Civic Intelligence

Jefferson Community Foundation Tr Ua 06091999

990 • Fiscal year 2014 • EIN 39-6712170

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

PO Box 81Jefferson, WI 53549

(920) 674-3345

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,983,138

Up $347,854 (+21%) from 2013

Net Assets

Up

$1,983,138

Up $347,854 (+21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$607,434

Up $230,952 (+61%) from 2013

Expenses

Up

$259,580

Up $146,259 (+129%) from 2013

Net Income

Up

$347,854

Up $84,693 (+32%) from 2013

Historical Trend

Balance Sheet Trend

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

$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

2014

Assets$1,983,138
Liabilities$0
Net Assets$1,983,138

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$607,434
Expenses$259,580
Net Income$347,854
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$1,964,212
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.

Growing a strong community through generous giving through the receipt of gifts, administration of funds and making distributions for charitable purposes (religious, charitable, scientific, literary, educational, cultural, benevolent and civic or public purposes for the benefit and imrpovement of residents of the jefferson, wisconsin metropolitan area (being that area that acomprises the jefferson school district) in such a way that the quality of life in the jefferson metropolitan area shall be enhanced.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,635,284$1,983,138▲ $347,854
Investments in Publicly Traded Securities$1,487,262$1,833,749▲ $346,487
Savings and Temporary Cash Investments$148,022$149,391▲ $1,369
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$1,635,284$1,983,138▲ $347,854
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,635,284$1,983,138▲ $347,854
Total Liabilities and Net Assets / Fund Balance$1,635,284$1,983,138▲ $347,854
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$172,573
Program Service Revenue
$0
Investment Income
$434,861
Other Revenue
$0
All Other Contributions
$172,573
Change in Net Assets
$347,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$249,098
Other Expenses$10,482
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$174,469--$174,469
Grants to Domestic Individuals$74,629--$74,629
Fees for Services Accounting-$8,179-$8,179
Insurance-$1,066-$1,066
Other Expenses-$71-$71
All Other Expenses-$68-$68
Total Functional Expenses$249,098$10,482$0$259,580
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-6005705--Park Development$56,000
39-1207754-GovEducaiton$51,499
39-1207754-GovEducation$26,133
39-6076866--Community Interest$12,587
39-1207754-GovEducation$12,500
39-1022638-GovAnimal Protection$8,000
27-1303456--Community Interest$7,750
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 18

Filed with the department of justice for the state of wisconsin in madison, wisconsin.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

EIN
39-6712170
Phone
9206743345

Signing Officer

Name
SALLY O'BRIEN
Title
President
Phone
9206743345
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Linda L Mcmanus
Phone
9206743345
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Growing a strong community through generous giving through the receipt of gifts, administration of funds and making distributions for charitable purposes (religious, charitable, scientific, literary, educational, cultural, benevolent and civic or public purposes for the benefit and imrpovement of residents of the jefferson, wisconsin metropolitan area (being that area that acomprises the jefferson school district) in such a way that the quality of life in the jefferson metropolitan area shall be enhanced.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt022400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt112700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt214375
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt36276
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt418878
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2UB-SCHOLARSHIPS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt27
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt34
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IRS990ScheduleI/RecipientTable/CashGrantAmt251499
IRS990ScheduleI/RecipientTable/CashGrantAmt38000
IRS990ScheduleI/RecipientTable/CashGrantAmt412587
IRS990ScheduleI/RecipientTable/CashGrantAmt57750
IRS990ScheduleI/RecipientTable/CashGrantAmt656000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
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IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCAITON
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ANIMAL PROTECTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4COMMUNITY INTEREST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5COMMUNITY INTEREST
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PARK DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10JEFFERSON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11JEFFERSON EAGLE RESTORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12JEFFERSON SCHOOL GREENHOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13JEFFERSON CO HUMANE SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14ROTARY BAND SHELL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15ACT 4HIM FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16JEFFERSON COUNTY PARKS
IRS990ScheduleI/RecipientTable/RecipientEIN0391207754
IRS990ScheduleI/RecipientTable/RecipientEIN1391207754
IRS990ScheduleI/RecipientTable/RecipientEIN2391207754
IRS990ScheduleI/RecipientTable/RecipientEIN3391022638
IRS990ScheduleI/RecipientTable/RecipientEIN4396076866
IRS990ScheduleI/RecipientTable/RecipientEIN5271303456
IRS990ScheduleI/RecipientTable/RecipientEIN6396005705
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10206 S TAFT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11N6309 ZIEBELL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12N5112 DEWEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13W6510 KIESLING ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO BOX 244
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15N5495 POPP ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16N4232 HWY 89
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IRS990ScheduleI/RecipientTable/USAddress/State3WI
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IRS990ScheduleI/RecipientTable/USAddress/State5WI
IRS990ScheduleI/RecipientTable/USAddress/State6WI
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode153549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode253549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode353549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode453549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode553549
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROWING A STRONG COMMUNITY THROUGH GENEROUS GIVING THROUGH THE RECEIPT OF GIFTS, ADMINISTRATION OF FUNDS AND MAKING DISTRIBUTIONS FOR CHARITABLE PURPOSES (RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, CULTURAL, BENEVOLENT AND CIVIC OR PUBLIC PURPOSES FOR THE BENEFIT AND IMRPOVEMENT OF RESIDENTS OF THE JEFFERSON, WISCONSIN METROPOLITAN AREA (BEING THAT AREA THAT ACOMPRISES THE JEFFERSON SCHOOL DISTRICT) IN SUCH A WAY THAT THE QUALITY OF LIFE IN THE JEFFERSON METROPOLITAN AREA SHALL BE ENHANCED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILED WITH THE DEPARTMENT OF JUSTICE FOR THE STATE OF WISCONSIN IN MADISON, WISCONSIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01983138
IRS990/TotalAssetsGrp/BOYAmt01635284
IRS990/TotalAssetsGrp/EOYAmt01983138
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0249098
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259580
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01983138
IRS990/TotalProgramServiceExpensesAmt0249098
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0434861
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0607434
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01635284
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01983138
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0JEFFERSONCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY O'BRIEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09206743345
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10JEFFERSON COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0396712170
ReturnHeader/Filer/PhoneNum09206743345

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits