Civic Intelligence

Jackson-Freeman Inc

EIN 72-1533891 • 501(c)4 • Mexico, MO

Revoked990-N CoverageNTEE P99

Profile

Jackson-Freeman Inc. provides Representative Payee Services to Individuals determined to be in need of financial assistance to manage their SSA, SSI, RR, and/or VA benefits.

Revocation date: May 15, 2022

PO Box 397Mexico, MO 65265

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

16.78x

Higher debt load relative to assets than 99% of similar nonprofits.

NTEE P99 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

100th percentile

418.62x

Higher debt load relative to revenue than 100% of similar nonprofits.

NTEE P99 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-39367%

Higher net margin than 1% of similar nonprofits.

NTEE P99 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE P99 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

$2,495

No earlier filing loaded for comparison.

Liabilities

$41,862

No earlier filing loaded for comparison.

Net Assets

-$39,367

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$100

No earlier filing loaded for comparison.

Expenses

$39,467

No earlier filing loaded for comparison.

Net Income

-$39,367

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$50K$0-$50KAssets 2023: $2,495Liabilities 2023: $41,862Net Assets 2023: -$39,3672023

Highlighted filing

2023

Assets$2,495
Liabilities$41,862
Net Assets-$39,367
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2023: $100Expenses 2023: $39,467Net Income 2023: -$39,3672023

Highlighted filing

2023

Revenue$100
Expenses$39,467
Net Income-$39,367
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$2,495
Liabilities
$41,862
Net assets
-$39,367
Revenue
$100
Expenses
$39,467
Net income
-$39,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.50$41.9$39.4$0.10$39.5$39.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$100
Mission and Program Overview

Mission

Jackson-Freeman Inc. provides Representative Payee Services to Individuals determined to be in need of financial assistance to manage their SSA, SSI, RR, and/or VA benefits.

Program Services

DescriptionGrantsExpenses
JACKSON-FREEMAN INC. PROVIDES REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS DETERMINED TO BE IN NEED OF FINANCIAL ASSISTANCE TO MANAGE THEIR SSA, SSI, RR, AND/OR VA BENEFITS.$0$39,467
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mr Mark PorterfieldBoard Member-$0--
Mrs Charlene L FinckBoard President-$0--
Dr Alexander FinckBoard Vice President-$0--
Mr Jonathan D FinckBoard TreasurerFT$0--
Mrs Sara LynnBoard Secretary-$0--
Political and Lobbying Activity
In-house lobbying only
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$0
Filing and Contact Details

Filer

Filer Name
Jackson-freeman Inc
EIN
72-1533891
Phone
5733862314
Address
PO BOX 397, MEXICO, MO 65265

Signing Officer

Name
Jonathan D Finck
Title
Treasurer
Phone
5734732279
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
1201 Walnut Suite 1700, Kansas City, MO 64106-2246
Preparer
Michael Engle
Phone
8162216300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 Other Expenses

“Advertising - 550; Bank Service Charges - 105; Business License Expense - 158; Insurance - 693; Meals and Entertainment - 395; Office Supplies - 2623; Travel and Meetings - 305;”

Form 990-EZ, Part II, Line 26B Total Liabilities

“Due to finck & associates - boy:0,eoy:41862;”

Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE

“Jackson-Freeman Inc. provides Representative Payee Services to Individuals determined to be in need of financial assistance to manage their SSA, SSI, RR, and/or VA benefits.”

Form 990-EZ, Part V, Line 33 Previously Unreported Activity

“Jackson-Freeman Inc. began providing Representative Payee Services to Individuals that need financial assistance with their SSA, SSI, RR, and/or VA benefits. This service had not been performed or reported by Jackson-Freeman since inception.”

Raw XML Appendix136 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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IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-39367
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mr Mark Porterfield
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mrs Charlene L Finck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dr Alexander Finck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mr Jonathan D Finck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mrs Sara Lynn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04829
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Jackson-Freeman Inc. provides Representative Payee Services to Individuals determined to be in need of financial assistance to manage their SSA, SSI, RR, and/or VA benefits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0JACKSON-FREEMAN INC. PROVIDES REPRESENTATIVE PAYEE SERVICES TO INDIVIDUALS DETERMINED TO BE IN NEED OF FINANCIAL ASSISTANCE TO MANAGE THEIR SSA, SSI, RR, AND/OR VA BENEFITS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MO
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039467
IRS990EZ/TotalProgramServiceExpensesAmt039467
IRS990EZ/TotalRevenueAmt0100
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt00
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising - 550; Bank Service Charges - 105; Business License Expense - 158; Insurance - 693; Meals and Entertainment - 395; Office Supplies - 2623; Travel and Meetings - 305;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO FINCK & ASSOCIATES - BOY:0,EOY:41862;
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Jackson-Freeman Inc. provides Representative Payee Services to Individuals determined to be in need of financial assistance to manage their SSA, SSI, RR, and/or VA benefits.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Jackson-Freeman Inc. began providing Representative Payee Services to Individuals that need financial assistance with their SSA, SSI, RR, and/or VA benefits. This service had not been performed or reported by Jackson-Freeman since inception.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 Other Expenses
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V, Line 33 Previously Unreported Activity
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D FINCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05734732279
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACKSON-FREEMAN INC
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0721533891
ReturnHeader/Filer/PhoneNum05733862314
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ReturnHeader/Filer/USAddress/CityNm0MEXICO
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 Walnut Suite 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kansas City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0641062246
ReturnHeader/PreparerPersonGrp/PhoneNum08162216300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Engle
ReturnHeader/ReturnTs02024-11-14T09:35:52+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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