Civic Intelligence

Richard G Jacobus Family Foundation

EIN 39-1555500 • Milwaukee, WI

10361 W Innovation Drive 350Milwaukee, WI 53226
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

96%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,699,295

Up $116,442 (+3.2%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$3,699,295

Up $116,442 (+3.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin64th percentile

Revenue

Up

$201,615

Up $98,543 (+96%) from 2023

Expenses

Up

$171,984

Up $29,967 (+21%) from 2023

Net Income

Up

$29,631

Up $68,576 (+176%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,669,751Liabilities 2011: $02011Assets 2012: $1,849,318Liabilities 2012: $3,7692012Assets 2013: $2,285,304Liabilities 2013: $1Net Assets 2013: $2,285,3042013Assets 2014: $2,393,760Liabilities 2014: $4,638Net Assets 2014: $2,389,1222014Assets 2015: $2,196,937Liabilities 2015: $1Net Assets 2015: $2,196,9372015Assets 2016: $2,434,291Liabilities 2016: $0Net Assets 2016: $2,434,2912016Assets 2017: $2,858,521Liabilities 2017: $0Net Assets 2017: $2,858,5212017Assets 2018: $2,609,322Liabilities 2018: $0Net Assets 2018: $2,609,3222018Assets 2019: $3,311,098Liabilities 2019: $1Net Assets 2019: $3,311,0982019Assets 2020: $3,510,856Liabilities 2020: $1Net Assets 2020: $3,510,8562020Assets 2021: $3,868,463Liabilities 2021: $1Net Assets 2021: $3,868,4632021Assets 2022: $3,279,879Liabilities 2022: $1Net Assets 2022: $3,279,8792022Assets 2023: $3,582,853Liabilities 2023: $1Net Assets 2023: $3,582,8532023Assets 2024: $3,699,295Liabilities 2024: $0Net Assets 2024: $3,699,2952024

Highlighted filing

2024

Assets$3,699,295
Liabilities$0
Net Assets$3,699,295
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $94,207Expenses 2011: $102,791Net Income 2011: -$8,5842011Revenue 2012: $112,652Expenses 2012: $107,006Net Income 2012: $5,6462012Revenue 2013: $163,431Expenses 2013: $132,362Net Income 2013: $31,0692013Revenue 2014: $230,217Expenses 2014: $158,912Net Income 2014: $71,3052014Revenue 2015: $80,649Expenses 2015: $138,279Net Income 2015: -$57,6302015Revenue 2016: $120,547Expenses 2016: $105,304Net Income 2016: $15,2432016Revenue 2017: $225,129Expenses 2017: $145,213Net Income 2017: $79,9162017Revenue 2018: $282,229Expenses 2018: $150,230Net Income 2018: $131,9992018Revenue 2019: $225,464Expenses 2019: $164,767Net Income 2019: $60,6972019Revenue 2020: $2,439,799Expenses 2020: $175,722Net Income 2020: $2,264,0772020Revenue 2021: $141,273Expenses 2021: $208,478Net Income 2021: -$67,2052021Revenue 2022: $67,284Expenses 2022: $145,245Net Income 2022: -$77,9612022Revenue 2023: $103,072Expenses 2023: $142,017Net Income 2023: -$38,9452023Revenue 2024: $201,615Expenses 2024: $171,984Net Income 2024: $29,6312024

Highlighted filing

2024

Revenue$201,615
Expenses$171,984
Net Income$29,631
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,699,295
Liabilities
$0
Net assets
$3,699,295
Revenue
$201,615
Expenses
$171,984
Net income
$29,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.20$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.10$0.14$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.14$0.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$2.44$0.18$2.26
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.23$0.16$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.28$0.15$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.08$0.14$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.23$0.16$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.16$0.13$0.03
2012Summary only. Only limited summary data is available for this year.$1.85$0.00$0.11$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.67$0.00$0.09$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN R JACOBUSPresident-$0--
NANCY J BACHTreasurer-$0--
BARBARA J WELLSSecretary-$0--
BRIAN A JANECKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Richard G Jacobus Family Foundation
EIN
39-1555500
Phone
4142038040
Address
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226

Signing Officer

Name
Nancy J Bach
Title
Treasurer
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Curi Rmb Capital LLC
Address
10361 W INNOVATION DR STE 350, MILWAUKEE, WI 53226
Preparer
Brian Janecke
Phone
4142038040
Raw XML AppendixShowing 400 of 909 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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