Civic Intelligence

Sam and Mary Jacobsen Family Fdn Inc

990PF • Fiscal year 2021 • EIN 26-3623848

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 21, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

74th percentile

33%

Higher net margin than 74% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

36th percentile

1.6%

Faster asset growth than 36% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

20%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$533,027

Up $8,307 (+1.6%) from 2020

Net Assets

Up

$533,027

Up $8,307 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin74th percentile

Revenue

Up

$25,236

Up $4,139 (+20%) from 2020

Expenses

Down

$16,929

Down $8,477 (-33%) from 2020

Net Income

Up

$8,307

Up $12,616 (+293%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$533,027
Liabilities$0
Net Assets$533,027
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$25,236
Expenses$16,929
Net Income$8,307
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 21, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J JACOBSENPresident-$0--
LISA M SAUCKEDirector-$0--
MICHAEL RAMOSDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWYOMING VALLEY SCHOOLTO SUPPORT EXEMPT PURPOSE OF ORGANIZATIONPCSPRING GREEN, WI, US$10,000
Filing and Contact Details

Filer

Filer Name
Jacobsen Foundation Inc
EIN
26-3623848
Phone
6085882219
Address
6357 STATE ROAD 23, SPRING GREEN, WI 53588

Signing Officer

Name
Lisa M Saucke
Title
Director
Phone
6085882219
Signed
2022-04-21
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 Appendix320 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06306 STATE ROAD 23
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053588
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016929
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt011913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026092
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt011913
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014179
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014179
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016929
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014179
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026092
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0505788
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SBCP WEALTH MANAGEMENT DIVISION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0527204
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0604941
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11307
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ANNUAL FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11307
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt210
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0293
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES-2020
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0293
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA M SAUCKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06085882219
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBSEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
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/ReturnTs02022-04-25T11:33:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAUCKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$533,027
Liabilities
$0
Net assets
$533,027
Revenue
$25,236
Expenses
$16,929
Net income
$8,307
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