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Jason C Somerville Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$65.5k (2023)

Expenses
$15.6k (2023)

Total Assets
$1.29M (2023)

Total Liabilities
$21.2k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,493
Expenses
$15,605
Net Income
$49,888
Net Assets
$1,265,836
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,500
17.6%
Dividends $13,357
20.4%
Sales of Assets $40,636
62.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,500
73.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,287,024
Total Liabilities $21,188
Net Assets $1,265,836
Compensation
Key Employees and Officers Compensation Other
Scott Stevenson (Trustee) $0 $0
Marie Stevenson (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,527
Expenses
$32,528
Net Income
$10,999
Net Assets
$1,235,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,003
32.2%
Dividends $13,498
31.0%
Sales of Assets $16,026
36.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,500
38.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,251,205
Total Liabilities $15,645
Net Assets $1,235,560
Compensation
Key Employees and Officers Compensation Other
Scott Stevenson (Trustee) $0 $0
Marie Stevenson (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,953
Expenses
$31,848
Net Income
$107,105
Net Assets
$1,223,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,226
11.7%
Dividends $12,878
9.3%
Sales of Assets $109,849
79.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,500
45.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,247,894
Total Liabilities $24,894
Net Assets $1,223,000
Compensation
Key Employees and Officers Compensation Other
Scott Stevenson (Trustee) $0 $0
Marie Stevenson (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,266
Expenses
$37,429
Net Income
$39,837
Net Assets
$1,115,126
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18,583
24.1%
Dividends $11,491
14.9%
Sales of Assets $47,192
61.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,000
61.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,143,307
Total Liabilities $28,181
Net Assets $1,115,126
Compensation
Key Employees and Officers Compensation Other
Scott Stevenson (Trustee) $0 $0
Marie Stevenson (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,608
Expenses
$58,739
Net Income
$23,869
Net Assets
$1,074,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25,657
31.1%
Dividends $11,321
13.7%
Sales of Assets $45,630
55.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,000
74.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,081,144
Total Liabilities $7,062
Net Assets $1,074,082

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$102,197
Expenses
$167,927
Net Income
-$65,730
Net Assets
$1,279,707
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32,807
32.1%
Dividends $15,222
14.9%
Sales of Assets $54,168
53.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,000
86.9%
Compensation of Officers* $4,442
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,290,609
Total Liabilities $10,902
Net Assets $1,279,707

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$63,876
Expenses
$154,414
Net Income
-$90,538
Net Assets
$1,159,718
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $35,099
54.9%
Dividends $9,946
15.6%
Sales of Assets $18,831
29.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,800
91.2%
Compensation of Officers* $3,916
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,171,082
Total Liabilities $11,364
Net Assets $1,159,718

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,413
Expenses
$141,265
Net Income
-$103,852
Net Assets
$1,244,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33,752
90.2%
Dividends $12,699
33.9%
Sales of Assets $0
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $126,000
89.2%
Compensation of Officers* $4,466
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,256,520
Total Liabilities $12,198
Net Assets $1,244,322

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,237
Expenses
$126,662
Net Income
-$107,425
Net Assets
$1,335,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33,312
> 100%
Dividends $16,601
86.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,500
88.8%
Compensation of Officers* $4,199
3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,346,736
Total Liabilities $11,496
Net Assets $1,335,240

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,113
Expenses
$110,398
Net Income
-$29,285
Net Assets
$1,417,120
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $38,309
47.2%
Dividends $13,236
16.3%
Sales of Assets $29,568
36.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,700
85.8%
Compensation of Officers* $5,364
4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,427,761
Total Liabilities $10,641
Net Assets $1,417,120

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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