Civic Intelligence

Jefferson Community Foundation Tr Ua 06091999

EIN 39-6712170 • 501(c)3 • Jefferson, WI

Profile

The jefferson community foundation was founded in 1999 to receive donations of cash or property and to administer those assets for the educational, cultural and charitable benefit of the citizens in the jefferson wisconsin area.

PO Box 81Jefferson, WI 53549

jeffersoncommunityfoundation.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

87th percentile

37%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,969,790

Up $798,635 (+37%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,969,790

Up $798,635 (+37%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin78th percentile

Revenue

Up

$506,815

Up $169,933 (+50%) from 2024

Expenses

Up

$376,621

Up $142,906 (+61%) from 2024

Net Income

Up

$130,194

Up $27,027 (+26%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,372,123Liabilities 2012: $0Net Assets 2012: $1,372,1232012Assets 2013: $1,635,284Liabilities 2013: $0Net Assets 2013: $1,635,2842013Assets 2014: $1,983,138Liabilities 2014: $0Net Assets 2014: $1,983,1382014Assets 2015: $2,061,536Liabilities 2015: $0Net Assets 2015: $2,061,5362015Assets 2016: $2,093,289Liabilities 2016: $0Net Assets 2016: $2,093,2892016Assets 2017: $2,071,261Liabilities 2017: $0Net Assets 2017: $2,071,2612017Assets 2018: $2,233,879Liabilities 2018: $0Net Assets 2018: $2,233,8792018Assets 2019: $1,989,323Liabilities 2019: $0Net Assets 2019: $1,989,3232019Assets 2020: $1,859,092Liabilities 2020: $0Net Assets 2020: $1,859,0922020Assets 2021: $1,825,024Liabilities 2021: $0Net Assets 2021: $1,825,0242021Assets 2022: $2,002,581Liabilities 2022: $0Net Assets 2022: $2,002,5812022Assets 2023: $2,109,667Liabilities 2023: $0Net Assets 2023: $2,109,6672023Assets 2024: $2,171,155Liabilities 2024: $0Net Assets 2024: $2,171,1552024Assets 2025: $2,969,790Liabilities 2025: $0Net Assets 2025: $2,969,7902025

Highlighted filing

2025

Assets$2,969,790
Liabilities$0
Net Assets$2,969,790
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KRevenue 2012: $139,498Expenses 2012: $133,223Net Income 2012: $6,2752012Revenue 2013: $376,482Expenses 2013: $113,321Net Income 2013: $263,1612013Revenue 2014: $607,434Expenses 2014: $259,580Net Income 2014: $347,8542014Revenue 2015: $287,959Expenses 2015: $209,561Net Income 2015: $78,3982015Revenue 2016: $215,537Expenses 2016: $183,784Net Income 2016: $31,7532016Revenue 2017: $174,590Expenses 2017: $196,618Net Income 2017: -$22,0282017Revenue 2018: $390,895Expenses 2018: $228,277Net Income 2018: $162,6182018Revenue 2019: $199,490Expenses 2019: $444,046Net Income 2019: -$244,5562019Revenue 2020: $89,309Expenses 2020: $202,787Net Income 2020: -$113,4782020Revenue 2021: $212,975Expenses 2021: $247,043Net Income 2021: -$34,0682021Revenue 2022: $413,804Expenses 2022: $236,247Net Income 2022: $177,5572022Revenue 2023: $345,885Expenses 2023: $250,669Net Income 2023: $95,2162023Revenue 2024: $336,882Expenses 2024: $233,715Net Income 2024: $103,1672024Revenue 2025: $506,815Expenses 2025: $376,621Net Income 2025: $130,1942025

Highlighted filing

2025

Revenue$506,815
Expenses$376,621
Net Income$130,194
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,969,790
Liabilities
$0
Net assets
$2,969,790
Revenue
$506,815
Expenses
$376,621
Net income
$130,194
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.51$0.38$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.34$0.23$0.10
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.35$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.41$0.24$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.25$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.20$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.20$0.44$0.24
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.39$0.23$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.17$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.22$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.29$0.21$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.61$0.26$0.35
2013Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$0.38$0.11$0.26
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.14$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 22, 2025
Return Version
2024v5.2
Gross Receipts
$506,815
Mission and Program Overview

