Civic Intelligence

Pd Jackson Family Foundation

EIN 82-2797338 • Berkeley, CA

127 University AvenueBerkeley, CA 94710
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

92nd percentile

71%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$5,000

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

41st percentile

1.2%

Faster asset growth than 41% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Down

$7,879,292

Down $438,112 (-5.3%) from 2023

Liabilities

Down

$0

Down $4,903 (-100%) from 2023

Net Assets

Down

$7,879,292

Down $433,209 (-5.2%) from 2023

Revenue

Up

$1,836,031

Up $1,352,702 (+280%) from 2023

Expenses

Up

$536,597

Up $133,844 (+33%) from 2023

Net Income

Up

$1,299,434

Up $1,218,858 (+1513%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2018: $3,870,155Liabilities 2018: $0Net Assets 2018: $3,870,1552018Assets 2019: $4,177,336Liabilities 2019: $1Net Assets 2019: $4,177,3362019Assets 2020: $8,657,464Liabilities 2020: $1Net Assets 2020: $8,657,4642020Assets 2021: $9,450,598Liabilities 2021: $1Net Assets 2021: $9,450,5982021Assets 2022: $7,689,368Liabilities 2022: $4,063Net Assets 2022: $7,685,3052022Assets 2023: $8,317,404Liabilities 2023: $4,903Net Assets 2023: $8,312,5012023Assets 2024: $7,879,292Liabilities 2024: $0Net Assets 2024: $7,879,2922024

Highlighted filing

2024

Assets$7,879,292
Liabilities$0
Net Assets$7,879,292

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $1,481,988Expenses 2018: $115,195Net Income 2018: $1,366,7932018Revenue 2019: $124,131Expenses 2019: $137,895Net Income 2019: -$13,7642019Revenue 2020: $6,071,388Expenses 2020: $252,227Net Income 2020: $5,819,1612020Revenue 2021: $569,529Expenses 2021: $397,256Net Income 2021: $172,2732021Revenue 2022: $342,678Expenses 2022: $494,854Net Income 2022: -$152,1762022Revenue 2023: $483,329Expenses 2023: $402,753Net Income 2023: $80,5762023Revenue 2024: $1,836,031Expenses 2024: $536,597Net Income 2024: $1,299,4342024

Highlighted filing

2024

Revenue$1,836,031
Expenses$536,597
Net Income$1,299,434

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip JacksonPresident/Director-$0--
Elizabeth Jackson-PettineTreasurer/Director-$0--
Chelsea A SachsComm. Mgr/Director-$0--
Brooke S SearsAdm. Off./Director-$0--
Charles A JacksonFinancials-$0--
Benjamin P JacksonSecretary-$0--
Filing and Contact Details

Filer

Filer Name
PD Jackson Family Foundation
EIN
82-2797338
Phone
5108414025
Address
127 University Avenue, Berkeley, CA 94710

Signing Officer

Name
Philip Jackson
Title
President/Director
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
111 Pine Street Suite 1750, San Francisco, CA 94111
Preparer
Erik Satow
Phone
4159830200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Berkeley
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Philip Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth Jackson-Pettine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Chelsea A Sachs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Brooke S Sears
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Charles A Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Benjamin P Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer/Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Comm. MGR/Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Adm. Off./Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Financials
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5127 University Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0521350
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0521350
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011b
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Refund of expenses incurred in the operation of the Foundation
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Returned Grant
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0127 University Avenue
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05108414025
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0https://pdjff.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The Foundation accepts applications online. Grant-seeking organizations can submit an application online through the website: https://pdjff.org/connect
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PD Jackson Family Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05108414123
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0127 University Ave
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Berkeley
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094710
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation evaluates applications in the following focus areas of giving and initiative areas; environmental preservation, Indigenous peoples, local communities in Montana, and self-growth.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 30,2024
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Philip Jackson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Operating Support

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