Civic Intelligence

The Adelaide Gurganus Jackson Foundation

990PF • Fiscal year 2017 • EIN 56-1570654

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profile
5219 Trent Woods DriveNew Bern, NC 28562

(252) 637-3027

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

11th percentile

-44%

Higher net margin than 11% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$183,360

Down $3,661 (-2.0%) from 2016

Net Assets

Down

$183,360

Down $3,661 (-2.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$8,284

Up $2,770 (+50%) from 2016

Expenses

Down

$11,945

Down $434 (-3.5%) from 2016

Net Income

Up

-$3,661

Up $3,204 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2012: $186,068Liabilities 2012: $02012Assets 2013: $210,917Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $204,287Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $193,886Liabilities 2015: $0Net Assets 2015: $193,8862015Assets 2016: $187,021Liabilities 2016: $0Net Assets 2016: $187,0212016Assets 2017: $183,360Liabilities 2017: $0Net Assets 2017: $183,3602017Assets 2018: $183,404Liabilities 2018: $0Net Assets 2018: $183,4042018Assets 2019: $182,424Liabilities 2019: $0Net Assets 2019: $182,4242019Assets 2020: $178,051Liabilities 2020: $0Net Assets 2020: $178,0512020Assets 2021: $175,920Liabilities 2021: $0Net Assets 2021: $175,9202021Assets 2022: $178,361Liabilities 2022: $0Net Assets 2022: $178,3612022Assets 2023: $171,480Liabilities 2023: $2Net Assets 2023: $171,4782023Assets 2024: $173,375Liabilities 2024: $0Net Assets 2024: $173,3752024

Highlighted filing

2017

Assets$183,360
Liabilities$0
Net Assets$183,360
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $2,930Expenses 2012: $297Net Income 2012: $2,6332012Revenue 2013: $10,688Expenses 2013: $8,974Net Income 2013: $1,7142013Revenue 2014: $8,795Expenses 2014: $9,075Net Income 2014: -$2802014Revenue 2015: $29,290Expenses 2015: $12,058Net Income 2015: $17,2322015Revenue 2016: $5,514Expenses 2016: $12,379Net Income 2016: -$6,8652016Revenue 2017: $8,284Expenses 2017: $11,945Net Income 2017: -$3,6612017Revenue 2018: $11,912Expenses 2018: $11,868Net Income 2018: $442018Revenue 2019: $8,440Expenses 2019: $12,493Net Income 2019: -$4,0532019Revenue 2020: $6,929Expenses 2020: $11,324Net Income 2020: -$4,3952020Revenue 2021: $21,071Expenses 2021: $17,671Net Income 2021: $3,4002021Revenue 2022: $9,245Expenses 2022: $12,276Net Income 2022: -$3,0312022Revenue 2023: $5,530Expenses 2023: $12,621Net Income 2023: -$7,0912023Revenue 2024: $14,640Expenses 2024: $12,860Net Income 2024: $1,7802024

Highlighted filing

2017

Revenue$8,284
Expenses$11,945
Net Income-$3,661
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMELIA L WILSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Adelaide Gurganus Jackson Foundation
EIN
56-1570654
Phone
2526373027
Address
5219 TRENT WOODS DRIVE, NEW BERN, NC 28562

Signing Officer

Name
Amelia L Wilson
Title
President
Phone
9103303771
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Hudson Pope Pllc
Address
310 NEW STREET, NEW BERN, NC 28560
Preparer
PARKER D O'DANIEL
Phone
2526351330
Raw XML Appendix332 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/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04258
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3661
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0183360
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SALE OF STOCK INCREASES FUNDS AVAILABLE FOR CONTRIBUTIONS
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ADELAIDE GURGANUS JACKSON FOUNDATION
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST SUBMITTED TO AMELIA L. WILSON, 5219 TRENT WOODS DRIVE, NEW BERN, NC 28562.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0AMELIA L WILSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09103303771
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028562
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0AMELIA L WILSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MERCI CLINIC INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RELIGIOUS COMMUNITY SERVICES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INTERFAITH REFUGEE MINISTRY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01315 TATUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1919 GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21913 TRENT BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW BERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW BERN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228560
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0442
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt047
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09011
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt047
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08900
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09011
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEWSPAPER ADVERTISEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02241
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/Amt143
TaxesSchedule/TaxesDetail/Amt214
TaxesSchedule/TaxesDetail/Amt316
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12016 FORM 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22016 FORM 4720 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt32015 FORM 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt072
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt30
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMELIA L WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09103303771
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ADELAIDE GURGANUS JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0561570654
ReturnHeader/Filer/PhoneNum02526373027
ReturnHeader/Filer/USAddress/AddressLine1Txt05219 TRENT WOODS DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028562
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0793B7E63002BFF9B29B6E00788B02A15A9D469B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0793B7E63002BFF9B29B6E00788B02A15A9D469B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.0.149.163
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:07:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201071110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUDSON POPE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 NEW STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028560
ReturnHeader/PreparerPersonGrp/PhoneNum02526351330
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PARKER D O'DANIEL
ReturnHeader/ReturnTs02018-10-31T14:16:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,360
Liabilities
$0
Net assets
$183,360
Revenue
$8,284
Expenses
$11,945
Net income
-$3,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.06$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.21$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.08$0.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.06$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.29$0.12$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$0.00$0.09$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$0.00$0.11$0.09$0.02
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$0.03$0.00$0.03