Civic Intelligence

Jackson Foundation United States National Bank of Oregon Trustee

990PF • Fiscal year 2015 • EIN 93-6020752

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 02, 2015

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(503) 464-3580

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

52nd percentile

$158,514

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

48%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,354,020

Up $94,720 (+0.8%) from 2014

Net Assets

Up

$11,354,020

Up $94,720 (+0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin66th percentile

Revenue

Up

$837,259

Up $273,269 (+48%) from 2014

Expenses

Down

$747,668

Down $22,101 (-2.9%) from 2014

Net Income

Up

$89,591

Up $295,370 (+144%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$15M$10M$5.0M$0Assets 2011: $11,986,826Liabilities 2011: $0Net Assets 2011: $11,986,8262011Assets 2012: $11,366,147Liabilities 2012: $12012Assets 2013: $11,465,080Liabilities 2013: $0Net Assets 2013: $11,465,0802013Assets 2014: $11,259,300Liabilities 2014: $0Net Assets 2014: $11,259,3002014Assets 2015: $11,354,020Liabilities 2015: $0Net Assets 2015: $11,354,0202015Assets 2016: $11,358,597Liabilities 2016: $0Net Assets 2016: $11,358,5972016Assets 2017: $11,126,281Liabilities 2017: $0Net Assets 2017: $11,126,2812017Assets 2018: $11,062,625Liabilities 2018: $0Net Assets 2018: $11,062,6252018Assets 2019: $10,983,954Liabilities 2019: $0Net Assets 2019: $10,983,9542019Assets 2020: $10,922,621Liabilities 2020: $0Net Assets 2020: $10,922,6212020Assets 2021: $10,801,762Liabilities 2021: $0Net Assets 2021: $10,801,7622021Assets 2022: $12,879,417Liabilities 2022: $0Net Assets 2022: $12,879,4172022Assets 2023: $12,385,748Liabilities 2023: $0Net Assets 2023: $12,385,7482023Assets 2024: $12,125,897Liabilities 2024: $0Net Assets 2024: $12,125,8972024Assets 2025: $12,175,808Liabilities 2025: $0Net Assets 2025: $12,175,8082025

Highlighted filing

2015

Assets$11,354,020
Liabilities$0
Net Assets$11,354,020
Open 2015 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $688,6652011Revenue 2012: $94,448Expenses 2012: $718,010Net Income 2012: -$623,5622012Expenses 2013: $718,8312013Revenue 2014: $563,990Expenses 2014: $769,769Net Income 2014: -$205,7792014Revenue 2015: $837,259Expenses 2015: $747,668Net Income 2015: $89,5912015Revenue 2016: $797,147Expenses 2016: $792,570Net Income 2016: $4,5772016Revenue 2017: $615,225Expenses 2017: $846,249Net Income 2017: -$231,0242017Revenue 2018: $915,488Expenses 2018: $979,146Net Income 2018: -$63,6582018Revenue 2019: $872,785Expenses 2019: $951,606Net Income 2019: -$78,8212019Revenue 2020: $1,054,051Expenses 2020: $1,115,313Net Income 2020: -$61,2622020Revenue 2021: $658,168Expenses 2021: $777,239Net Income 2021: -$119,0712021Revenue 2022: $2,923,872Expenses 2022: $850,684Net Income 2022: $2,073,1882022Revenue 2023: $428,116Expenses 2023: $921,785Net Income 2023: -$493,6692023Revenue 2024: $435,824Expenses 2024: $692,693Net Income 2024: -$256,8692024Revenue 2025: $1,020,055Expenses 2025: $985,195Net Income 2025: $34,8602025

Highlighted filing

2015

Revenue$837,259
Expenses$747,668
Net Income$89,591
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKCo-Trustee-$158,514-$158,514
JULIE VIGELANDCo-Trustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
The Jackson Foundation 97305070
EIN
93-6020752
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank
Title
Officer
Phone
5034643580
Signed
2015-10-02
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Raw XML AppendixShowing 400 of 1,757 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0658273
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0555 SW OAK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A FORMAL APPLICATION IS AVAILABLE ON REQUEST GRANTS ARE MADE ONLY TO 501(C)(3) NON-PRIVATE FOUNDATATIONS WHOSE EXEMPTION LETTER SHOWS THEM TO BE OREGON ORGANIZATIONS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE JACKSON FOUNDATION ATTN MR R
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032756564
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3168
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097208
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0FUNDS REQUESTED FOR GENERAL OPERATING PURPOSES, STAFF SALARIES AND THE LIKE DO NOT GENERALLY HAVE THE SAME PRIORITY THAT FUNDS FOR ONE-TIME, SPECIAL PROJECTS OR DEVELOPMENTAL PROJECTS ENJOY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS MAY BE SUBMITTED AT ANYTIME AND WILL BE REVIEWED AT A SPRING, FALL AND WINTER MEETING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt114000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt154000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt163000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt184000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt212500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt231000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt254500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2612500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt273000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt282000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt293000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt308000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt341000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt353000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt362000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt373000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt381500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt402000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt421000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt433500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt444000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4711500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt482500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt494000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt704500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt713000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt751000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt762000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt793500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt803500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt834500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8435200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt855000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt862500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt872000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt882500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt895000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt901000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt911500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt921500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt933000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt943000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,354,020
Liabilities
$0
Net assets
$11,354,020
Revenue
$837,259
Expenses
$747,668
Net income
$89,591
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.02$0.99$0.03
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.44$0.69$0.26
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.43$0.92$0.49
2022Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$2.92$0.85$2.07
2021Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.66$0.78$0.12
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$1.05$1.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.87$0.95$0.08
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.92$0.98$0.06
2017Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.62$0.85$0.23
2016Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.80$0.79$0.00
2015Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.84$0.75$0.09
2014Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.56$0.77$0.21
2013Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.72
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$0.09$0.72$0.62
2011Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.69