Civic Intelligence

Ethel T Jacobs Foundation Inc

990PF • Fiscal year 2017 • EIN 61-0992371

Jun 01, 2016 to May 31, 2017 • Filed on Dec 01, 2017

Organization Profile
2100 Gardiner Lane No 207Louisville, KY 40205

(502) 459-8100

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

5th percentile

-93%

Higher net margin than 5% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$3,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$544,616

Down $38,397 (-6.6%) from 2015

Net Assets

$544,616

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin5th percentile

Revenue

Down

$21,877

Down $10,871 (-33%) from 2015

Expenses

Down

$42,140

Down $3,901 (-8.5%) from 2015

Net Income

Down

-$20,263

Down $6,970 (-52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$800K$600K$400K$200K$0Assets 2011: $429,802Liabilities 2011: $02011Assets 2012: $612,675Liabilities 2012: $02012Assets 2013: $590,123Liabilities 2013: $02013Assets 2014: $596,306Liabilities 2014: $02014Assets 2015: $583,013Liabilities 2015: $02015Assets 2017: $544,616Liabilities 2017: $0Net Assets 2017: $544,6162017Assets 2018: $555,327Liabilities 2018: $0Net Assets 2018: $555,3272018Assets 2019: $334,284Liabilities 2019: $02019Assets 2020: $330,418Liabilities 2020: $0Net Assets 2020: $330,4182020Assets 2021: $324,319Liabilities 2021: $0Net Assets 2021: $324,3192021Assets 2022: $316,437Liabilities 2022: $0Net Assets 2022: $316,4372022Assets 2023: $314,720Liabilities 2023: $0Net Assets 2023: $314,7202023Assets 2024: $316,690Liabilities 2024: $0Net Assets 2024: $316,6902024Assets 2025: $344,552Liabilities 2025: $0Net Assets 2025: $344,5522025

Highlighted filing

2017

Assets$544,616
Liabilities$0
Net Assets$544,616
Open 2017 Filing

Operations Trend

Revenue Growth15th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $5,496Expenses 2011: $32,347Net Income 2011: -$26,8512011Revenue 2012: $227,988Expenses 2012: $45,115Net Income 2012: $182,8732012Revenue 2013: $18,723Expenses 2013: $41,275Net Income 2013: -$22,5522013Revenue 2014: $51,397Expenses 2014: $45,214Net Income 2014: $6,1832014Revenue 2015: $32,748Expenses 2015: $46,041Net Income 2015: -$13,2932015Revenue 2017: $21,877Expenses 2017: $42,140Net Income 2017: -$20,2632017Revenue 2018: $52,983Expenses 2018: $42,272Net Income 2018: $10,7112018Revenue 2019: $42,993Expenses 2019: $264,036Net Income 2019: -$221,0432019Revenue 2020: $9,200Expenses 2020: $13,069Net Income 2020: -$3,8692020Revenue 2021: $7,523Expenses 2021: $13,622Net Income 2021: -$6,0992021Revenue 2022: $7,415Expenses 2022: $15,305Net Income 2022: -$7,8902022Revenue 2023: $5,814Expenses 2023: $7,531Net Income 2023: -$1,7172023Revenue 2024: $10,097Expenses 2024: $8,127Net Income 2024: $1,9702024Revenue 2025: $37,077Expenses 2025: $9,215Net Income 2025: $27,8622025

Highlighted filing

2017

Revenue$21,877
Expenses$42,140
Net Income-$20,263
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Dec 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE J ROTH -President-$3,000-$3,000
DAVID M ROTH -Secretary-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Ethel T Jacobs Foundation Inc
EIN
61-0992371
Phone
5024598100
Address
2100 GARDINER LANE NO 207, LOUISVILLE, KY 40205

Signing Officer

Name
Bruce J Roth
Title
President
Phone
5024598100
Signed
2017-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix312 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE J ROTH -
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE J ROTH
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-01
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ReturnHeader/Filer/PhoneNum05024598100
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ReturnHeader/FilingSecurityInformation/IPTm015:39:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02017-12-07T08:45:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$544,616
Liabilities
$0
Net assets
$544,616
Revenue
$21,877
Expenses
$42,140
Net income
-$20,263
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.37$0.09$0.28
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.06$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.07$0.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.08$0.14$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.09$0.13$0.04
2019Summary only. Only limited summary data is available for this year.$3.34$0.00$0.43$2.64$2.21
2018Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.53$0.42$0.11
2017Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.22$0.42$0.20
2015Summary only. Only limited summary data is available for this year.$5.83$0.00$0.33$0.46$0.13
2014Summary only. Only limited summary data is available for this year.$5.96$0.00$0.51$0.45$0.06
2013Summary only. Only limited summary data is available for this year.$5.90$0.00$0.19$0.41$0.23
2012Summary only. Only limited summary data is available for this year.$6.13$0.00$2.28$0.45$1.83
2011Summary only. Only limited summary data is available for this year.$4.30$0.00$0.05$0.32$0.27