPaidAmt043852
IRS990/CYTotalExpensesAmt0275289
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0172679
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorAdvisedFundInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0227669
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02725
IRS990/FeesForServicesOtherGrp/TotalAmt02725
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0209
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0209
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt043852
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
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IRS990/FSAuditedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0-22096
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0227669
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0227669
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0227669
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02014852
IRS990/GrossReceiptsAmt02209627
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0194775
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0194775
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01653889
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01443171
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05406851
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06007471
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02036948
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07512596
IRS990/NetAssetsOrFundBalancesEOYAmt07693181
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-22096
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-22096
IRS990/NetUnrlzdGainsLossesInvstAmt0283195
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0834
IRS990/OtherExpensesGrp/TotalAmt0834
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ALL MEMBERS OF THE WESLEY UNITED CHURCH TRUSTEES ARE ELECTED BY THE MEMBERSHIP OF THE WESLEY UNITED CHURCH TRUSTEES. THE CBI BANK AND TRUST ACTING AS TRUSTEE OF THE ROBERT S. JACKSON TRUST HAS NO REPRESENTATIVE SERVING AS CHURCH TRUSTEE. THE TRUSTEE, CBI BANK AND TRUST, HAS REGULAR MEETINGS WITH THE WESLEY UNITED CHURCH TRUSTEES AND REGULARLY COMMUNICATES WITH THE DESIGNATED LIASION. THIS RELATIONSHIP HAS BEEN LONGSTANDING SINCE 1970.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE AMOUNT OF SUPPORT RECEIVED BY THE WESLEY UNITED CHURCH IS NECESSARY TO AVOID THE INTERRUPTION OF THE MUSCIAL CONCERTS OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC INCLUDING THE AMOUNTS EXPENDED TO OBTAIN THE SERVICES OF DISTINGUISHED ARTISTS ENGAGED TO PERFORM AT SUCH CONCERTS. THE TRUST DOCUMENTS DIRECT THAT THE INCOME FROM THE TRUST DOCUMENTS BE SOLELY USED FOR THE MUSIC OF THE WESLEY UNITED CHURCH, AND FOR THE MAINTENANCE AND REPAIR OF THE STAINED GLASS WINDOWS OF THE AUDITORIUM OF THE WESLEY UNITED CHURCH. THE PHRASE "MUSIC OF SAID CHURCH" INLCUDES COMPENSATION FOR THE ORGANIST AND PERSONNEL OF THE CHOIR AND ORCHESTRA, THE PURCHASE, MAINTENANCE AND REPAIR OF ORGANS, PIANOS, AND OTHER MUSICAL INSTRUMENTS AND EQUIPMENT, THE AQUISITION OF SHEET MUSIC AND SUPPLIES, ROBES AND VESTMENTS, AND OTHER MUSIC-RELATED MATERIALS, AND TOWARD THE COSTS OF MUSICAL CONCERTS TO BE HELD IN THE WESLEY UNITED CHURCH OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC. THE TRUSTEE, CBI BANK AND TRUST HAS REGULAR MEETINGS WITH THE WESLEY UNITED CHURCH TRUSTEES AND REGULARLY COMMUNUICATES WITH THEM REGARDING THE TIMING AND AMOUNTS OF THE DISTRIBUTIONS THAT WILL BE PROVIDED AND PROVIDES THE OVERSIGHT THAT THE FUNDS WILL BE USED ONLY FOR THE PURPOSES AS DIRECTED BY THE TRUST. THIS TRUST HAS HAD IT'S 501(C)(3)TAX EXEMPT STATUS SINCE AUGUST 25, 1981 AND THEIR HAS BEEN AN ONGOING AND CONTINUING RELATIONSHIP BETWEEN THE TRUSTEE AND THE WESLEY UNITED CHURCH SINCE THAT TIME. THE WESLEY UNITED CHURCH HAS BEEN AND WILL CONTINUE TO BE THE SOLE RECIPIENT OF ALL OF THE DISTRIBUTIONS FROM THIS TRUST UNTIL THE WESLEY UNITED CHURCH IS TERMINATED.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE WESLEY BOARD OF TRUSTEES DISTRIBUTE, MONITOR AND BUDGET ALL OF JACKSON TRUST'S PROCEEDS. THEY CLOSELY FOLLOW THE DIRECTIVES OF THE JACKSON TRUST. THE CBI BANK AND TRUST DEPARTMENT AS ACTING TRUSTEE OF THE JACKSON TRUST REVIEWS THE USE OF THE FUNDS AND MEETS ANNUALLY AND WHENEVER NEEDED WITH THE WESLEY BOARD OF TRUSTEES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHEDULE R, PART II, LINE 1B = PRIMARY ACTIVITY IS TO BRING PEOPLE TO JESUS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JON HOLTHE,SENIOR VICE PRESIDENT OF CBI BANK AND TRUST, ACTING AS TRUSTEE OF THE ROBERT S. JACKSON TRUST REVIEWS THE FORM 990 AND THEN SIGNS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAPER COPIES OF THE TRUST DOCUMENTS AND TRUSTEE REPORTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN HOLTHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP & STO
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
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ReturnHeader/ReturnTs02025-05-12T09:40:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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