Civic Intelligence

Jorgensen Charitable Trust

990PF • Fiscal year 2021 • EIN 84-6239208

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

Organization Profile
3800 E 15th StreetLoveland, CO 80538

(970) 623-2189

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

38%

Higher net margin than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$15,609

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

41st percentile

4.0%

Faster asset growth than 41% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,297,605

Up $49,717 (+4.0%) from 2020

Net Assets

Up

$1,297,605

Up $49,717 (+4.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin76th percentile

Revenue

Down

$147,010

Down $147,890 (-50%) from 2020

Expenses

Up

$91,869

Up $11,411 (+14%) from 2020

Net Income

Down

$55,141

Down $159,301 (-74%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

2021

Assets$1,297,605
Liabilities$0
Net Assets$1,297,605
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

2021

Revenue$147,010
Expenses$91,869
Net Income$55,141
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Great Western Wealth ManagmentTrustee-$15,609-$15,609
Filing and Contact Details

Filer

Filer Name
Jorgensen Charitable Trust
EIN
84-6239208
Phone
9706232189
Address
3800 E 15TH STREET, LOVELAND, CO 80538

Signing Officer

Name
Great Western Wealth Managment
Title
Trustee
Signed
2022-03-31
Discuss with paid preparer
Yes

Preparer

Firm
Vaughncpa LLC
Address
6605 UPTOWN BLVD NE STE 370, ALBUQUERQUE, NM 87110
Preparer
James Vaughn
Phone
5058280900
Raw XML Appendix330 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd880634
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0131952
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt079683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07444
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079683
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt079683
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0142836
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt063153
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Norman K and Anna Marie Jorgensen
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Hans and Kathy Jorgensen
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Earle W and Lisbeth B Sethre
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0914 Logan Court
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12420 Logan Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21450 N Van Buren Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Loveland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Loveland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Loveland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080538
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd180538
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd280538
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt225000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05424
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjust prior year ending
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01260
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Great Western Wealth Managment
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JORGENSEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GREAT WESTERN TRUST MANAGEMENT TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JORG
ReturnHeader/Filer/EIN0846239208
ReturnHeader/Filer/PhoneNum09706232189
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 E 15TH STREET
ReturnHeader/Filer/USAddress/CityNm0LOVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080538
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850481166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VAUGHNCPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06605 UPTOWN BLVD NE STE 370
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058280900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James Vaughn
ReturnHeader/ReturnTs02022-04-13T12:09:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Great Western Wealth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Managment
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,297,605
Liabilities
$0
Net assets
$1,297,605
Revenue
$147,010
Expenses
$91,869
Net income
$55,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.08$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.14$0.09$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.10$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.15$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.29$0.08$0.21
2019Summary only. Only limited summary data is available for this year.$1.03$0.00$0.11$0.08$0.03
2018Summary only. Only limited summary data is available for this year.$1.00$0.00$0.15$0.07$0.08
2015Summary only. Only limited summary data is available for this year.$0.84$0.00$0.11$0.05$0.06
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$0.13$0.05$0.07
2013Summary only. Only limited summary data is available for this year.$0.71$0.00$0.10$0.05$0.05
2012Summary only. Only limited summary data is available for this year.$0.66$0.00$0.11$0.04$0.07
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.09$0.03$0.06