Civic Intelligence

Jackson Family Foundation

EIN 75-1675348 • Fort Worth, TX

1505 North Riverside DriveFort Worth, TX 76111-2644
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

59th percentile

6.2%

Higher net margin than 59% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

88th percentile

$12,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

48th percentile

-3.3%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

115%

Faster revenue growth than 91% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$455,246

Down $19,454 (-4.1%) from 2022

Liabilities

Up

$20,062

Up $20,062 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin59th percentile

Revenue

Down

$36,617

Down $25,505 (-41%) from 2022

Expenses

Down

$76,133

Down $3,635 (-4.6%) from 2022

Net Income

Down

-$39,516

Down $21,870 (-124%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$600K$400K$200K$0Assets 2011: $481,172Liabilities 2011: $02011Assets 2012: $489,589Liabilities 2012: $02012Assets 2013: $524,315Liabilities 2013: $02013Assets 2019: $503,613Liabilities 2019: $0Net Assets 2019: $503,6132019Assets 2020: $484,033Liabilities 2020: $0Net Assets 2020: $484,0332020Assets 2021: $494,846Liabilities 2021: $2,500Net Assets 2021: $492,3462021Assets 2022: $474,700Liabilities 2022: $0Net Assets 2022: $474,7002022Assets 2023: $455,246Liabilities 2023: $20,0622023

Highlighted filing

2023

Assets$455,246
Liabilities$20,062
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2011: $28,584Expenses 2011: $42,067Net Income 2011: -$13,4832011Revenue 2012: $29,791Expenses 2012: $21,972Net Income 2012: $7,8192012Revenue 2013: $78,526Expenses 2013: $44,300Net Income 2013: $34,2262013Revenue 2019: $96,892Expenses 2019: $86,499Net Income 2019: $10,3932019Revenue 2020: $57,420Expenses 2020: $77,000Net Income 2020: -$19,5802020Revenue 2021: $79,397Expenses 2021: $71,000Net Income 2021: $8,3972021Revenue 2022: $62,122Expenses 2022: $79,768Net Income 2022: -$17,6462022Revenue 2023: $36,617Expenses 2023: $76,133Net Income 2023: -$39,5162023

Highlighted filing

2023

Revenue$36,617
Expenses$76,133
Net Income-$39,516
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$455,246
Liabilities
$20,062
Net assets
-
Revenue
$36,617
Expenses
$76,133
Net income
-$39,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.55$0.20$0.37$0.76$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.62$0.80$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.03$4.92$0.79$0.71$0.08
2020Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.57$0.77$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.04$0.00$5.04$0.97$0.86$0.10
2013Summary only. Only limited summary data is available for this year.$5.24$0.00$0.79$0.44$0.34
2012Summary only. Only limited summary data is available for this year.$4.90$0.00$0.30$0.22$0.08
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$0.29$0.42$0.13
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 14, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan Jackson DavisTrustee-$12,000-$12,000
Fla Lewis IIITrustee-$0--
Jack Robert EdmondsonTrustee-$0--
Daryl Stone DavisTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Social WelfarePCTampa, FL, US$2,500
Paid Grant-Social WelfarePCFort Worth, TX, US$2,000
Paid Grant-CulturalPCFort Worth, TX, US$2,000
Paid Grant-Social WelfarePCFort Worth, TX, US$2,000
Paid Grant-Social WelfarePCFort Worth, TX, US$2,000
Paid Grant-Social WelfarePCFort Worth, TX, US$2,000
Paid Grant-CulturalPCFort Worth, TX, US$2,000
Paid Grant-Social WelfarePCNew York, NY, US$2,000
Paid Grant-Historical PreservationPOFAspen, CO, US$2,000
Paid Grant-Social WelfarePCWashington, DC, US$2,000
Paid Grant-CulturalPCFort Worth, TX, US$1,500
Paid Grant-Social WelfarePCHaltom City, TX, US$1,500
Paid Grant-Social WelfarePCFort Worth, TX, US$1,500
Paid Grant-Social WelfarePCFort Worth, TX, US$1,000
Paid Grant-CulturalPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-CulturalPCFort Worth, TX, US$1,000
Paid Grant-EducationalPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-Social WelfarePCFort Worth, TX, US$1,000
Paid Grant-CulturalPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCGoliad, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-EducationalPCFort Worth, TX, US$1,000
Paid Grant-Guide Dog TrainingPCNorth Richland Hills, TX, US$1,000
Paid Grant-Social WelfarePCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCLa Porte, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPCSan Antonio, TX, US$1,000
Paid Grant-Historical PreservationPCWashington, TX, US$1,000
Paid Grant-Historical PreservationPCSan Felipe, TX, US$1,000
Paid Grant-Historical PreservationPCFort Worth, TX, US$1,000
Paid Grant-Historical PreservationPOFWest, TX, US$500
Paid Grant-Social WelfarePCColumbus, TX, US$500
Paid Grant-Animal ProtectionPCPlano, TX, US$100
Filing and Contact Details

Filer

Filer Name
Jackson Family Foundation
EIN
75-1675348
Address
1505 North Riverside Drive, Fort Worth, TX 76111-2644

Signing Officer

Name
Susan J Davis
Title
Trustee
Phone
8178386875
Signed
2022-03-14
Discuss with paid preparer
Yes

Preparer

Firm
David J Walch CPA
Address
4201 Bluff View Drive, Granbury, TX 76048-5013
Preparer
David J Walch
Phone
9722159629
Raw XML AppendixShowing 400 of 681 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt03150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03150
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0479263
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt065451
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt079397
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt079397
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt065451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt046100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt046100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013943
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065451
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-03-08
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52013-05-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-08-16
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NIC Inc - 500 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Nic Inc - 750 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2NIC Inc - 765 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3APTIV PLC - 35 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Berkshire Hathaway - 10 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Canadian Natl Railwy - 10 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Canadian Natl Railwy - 5 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Copart Inc - 50 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Deere & Co - 25 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Deere & Co - 25 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Federal Agric Mtg Corp - 2 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Federal Agric Mtg Corp - 3 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Federal Agric Mtg Corp - 45 shs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-09-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-09-07
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Union Gospel Mission of Tarrant Co
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Amon Carter Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Casa Manana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Cooks Children Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Fort Worth Herd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Fort Worth Museum of Science Hist
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Fort Worth Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Heathers Old Skool Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Lighthouse for the Blind
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Meals On Wheels Tarrant County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10North Fort Worth Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Northside Inter Community Agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Tarrant Area Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13The Warm Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Trinity Habitat for Humanity

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