Civic Intelligence

Jefferson Community Foundation Tr Ua 06091999

990 • Fiscal year 2022 • EIN 39-6712170

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileJEFFERSONCOMMUNITYFOUNDATION.ORG
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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

86th percentile

43%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

90th percentile

94%

Faster revenue growth than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,002,581

Up $177,557 (+9.7%) from 2021

Net Assets

Up

$2,002,581

Up $177,557 (+9.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin86th percentile

Revenue

Up

$413,804

Up $200,829 (+94%) from 2021

Expenses

Down

$236,247

Down $10,796 (-4.4%) from 2021

Net Income

Up

$177,557

Up $211,625 (+621%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2022

Assets$2,002,581
Liabilities$0
Net Assets$2,002,581
Open 2022 Filing

Operations Trend

Revenue Growth90th percentile

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

2022

Revenue$413,804
Expenses$236,247
Net Income$177,557
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.0
Gross Receipts
$413,804
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,825,024$2,002,581▲ $177,557
Investments in Publicly Traded Securities$1,607,777$1,779,611▲ $171,834
Savings and Temporary Cash Investments$217,300$222,399▲ $5,099
Cash and Non-Interest-Bearing Accounts$-53$571▲ $624
Total Assets$1,825,024$2,002,581▲ $177,557
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,825,024$2,002,581▲ $177,557
Total Liabilities and Net Assets / Fund Balance$1,825,024$2,002,581▲ $177,557
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Daniel BeccueBoard/chair
Paul Andrew DidionBoard/chair
Phil RistowChairperson
Gerald FriederichsBoard
Jen PinnowBoard
Jill SukowBoard
Shannon MooneyBoard
Kim KyselySecretary/vi
Kathi CauleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$330,922
Program Service Revenue
$0
Investment Income
$82,882
Other Revenue
$0
All Other Contributions
$330,922
Change in Net Assets
$177,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$214,191
Other Expenses$22,056
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$214,191--$214,191
Fees for Services Accounting-$11,837-$11,837
All Other Expenses$42$597-$639
Other Expenses-$404-$404
Insurance-$331-$331
Total Functional Expenses$214,233$22,014$0$236,247
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 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
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
Phil Ristow
Title
Chairperson
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phil Ristow
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

Firm
Miller & Ansay LLC
Address
121 S MAIN ST, JEFFERSON, WI 53549-1631
Preparer
Nicholas J Ansay
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.”

Raw XML Appendix348 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt200 - LT-SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt301 - ST - COMMUNITY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt401 - ST - LOCAL ORGS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt501 - ST - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt603 - UB - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt706 - DS - LOCAL ORGS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt806 - DS - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt18
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt215
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt33
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt517
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt610
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt72
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt84
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01825024
IRS990/TotalAssetsEOYAmt02002581
IRS990/TotalAssetsGrp/BOYAmt01825024
IRS990/TotalAssetsGrp/EOYAmt02002581
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0330922
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022014
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0214233
IRS990/TotalFunctionalExpensesGrp/TotalAmt0236247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01825024
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02002581
IRS990/TotalProgramServiceExpensesAmt0214233
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt082882
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0413804
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01825024
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02002581
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0727 OAKWOOD COURT
IRS990/USAddress/CityNm0JEFFERSON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053549
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0JEFFERSONCOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL RISTOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/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/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS J ANSAY
ReturnHeader/ReturnTs02023-05-15T22:48:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHIL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RISTOW
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002,581
Liabilities
$0
Net assets
$2,002,581
Revenue
$413,804
Expenses
$236,247
Net income
$177,557
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. 2022 filings • 501(c)3 • $1M-$5M nonprofits