Civic Intelligence

Sam and Mary Jacobsen Family Fdn Inc

990PF • Fiscal year 2023 • EIN 26-3623848

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 25, 2024

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

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

9th percentile

-89%

Higher net margin than 9% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

37th percentile

-1.8%

Faster asset growth than 37% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-52%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$522,760

Down $9,673 (-1.8%) from 2022

Net Assets

Down

$522,760

Down $9,673 (-1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin9th percentile

Revenue

Down

$10,822

Down $11,802 (-52%) from 2022

Expenses

Down

$20,495

Down $2,723 (-12%) from 2022

Net Income

Down

-$9,673

Down $9,079 (-1528%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$522,760
Liabilities$0
Net Assets$522,760
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$10,822
Expenses$20,495
Net Income-$9,673
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 25, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY J JACOBSENPresident-$0--
LISA M SAUCKEDirector-$0--
MICHAEL RAMOSDirector-$0--
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
2024-04-25
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 Appendix315 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL RAMOS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRING GREEN
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt020495
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05736
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04722
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020495
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04722
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010458
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0521162
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SBCP WEALTH MANAGEMENT DIVISION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0513442
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0540916
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ANNUAL FILING FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0314
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES-2022
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0314
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA M SAUCKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06085882219
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-25
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-04-29T11:13:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAUCKE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,760
Liabilities
$0
Net assets
$522,760
Revenue
$10,822
Expenses
$20,495
Net income
-$9,673
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