Civic Intelligence

Jackson Foundation United States National Bank of Oregon Trustee

990PF • Fiscal year 2019 • EIN 93-6020752

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 11, 2019

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

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

21st percentile

-9.0%

Higher net margin than 21% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$145,819

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-4.7%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$10,983,954

Down $78,671 (-0.7%) from 2018

Net Assets

Down

$10,983,954

Down $78,671 (-0.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin21st percentile

Revenue

Down

$872,785

Down $42,703 (-4.7%) from 2018

Expenses

Down

$951,606

Down $27,540 (-2.8%) from 2018

Net Income

Down

-$78,821

Down $15,163 (-24%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2019

Assets$10,983,954
Liabilities$0
Net Assets$10,983,954
Open 2019 Filing

Operations Trend

Revenue Growth29th 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

2019

Revenue$872,785
Expenses$951,606
Net Income-$78,821
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 11, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK NATrustee-$145,819-$145,819
JULIE VIGELANDCo-Trustee-$12,000-$12,000
EMILY KARRCo-Trustee-$12,000-$12,000
Filing and Contact Details

Filer

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

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2019-10-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML AppendixShowing 400 of 1,954 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097204
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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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/ContributingManagerNm0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt826000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt831000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,983,954
Liabilities
$0
Net assets
$10,983,954
Revenue
$872,785
Expenses
$951,606
Net income
-$78,821
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