Civic Intelligence

Richard O Jacobson Foundation Inc.

990PF • Fiscal year 2018 • EIN 51-0192624

Nov 01, 2017 to Oct 31, 2018 • Filed on Sep 15, 2019

505 Fifth Avenue Suite 321Des Moines, IA 50309

(515) 490-1617

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

96th percentile

73%

Faster asset growth than 96% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

502%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$9,759,851

Up $4,123,817 (+73%) from 2017

Net Assets

Up

$9,759,851

Up $4,123,817 (+73%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$18,561,612

Up $15,476,180 (+502%) from 2017

Expenses

Up

$14,437,795

Up $10,125,740 (+235%) from 2017

Net Income

Up

$4,123,817

Up $5,350,440 (+436%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$9,759,851
Liabilities$0
Net Assets$9,759,851

Operations Trend

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

2018

Revenue$18,561,612
Expenses$14,437,795
Net Income$4,123,817
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Sep 15, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE L RASTETTERChairman & CEO-$0--
CARLTON T KINGVice President-$0--
MARK N LARSONTreasurer-$0--
WILL J HOEKMANSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Richard O Jacobson Foundation
EIN
51-0192624
In Care Of
% MARVIN DEBNER
Phone
5154901617
Address
505 Fifth Avenue Suite 321, Des Moines, IA 50309

Signing Officer

Name
Mr Mark N Larson Trustee
Title
Treasurer
Phone
5152230159
Signed
2019-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1401 50th Street Suite 350, West Des Moines, IA 50266-5935
Preparer
Marvin W Debner
Phone
5152230159
Raw XML AppendixShowing 400 of 441 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01371521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02321356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014398040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.709054
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014397901
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0139
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014398040
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01401 50TH STREET SUITE 350
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050266
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARVIN DEBNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152230159
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BKD LLP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05152230159
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01401 50TH STREET SUITE 350
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/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YOUTH HOLMES OF MID AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CLEARWATER FOR YOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUTH HOLMES OF MID AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY FOUNDATION OF GREATER DES MOINES VARIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4COMMUNITY FOUNDATION OF GREATER DSM ORCHARD PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MORGAN STANLEY FUND FOR CHILDREN & FAMILIES OF IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY FOUNDATION OF GREATER DSM JUNIOR ACHIEV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7MOFFITT CANCER CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8PINELLAS EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9CLEARWATER MARINE ACQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10VARIETY CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07085 NW BEAVER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 N BELCHER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27085 NW BEAVER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31915 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41915 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51111 UNIVERSITY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61915 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt712902 USF MAGNOLIA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt812090 STARKEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9249 WINDWARD PASSAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10505 5TH AVE 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10DES MOINES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1050309
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014360500
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/AppliedToCurrentYearAmt0420279
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0420279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03984449
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0633201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03951656
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03951656
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018595411
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013977761
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03984449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0633201
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014398040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013977761
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022547067
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08569306
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD O JACOBSON ADMINISTRATIVE T
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0505 FIFTH AVENUE SUITE 321
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DES MOINES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050309
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt018500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3RENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADMINISTRATIVE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02131
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13956
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt221168
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt121
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33956
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06225

Document Assets

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Filings

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