Civic Intelligence

Jorgensen Charitable Trust

990PF • Fiscal year 2022 • EIN 84-6239208

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 20, 2023

401 W 19thCheyenne, WY 82001

(307) 633-8409

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

4.6%

Higher net margin than 48% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$8,931

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.3%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-34%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$1,301,789

Up $4,184 (+0.3%) from 2021

Net Assets

Up

$1,301,789

Up $4,184 (+0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$96,440

Down $50,570 (-34%) from 2021

Expenses

Up

$92,011

Up $142 (+0.2%) from 2021

Net Income

Down

$4,429

Down $50,712 (-92%) from 2021

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

2022

Assets$1,301,789
Liabilities$0
Net Assets$1,301,789

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

2022

Revenue$96,440
Expenses$92,011
Net Income$4,429
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 20, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
First Interstate BankTrustee-$8,931-$8,931
Filing and Contact Details

Filer

Filer Name
Jorgensen Charitable Trust
EIN
84-6239208
Phone
3076338409
Address
401 W 19th, Cheyenne, WY 82001

Signing Officer

Name
Great Western Wealth Managment
Title
Trustee
Signed
2023-10-20
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 Appendix361 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/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Hearts and Horses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Alternatives to Violence
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Namaqua Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Boys and Girls Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Project Self Sufficiency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6House of Neighborly Service
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Community Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Pathways Hospice
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0163 N Co Rd 29
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1313 E 4th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2404 E 7th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32366 E 1st St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 56
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5375 W 37th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61510 E 11th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7437 N Garfield Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84075 W 11th
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/CityNm8Greely
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/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/ExcessDistributionCyovYr1Amt079683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07444
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0205358
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt079683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021334
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013113
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080850
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0212802
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0131952
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/Amt0245
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0balance from prior year
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other professional fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0838
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAX PAID TO IRS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Great Western Wealth Managment
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JORGENSEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JORG
ReturnHeader/Filer/EIN0846239208
ReturnHeader/Filer/PhoneNum03076338409
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 W 19th
ReturnHeader/Filer/USAddress/CityNm0Cheyenne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd082001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-10-20T13:24:40-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Great Western Wealth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Managment
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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