Civic Intelligence

The Walter F Jacob Foundation Inc

990EZ • Fiscal year 2017 • EIN 47-1697821

Apr 01, 2016 to Mar 31, 2017 • Filed on Jul 10, 2017

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

86th percentile

0.33x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.35x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$30,073

Up $3,194 (+12%) from 2016

Net Assets

Down

$20,148

Down $6,731 (-25%) from 2016

Liabilities

Up

$9,925

Up $9,925 from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin14th percentile

Revenue

Down

$28,513

Down $11,917 (-29%) from 2016

Expenses

Up

$35,244

Up $19,557 (+125%) from 2016

Net Income

Down

-$6,731

Down $31,474 (-127%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2017

Assets$30,073
Liabilities$9,925
Net Assets$20,148
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$28,513
Expenses$35,244
Net Income-$6,731
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jul 10, 2017
Return Version
2016v3.0
Gross Receipts
$45,245
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 ETC.$31,252$31,252
Compensation and Service Providers
Top Officer Pay76th 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 Cubs/cardinals Game$17,797$17,797$16,732$1,065
Total Events$17,797$17,797$16,732$1,065
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
2017-07-10
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: 2,485. Description: BANK FEES. Amount: 65. Description: LICENSES AND FEES. Amount: 30. Description: FEDERAL UBIT. Amount: 280. Description: ILLNOIS UBIT. Amount: 145. Total to Form 990-EZ, line 16: 3,005.”

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

“Description: PREPAID FUNDRAISING EXPENSES FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 12,535. End of Year Amount: 9,829.”

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

“Description: DEFERRED REVENUE FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 0. End of Year Amount: 9,925.”

Raw XML Appendix174 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/PersonNm2KEVIN SLAVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OrganizationHadUBIInd01
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03005
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/GrantsAndAllocationsAmt031252
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt054250
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066539
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt072208
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INSURANCE. Amount: 2,485. Description: BANK FEES. Amount: 65. Description: LICENSES AND FEES. Amount: 30. Description: FEDERAL UBIT. Amount: 280. Description: ILLNOIS UBIT. Amount: 145. Total to Form 990-EZ, line 16: 3,005.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: PREPAID FUNDRAISING EXPENSES FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 12,535. End of Year Amount: 9,829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: DEFERRED REVENUE FOR EVENTS OCCURING IN NEXT FISCAL YEAR. Beg. of Year Amount: 0. End of Year Amount: 9,925.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
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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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WALLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03096922883
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-10
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.210.1.10
ReturnHeader/FilingSecurityInformation/IPDt02017-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:29:51
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/PreparationDt02017-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Plier CPA
ReturnHeader/ReturnTs02017-07-20T10:12:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,073
Liabilities
$9,925
Net assets
$20,148
Revenue
$28,513
Expenses
$35,244
Net income
-$6,731
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