Civic Intelligence

Jefferson Community Foundation Tr Ua 06091999

990 • Fiscal year 2018 • EIN 39-6712170

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

69th percentile

7.9%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

124%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,233,879

Up $162,618 (+7.9%) from 2017

Net Assets

Up

$2,233,879

Up $162,618 (+7.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$390,895

Up $216,305 (+124%) from 2017

Expenses

Up

$228,277

Up $31,659 (+16%) from 2017

Net Income

Up

$162,618

Up $184,646 (+838%) from 2017

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

2018

Assets$2,233,879
Liabilities$0
Net Assets$2,233,879

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

2018

Revenue$390,895
Expenses$228,277
Net Income$162,618
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$1,470,809
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$2,071,261$2,233,879▲ $162,618
Investments in Publicly Traded Securities$1,886,615$2,057,070▲ $170,455
Savings and Temporary Cash Investments$184,646$176,818▼ $7,828
Cash and Non-Interest-Bearing Accounts-$-9-
Total Assets$2,071,261$2,233,879▲ $162,618
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,071,261$2,233,879▲ $162,618
Total Liabilities and Net Assets / Fund Balance$2,071,261$2,233,879▲ $162,618
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$170,170
Program Service Revenue
$0
Investment Income
$220,725
Other Revenue
$0
All Other Contributions
$170,170
Change in Net Assets
$162,618
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$214,321
Other Expenses$13,956
Total Fundraising Expense$778
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$180,040--$180,040
Grants to Domestic Orgs$34,281--$34,281
Fees for Services Accounting-$11,306-$11,306
Insurance-$1,066-$1,066
Other Expenses$37$54$778$54
Total Functional Expenses$214,358$13,141$778$228,277
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson School DistrictJefferson, WIGovEducation$24,281
City of Jefferson LibraryJefferson, WIGov-$10,000
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

Filer Name
Jefferson Community Foundation
EIN
39-6712170
Phone
9206743345
Address
PO BOX 81, JEFFERSON, WI 53549

Signing Officer

Name
Daniel Beccue
Title
Chair
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Beccue
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Miller & Ansay LLC
Address
121 S MAIN ST, JEFFERSON, WI 53549-1631
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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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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IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITY OF JEFFERSON LIBRARY
IRS990ScheduleI/RecipientTable/RecipientEIN0391207754
IRS990ScheduleI/RecipientTable/RecipientEIN1396005474
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0206 S TAFT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JEFFERSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1JEFFERSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153549
IRS990ScheduleI/Total501c3OrgCnt012
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02071261
IRS990/TotalAssetsEOYAmt02233879
IRS990/TotalAssetsGrp/BOYAmt02071261
IRS990/TotalAssetsGrp/EOYAmt02233879
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0170170
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0778
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013141
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214358
IRS990/TotalFunctionalExpensesGrp/TotalAmt0228277
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02071261
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02233879
IRS990/TotalProgramServiceExpensesAmt0214358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220725
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390895
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02071261
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02233879
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0707 WILDWOOD CT
IRS990/USAddress/CityNm0JEFFERSON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053549
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0JEFFERSONCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL BECCUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFFERSON COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0396712170
ReturnHeader/Filer/PhoneNum09206743345
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 81
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053549
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B9F65B39AA292873997E7393708838C5229199A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D22492018077741A79737C91D718D81716280218
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.188.142.226
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm017:19:49
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER & ANSAY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 S MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JEFFERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0535491631
ReturnHeader/PreparerPersonGrp/PhoneNum09206743345
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA L MCMANUS
ReturnHeader/ReturnTs02018-11-13T17:19:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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