Civic Intelligence

Frank T Jackson Trust

990PF • Fiscal year 2021 • EIN 61-6544584

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 27, 2022

Organization Profile
P O Box 11647Birmingham, AL 35202

(205) 820-3141

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

51st percentile

14%

Higher net margin than 51% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$41,768

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

32nd percentile

1.1%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

95%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,956,865

Up $33,214 (+1.1%) from 2020

Net Assets

Up

$2,956,865

Up $33,214 (+1.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin51st percentile

Revenue

Up

$235,445

Up $114,501 (+95%) from 2020

Expenses

Up

$202,336

Up $3,382 (+1.7%) from 2020

Net Income

Up

$33,109

Up $111,119 (+142%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$2,956,865
Liabilities$0
Net Assets$2,956,865
Open 2021 Filing

Operations Trend

Revenue Growth82nd 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

2021

Revenue$235,445
Expenses$202,336
Net Income$33,109
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 27, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$41,768-$41,768
Filing and Contact Details

Filer

Filer Name
Frank T Jackson Trust
EIN
61-6544584
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2022-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, 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/CategoryOrItemTxt131922020813 VANGUARD MALVERN FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132443510607 HUBBELL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135842587DE4 SOUTHERN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136172967MT5 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137548661DR5 LOWES COS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13814040HCE3 CAPITAL ONE FINL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139037833DZ0 APPLE INC 2.4% 20 AU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140606822BV5 MITSUBISHI UFJ FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14120030NDH1 COMCAST CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142912810SN9 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14389236TJK2 TOYOTA MTR CR CORP M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14438141GYN8 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145412295107 HARDING LOEVNER FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14687165B103 SYNCHRONY FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14731620MBS4 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891282CBZ3 US TREASURY N/B 1.25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149808513BU8 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150440452AG5 HORMEL FOODS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151695156109 PACKAGING CORP AMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15322822V101 CROWN CASTLE INTL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1540641593U8 BANK NOVA SCOTIA B C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15546653M849 JOHCM FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15691282CAL5 US TREASURY N/B .375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157177376AG5 CITRIX SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15889788MAD4 TRUIST FINL CORP SR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15978016EZM2 ROYAL BK CDA GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160458140BU3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161770323103 ROBERT HALF INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162G3223R108 EVEREST RE GROUP LTD
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,956,865
Liabilities
$0
Net assets
$2,956,865
Revenue
$235,445
Expenses
$202,336
Net income
$33,109
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