Civic Intelligence

Ethel T Jacobs Foundation Inc

990PF • Fiscal year 2018 • EIN 61-0992371

Jun 01, 2017 to May 31, 2018 • Filed on Feb 25, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$3,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

54th percentile

2.0%

Faster asset growth than 54% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

142%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$555,327

Up $10,711 (+2.0%) from 2017

Net Assets

Up

$555,327

Up $10,711 (+2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin76th percentile

Revenue

Up

$52,983

Up $31,106 (+142%) from 2017

Expenses

Up

$42,272

Up $132 (+0.3%) from 2017

Net Income

Up

$10,711

Up $30,974 (+153%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$555,327
Liabilities$0
Net Assets$555,327
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$52,983
Expenses$42,272
Net Income$10,711
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 25, 2019
Return Version
2017v2.3
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
2019-02-25
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 Appendix319 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRUCE J ROTH -
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID M ROTH -
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040205
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOUIS T ROTH & CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum05024598100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028300
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/AppliedToCurrentYearAmt0585
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt030863
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033752
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031448
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033167
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt030863
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04824
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04824
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE J ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024598100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ETHEL T JACOBS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ETHE
ReturnHeader/Filer/EIN0610992371
ReturnHeader/Filer/PhoneNum05024598100
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 GARDINER LANE NO 207
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB1C5ABB50B6C0F6A32AD49E8B5C53416D1D4A0D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.198.229
ReturnHeader/FilingSecurityInformation/IPDt02019-02-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:23:56
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/ReturnTs02019-03-05T15:57:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,327
Liabilities
$0
Net assets
$555,327
Revenue
$52,983
Expenses
$42,272
Net income
$10,711
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