Mission

The jefferson community foundation was founded in 1999 to receive donations of cash or property and to administer those assets for the educational, cultural and charitable benefit of the citizens in the jefferson wisconsin area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,456,556$2,969,790▲ $513,234
Investments in Publicly Traded Securities$2,324,360$2,837,958▲ $513,598
Savings and Temporary Cash Investments$131,971$131,832▼ $139
Cash and Non-Interest-Bearing Accounts$225--
Total Assets$2,456,556$2,969,790▲ $513,234
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,456,556$2,969,790▲ $513,234
Total Liabilities and Net Assets / Fund Balance$2,456,556$2,969,790▲ $513,234
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Paul R DidionChair
Brian BiwerVice Chairman
Brent R RuehlowBoard Mbr
Jacob E GibsonBoard Mbr
Jill M SukowBoard Mbr
Sandrad G HahnBoard Mbr
Shannon MooneyBoard Mbr
Tiffany a PernatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$438,842
Program Service Revenue
$0
Investment Income
$67,973
Other Revenue
$0
All Other Contributions
$438,842
Change in Net Assets
$130,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$335,457
Other Expenses$23,350
Salaries, Compensation, and Employee Benefits$17,814
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$335,457--$335,457
Other Salaries and Wages$16,548--$16,548
Fees for Service Investment Mgmnt Fees-$14,093-$14,093
Fees for Services Accounting-$2,650-$2,650
Other Expenses$2,048--$2,048
Advertising-$1,603-$1,603
Insurance$1,392--$1,392
Payroll Taxes$1,266--$1,266
Information Technology-$401-$401
Office Expenses-$301-$301
Total Functional Expenses$357,573$19,048$0$376,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body meeting documentation Part VI line 8A

“AVAILABLE UPON REQUEST”

Committee meeting documentation Part VI line 8B

“AVAILABLE UPON REQUEST”

Form 990 governing body review Part VI line 11

“AVAILABLE UPON REQUEST”

Form 990 availability to public Part VI line 18

“AVAILABLE UPON REQUEST”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Jefferson Community Foundation
EIN
39-6712170
In Care Of
% PAUL DIDION
Phone
9203970038
Address
PO BOX 81, JEFFERSON, WI 53549

Signing Officer

Name
Paul Didion
Title
Officer
Phone
9203970038
Signed
2025-03-22
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Firm
Bares Fort Tax Service Inc
Address
117 NORTH MAIN STREET, Fort Atkinson, WI 53538
Preparer
Margaret a Bare
Phone
9205636562
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Beginning net assets/fund balances reported on the current year form 990 (part x, line 32, column (a)) differ from the prior-year ending balance reported on the prior-year filed form 990 due to correction of a prior-year balance sheet reporting error related to investment valuation/presentation. The beginning balance of $2,456,556 reflects the organizations books as of the beginning of the year. The prior-year filed ending balance was $2,171,155 (difference of $285,401)”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEGINNING NET ASSETS/FUND BALANCES REPORTED ON THE CURRENT YEAR FORM 990 (PART X, LINE 32, COLUMN (A)) DIFFER FROM THE PRIOR-YEAR ENDING BALANCE REPORTED ON THE PRIOR-YEAR FILED FORM 990 DUE TO CORRECTION OF A PRIOR-YEAR BALANCE SHEET REPORTING ERROR RELATED TO INVESTMENT VALUATION/PRESENTATION. THE BEGINNING BALANCE OF $2,456,556 REFLECTS THE ORGANIZATIONS BOOKS AS OF THE BEGINNING OF THE YEAR. THE PRIOR-YEAR FILED ENDING BALANCE WAS $2,171,155 (DIFFERENCE OF $285,401)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0357573
IRS990/TotalFunctionalExpensesGrp/TotalAmt0376621
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL DIDION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09203970038
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0396712170
ReturnHeader/Filer/InCareOfNm0% PAUL DIDION
ReturnHeader/Filer/PhoneNum09203970038
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053549
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472935168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARES FORT TAX SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Atkinson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053538
ReturnHeader/PreparerPersonGrp/PhoneNum09205636562
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARGARET A BARE
ReturnHeader/ReturnTs02026-03-13T10:41:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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