Civic Intelligence

Jackson Orthopaedic Foundation

990EZ • Fiscal year 2023 • EIN 94-3312751

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profilewww.jacksonortho.org
400 30th St 102Oakland, CA 94609

(510) 238-4851

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

33rd percentile

-9.1%

Faster asset growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.6%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$53,668

Down $5,356 (-9.1%) from 2022

Net Assets

Down

$53,534

Down $5,312 (-9.0%) from 2022

Liabilities

Down

$134

Down $44 (-25%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin26th percentile

Revenue

Up

$47,086

Up $4,133 (+9.6%) from 2022

Expenses

Up

$52,398

Up $8,188 (+19%) from 2022

Net Income

Down

-$5,312

Down $4,055 (-323%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $14,215Liabilities 2011: $2202011Assets 2012: $29,470Liabilities 2012: $552012Assets 2013: $57,218Liabilities 2013: $1,7902013Assets 2014: $61,494Liabilities 2014: $24Net Assets 2014: $61,4702014Assets 2015: $44,773Liabilities 2015: $871Net Assets 2015: $43,9022015Assets 2016: $71,809Liabilities 2016: $294Net Assets 2016: $71,5152016Assets 2017: $73,162Liabilities 2017: $3,081Net Assets 2017: $70,0812017Assets 2018: $47,814Liabilities 2018: $1,860Net Assets 2018: $45,9542018Assets 2019: $42,287Liabilities 2019: $350Net Assets 2019: $41,9372019Assets 2020: $45,651Liabilities 2020: $254Net Assets 2020: $45,3972020Assets 2021: $60,246Liabilities 2021: $143Net Assets 2021: $60,1032021Assets 2022: $59,024Liabilities 2022: $178Net Assets 2022: $58,8462022Assets 2023: $53,668Liabilities 2023: $134Net Assets 2023: $53,5342023Assets 2024: $42,558Liabilities 2024: $458Net Assets 2024: $42,1002024Assets 2025: $29,891Liabilities 2025: $500Net Assets 2025: $29,3912025

Highlighted filing

2023

Assets$53,668
Liabilities$134
Net Assets$53,534
Open 2023 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $32,608Expenses 2011: $44,687Net Income 2011: -$12,0792011Revenue 2012: $25,000Expenses 2012: $9,368Net Income 2012: $15,6322012Revenue 2013: $50,484Expenses 2013: $24,471Net Income 2013: $26,0132013Revenue 2014: $29,572Expenses 2014: $23,530Net Income 2014: $6,0422014Revenue 2015: $54,105Expenses 2015: $72,662Net Income 2015: -$18,5572015Revenue 2016: $101,502Expenses 2016: $73,889Net Income 2016: $27,6132016Revenue 2017: $74,761Expenses 2017: $76,195Net Income 2017: -$1,4342017Revenue 2018: $58,152Expenses 2018: $82,279Net Income 2018: -$24,1272018Revenue 2019: $74,439Expenses 2019: $78,456Net Income 2019: -$4,0172019Revenue 2020: $58,983Expenses 2020: $55,523Net Income 2020: $3,4602020Revenue 2021: $70,924Expenses 2021: $56,218Net Income 2021: $14,7062021Revenue 2022: $42,953Expenses 2022: $44,210Net Income 2022: -$1,2572022Revenue 2023: $47,086Expenses 2023: $52,398Net Income 2023: -$5,3122023Revenue 2024: $43,197Expenses 2024: $54,631Net Income 2024: -$11,4342024Revenue 2025: $37,564Expenses 2025: $50,273Net Income 2025: -$12,7092025

Highlighted filing

2023

Revenue$47,086
Expenses$52,398
Net Income-$5,312
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$48,297
Mission and Program Overview

Mission

Education, research, and service aimed at improving the lives of people with musculoskeletal conditions.

Program Services

DescriptionGrantsExpenses
Education, research, and service aimed at improving the lives of people with musculoskeletal conditions.-$53,609
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine MatthewsChairman-$0--
Kathleen A GeierSecretaryPT$0--
Justin ClarkTreasurerPT$0--
Peter SlabaughDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$15,632$15,632$1,211$14,421
Total Events$15,632$15,632$1,211$14,421
Filing and Contact Details

Filer

Filer Name
Jackson Orthopaedic Foundation
EIN
94-3312751
Phone
5102384851
Address
400 30th St 102, Oakland, CA 94609

Signing Officer

Name
Justin Clark
Title
Treasurer
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Forney Accountancy
Address
1973 Faye Ct, Pleasant Hill, CA 94523
Preparer
Bryce Forney
Phone
9253232892
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $75”

Other Expenses.1012

“Insurance $1316”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $178 Accounts Payable and Accrued Expenses - Ending $134”

Raw XML Appendix162 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Justin Clark
IRS990EZ/BooksInCareOfDetail/PhoneNum05102384851
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 30th St Ste 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059024
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt053668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032665
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5312
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt036141
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059024
IRS990EZ/Form990TotalAssetsGrp/EOYAmt053668
IRS990EZ/FundraisingGrossIncomeAmt015632
IRS990EZ/GrossReceiptsAmt048297
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053534
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058846
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053534
IRS990EZ/OccupancyRentUtltsAndMaintAmt014866
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Catherine Matthews
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen A Geier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Justin Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Peter Slabaugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education, research, and service aimed at improving the lives of people with musculoskeletal conditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education, research, and service aimed at improving the lives of people with musculoskeletal conditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053609
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01211
IRS990EZ/SpecialEventsNetIncomeLossAmt014421
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0178
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0134
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt052398
IRS990EZ/TotalProgramServiceExpensesAmt053609
IRS990EZ/TotalRevenueAmt047086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.jacksonortho.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt032665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt042953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt022799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0201562
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt018140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt032402
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0233964
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt032665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt070924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040939
IRS990ScheduleA/Total509Grp/TotalAmt0233964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt032665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt070924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040939
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0233964
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01211
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015632
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015632
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014421
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01211
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable and Accrued Expenses - Beginning $178 Accounts Payable and Accrued Expenses - Ending $134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1001
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jackson Orthopaedic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0943312751
ReturnHeader/Filer/PhoneNum05102384851
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 30th St 102
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094609
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261863204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forney Accountancy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01973 Faye Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasant Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094523
ReturnHeader/PreparerPersonGrp/PhoneNum09253232892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bryce Forney
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-13T10:23:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,668
Liabilities
$134
Net assets
$53,534
Revenue
$47,086
Expenses
$52,398
Net income
-$5,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.29$0.38$0.50$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.42$0.43$0.55$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.47$0.52$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.43$0.44$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.71$0.56$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.45$0.59$0.56$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.74$0.78$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.02$0.46$0.58$0.82$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.03$0.70$0.75$0.76$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$1.02$0.74$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.01$0.44$0.54$0.73$0.19
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.30$0.24$0.06
2013Summary only. Only limited summary data is available for this year.$0.57$0.02$0.50$0.24$0.26
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.25$0.09$0.16
2011Summary only. Only limited summary data is available for this year.$0.14$0.00$0.33$0.45$0.12