Civic Intelligence

John Percival Jefferson Trust Fund

990EZ • Fiscal year 2016 • EIN 95-6098643

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 11, 2016

Organization ProfileN/A
PO Box 99Santa Barbara, CA 93102

(805) 963-8822

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$136

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.5%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$80,245

Down $435 (-0.5%) from 2015

Net Assets

Down

$80,245

Down $435 (-0.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

Revenue

Up

$3,672

Up $343 (+10%) from 2015

Expenses

Up

$4,107

Up $1,317 (+47%) from 2015

Net Income

Down

-$435

Down $974 (-181%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$100K$50K$0Assets 2012: $79,901Liabilities 2012: $02012Assets 2013: $79,751Liabilities 2013: $02013Assets 2014: $80,141Liabilities 2014: $02014Assets 2015: $80,680Liabilities 2015: $0Net Assets 2015: $80,6802015Assets 2016: $80,245Liabilities 2016: $0Net Assets 2016: $80,2452016Assets 2017: $79,319Liabilities 2017: $0Net Assets 2017: $79,3192017Assets 2018: $82,445Liabilities 2018: $0Net Assets 2018: $82,4452018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$80,245
Liabilities$0
Net Assets$80,245
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$100K$50K$0-$50K-$100KRevenue 2012: $3,761Expenses 2012: $4,570Net Income 2012: -$8092012Revenue 2013: $4,448Expenses 2013: $4,598Net Income 2013: -$1502013Revenue 2014: $3,215Expenses 2014: $2,824Net Income 2014: $3912014Revenue 2015: $3,329Expenses 2015: $2,790Net Income 2015: $5392015Revenue 2016: $3,672Expenses 2016: $4,107Net Income 2016: -$4352016Revenue 2017: $3,695Expenses 2017: $4,622Net Income 2017: -$9272017Revenue 2018: $3,764Expenses 2018: $638Net Income 2018: $3,1262018Revenue 2019: $2,829Expenses 2019: $85,274Net Income 2019: -$82,4452019

Highlighted filing

2016

Revenue$3,672
Expenses$4,107
Net Income-$435
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$3,672
Mission and Program Overview

Mission

Annual grant to jefferson de frees family center, a 501c3 organization

Program Services

DescriptionGrantsExpenses
PURSUANT TO THE TRUST INSTRUMENT, DISTRIBUTIONS ARE MADE ONLY TO THE JEFFERSON DE FREES FAMILY CENTER OF WARREN, PA$3,500$3,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA M ALLENCo-Trustee-$136-$136
STEVEN M ANDERSCo-Trustee-$136-$136
ARTHUR R GAUDICo-Trustee-$135-$135
Filing and Contact Details

Filer

Filer Name
John Percival Jefferson Trust Fund
EIN
95-6098643
Phone
8059638822
Address
PO BOX 99, SANTA BARBARA, CA 93102

Signing Officer

Name
Arthur R Gaudi
Title
Co-trustee
Phone
8059638822
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Damitz Brooks Nightingale
Address
200 EAST CARRILLO STREET SUITE 303, SANTA BARBARA, CA 93101
Preparer
Catherine Macaulay
Phone
8059631837
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 3,672.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: general. Grantee name: jefferson de frees family center. Grantee address: 207 2nd street warren, pa 16365-2405. Grantee relationship: none. Property description: cash. Date of gift: 11/29/15. Amount given: 3,500.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: preferred securities. Beg. Of year amount: 63,023. End of year amount: 63,023.”

Raw XML Appendix157 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICIA ALLEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08059638822
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0114 E DE LA GUERRA ST3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA BARBARA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017222
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-435
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080680
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080245
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt03672
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03672
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080680
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080245
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080680
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080245
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0135
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2136
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ARTHUR R GAUDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PATRICIA M ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEVEN M ANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt063023
IRS990EZ/OtherAssetsTotalDetail/EOYAmt063023
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0ANNUAL GRANT TO JEFFERSON DE FREES FAMILY CENTER, A 501C3 ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURSUANT TO THE TRUST INSTRUMENT, DISTRIBUTIONS ARE MADE ONLY TO THE JEFFERSON DE FREES FAMILY CENTER OF WARREN, PA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0407
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04107
IRS990EZ/TotalProgramServiceExpensesAmt03500
IRS990EZ/TotalRevenueAmt03672
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0EACH YEAR THE SUPPORTING ORGANIZATION PROVIDES THE SUPPORTED ORGANIZATION WITH A COMPLETE AND DETAILED ACCOUNTING OF THE FINANCIAL ACTIVITY OF THE SUPPORTING ORGANIZATION. THERE ARE OCCASIONAL TELEPHONE CONVERSATIONS BETWEEN A TRUSTEE OF THE SUPPORTING ORGANIZATION AND AN OFFICIAL OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO CONTRIBUTIONS TO JEFFERSON DE FREES FAMILY CENTER, EIN: 25-0965640, WHICH IS A CORPORATION ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. THE TRUST WAS CREATED PRIOR TO NOVEMBER 20, 1970 AND HAS NOT RECEIVED ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER ON OR AFTER SUCH DATE. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO JEFFERSON DE FREES FAMILY CENTER AS SUCCESSOR ORGANIZATION TO YWCA OF WARREN PENNSYLVANNIA AND THE TRUSTEES DO NOT HAVE DISCRETION TO VARY THE AMOUNT PAYABLE TO JEFFERSON DE FREES FAMILY CENTER OR TO CHANGE THE BENEFICARY SUPPORTED ORGANIZATION. NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS WITH RESPECT TO THE JOHN PERCIVAL JEFFERSON TRUST FUND IF THIS TRUST WERE TREATED AS A PRIVATE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, QUESTION 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART V, QUESTION 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0250965640
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEFFERSON DE FREES FAMILY CENTER
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt03500
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 3,672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL. GRANTEE NAME: JEFFERSON DE FREES FAMILY CENTER. GRANTEE ADDRESS: 207 2ND STREET WARREN, PA 16365-2405. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/29/15. AMOUNT GIVEN: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREFERRED SECURITIES. BEG. OF YEAR AMOUNT: 63,023. END OF YEAR AMOUNT: 63,023.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR R GAUDI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08059638822
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN PERCIVAL JEFFERSON TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0956098643
ReturnHeader/Filer/PhoneNum08059638822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 99
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093102
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770076647
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAMITZ BROOKS NIGHTINGALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST CARRILLO STREET SUITE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059631837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CATHERINE MACAULAY
ReturnHeader/ReturnTs02016-08-11T18:49:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,245
Liabilities
$0
Net assets
$80,245
Revenue
$3,672
Expenses
$4,107
Net income
-$435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$2.83$85.3$82.4
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.4$0.00$82.4$3.76$0.64$3.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.3$0.00$79.3$3.70$4.62$0.93
2016Detailed filing. Detailed filing data is available for this year.$80.2$0.00$80.2$3.67$4.11$0.44
2015Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$3.33$2.79$0.54
2014Summary only. Only limited summary data is available for this year.$80.1$0.00$3.22$2.82$0.39
2013Summary only. Only limited summary data is available for this year.$79.8$0.00$4.45$4.60$0.15
2012Summary only. Only limited summary data is available for this year.$79.9$0.00$3.76$4.57$0.81