Civic Intelligence

Jacobs Swag Foundation Inc.

990EZ • Fiscal year 2020 • EIN 38-3909330

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
2222 6th StMonroe, WI 53566

(608) 328-2418

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$108,425

Up $16,099 (+17%) from 2019

Net Assets

Up

$108,425

Up $16,099 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin71st percentile

Revenue

Up

$75,026

Up $14,809 (+25%) from 2019

Expenses

Up

$58,927

Up $6,792 (+13%) from 2019

Net Income

Up

$16,099

Up $8,017 (+99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$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

2020

Assets$108,425
Liabilities$0
Net Assets$108,425
Open 2020 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$75,026
Expenses$58,927
Net Income$16,099
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$75,026
Mission and Program Overview

Mission

Ed program to prevent suicide & bullying

Program Services

DescriptionGrantsExpenses
SCHOOL PROGRAMS AND ADULT MENTAL HEALTH CLASSES-$10,658
2020 SCHOLARSHIPS BLACKHAWK & MONROE HIGH SCHOOLS-$10,000
SUICIDE AWARENESS AND MENTAL HEALTH AWARENESS-$2,360
Compensation and Service Providers
Top Officer Pay76th 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
Address
2222 6TH ST, MONROE, WI 53566

Signing Officer

Name
Teri Ellefson
Title
Director
Phone
6082932418
Signed
2021-11-12
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 10,000Activity PENCIL BAGS ELEMENTARY SCHOOLS Amount 5,158Activity COURAGE AND KINDNESS PROGRAM AND LINKCREW PROGRAM Amount 4,000Activity MENTAL HEALTH AWARENESS Amount 2,360Activity LINK CREW PROGRAM Amount 500Activity BACKPACKS RAISE YOUR VOICE MEDIATION Amount 300Activity ZEN ROOM Amount 200Activity WEB PROGRAMS Amount 500”

Description of other expenses Part I line 16

“Description AmountINSURANCE 525WEBSITE AND PROMOTION 3,207ADVERTISING 6,148APP GOT YOUR BACK 24,546”

Raw XML Appendix158 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/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990EZ/ExcessOrDeficitForYearAmt016099
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERI ELLEFSON
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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/OtherExpensesTotalAmt034426
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ED PROGRAM TO PREVENT SUICIDE & BULLYING
IRS990EZ/PrintingPublicationsPostageAmt01483
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt02020 SCHOLARSHIPS BLACKHAWK & MONROE HIGH SCHOOLS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SCHOOL PROGRAMS AND ADULT MENTAL HEALTH CLASSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12360
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt210658
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058927
IRS990EZ/TotalProgramServiceExpensesAmt023018
IRS990EZ/TotalRevenueAmt075026
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075027
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030744
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0198022
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023141
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt073296
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt08935
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt05337
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt042632
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportTotal509Amt0313950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075027
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt063445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059222
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt071480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0313950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity SCHOLARSHIPS Amount 10,000Activity PENCIL BAGS ELEMENTARY SCHOOLS Amount 5,158Activity COURAGE AND KINDNESS PROGRAM AND LINKCREW PROGRAM Amount 4,000Activity MENTAL HEALTH AWARENESS Amount 2,360Activity LINK CREW PROGRAM Amount 500Activity BACKPACKS RAISE YOUR VOICE MEDIATION Amount 300Activity ZEN ROOM Amount 200Activity WEB PROGRAMS Amount 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 525WEBSITE AND PROMOTION 3,207ADVERTISING 6,148APP GOT YOUR BACK 24,546
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0383909330
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 6TH ST
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053566
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monroe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053566
ReturnHeader/PreparerPersonGrp/PhoneNum06083288341
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jolynn McIntosh
ReturnHeader/ReturnTs02021-11-12T16:31:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLEFSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,425
Liabilities
$0
Net assets
$108,425
Revenue
$75,026
Expenses
$58,927
Net income
$16,099
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