Civic Intelligence

Sam and Mary Jacobsen Family Fdn Inc

990PF • Fiscal year 2015 • EIN 26-3623848

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
6357 State Road 23Spring Green, WI 53588

(608) 588-2219

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

100th percentile

2179748%

Faster asset growth than 100% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

2005300%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$501,365

Up $501,342 (+2179748%) from 2014

Net Assets

Up

$499,029

Up $499,006 (+2169591%) from 2014

Liabilities

Up

$2,336

Up $2,336 from 2014

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin99th percentile

Revenue

Up

$501,350

Up $501,325 (+2005300%) from 2014

Expenses

Up

$2,344

Up $2,312 (+7225%) from 2014

Net Income

Up

$499,006

Up $499,013 (+7128757%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$600K$400K$200K$0Assets 2014: $23Liabilities 2014: $0Net Assets 2014: $232014Assets 2015: $501,365Liabilities 2015: $2,336Net Assets 2015: $499,0292015Assets 2018: $528,061Liabilities 2018: $0Net Assets 2018: $528,0612018Assets 2019: $529,029Liabilities 2019: $0Net Assets 2019: $529,0292019Assets 2020: $524,720Liabilities 2020: $0Net Assets 2020: $524,7202020Assets 2021: $533,027Liabilities 2021: $0Net Assets 2021: $533,0272021Assets 2022: $532,433Liabilities 2022: $0Net Assets 2022: $532,4332022Assets 2023: $522,760Liabilities 2023: $0Net Assets 2023: $522,7602023Assets 2024: $519,373Liabilities 2024: $0Net Assets 2024: $519,3732024

Highlighted filing

2015

Assets$501,365
Liabilities$2,336
Net Assets$499,029
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $25Expenses 2014: $32Net Income 2014: -$72014Revenue 2015: $501,350Expenses 2015: $2,344Net Income 2015: $499,0062015Revenue 2018: $20,547Expenses 2018: $77,357Net Income 2018: -$56,8102018Revenue 2019: $23,487Expenses 2019: $22,519Net Income 2019: $9682019Revenue 2020: $21,097Expenses 2020: $25,406Net Income 2020: -$4,3092020Revenue 2021: $25,236Expenses 2021: $16,929Net Income 2021: $8,3072021Revenue 2022: $22,624Expenses 2022: $23,218Net Income 2022: -$5942022Revenue 2023: $10,822Expenses 2023: $20,495Net Income 2023: -$9,6732023Revenue 2024: $28,713Expenses 2024: $32,100Net Income 2024: -$3,3872024

Highlighted filing

2015

Revenue$501,350
Expenses$2,344
Net Income$499,006
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J JACOBSENPresident-$0--
LORA MASONDirector-$0--
MICHAEL RAMOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sam and Mary Jacobsen Family Fdn Inc
EIN
26-3623848
Phone
6085882219
Address
6357 State Road 23, Spring Green, WI 53588

Signing Officer

Name
Jeffrey J Jacobsen
Title
President
Phone
6085882219
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
Raw XML Appendix270 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.

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ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY J JACOBSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06085882219
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sam and Mary Jacobsen Family Fdn Inc
ReturnHeader/Filer/BusinessNameControlTxt0SAMA
ReturnHeader/Filer/EIN0263623848
ReturnHeader/Filer/PhoneNum06085882219
ReturnHeader/Filer/USAddress/AddressLine1Txt06357 State Road 23
ReturnHeader/Filer/USAddress/CityNm0Spring Green
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053588
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06088318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kirsten Houghton
ReturnHeader/ReturnTs02016-05-16T14:59:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,365
Liabilities
$2,336
Net assets
$499,029
Revenue
$501,350
Expenses
$2,344
Net income
$499,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.29$0.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.11$0.20$0.10
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.23$0.23$0.01
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.21$0.25$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.23$0.23$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.21$0.77$0.57
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.02$4.99$5.01$0.02$4.99
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00