Civic Intelligence

John Percival Jefferson Trust Fund

990EZ • Fiscal year 2014 • EIN 95-6098643

Apr 01, 2013 to Mar 31, 2014

Santa Barbara, CA
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$80,141

Up $390 (+0.5%) from 2013

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$3,215

Down $1,233 (-28%) from 2013

Expenses

Down

$2,824

Down $1,774 (-39%) from 2013

Net Income

Up

$391

Up $541 (+361%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$80,141
Liabilities$0
Net Assets-

Operations Trend

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

2014

Revenue$3,215
Expenses$2,824
Net Income$391
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings