Civic Intelligence

The Jackson Foundation

990PF • Fiscal year 2025 • EIN 39-0789525

Dec 01, 2024 to Nov 30, 2025

Organization Profile

View Organization Page

1327 Waldorf BlvdMadison, WI 53719

(608) 497-0129

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$5,500

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$1,104,074
Liabilities$0
Net Assets$1,104,074
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$37,250
Expenses$56,616
Net Income-$19,366
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 30, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN LEPINSKI MDPresident-$5,500-$5,500
WILLIAM J HISGEN MDTreasurer-$5,500-$5,500
JOHN SCHILLING MDVice President-$0--
E WAYNE GROGAN MDDirector-$0--
DAVID RINGDAUL MDDirector-$0--
JOHN D WEGENKE MDDirector-$0--
RONALD A ZEROFSKY MDDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-NURSING SCHOLARSHIPSPCMADISON, WI, US$45,000
Paid Grant-PROTECT, HEAL, REHOME ANIMALS.-MADISON, WI, US$250
Filing and Contact Details

Filer

Filer Name
The Jackson Foundation
EIN
39-0789525
Phone
6084970129
Address
1327 WALDORF BLVD, MADISON, WI 53719

Signing Officer

Name
William J Hisgen Md
Title
Treasurer
Signed
2026-03-30
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 Appendix337 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01327 WALDORF BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0537194455
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM J HISGEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum06084970129
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NURSING SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROTECT, HEAL, REHOME ANIMALS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON AREA TECHNICAL COLLEGE FOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SHELTER FROM THE STORM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03550 ANDERSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11602 BLOSSOM LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153716
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt053570
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053570
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040975
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01146
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025605
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040975
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015370
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MOVING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt25500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt36401
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt320611
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt32290
TaxesSchedule/TaxesDetail/Amt0528
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J HISGEN MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0390789525
ReturnHeader/Filer/PhoneNum06084970129
ReturnHeader/Filer/USAddress/AddressLine1Txt01327 WALDORF BLVD
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053719
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02026-03-30T13:30:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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