Civic Intelligence

Jackson Orthopaedic Foundation

990EZ • Fiscal year 2024 • EIN 94-3312751

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 15, 2025

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

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

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

16th percentile

-26%

Higher net margin than 16% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-21%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

36th percentile

-8.3%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$42,558

Down $11,110 (-21%) from 2023

Net Assets

Down

$42,100

Down $11,434 (-21%) from 2023

Liabilities

Up

$458

Up $324 (+242%) from 2023

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Down

$43,197

Down $3,889 (-8.3%) from 2023

Expenses

Up

$54,631

Up $2,233 (+4.3%) from 2023

Net Income

Down

-$11,434

Down $6,122 (-115%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2024

Assets$42,558
Liabilities$458
Net Assets$42,100
Open 2024 Filing

Operations Trend

Revenue Growth36th 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

2024

Revenue$43,197
Expenses$54,631
Net Income-$11,434
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Gross Receipts
$43,626
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.-$54,631
Compensation and Service Providers
Top Officer Pay79th 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$18,851$18,851$429$18,422
Total Events$18,851$18,851$429$18,422
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
2025-04-15
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.1012

“Insurance $1428”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $134 Accounts Payable and Accrued Expenses - Ending $458”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094609
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053668
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IRS990EZ/ContributionsGiftsGrantsEtcAmt024775
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11434
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt041233
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GrossReceiptsAmt043626
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053534
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042100
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053534
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042100
IRS990EZ/OccupancyRentUtltsAndMaintAmt011970
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/OtherExpensesTotalAmt01428
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/ProgramServiceExpensesAmt054631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0429
IRS990EZ/SpecialEventsNetIncomeLossAmt018422
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0134
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0458
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054631
IRS990EZ/TotalProgramServiceExpensesAmt054631
IRS990EZ/TotalRevenueAmt043197
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.jacksonortho.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt042953
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0203538
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0217800
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt032665
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt042953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070924
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt046483
IRS990ScheduleA/Total509Grp/TotalAmt0217800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt032665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt042953
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt070924
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0217800
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0429
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Fundraising
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018851
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018851
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018851
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018422
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0429
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $134 Accounts Payable and Accrued Expenses - Ending $458
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Justin Clark
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-15
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/ReturnTs02025-04-15T10:30:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$42,558
Liabilities
$458
Net assets
$42,100
Revenue
$43,197
Expenses
$54,631
Net income
-$11,434
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
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.42$0.43$0.55$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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