Civic Intelligence

The Walter F Jacob Foundation Inc

990EZ • Fiscal year 2016 • EIN 47-1697821

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 11, 2016

Organization ProfileN/A
2421 W Townline RoadPeoria, IL 61615

(309) 692-2883

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

98th percentile

723%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

1138%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,879

Up $23,614 (+723%) from 2015

Net Assets

$26,879

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1,129 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Up

$40,430

Up $37,165 (+1138%) from 2015

Expenses

Up

$15,687

Up $14,558 (+1289%) from 2015

Net Income

Up

$24,743

Up $22,607 (+1058%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$40K$30K$20K$10K$0Assets 2015: $3,265Liabilities 2015: $1,1292015Assets 2016: $26,879Liabilities 2016: $0Net Assets 2016: $26,8792016Assets 2017: $30,073Liabilities 2017: $9,925Net Assets 2017: $20,1482017Assets 2018: $34,195Liabilities 2018: $0Net Assets 2018: $34,1952018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$26,879
Liabilities$0
Net Assets$26,879
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$50K$0-$50KRevenue 2015: $3,265Expenses 2015: $1,129Net Income 2015: $2,1362015Revenue 2016: $40,430Expenses 2016: $15,687Net Income 2016: $24,7432016Revenue 2017: $28,513Expenses 2017: $35,244Net Income 2017: -$6,7312017Revenue 2018: $44,011Expenses 2018: $29,964Net Income 2018: $14,0472018Revenue 2019: $13,217Expenses 2019: $47,412Net Income 2019: -$34,1952019

Highlighted filing

2016

Revenue$40,430
Expenses$15,687
Net Income$24,743
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$53,506
Mission and Program Overview

Mission

The purpose of the foundation is to give back to the local community, making a difference in the community and providing great resources that impact families.

Program Services

DescriptionGrantsExpenses
DONATIONS/GRANTS TO VARIOUS LOCAL ORGANIZATIONS OR CHAPTERS THAT HELP DEVELOP A HEALTHY WORK ETHIC AND LIFE SKILLS IN YOUTH, RESEARCH CURES FOR DISEASES, OR HELP NEEDY PERSONS$7,950$7,950
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES WALLERPresident-$0--
JAMES ARDISVice President-$0--
KEVIN SLAVENSTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bus Trip to St Louis Rams Game$14,130$14,130$10,641$3,489
Bus Trip to St Louis Blues Game$3,550$3,550$2,435$1,115
Total Events$17,680$17,680$13,076$4,604
Filing and Contact Details

Filer

Filer Name
The Walter F Jacob Foundation Inc
EIN
47-1697821
Phone
3096922883
Address
2421 W TOWNLINE ROAD, PEORIA, IL 61615

Signing Officer

Name
James Waller
Title
President
Phone
3096922883
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Ginoli & Company LtdCPA's
Address
7625 N University Ste A, Peoria, IL 61614-8303
Preparer
Robert Plier CPA
Phone
3096712350
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: INSURANCE. Amount: 3,106. Description: PROMOTION. Amount: 491. Description: BANK FEES. Amount: 60. Description: IL CHARITABLE ORGANIZATION FEE. Amount: 15. Total to Form 990-EZ, line 16: 3,672.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: PREPAID FUNDRAISING EXPENSES FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 0. End of Year Amount: 12,535.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,129. End of Year Amount: 0.”

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES WALLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN SLAVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE FOUNDATION IS TO GIVE BACK TO THE LOCAL COMMUNITY, MAKING A DIFFERENCE IN THE COMMUNITY AND PROVIDING GREAT RESOURCES THAT IMPACT FAMILIES.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07950
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039091
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt04604
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt04604
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt039091
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BUS TRIP TO ST LOUIS BLUES GAME
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INSURANCE. Amount: 3,106. Description: PROMOTION. Amount: 491. Description: BANK FEES. Amount: 60. Description: IL CHARITABLE ORGANIZATION FEE. Amount: 15. Total to Form 990-EZ, line 16: 3,672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: PREPAID FUNDRAISING EXPENSES FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 0. End of Year Amount: 12,535.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 1,129. End of Year Amount: 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WALLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096922883
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTER F JACOB FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0471697821
ReturnHeader/Filer/PhoneNum03096922883
ReturnHeader/Filer/USAddress/AddressLine1Txt02421 W TOWNLINE ROAD
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061615
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371106622
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ginoli & Company LtdCPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07625 N University Ste A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Peoria
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0616148303
ReturnHeader/PreparerPersonGrp/PhoneNum03096712350
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Plier CPA
ReturnHeader/ReturnTs02016-08-11T16:08:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,879
Liabilities
$0
Net assets
$26,879
Revenue
$40,430
Expenses
$15,687
Net income
$24,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$13.2$47.4$34.2
2018Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$44.0$30.0$14.0
2017Detailed filing. Detailed filing data is available for this year.$30.1$9.93$20.1$28.5$35.2$6.73
2016Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$40.4$15.7$24.7
2015Summary only. Only limited summary data is available for this year.$3.27$1.13$3.27$1.13$2.14