Civic Intelligence

Frank T Jackson Trust

990PF • Fiscal year 2023 • EIN 61-6544584

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 06, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-47%

Higher net margin than 14% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$38,824

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 28.2% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,833,803

Down $64,839 (-2.2%) from 2022

Net Assets

Down

$2,833,803

Down $64,839 (-2.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Down

$137,614

Down $29,289 (-18%) from 2022

Expenses

Down

$202,446

Down $22,383 (-10.0%) from 2022

Net Income

Down

-$64,832

Down $6,906 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$2,833,803
Liabilities$0
Net Assets$2,833,803
Open 2023 Filing

Operations Trend

Revenue Growth21st 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

2023

Revenue$137,614
Expenses$202,446
Net Income-$64,832
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REGIONS BANK TRUST DEPTTrustee-$38,824-$38,824
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
2024-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
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/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
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163609207105 MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16492203J308 VANGUARD CHARLOTTE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16531620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16891282CBE0 US TREASURY N/B .125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16931420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17025159K705 DEUTSCHE DWS MKT TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171808524755 SCHWAB STRATEGIC TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17200206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17303027XCE8 AMERICAN TOWER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17412572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175237194105 DARDEN RESTAURANTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17631420B847 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt177651639106 NEWMONT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178693475105 PNC FINL SVCS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179855244109 STARBUCKS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18291282CHJ3 US TREASURY N/B 3.75
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18391282CHT1 US TREASURY N/B 3.87
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184921937736 VANGUARD FTSE ALL WO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18598389B100 XCEL ENERGY INC
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Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,833,803
Liabilities
$0
Net assets
$2,833,803
Revenue
$137,614
Expenses
$202,446
Net income
-$64,832
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
2023Detailed filing. Detailed filing data is available for this year.$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