Civic Intelligence

Barrett-Jackson Charities

EIN 82-0958278 • 501(c)3 • Scottsdale, AZ

Profile

Barrett-jackson charities raises money to support public charities.

7400 E Monte CristoScottsdale, AZ 85260

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

13th percentile

-56%

Higher net margin than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

48%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

11th percentile

-71%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$78,356

Down $25,255 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$78,356

Down $25,255 (-24%) from 2023

Revenue

Down

$44,745

Down $23,007 (-34%) from 2023

Expenses

Up

$70,000

Up $69,870 (+53746%) from 2023

Net Income

Down

-$25,255

Down $92,877 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $35,989Liabilities 2022: $0Net Assets 2022: $35,9892022Assets 2023: $103,611Liabilities 2023: $0Net Assets 2023: $103,6112023Assets 2024: $78,356Liabilities 2024: $0Net Assets 2024: $78,3562024

Highlighted filing

2024

Assets$78,356
Liabilities$0
Net Assets$78,356

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2022: $543,169Expenses 2022: $515,130Net Income 2022: $28,0392022Revenue 2023: $67,752Expenses 2023: $130Net Income 2023: $67,6222023Revenue 2024: $44,745Expenses 2024: $70,000Net Income 2024: -$25,2552024

Highlighted filing

2024

Revenue$44,745
Expenses$70,000
Net Income-$25,255

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$543,169
Mission and Program Overview

Mission

Barrett-jackson charities raises money to support organizations exempt from taxation that are public charities. One of the recipients of money raised by the company is the american heart association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,950$35,989▲ $28,039
Total Assets$7,950$35,989▲ $28,039
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,950$35,989▲ $28,039
Total Net Assets Fund Balance$7,950$35,989▲ $28,039
Total Liabilities and Net Assets / Fund Balance$7,950$35,989▲ $28,039
Compensation and Service Providers

Board Members and Trustees

NameTitle
Craig H JacksonPresident
Carolyn JacksonDirector
Webb StickneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$543,169
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$543,169
Change in Net Assets
$28,039
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$515,000
Other Expenses$130
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$515,000--$515,000
Fees for Services Legal-$130-$130
Total Functional Expenses$515,000$130$0$515,130
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart AssociationDallas, TX501(c)(3)General Support$515,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The affairs of the corporation shall be managed by a board of directors.

Form 990, Part VI, Section B, Line 12C

Directors and officers shall disclose to the board any financial interest which the director or officer directly or indirectly has in any person or entity which is a party to a transaction under consideration by the board. The remaining board or committee members shall decide if a conflict of interst exists. If the the board or committee has reasonable cause to believe a person has failed to disclose actual or possible conflicts of interest, it will inform the person and afford the member an opportunity to explain the alleged failure to disclose. If the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, Line 19

The organization's articles of incorporation, by-laws, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Barrett-jackson Charities
EIN
82-0958278
Phone
4804216694
Address
7400 E MONTE CRISTO, SCOTTSDALE, AZ 85260

Signing Officer

Name
Craig H Jackson
Title
President
Phone
4804216694
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig H Jackson
Formed
2017
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Raw XML Appendix289 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY A BOARD OF DIRECTORS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/ReturnTs02023-11-14T11:55:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.