Civic Intelligence

Richard O Jacobson Foundation Inc.

990PF • Fiscal year 2015 • EIN 51-0192624

Nov 01, 2014 to Oct 31, 2015 • Filed on Jan 01, 2016

Organization Profile
4201 Westown Parkway Suite 124West Des Moines, IA 50266

(515) 418-9851

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

4.6%

Faster asset growth than 66% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

6.6%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,116,383

Up $49,177 (+4.6%) from 2014

Net Assets

Up

$1,116,383

Up $49,177 (+4.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin98th percentile

Revenue

Up

$51,241

Up $3,177 (+6.6%) from 2014

Expenses

Down

$2,064

Down $2,936 (-59%) from 2014

Net Income

Up

$49,177

Up $6,113 (+14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80M$60M$40M$20M$0Assets 2011: $4,625,014Liabilities 2011: $02011Assets 2012: $4,697,550Liabilities 2012: $02012Assets 2013: $1,024,142Liabilities 2013: $0Net Assets 2013: $1,024,1422013Assets 2014: $1,067,206Liabilities 2014: $0Net Assets 2014: $1,067,2062014Assets 2015: $1,116,383Liabilities 2015: $0Net Assets 2015: $1,116,3832015Assets 2016: $6,862,657Liabilities 2016: $0Net Assets 2016: $6,862,6572016Assets 2017: $5,636,034Liabilities 2017: $0Net Assets 2017: $5,636,0342017Assets 2018: $9,759,851Liabilities 2018: $0Net Assets 2018: $9,759,8512018Assets 2019: $2,918,034Liabilities 2019: $0Net Assets 2019: $2,918,0342019Assets 2020: $12,457,228Liabilities 2020: $0Net Assets 2020: $12,457,2292020Assets 2021: $19,904,087Liabilities 2021: $0Net Assets 2021: $19,904,0872021Assets 2022: $24,841,991Liabilities 2022: $0Net Assets 2022: $24,841,9912022Assets 2023: $22,083,260Liabilities 2023: $0Net Assets 2023: $22,083,2602023Assets 2024: $66,699,452Liabilities 2024: $0Net Assets 2024: $66,699,4522024

Highlighted filing

2015

Assets$1,116,383
Liabilities$0
Net Assets$1,116,383
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$100M$50M$0-$50M-$100MRevenue 2011: $4,787,150Expenses 2011: $56,163,728Net Income 2011: -$51,376,5782011Revenue 2012: $2,577,178Expenses 2012: $2,504,642Net Income 2012: $72,5362012Expenses 2013: $4,069,0742013Revenue 2014: $48,064Expenses 2014: $5,000Net Income 2014: $43,0642014Revenue 2015: $51,241Expenses 2015: $2,064Net Income 2015: $49,1772015Revenue 2016: $6,600,142Expenses 2016: $853,868Net Income 2016: $5,746,2742016Revenue 2017: $3,085,432Expenses 2017: $4,312,055Net Income 2017: -$1,226,6232017Revenue 2018: $18,561,612Expenses 2018: $14,437,795Net Income 2018: $4,123,8172018Revenue 2019: $21,500,018Expenses 2019: $28,341,835Net Income 2019: -$6,841,8172019Revenue 2020: $18,325,871Expenses 2020: $8,786,676Net Income 2020: $9,539,1952020Revenue 2021: $10,014,327Expenses 2021: $2,567,469Net Income 2021: $7,446,8582021Revenue 2022: $13,826,505Expenses 2022: $8,888,601Net Income 2022: $4,937,9042022Revenue 2023: $1,486,333Expenses 2023: $4,245,064Net Income 2023: -$2,758,7312023Revenue 2024: $45,000,589Expenses 2024: $384,397Net Income 2024: $44,616,1922024

Highlighted filing

2015

Revenue$51,241
Expenses$2,064
Net Income$49,177
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Jan 1, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD O JACOBSONPresident-$0--
Filing and Contact Details

Filer

Filer Name
Richard O Jacobson Foundation
EIN
51-0192624
In Care Of
% MARVIN DEBNER
Phone
5154189851
Address
4201 WESTOWN PARKWAY SUITE 124, WEST DES MOINES, IA 50266

Signing Officer

Name
Mark Larson
Title
Trustee
Phone
5154189888
Signed
2016-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
4201 Westown Parkway Suite 124, West Des Moines, IA 50266
Preparer
Marvin W Debner
Phone
5154189888
Raw XML Appendix248 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.

Path#Value
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08331
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt042903
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt051241
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt051241
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt042903
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08331
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08331
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt049177
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042903
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt042903
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt051241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt051241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt042903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt042903
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt049177
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01116383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01067206
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01116383
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt070778
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt070778
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt070778
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt071803
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01025
IRS990PF/DistributableAmountGrp/TotalTaxAmt01025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04197
IRS990PF/FMVAssetsEOYAmt01472018
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01067206
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01116383
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0110593
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0111548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0111548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt089933
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt089933
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0352764
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0866680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0914902
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01007706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01067206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01116383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01472018
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01067206
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01116383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01067206
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01116383
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01457931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112074
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01345857
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021869
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt071803
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01436062
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01457931
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD O JACOBSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04201 WESTOWN PARKWAY SUITE 124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST DES MOINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050266
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01181305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01181817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04189372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02460108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt056100430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03118472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.8226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.001312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt01.804709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.509508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.743053
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01436062
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01371521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02321356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04828403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt032185159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt057303631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt04.113002
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04201 WESTOWN PARKWAY SUITE 124
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050266
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARVIN DEBNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05154199888
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BKD LLP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05154189851
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04201 WESTOWN PARKWAY SUITE 124
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST DES MOINES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050266
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0QUALIFIED INSTITUTIONS UNDER SECTION 170 OF THE CODE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt065887
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04081212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02222940
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt054584516
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0279346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0208568
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060954555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04081212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02222940
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt054584516
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061163123
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061233901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX PREPARATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
TaxesSchedule/TaxesDetail/CategoryTxt0FOUNDATION TAXES
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK LARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05154189888
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard O Jacobson Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARVIN DEBNER CPA
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0510192624
ReturnHeader/Filer/InCareOfNm0% MARVIN DEBNER
ReturnHeader/Filer/PhoneNum05154189851
ReturnHeader/Filer/USAddress/AddressLine1Txt04201 WESTOWN PARKWAY SUITE 124
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04201 Westown Parkway Suite 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05154189888
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN W DEBNER
ReturnHeader/ReturnTs02016-02-08T17:03:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,116,383
Liabilities
$0
Net assets
$1,116,383
Revenue
$51,241
Expenses
$2,064
Net income
$49,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$66.7$0.00$66.7$45.0$0.38$44.6
2023Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.49$4.25$2.76
2022Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$13.8$8.89$4.94
2021Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$10.0$2.57$7.45
2020Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$18.3$8.79$9.54
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$21.5$28.3$6.84
2018Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$18.6$14.4$4.12
2017Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$3.09$4.31$1.23
2016Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$6.60$0.85$5.75
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.01$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$4.07
2012Summary only. Only limited summary data is available for this year.$4.70$0.00$2.58$2.50$0.07
2011Summary only. Only limited summary data is available for this year.$4.63$0.00$4.79$56.2$51.4