Civic Intelligence

Jacobs Swag Foundation Inc

EIN 38-3909330 • 501(c)3 • Monroe, WI

Profile

Ed program to prevent suicide & bullying

2222 6th StMonroe, WI 53566
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

91st percentile

95%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

6.3%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$26,333

Up $12,816 (+95%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$26,333

Up $12,816 (+95%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin80th percentile

Revenue

Up

$46,740

Up $2,786 (+6.3%) from 2023

Expenses

Down

$33,924

Down $43,103 (-56%) from 2023

Net Income

Up

$12,816

Up $45,889 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$150K$100K$50K$0Assets 2013: $25,288Liabilities 2013: $02013Assets 2014: $41,037Liabilities 2014: $0Net Assets 2014: $41,0372014Assets 2015: $65,583Liabilities 2015: $0Net Assets 2015: $65,5832015Assets 2016: $79,484Liabilities 2016: $0Net Assets 2016: $79,4842016Assets 2017: $84,275Liabilities 2017: $0Net Assets 2017: $84,2752017Assets 2018: $84,244Liabilities 2018: $0Net Assets 2018: $84,2442018Assets 2019: $92,326Liabilities 2019: $0Net Assets 2019: $92,3262019Assets 2020: $108,425Liabilities 2020: $0Net Assets 2020: $108,4252020Assets 2021: $108,296Liabilities 2021: $0Net Assets 2021: $108,2962021Assets 2022: $46,590Liabilities 2022: $0Net Assets 2022: $46,5902022Assets 2023: $13,517Liabilities 2023: $0Net Assets 2023: $13,5172023Assets 2024: $26,333Liabilities 2024: $0Net Assets 2024: $26,3332024

Highlighted filing

2024

Assets$26,333
Liabilities$0
Net Assets$26,333
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2013: $27,639Expenses 2013: $1,751Net Income 2013: $25,8882013Revenue 2014: $35,814Expenses 2014: $20,665Net Income 2014: $15,1492014Revenue 2015: $42,742Expenses 2015: $18,196Net Income 2015: $24,5462015Revenue 2016: $47,948Expenses 2016: $34,047Net Income 2016: $13,9012016Revenue 2017: $33,642Expenses 2017: $28,851Net Income 2017: $4,7912017Revenue 2018: $51,838Expenses 2018: $51,869Net Income 2018: -$312018Revenue 2019: $60,217Expenses 2019: $52,135Net Income 2019: $8,0822019Revenue 2020: $75,026Expenses 2020: $58,927Net Income 2020: $16,0992020Revenue 2021: $64,838Expenses 2021: $64,967Net Income 2021: -$1292021Revenue 2022: $38,984Expenses 2022: $100,690Net Income 2022: -$61,7062022Revenue 2023: $43,954Expenses 2023: $77,027Net Income 2023: -$33,0732023Revenue 2024: $46,740Expenses 2024: $33,924Net Income 2024: $12,8162024

Highlighted filing

2024

Revenue$46,740
Expenses$33,924
Net Income$12,816
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$26,333
Liabilities
$0
Net assets
$26,333
Revenue
$46,740
Expenses
$33,924
Net income
$12,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.47$0.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.44$0.77$0.33
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.39$1.01$0.62
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.65$0.65$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.75$0.59$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.60$0.52$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.52$0.52$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.34$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.48$0.34$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.43$0.18$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.36$0.21$0.15
2013Summary only. Only limited summary data is available for this year.$0.25$0.00$0.28$0.02$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$48,764
Mission and Program Overview

Mission

Ed program to prevent suicide & bullying

Program Services

DescriptionGrantsExpenses
2023 SCHOLARSHIPS BLACKHAWK & MONROE HIGH SCHOOLS-$8,500
SUICIDE AWARENESS AND MENTAL HEALTH AWARENESS-$3,670
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERI ELLEFSONDirectorPT$0--
KAREN MAU BOLLDirector-$0--
KURT ELLEFSONDirector-$0--
TODD SCHLUESCHEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jacobs Swag Foundation Inc
EIN
38-3909330
In Care Of
% TERRI ELLEFSON
Phone
6083282418
Address
2222 6TH ST, MONROE, WI 53566

Signing Officer

Name
Terri Ellefson
Title
Director
Phone
6082932418
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
McIntosh Accounting And Tax Service
Address
1124 17th Ave, Monroe, WI 53566
Preparer
Jolynn Mcintosh
Phone
6083288341
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity SCHOLARSHIPS Amount 4,500Activity PENCIL BAGS ELEMENTARY SCHOOLS Amount 498Activity PROGRAMS IN SCHOOLS MONROE Amount 2,000Activity BACKPACK BUDDY PROGRAM Amount 300Activity DONATION TO SCHOOL MONTICELLO Amount 259Activity FUNERAL DONATION Amount 500Activity DONATIONS TO CLASSROOMS Amount 113”

Description of other expenses Part I line 16

“Description AmountINSURANCE 525WEBSITE AND PROMOTION 68ADVERTISING AND PROMOTION 3,094SUPPLIES 606APP GOT YOUR BACK 2,789TRAINING CONFERENCES 2,554SHIRTS 5,155MILEAGE 431OFFICE SUPPLIES BANK FEES MISC 904”

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0TERI ELLEFSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06083282418
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053566
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013517
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt026333
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt045644
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012816
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt03100
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08170
IRS990EZ/GrossReceiptsAmt048764
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt026333
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt026333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt07.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERI ELLEFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN MAU BOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KURT ELLEFSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TODD SCHLUESCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt016126
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ED PROGRAM TO PREVENT SUICIDE & BULLYING
IRS990EZ/PrintingPublicationsPostageAmt09628
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02023 SCHOLARSHIPS BLACKHAWK & MONROE HIGH SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUICIDE AWARENESS AND MENTAL HEALTH AWARENESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13670
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02024
IRS990EZ/SpecialEventsNetIncomeLossAmt01076
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt033924
IRS990EZ/TotalProgramServiceExpensesAmt012170
IRS990EZ/TotalRevenueAmt046740
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt045644
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt039942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt064838
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0269271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0154
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0154
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
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IRS990ScheduleA/PublicSupportTotal509Amt0269271
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt045644
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064838
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075027
IRS990ScheduleA/Total509Grp/TotalAmt0269271
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt045664
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043954
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt039942
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt075027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0269425
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS Amount 4,500Activity PENCIL BAGS ELEMENTARY SCHOOLS Amount 498Activity PROGRAMS IN SCHOOLS MONROE Amount 2,000Activity BACKPACK BUDDY PROGRAM Amount 300Activity DONATION TO SCHOOL MONTICELLO Amount 259Activity FUNERAL DONATION Amount 500Activity DONATIONS TO CLASSROOMS Amount 113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 525WEBSITE AND PROMOTION 68ADVERTISING AND PROMOTION 3,094SUPPLIES 606APP GOT YOUR BACK 2,789TRAINING CONFERENCES 2,554SHIRTS 5,155MILEAGE 431OFFICE SUPPLIES BANK FEES MISC 904
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRI ELLEFSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06082932418
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBS SWAG FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0383909330
ReturnHeader/Filer/InCareOfNm0% TERRI ELLEFSON
ReturnHeader/Filer/PhoneNum06083282418
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 6TH ST
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053566
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810740973
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01124 17th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053566
ReturnHeader/PreparerPersonGrp/PhoneNum06083288341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOLYNN MCINTOSH
ReturnHeader/ReturnTs02025-11-13T17:50:53-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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