Civic Intelligence

Edna P Jacobsen Charitable Trust for Animals Inc.

990PF • Fiscal year 2021 • EIN 52-6411640

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 13, 2023

Organization Profile
9805 Culver StreetKensington, MD 20895

(301) 949-5011

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-156%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-7.4%

Faster asset growth than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-19%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$362,261

Down $29,094 (-7.4%) from 2020

Net Assets

Down

$362,261

Down $29,094 (-7.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin7th percentile

Revenue

Down

$18,545

Down $4,263 (-19%) from 2020

Expenses

Down

$47,544

Down $4,731 (-9.1%) from 2020

Net Income

Up

-$28,999

Up $468 (+1.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2011: $480,818Liabilities 2011: $02011Assets 2012: $466,179Liabilities 2012: $122012Assets 2013: $440,298Liabilities 2013: $02013Assets 2014: $432,561Liabilities 2014: $02014Assets 2015: $433,041Liabilities 2015: $642015Assets 2019: $420,822Liabilities 2019: $02019Assets 2020: $391,355Liabilities 2020: $0Net Assets 2020: $391,3552020Assets 2021: $362,261Liabilities 2021: $0Net Assets 2021: $362,2612021Assets 2022: $350,160Liabilities 2022: $0Net Assets 2022: $350,1602022Assets 2023: $319,638Liabilities 2023: $62Net Assets 2023: $319,5762023Assets 2024: $280,972Liabilities 2024: $84Net Assets 2024: $280,8882024

Highlighted filing

2021

Assets$362,261
Liabilities$0
Net Assets$362,261
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2011: $24,437Expenses 2011: $33,785Net Income 2011: -$9,3482011Revenue 2012: $19,205Expenses 2012: $33,856Net Income 2012: -$14,6512012Revenue 2013: $15,722Expenses 2013: $41,591Net Income 2013: -$25,8692013Revenue 2014: $34,107Expenses 2014: $41,890Net Income 2014: -$7,7832014Revenue 2015: $42,436Expenses 2015: $41,974Net Income 2015: $4622015Revenue 2019: $20,314Expenses 2019: $47,976Net Income 2019: -$27,6622019Revenue 2020: $22,808Expenses 2020: $52,275Net Income 2020: -$29,4672020Revenue 2021: $18,545Expenses 2021: $47,544Net Income 2021: -$28,9992021Revenue 2022: $35,477Expenses 2022: $47,578Net Income 2022: -$12,1012022Revenue 2023: $18,731Expenses 2023: $49,315Net Income 2023: -$30,5842023Revenue 2024: $8,790Expenses 2024: $47,478Net Income 2024: -$38,6882024

Highlighted filing

2021

Revenue$18,545
Expenses$47,544
Net Income-$28,999
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 13, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN BONNERPresident-$0--
SUSAN E BONNERTrustee-$0--
KEVIN P BONNERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Edna Jacobsen Charitable Trust for
EIN
52-6411640
Phone
3019495011
Address
9805 CULVER STREET, KENSINGTON, MD 20895

Signing Officer

Name
Maureen Bonner
Title
President
Phone
3019495011
Signed
2023-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Rosenbloom & Butler Cpas Pc
Address
1455 RESEARCH BLVD SUITE 510, ROCKVILLE, MD 20850
Preparer
Jeffrey Rosenbloom CPA
Phone
3017627755
Raw XML Appendix369 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DOG/CATTLE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DOG/CATTLE RESEARCHDOG/CATTLE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DOG/CATTLE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DOG/CATTLE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DOG RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DOG/CATTLE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AUBURN UNIVERSITY COLLEGE OF VETERINARY MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CORNELL UNIVERSITY COLLEGE OF AGRICULTURE AND LIFE SCIENCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTH CAROLINA VETERINARY MEDICAL FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST ANSELM'S ABBEY SCHOOL REV DOM PETER WEIGAND OSB PRESIDENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4TEXAS A&M COLLEGE OF VETERINARY AND BIOMEDICAL SCIENCES DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF GEORGIA UGA FOUNDATION KELLY KERNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6VIRGINIA TECH VIRGINIA-MARYLAND REGIONAL COLLEGE OF VETERINARY MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0317 SOUTH COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1130 E SENECA ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21060 WILLIAM MOORE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34501 SOUTH DAKOTA AVENUE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44461 TAMU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5394 SOUTH MILLEDGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6225 DUCK POND DRIVE 0442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATHENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6BLACKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd036849
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd624061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019500
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/AppliedToCurrentYearAmt014709
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04791
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04791
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01216
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID FED TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0835
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0835
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0360
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1298
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LTD PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0360
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1298
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0360
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1298
TaxesSchedule/TaxesDetail/Amt0306
TaxesSchedule/TaxesDetail/Amt1138
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1138
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN BONNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03019495011
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDNA JACOBSEN CHARITABLE TRUST FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANIMALS INC
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0526411640
ReturnHeader/Filer/PhoneNum03019495011
ReturnHeader/Filer/USAddress/AddressLine1Txt09805 CULVER STREET
ReturnHeader/Filer/USAddress/CityNm0KENSINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020895
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521626705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROSENBLOOM & BUTLER CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01455 RESEARCH BLVD SUITE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03017627755
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY ROSENBLOOM CPA
ReturnHeader/ReturnTs02023-01-25T18:54:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAUREEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,261
Liabilities
$0
Net assets
$362,261
Revenue
$18,545
Expenses
$47,544
Net income
-$28,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.09$0.47$0.39
2023Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.19$0.49$0.31
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.35$0.48$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.19$0.48$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.23$0.52$0.29
2019Summary only. Only limited summary data is available for this year.$4.21$0.00$0.20$0.48$0.28
2015Summary only. Only limited summary data is available for this year.$4.33$0.00$0.42$0.42$0.00
2014Summary only. Only limited summary data is available for this year.$4.33$0.00$0.34$0.42$0.08
2013Summary only. Only limited summary data is available for this year.$4.40$0.00$0.16$0.42$0.26
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$0.19$0.34$0.15
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$0.24$0.34$0.09