Sam and Mary Jacobsen Family Fdn Inc

990PF • Fiscal year 2024 • EIN 26-3623848

Jan 01, 2024 to Dec 31, 2024 • Filed on May 02, 2025

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.

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

-12%

Higher net margin than 24% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

-0.6%

Faster asset growth than 37% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

165%

Faster revenue growth than 92% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$519,373

Down $3,387 (-0.6%) from 2023

Net Assets

Down

$519,373

Down $3,387 (-0.6%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue43rd percentile Net Margin24th percentile

Revenue

$28,713

Up $17,891 (+165%) from 2023

Expenses

$32,100

Up $11,605 (+57%) from 2023

Net Income

-$3,387

Up $6,286 (+65%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2024

Assets$519,373

Liabilities$0

Net Assets$519,373

Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2024

Revenue$28,713

Expenses$32,100

Net Income-$3,387

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 2, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JEFFREY J JACOBSEN	President	-	$0	-	-
LISA M SAUCKE	Director	-	$0	-	-
MICHAEL RAMOS	Director	-	$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: Jeffrey J Jacobsen
Title: President
Phone: 6085882219
Signed: 2025-05-02
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 Appendix310 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/PersonNm	0	JEFFREY J JACOBSEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	MICHAEL RAMOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	948 INCLINE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	INCLINE VILLAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	89451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	26231
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	27754
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	27754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	4346
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	4346
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	32100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	4346
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	513442
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	LRB WEALTH MANAGEMENT DIVISION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	538320
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	578943
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3744
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	3744
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	246
TaxesSchedule/TaxesDetail/Amt	1	54
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES-2023
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES-LRB
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	246
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	54
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JEFFREY J JACOBSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6085882219
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JACOBSEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	JACO
ReturnHeader/Filer/EIN	0	263623848
ReturnHeader/Filer/PhoneNum	0	6085882219
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6357 STATE ROAD 23
ReturnHeader/Filer/USAddress/CityNm	0	SPRING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	53588
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	53717
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6088318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KIRSTEN HOUGHTON
ReturnHeader/ReturnTs	0	2025-05-02T10:13:59-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $519,373
Liabilities: $0
Net assets: $519,373
Revenue: $28,713
Expenses: $32,100
Net income: -$3,387

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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