Civic Intelligence

Kenneth and Mary Lee Jacobs Charitable Trust

990PF • Fiscal year 2018 • EIN 39-6564554

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

Organization Profile
9140 N Bayside DriveMilwaukee, WI 53217

(414) 351-1051

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

50th percentile

0.7%

Faster asset growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

20%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$444,133

Up $3,123 (+0.7%) from 2017

Net Assets

Up

$444,133

Up $3,123 (+0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin67th percentile

Revenue

Up

$25,687

Up $4,359 (+20%) from 2017

Expenses

Up

$22,564

Up $240 (+1.1%) from 2017

Net Income

Up

$3,123

Up $4,119 (+414%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$600K$400K$200K$0Assets 2010: $14,850Liabilities 2010: $0Net Assets 2010: $14,8502010Assets 2011: $1,778Liabilities 2011: $0Net Assets 2011: $1,7782011Assets 2012: $4,070Liabilities 2012: $12012Assets 2013: $482,651Liabilities 2013: $0Net Assets 2013: $482,6512013Assets 2014: $470,667Liabilities 2014: $0Net Assets 2014: $470,6672014Assets 2015: $454,205Liabilities 2015: $0Net Assets 2015: $455,0422015Assets 2016: $442,069Liabilities 2016: $0Net Assets 2016: $442,0692016Assets 2017: $441,010Liabilities 2017: $0Net Assets 2017: $441,0102017Assets 2018: $444,133Liabilities 2018: $0Net Assets 2018: $444,1332018Assets 2019: $439,704Liabilities 2019: $0Net Assets 2019: $439,7042019Assets 2020: $432,233Liabilities 2020: $0Net Assets 2020: $432,2332020Assets 2021: $440,500Liabilities 2021: $0Net Assets 2021: $440,5002021Assets 2022: $437,773Liabilities 2022: $0Net Assets 2022: $437,7732022Assets 2023: $360,222Liabilities 2023: $0Net Assets 2023: $360,2222023Assets 2024: $246,352Liabilities 2024: $0Net Assets 2024: $246,3522024

Highlighted filing

2018

Assets$444,133
Liabilities$0
Net Assets$444,133
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $16,5622010Expenses 2011: $20,2502011Revenue 2012: $3,894Expenses 2012: $1,602Net Income 2012: $2,2922012Revenue 2013: $481,697Expenses 2013: $3,116Net Income 2013: $478,5812013Revenue 2014: $18,480Expenses 2014: $30,464Net Income 2014: -$11,9842014Revenue 2015: $13,220Expenses 2015: $29,729Net Income 2015: -$16,5092015Revenue 2016: $8,069Expenses 2016: $21,070Net Income 2016: -$13,0012016Revenue 2017: $21,328Expenses 2017: $22,324Net Income 2017: -$9962017Revenue 2018: $25,687Expenses 2018: $22,564Net Income 2018: $3,1232018Revenue 2019: $19,351Expenses 2019: $23,781Net Income 2019: -$4,4302019Revenue 2020: $15,671Expenses 2020: $23,142Net Income 2020: -$7,4712020Revenue 2021: $31,762Expenses 2021: $23,318Net Income 2021: $8,4442021Revenue 2022: $20,876Expenses 2022: $23,610Net Income 2022: -$2,7342022Revenue 2023: $27,323Expenses 2023: $104,750Net Income 2023: -$77,4272023Revenue 2024: $30,996Expenses 2024: $144,865Net Income 2024: -$113,8692024

Highlighted filing

2018

Revenue$25,687
Expenses$22,564
Net Income$3,123
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHMENTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth and Mary Lee Jacobs Charitable Trust
EIN
39-6564554
In Care Of
% NORTHERN TRUST CO
Phone
4143511051
Address
9140 N BAYSIDE DRIVE, MILWAUKEE, WI 53217

Signing Officer

Name
Kathryn J Housiaux
Title
Trustee
Phone
4143511051
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
POST OFFICE BOX 26305, MILWAUKEE, WI 53226-0305
Preparer
Stephen M Fisher
Phone
4143599067
Raw XML Appendix267 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03236
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN J HOUSIAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143511051
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH AND MARY LEE JACOBS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0396564554
ReturnHeader/Filer/InCareOfNm0% NORTHERN TRUST CO
ReturnHeader/Filer/PhoneNum04143511051
ReturnHeader/Filer/USAddress/AddressLine1Txt09140 N BAYSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0910044F167689EFB9322C138665AE555ACEBC675
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0910044F167689EFB9322C138665AE555ACEBC675
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039088120191245000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.225.125.108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0POST OFFICE BOX 26305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532260305
ReturnHeader/PreparerPersonGrp/PhoneNum04143599067
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-04T10:26:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$444,133
Liabilities
$0
Net assets
$444,133
Revenue
$25,687
Expenses
$22,564
Net income
$3,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.31$1.45$1.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.27$1.05$0.77
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.21$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.32$0.23$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$0.16$0.23$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.19$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.26$0.23$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.21$0.22$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.08$0.21$0.13
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.54$0.00$4.55$0.13$0.30$0.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.18$0.30$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$4.82$0.03$4.79
2012Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.02$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.20
2010Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.17