Civic Intelligence

Rockler Jackson Family Foundation

EIN 41-2023713 • Medina, MN

4365 Willow DriveMedina, MN 55340
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-417%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-42%

Faster asset growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,455,054

Down $1,759,132 (-42%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,455,054

Down $1,759,132 (-42%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$421,517

Down $1,171,749 (-74%) from 2023

Expenses

Up

$2,178,562

Up $2,156,912 (+9963%) from 2023

Net Income

Down

-$1,757,045

Down $3,328,661 (-212%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $536,958Liabilities 2011: $02011Assets 2012: $559,581Liabilities 2012: $02012Assets 2013: $460,057Liabilities 2013: $02013Assets 2014: $544,684Liabilities 2014: $02014Assets 2015: $583,031Liabilities 2015: $02015Assets 2017: $460,495Liabilities 2017: $0Net Assets 2017: $460,4952017Assets 2018: $371,117Liabilities 2018: $0Net Assets 2018: $371,1172018Assets 2019: $328,590Liabilities 2019: $0Net Assets 2019: $328,5902019Assets 2020: $471,000Liabilities 2020: $0Net Assets 2020: $471,0002020Assets 2021: $1,823,851Liabilities 2021: $0Net Assets 2021: $1,823,8512021Assets 2022: $2,849,389Liabilities 2022: $207,147Net Assets 2022: $2,642,2422022Assets 2023: $4,214,186Liabilities 2023: $0Net Assets 2023: $4,214,1862023Assets 2024: $2,455,054Liabilities 2024: $0Net Assets 2024: $2,455,0542024

Highlighted filing

2024

Assets$2,455,054
Liabilities$0
Net Assets$2,455,054
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $105,512Expenses 2011: $97,550Net Income 2011: $7,9622011Revenue 2012: $114,167Expenses 2012: $91,544Net Income 2012: $22,6232012Revenue 2013: $23,206Expenses 2013: $122,730Net Income 2013: -$99,5242013Revenue 2014: $125,190Expenses 2014: $40,563Net Income 2014: $84,6272014Revenue 2015: $91,722Expenses 2015: $53,375Net Income 2015: $38,3472015Revenue 2017: $102,618Expenses 2017: $132,384Net Income 2017: -$29,7662017Revenue 2018: $32,837Expenses 2018: $123,215Net Income 2018: -$90,3782018Revenue 2019: $14,485Expenses 2019: $57,722Net Income 2019: -$43,2372019Revenue 2020: $145,537Expenses 2020: $3,686Net Income 2020: $141,8512020Revenue 2021: $1,358,059Expenses 2021: $5,588Net Income 2021: $1,352,4712021Revenue 2022: $1,003,891Expenses 2022: $182,955Net Income 2022: $820,9362022Revenue 2023: $1,593,266Expenses 2023: $21,650Net Income 2023: $1,571,6162023Revenue 2024: $421,517Expenses 2024: $2,178,562Net Income 2024: -$1,757,0452024

Highlighted filing

2024

Revenue$421,517
Expenses$2,178,562
Net Income-$1,757,045
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,455,054
Liabilities
$0
Net assets
$2,455,054
Revenue
$421,517
Expenses
$2,178,562
Net income
-$1,757,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.42$2.18$1.76
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.59$0.02$1.57
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.21$2.64$1.00$0.18$0.82
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.36$0.01$1.35
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.15$0.00$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.01$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.12$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.10$0.13$0.03
2015Summary only. Only limited summary data is available for this year.$0.58$0.00$0.09$0.05$0.04
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.13$0.04$0.08
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.02$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.11$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.11$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN JACKSONPresident-$0--
ELIZABETH JACKSONDirector-$0--
ALEXANDER JACKSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rockler Jackson Family Foundation
EIN
41-2023713
Phone
7634788216
Address
4365 WILLOW DRIVE, MEDINA, MN 55340

Signing Officer

Name
Ann Jackson
Title
President
Phone
7634788216
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Boulay Pllp
Address
11095 VIKING DRIVE-STE 500, EDEN PRAIRIE, MN 55344
Preparer
Kevin J Ellis
Phone
9528939320
Raw XML Appendix351 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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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SIMPLIFY WEALTH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt018258 MINNETONKA BLVD SUITE 145
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEEPHAVEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055391
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06122032718
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MINNESOTA JEWISH COMMUNITY FOUNDATION LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04330 CEDAR LAKE ROAD SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12700 HORIZON DR SUITE 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22635 FRUITVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KING OF PRUSSIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055416
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119406
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2342375222
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0206508
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0206508
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt054319
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01999086
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01944767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt054319
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02151275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01944767
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01999086
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054319
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02087
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05657
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND OF EXCISE TAX
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05657
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LICENSES & FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0830
TaxesSchedule/TaxesDetail/Amt1391
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0830
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07634788216
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKLER JACKSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0412023713
ReturnHeader/Filer/PhoneNum07634788216
ReturnHeader/Filer/USAddress/AddressLine1Txt04365 WILLOW DRIVE
ReturnHeader/Filer/USAddress/CityNm0MEDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410887288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULAY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011095 VIKING DRIVE-STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDEN PRAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055344
ReturnHeader/PreparerPersonGrp/PhoneNum09528939320
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J ELLIS
ReturnHeader/ReturnTs02025-08-21T16:31:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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