Civic Intelligence

John T and Suzanne S Jacobus Family Foundation

EIN 39-1560018 • 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

52nd percentile

6.2%

Higher net margin than 52% 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

50th percentile

2.7%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

75th percentile

40%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,121,809

Up $56,564 (+2.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$2,121,809

Up $56,564 (+2.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Up

$127,746

Up $36,769 (+40%) from 2023

Expenses

Down

$119,775

Down $10,916 (-8.4%) from 2023

Net Income

Up

$7,971

Up $47,685 (+120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,172,521Liabilities 2011: $02011Assets 2012: $1,264,713Liabilities 2012: $3,0802012Assets 2013: $1,563,728Liabilities 2013: $1Net Assets 2013: $1,563,7282013Assets 2014: $1,598,966Liabilities 2014: $3,788Net Assets 2014: $1,595,1782014Assets 2015: $1,452,847Liabilities 2015: $1Net Assets 2015: $1,452,8472015Assets 2016: $1,547,061Liabilities 2016: $0Net Assets 2016: $1,547,0612016Assets 2017: $1,791,597Liabilities 2017: $0Net Assets 2017: $1,791,5972017Assets 2018: $1,571,797Liabilities 2018: $0Net Assets 2018: $1,571,7972018Assets 2019: $1,954,893Liabilities 2019: $1Net Assets 2019: $1,954,8932019Assets 2020: $2,104,870Liabilities 2020: $1Net Assets 2020: $2,104,8702020Assets 2021: $2,320,280Liabilities 2021: $1Net Assets 2021: $2,320,2802021Assets 2022: $1,926,224Liabilities 2022: $1Net Assets 2022: $1,926,2242022Assets 2023: $2,065,245Liabilities 2023: $1Net Assets 2023: $2,065,2452023Assets 2024: $2,121,809Liabilities 2024: $0Net Assets 2024: $2,121,8092024

Highlighted filing

2024

Assets$2,121,809
Liabilities$0
Net Assets$2,121,809
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $51,051Expenses 2011: $55,163Net Income 2011: -$4,1122011Revenue 2012: $61,338Expenses 2012: $77,931Net Income 2012: -$16,5932012Revenue 2013: $128,875Expenses 2013: $75,922Net Income 2013: $52,9532013Revenue 2014: $101,992Expenses 2014: $85,817Net Income 2014: $16,1752014Revenue 2015: $38,338Expenses 2015: $96,103Net Income 2015: -$57,7652015Revenue 2016: $47,437Expenses 2016: $93,983Net Income 2016: -$46,5462016Revenue 2017: $98,025Expenses 2017: $86,037Net Income 2017: $11,9882017Revenue 2018: $139,830Expenses 2018: $98,204Net Income 2018: $41,6262018Revenue 2019: $77,090Expenses 2019: $103,438Net Income 2019: -$26,3482019Revenue 2020: $1,163,417Expenses 2020: $115,822Net Income 2020: $1,047,5952020Revenue 2021: $88,560Expenses 2021: $117,364Net Income 2021: -$28,8042021Revenue 2022: $61,554Expenses 2022: $113,217Net Income 2022: -$51,6632022Revenue 2023: $90,977Expenses 2023: $130,691Net Income 2023: -$39,7142023Revenue 2024: $127,746Expenses 2024: $119,775Net Income 2024: $7,9712024

Highlighted filing

2024

Revenue$127,746
Expenses$119,775
Net Income$7,971
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,121,809
Liabilities
$0
Net assets
$2,121,809
Revenue
$127,746
Expenses
$119,775
Net income
$7,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.06$0.11$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.09$0.12$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$1.16$0.12$1.05
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.08$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.14$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.05$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.10$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.05$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE S JACOBUSVice President-$0--
JULIE EISELTSecretary-$0--
JENNIFER CORONATreasurer-$0--
STEVEN JACOBUSPresident-$0--
Filing and Contact Details

Filer

Filer Name
John T and Suzanne S Jacobus
EIN
39-1560018
Phone
4142038040
Address
10361 W INNOVATION DRIVE 350, MILWAUKEE, WI 53226

Signing Officer

Name
Jennifer Corona
Title
Treasurer
Signed
2025-04-23
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 436 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE IN LETTER FORM INCLUDING PURPOSE, OFFICERS ANDDIRECTORS NAMES, AND EVIDENCE OF EXEMPT STATUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03387 FULTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 W WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2830 N 19TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6601 EAST FIFTH STREET SUITE 400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd953212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1053186
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020322
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt084104
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084941
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt084104
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0174
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0174
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03301
OtherIncreasesSchedule/OtherIncreasesDetail/Amt145292
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09252
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt214284
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09252
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20

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