Civic Intelligence

The Jackson Foundation

990PF • Fiscal year 2021 • EIN 39-0789525

Dec 01, 2020 to Nov 30, 2021 • Filed on Mar 03, 2022

Organization Profile

View Organization Page

8251 Community RoadBelleville, WI 53508

(608) 576-8480

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-196%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$10,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 50.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

37th percentile

2.6%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

23%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,142,987

Up $28,901 (+2.6%) from 2020

Net Assets

Up

$1,142,158

Up $28,072 (+2.5%) from 2020

Liabilities

Up

$829

Up $829 from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin3rd percentile

Revenue

Up

$19,860

Up $3,762 (+23%) from 2020

Expenses

Up

$58,719

Up $10,807 (+23%) from 2020

Net Income

Down

-$38,859

Down $7,045 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $260,390Liabilities 2011: $7,0002011Assets 2012: $821,357Liabilities 2012: $6,0002012Assets 2013: $849,752Liabilities 2013: $36,5002013Assets 2014: $871,466Liabilities 2014: $34,5002014Assets 2015: $849,011Liabilities 2015: $61,0002015Assets 2018: $1,103,681Liabilities 2018: $83,000Net Assets 2018: $1,020,6812018Assets 2019: $1,090,757Liabilities 2019: $83,386Net Assets 2019: $1,007,3712019Assets 2020: $1,114,086Liabilities 2020: $0Net Assets 2020: $1,114,0862020Assets 2021: $1,142,987Liabilities 2021: $829Net Assets 2021: $1,142,1582021Assets 2022: $1,017,526Liabilities 2022: $0Net Assets 2022: $1,017,5262022Assets 2023: $1,012,235Liabilities 2023: $4Net Assets 2023: $1,012,2312023Assets 2024: $1,104,074Liabilities 2024: $0Net Assets 2024: $1,104,0742024

Highlighted filing

2021

Assets$1,142,987
Liabilities$829
Net Assets$1,142,158
Open 2021 Filing

Operations Trend

Revenue Growth58th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $21,194Expenses 2011: $19,060Net Income 2011: $2,1342011Revenue 2012: $577,165Expenses 2012: $18,512Net Income 2012: $558,6532012Revenue 2013: $25,219Expenses 2013: $52,946Net Income 2013: -$27,7272013Revenue 2014: $36,714Expenses 2014: $34,682Net Income 2014: $2,0322014Revenue 2015: $36,975Expenses 2015: $71,422Net Income 2015: -$34,4472015Revenue 2018: $327,055Expenses 2018: $134,635Net Income 2018: $192,4202018Revenue 2019: $32,889Expenses 2019: $85,438Net Income 2019: -$52,5492019Revenue 2020: $16,098Expenses 2020: $47,912Net Income 2020: -$31,8142020Revenue 2021: $19,860Expenses 2021: $58,719Net Income 2021: -$38,8592021Revenue 2022: $50,330Expenses 2022: $57,375Net Income 2022: -$7,0452022Revenue 2023: $30,033Expenses 2023: $58,407Net Income 2023: -$28,3742023Revenue 2024: $37,250Expenses 2024: $56,616Net Income 2024: -$19,3662024

Highlighted filing

2021

Revenue$19,860
Expenses$58,719
Net Income-$38,859
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Mar 3, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY SIEVERSExecutive Director-$10,000-$10,000
SUSAN LEPINSKI MDPresident-$0--
JOHN SCHILLING MDVice President-$0--
WILLIAM J HISGEN MDTreasurer-$0--
E WAYNE GROGAN MDDirector-$0--
DAVID RINGDAUL MDDirector-$0--
JOHN D WEGENKE MDDirector-$0--
RONALD A ZEROFSKY MDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jackson Foundation
EIN
39-0789525
Phone
6085768480
Address
8251 COMMUNITY ROAD, BELLEVILLE, WI 53508

Signing Officer

Name
Barry Sievers
Title
Executive Director
Signed
2022-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Sorge CPA & Business Advisors SC
Address
5221 Monona Drive, Monona, WI 53716
Preparer
Carl Sorge CPA
Phone
6082212253
Raw XML Appendix323 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/TitleTxt2Vice President
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt057156
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt057156
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt043252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NURSING SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON AREA TECHNICAL COLLEGE FOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043252
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt056010
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025134
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023988
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057156
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01146
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023988
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt0293
TaxesSchedule/TaxesDetail/CategoryTxt0FED EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY SIEVERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0390789525
ReturnHeader/Filer/PhoneNum06085768480
ReturnHeader/Filer/USAddress/AddressLine1Txt08251 COMMUNITY ROAD
ReturnHeader/Filer/USAddress/CityNm0BELLEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053508
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391795519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sorge CPA & Business Advisors SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05221 Monona Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053716
ReturnHeader/PreparerPersonGrp/PhoneNum06082212253
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carl Sorge CPA
ReturnHeader/ReturnTs02022-03-03T13:05:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIEVERS
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,142,987
Liabilities
$829
Net assets
$1,142,158
Revenue
$19,860
Expenses
$58,719
Net income
-$38,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.04$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.06$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.02$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.08$1.01$0.03$0.09$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.08$1.02$0.33$0.13$0.19
2015Summary only. Only limited summary data is available for this year.$0.85$0.06$0.04$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.87$0.03$0.04$0.03$0.00
2013Summary only. Only limited summary data is available for this year.$0.85$0.04$0.03$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.82$0.01$0.58$0.02$0.56
2011Summary only. Only limited summary data is available for this year.$0.26$0.01$0.02$0.02$0.00