Civic Intelligence

Kenneth and Mary Lee Jacobs Charitable Trust

990PF • Fiscal year 2023 • EIN 39-6564554

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-283%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

31%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$360,222

Down $77,551 (-18%) from 2022

Net Assets

Down

$360,222

Down $77,551 (-18%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin5th percentile

Revenue

Up

$27,323

Up $6,447 (+31%) from 2022

Expenses

Up

$104,750

Up $81,140 (+344%) from 2022

Net Income

Down

-$77,427

Down $74,693 (-2732%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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: $1Net Assets 2023: $360,2222023Assets 2024: $246,352Liabilities 2024: $0Net Assets 2024: $246,3522024

Highlighted filing

2023

Assets$360,222
Liabilities$1
Net Assets$360,222
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$27,323
Expenses$104,750
Net Income-$77,427
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

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

Filer

Filer Name
Kenneth & 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 Housiaux
Title
Trustee
Phone
4147918922
Signed
2024-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Fisher & Associates
Address
7132 HILLCREST DRIVE, WAUWATOSA, WI 53213-1830
Preparer
Stephen M Fisher
Phone
4144675777
Raw XML Appendix262 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012676
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01375
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt01
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt027323
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt012456
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-77427
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025132
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014647
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt027323
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027323
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02191
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1241173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1248407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT-TERM BOX A [SEE ATTACHMENT]
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG-TERM BOX D [SEE ATTACHMENT]
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012676
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-77427
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0124
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0360346
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023372
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023721
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0349
IRS990PF/DistributableAmountGrp/TotalTaxAmt0349
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0481652
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0447934
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07225
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023721
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0474427
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09140 N BAYSIDE DRIVE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04143599067
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023372
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023372
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065043
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt065043
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0102559
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065043
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065043
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014144
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN HOUSIAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04147918922
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH & 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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN M FISHER & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07132 HILLCREST DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532131830
ReturnHeader/PreparerPersonGrp/PhoneNum04144675777
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Fisher
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-06-27T10:06:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHRYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOUSIAUX
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$360,222
Liabilities
$1
Net assets
$360,222
Revenue
$27,323
Expenses
$104,750
Net income
-$77,427
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
2023Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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