Civic Intelligence

Jorgensen Charitable Trust

990PF • Fiscal year 2020 • EIN 84-6239208

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 02, 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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

73%

Higher net margin than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$13,533

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

95th percentile

175%

Faster revenue growth than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,247,888

Up $214,000 (+21%) from 2019

Net Assets

$1,247,888

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Up

$294,900

Up $187,731 (+175%) from 2019

Expenses

Up

$80,458

Up $3,004 (+3.9%) from 2019

Net Income

Up

$214,442

Up $184,727 (+622%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$1,247,888
Liabilities$0
Net Assets$1,247,888
Open 2020 Filing

Operations Trend

Revenue Growth95th 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

2020

Revenue$294,900
Expenses$80,458
Net Income$214,442
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 2, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Great Western Wealth ManagmentTrustee-$13,533-$13,533
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
2022-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Vaughncpa LLC
Address
6605 UPTOWN BLVD NE STE 370, ALBUQUERQUE, NM 87110
Preparer
Shirley Vaughn
Phone
5058280900
Raw XML Appendix354 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Great Western Wealth Managment
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03800 E 15th St
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Alternatives to Violence
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Project Self Sufficiency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7House of Neighborly Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Community Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0163 N Co Rd 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1545 N Cleveland Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2313 E 4th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3404 E 7th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42366 E 1st St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 56
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6375 W 37th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71510 E 11th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8437 N Garfield Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Loveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
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/ZIPCd480537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580539
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780537
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd880537
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt059624
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08037
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt063513
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07444
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010884
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080958
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021334
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071550
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050216
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/Amt0442
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Income tax overpayment 442
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01440
TaxesSchedule/TaxesDetail/Amt0485
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0485
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Great Western Wealth Managment
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-02
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/PreparerPersonNm0Shirley Vaughn
ReturnHeader/ReturnTs02022-08-02T07:47:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Great Western Wealth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Managment
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,247,888
Liabilities
$0
Net assets
$1,247,888
Revenue
$294,900
Expenses
$80,458
Net income
$214,442
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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