Civic Intelligence

Jorgensen Charitable Trust

990PF • Fiscal year 2018 • EIN 84-6239208

Jan 01, 2018 to Dec 31, 2018

Billings, MT
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

68th percentile

5.9%

Faster asset growth than 68% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Revenue Growth

63rd percentile

10.0%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2015 to 2018

Assets

Up

$1,001,442

Up $158,647 (+19%) from 2015

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$145,587

Up $36,123 (+33%) from 2015

Expenses

Up

$68,953

Up $15,296 (+29%) from 2015

Net Income

Up

$76,634

Up $20,827 (+37%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $588,673Liabilities 2011: $02011Assets 2012: $660,567Liabilities 2012: $02012Assets 2013: $714,147Liabilities 2013: $02013Assets 2014: $786,971Liabilities 2014: $02014Assets 2015: $842,795Liabilities 2015: $02015Assets 2018: $1,001,442Liabilities 2018: $02018Assets 2019: $1,033,888Liabilities 2019: $02019Assets 2020: $1,247,888Liabilities 2020: $0Net Assets 2020: $1,247,8882020Assets 2021: $1,297,605Liabilities 2021: $0Net Assets 2021: $1,297,6052021Assets 2022: $1,301,789Liabilities 2022: $0Net Assets 2022: $1,301,7892022Assets 2023: $1,358,362Liabilities 2023: $0Net Assets 2023: $1,358,3622023Assets 2024: $1,313,215Liabilities 2024: $0Net Assets 2024: $1,313,2152024

Highlighted filing

2018

Assets$1,001,442
Liabilities$0
Net Assets-

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $89,801Expenses 2011: $33,758Net Income 2011: $56,0432011Revenue 2012: $111,437Expenses 2012: $39,533Net Income 2012: $71,9042012Revenue 2013: $98,907Expenses 2013: $47,315Net Income 2013: $51,5922013Revenue 2014: $126,320Expenses 2014: $52,986Net Income 2014: $73,3342014Revenue 2015: $109,464Expenses 2015: $53,657Net Income 2015: $55,8072015Revenue 2018: $145,587Expenses 2018: $68,953Net Income 2018: $76,6342018Revenue 2019: $107,169Expenses 2019: $77,454Net Income 2019: $29,7152019Revenue 2020: $294,900Expenses 2020: $80,458Net Income 2020: $214,4422020Revenue 2021: $147,010Expenses 2021: $91,869Net Income 2021: $55,1412021Revenue 2022: $96,440Expenses 2022: $92,011Net Income 2022: $4,4292022Revenue 2023: $144,999Expenses 2023: $86,866Net Income 2023: $58,1332023Revenue 2024: $77,773Expenses 2024: $100,834Net Income 2024: -$23,0612024

Highlighted filing

2018

Revenue$145,587
Expenses$68,953
Net Income$76,634
Filing Detail Status

This 2018 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Period
Jan 1, 2018 to Dec 31, 2018

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