Civic Intelligence

The Adelaide Gurganus Jackson Foundation

990PF • Fiscal year 2020 • EIN 56-1570654

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

13th percentile

-63%

Higher net margin than 13% of similar nonprofits.

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

Top Officer Pay

77th percentile

$250

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

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

Asset Growth

39th percentile

-2.4%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

46th percentile

-18%

Faster revenue growth than 46% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$178,051

Down $4,373 (-2.4%) from 2019

Net Assets

Down

$178,051

Down $4,373 (-2.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Down

$6,929

Down $1,511 (-18%) from 2019

Expenses

Down

$11,324

Down $1,169 (-9.4%) from 2019

Net Income

Down

-$4,395

Down $342 (-8.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$178,051
Liabilities$0
Net Assets$178,051
Open 2020 Filing

Operations Trend

Revenue Growth46th 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

2020

Revenue$6,929
Expenses$11,324
Net Income-$4,395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMELIA L WILSONPresident-$250-$250
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
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
James C Briley Jr CPA
Address
PO Box 1613, New Bern, NC 28563
Preparer
James C Briley Jr CPA
Phone
2526335400
Raw XML Appendix291 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST SUBMITTED TO AMELIA L WILSON, 5219 TRENT WOODS DRIVE, NEW BERN NC 28562.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01315 TATUM DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1502 MIDDLE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW BERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW BERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028560
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128560
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010044
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/Taxable1Amt01069
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01126
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01069
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02239
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKER MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02239
TaxesSchedule/TaxesDetail/Amt0108
TaxesSchedule/TaxesDetail/Amt151
TaxesSchedule/TaxesDetail/Amt251
TaxesSchedule/TaxesDetail/CategoryTxt02019 FORM 990-PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt12019 TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0108
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt151
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt251
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMELIA L WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
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/PreparerFirmGrp/PreparerFirmEIN0561242276
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James C Briley Jr CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1613
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Bern
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028563
ReturnHeader/PreparerPersonGrp/PhoneNum02526335400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES C BRILEY JR CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-10T07:38:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMELIA L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILSON
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
$178,051
Liabilities
$0
Net assets
$178,051
Revenue
$6,929
Expenses
$11,324
Net income
-$4,395
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