Civic Intelligence

Jewl Charitable Trust

990PF • Fiscal year 2020 • EIN 52-1199993

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
1192 E Draper Pkwy 347Draper, UT 84020

(480) 966-0293

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$140,680

Down $15,655 (-10%) from 2019

Net Assets

$140,680

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $14,300 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$9,040

Up $3,804 (+73%) from 2019

Expenses

Down

$3,095

Down $19,520 (-86%) from 2019

Net Income

Up

$5,945

Up $23,324 (+134%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$200K$150K$100K$50K$0Assets 2011: $146,302Liabilities 2011: $02011Assets 2012: $141,879Liabilities 2012: $02012Assets 2013: $199,168Liabilities 2013: $02013Assets 2014: $199,127Liabilities 2014: $02014Assets 2015: $197,893Liabilities 2015: $1002015Assets 2019: $156,335Liabilities 2019: $14,3002019Assets 2020: $140,680Liabilities 2020: $0Net Assets 2020: $140,6802020Assets 2021: $143,788Liabilities 2021: $0Net Assets 2021: $143,7882021Assets 2022: $114,266Liabilities 2022: $0Net Assets 2022: $114,2662022

Highlighted filing

2020

Assets$140,680
Liabilities$0
Net Assets$140,680
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $4,855Expenses 2011: $10,718Net Income 2011: -$5,8632011Revenue 2012: $4,493Expenses 2012: $9,990Net Income 2012: -$5,4972012Revenue 2013: $7,703Expenses 2013: $11,901Net Income 2013: -$4,1982013Revenue 2014: $14,270Expenses 2014: $14,311Net Income 2014: -$412014Revenue 2015: $12,016Expenses 2015: $14,019Net Income 2015: -$2,0032015Revenue 2019: $5,236Expenses 2019: $22,615Net Income 2019: -$17,3792019Revenue 2020: $9,040Expenses 2020: $3,095Net Income 2020: $5,9452020Revenue 2021: $7,713Expenses 2021: $4,605Net Income 2021: $3,1082021Revenue 2022: $4,823Expenses 2022: $34,345Net Income 2022: -$29,5222022

Highlighted filing

2020

Revenue$9,040
Expenses$3,095
Net Income$5,945
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CJ ARCHERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jewl Charitable Trust
EIN
52-1199993
Phone
4809660293
Address
1192 E DRAPER PKWY 347, DRAPER, UT 84020

Signing Officer

Name
Carole J Archer
Title
Trustee
Phone
4803551134
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Lohman Company Pllc
Address
1630 S STAPLEY DR SUITE 108, MESA, AZ 85204
Preparer
Mary C Jordan
Phone
4803551100
Raw XML Appendix280 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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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04803551134
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEWL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEWL
ReturnHeader/Filer/EIN0521199993
ReturnHeader/Filer/PhoneNum04809660293
ReturnHeader/Filer/USAddress/AddressLine1Txt01192 E DRAPER PKWY 347
ReturnHeader/Filer/USAddress/CityNm0DRAPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084020
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860985325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOHMAN COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01630 S STAPLEY DR SUITE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MESA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085204
ReturnHeader/PreparerPersonGrp/PhoneNum04803551100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C JORDAN
ReturnHeader/ReturnTs02021-05-12T11:28:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARCHER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,680
Liabilities
$0
Net assets
$140,680
Revenue
$9,040
Expenses
$3,095
Net income
$5,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.34$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.08$0.05$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.03$0.06
2019Summary only. Only limited summary data is available for this year.$1.56$0.14$0.05$0.23$0.17
2015Summary only. Only limited summary data is available for this year.$1.98$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$1.99$0.00$0.14$0.14$0.00
2013Summary only. Only limited summary data is available for this year.$1.99$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.04$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.05$0.11$0.06