Civic Intelligence

Joseph T Charitable Trust C/O Jerry James

EIN 92-0923784 • 501(c)3 • Salt Lake City, UT

Profile

Receive and accept property by way of gift, bequest, or device from any person, firm, trust, or corporation to be held, administered, and disposed of in accordance with the provisions of the principal purpose of the trust. The principal purpose is to make distributions to other charitable entities. Also, funds may be given for other religious, educational, charitable, etc. Purposes.

4760 S Highland Dr Pmb 152Salt Lake City, UT 84117

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$405,067

Up $21,109 (+5.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$405,067

Up $21,109 (+5.5%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$33,109

Up $8,109 (+32%) from 2023

Expenses

Up

$12,000

Up $7,000 (+140%) from 2023

Net Income

Up

$21,109

Up $1,109 (+5.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2022: $363,958Liabilities 2022: $0Net Assets 2022: $363,9582022Assets 2023: $383,958Liabilities 2023: $0Net Assets 2023: $383,9582023Assets 2024: $405,067Liabilities 2024: $0Net Assets 2024: $405,0672024

Highlighted filing

2024

Assets$405,067
Liabilities$0
Net Assets$405,067
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$400K$300K$200K$100K$0Revenue 2022: $370,003Expenses 2022: $6,045Net Income 2022: $363,9582022Revenue 2023: $25,000Expenses 2023: $5,000Net Income 2023: $20,0002023Revenue 2024: $33,109Expenses 2024: $12,000Net Income 2024: $21,1092024

Highlighted filing

2024

Revenue$33,109
Expenses$12,000
Net Income$21,109
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$405,067
Liabilities
$0
Net assets
$405,067
Revenue
$33,109
Expenses
$12,000
Net income
$21,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.33$0.12$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.25$0.05$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$3.70$0.06$3.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Mission and Program Overview

Mission

Charitable, educational, religious assistance

Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY W JAMESTrusteePT$0--
GEORGIA JAMESTrusteePT$0--
SHEENA KNOXTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph T Charitable Trust
EIN
92-0923784
Phone
8013368490
Address
4760 S HIGHLAND DR PMB 152, SALT LAKE CITY, UT 84117

Signing Officer

Name
Jerry W James
Title
Trustee
Phone
8013368490
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
The CPA Group LLC
Address
5882 S 900 E 200, SALT LAKE CITY, UT 84121-1690
Preparer
D Bret Winn
Phone
8017163000
Raw XML Appendix235 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JERRY JAMES
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0920923784
ReturnHeader/Filer/PhoneNum08013368490
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
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ReturnHeader/PreparerPersonGrp/PhoneNum08017163000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D BRET WINN
ReturnHeader/ReturnTs02025-11-14T16:30:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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