Civic Intelligence

Frank T Jackson Trust

990PF • Fiscal year 2020 • EIN 61-6544584

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 15, 2021

Organization Profile
Regions Bank Trust Dept P O Box 1Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

11th percentile

-65%

Higher net margin than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$35,730

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

25th percentile

-2.6%

Faster asset growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-12%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,923,651

Down $79,506 (-2.6%) from 2019

Net Assets

$2,923,651

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$120,944

Down $16,744 (-12%) from 2019

Expenses

Down

$198,954

Down $1,013 (-0.5%) from 2019

Net Income

Down

-$78,010

Down $15,731 (-25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $3,135,697Liabilities 2017: $0Net Assets 2017: $3,135,6972017Assets 2018: $3,065,647Liabilities 2018: $0Net Assets 2018: $3,065,6472018Assets 2019: $3,003,157Liabilities 2019: $02019Assets 2020: $2,923,651Liabilities 2020: $0Net Assets 2020: $2,923,6512020Assets 2021: $2,956,865Liabilities 2021: $0Net Assets 2021: $2,956,8652021Assets 2022: $2,898,642Liabilities 2022: $0Net Assets 2022: $2,898,6422022Assets 2023: $2,833,803Liabilities 2023: $0Net Assets 2023: $2,833,8032023Assets 2024: $2,831,331Liabilities 2024: $0Net Assets 2024: $2,831,3312024

Highlighted filing

2020

Assets$2,923,651
Liabilities$0
Net Assets$2,923,651
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $247,232Expenses 2017: $160,540Net Income 2017: $86,6922017Revenue 2018: $127,081Expenses 2018: $196,222Net Income 2018: -$69,1412018Revenue 2019: $137,688Expenses 2019: $199,967Net Income 2019: -$62,2792019Revenue 2020: $120,944Expenses 2020: $198,954Net Income 2020: -$78,0102020Revenue 2021: $235,445Expenses 2021: $202,336Net Income 2021: $33,1092021Revenue 2022: $166,903Expenses 2022: $224,829Net Income 2022: -$57,9262022Revenue 2023: $137,614Expenses 2023: $202,446Net Income 2023: -$64,8322023Revenue 2024: $195,626Expenses 2024: $197,605Net Income 2024: -$1,9792024

Highlighted filing

2020

Revenue$120,944
Expenses$198,954
Net Income-$78,010
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANKTrustee-$35,730-$35,730
Filing and Contact Details

Filer

Filer Name
Frank T Jackson Trust
EIN
61-6544584
Phone
2058203141
Address
REGIONS BANK TRUST DEPT P O BOX 1, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12792343VFS8 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128084664CR0 BERKSHIRE HATHAWAY F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129427866108 HERSHEY CO/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130822582CD2 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131922020813 VANGUARD EMERG MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134438516106 HONEYWELL INTERNATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135842587DE4 SOUTHERN CO 3.70% 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136172967MT5 CITIGROUP INC .776%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137548661DR5 LOWE'S COS INC 3.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13814040HCE3 CAPITAL ONE FINANCIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140606822BV5 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14120030NDH1 COMCAST CORP 3.75% 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt022318
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,923,651
Liabilities
$0
Net assets
$2,923,651
Revenue
$120,944
Expenses
$198,954
Net income
-$78,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.20$0.20$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.14$0.20$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.17$0.22$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.24$0.20$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.12$0.20$0.08
2019Summary only. Only limited summary data is available for this year.$3.00$0.00$0.14$0.20$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.13$0.20$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.25$0.16$0.09
Peer Organizations

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