Civic Intelligence

Andrew Jergens Foundation

EIN 31-6038702 • Cincinnati, OH

720 E Pete Rose Way Ste 120Cincinnati, OH 45202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

39th percentile

1.2%

Higher net margin than 39% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

0.0%

Faster asset growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,446,717

Up $506,776 (+4.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$12,446,717

Up $506,776 (+4.2%) from 2020

Operations
Liabilities / Revenue20th percentileNet Margin39th percentile

Revenue

Up

$740,085

Up $49,009 (+7.1%) from 2020

Expenses

Up

$731,472

Up $9,061 (+1.3%) from 2020

Net Income

Up

$8,613

Up $39,948 (+127%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $9,553,970Liabilities 2010: $0Net Assets 2010: $9,553,9702010Assets 2011: $9,603,368Liabilities 2011: $0Net Assets 2011: $9,603,3682011Assets 2012: $9,693,456Liabilities 2012: $0Net Assets 2012: $9,693,4562012Assets 2013: $10,395,811Liabilities 2013: $0Net Assets 2013: $10,395,8112013Assets 2014: $10,628,258Liabilities 2014: $0Net Assets 2014: $10,628,2582014Assets 2018: $11,312,180Liabilities 2018: $0Net Assets 2018: $11,312,1802018Assets 2019: $11,972,594Liabilities 2019: $0Net Assets 2019: $11,972,5942019Assets 2020: $11,939,941Liabilities 2020: $0Net Assets 2020: $11,939,9412020Assets 2024: $12,446,717Liabilities 2024: $0Net Assets 2024: $12,446,7172024

Highlighted filing

2024

Assets$12,446,717
Liabilities$0
Net Assets$12,446,717
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $567,8452010Expenses 2011: $663,0222011Expenses 2012: $644,2672012Expenses 2013: $1,099,0182013Revenue 2014: $821,611Expenses 2014: $589,164Net Income 2014: $232,4472014Revenue 2018: $1,433,265Expenses 2018: $707,223Net Income 2018: $726,0422018Revenue 2019: $1,454,899Expenses 2019: $795,453Net Income 2019: $659,4462019Revenue 2020: $691,076Expenses 2020: $722,411Net Income 2020: -$31,3352020Revenue 2024: $740,085Expenses 2024: $731,472Net Income 2024: $8,6132024

Highlighted filing

2024

Revenue$740,085
Expenses$731,472
Net Income$8,613
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,446,717
Liabilities
$0
Net assets
$12,446,717
Revenue
$740,085
Expenses
$731,472
Net income
$8,613
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.74$0.73$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$0.69$0.72$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.00$12.0$1.45$0.80$0.66
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.43$0.71$0.73
2014Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.82$0.59$0.23
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.10
2012Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.64
2011Detailed filing. Detailed filing data is available for this year.$9.60$0.00$9.60$0.66
2010Detailed filing. Detailed filing data is available for this year.$9.55$0.00$9.55$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW MACAOIDH JERGENSTrustee-$0--
ERIC H KEARNEYVice President-$0--
JOYCE JENKINS KEESHINTreasurer-$0--
LINDA BUSKEN JERGENSSecretary-$0--
MARY ANN HAYSTrustee-$0--
MICHAEL B HAYSChairman-$0--
PETER H DINE-JERGENSPresident-$0--
CAROL BORAM-HAYSTrustee-$0--
MAGGIE DINE-JERGENSTrustee-$0--
MONICA BATTLETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Andrew Jergens Foundation
EIN
31-6038702
Phone
4127629965
Address
720 E PETE ROSE WAY STE 120, CINCINNATI, OH 45202

Signing Officer

Name
Peter Dine-jergens
Title
President
Phone
4127629965
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Raw XML AppendixShowing 400 of 8,816 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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