Civic Intelligence

Ethel T Jacobs Foundation Inc

990PF • Fiscal year 2020 • EIN 61-0992371

Jun 01, 2019 to May 31, 2020 • Filed on Dec 16, 2020

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-42%

Higher net margin than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-79%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$330,418

Down $3,866 (-1.2%) from 2019

Net Assets

$330,418

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin17th percentile

Revenue

Down

$9,200

Down $33,793 (-79%) from 2019

Expenses

Down

$13,069

Down $250,967 (-95%) from 2019

Net Income

Up

-$3,869

Up $217,174 (+98%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$330,418
Liabilities$0
Net Assets$330,418
Open 2020 Filing

Operations Trend

Revenue Growth10th 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

2020

Revenue$9,200
Expenses$13,069
Net Income-$3,869
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Dec 16, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th 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
2020-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
Amy S Miles
Phone
5024598100
Raw XML Appendix299 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02033
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0187265
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019737
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0167528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0167528
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02033
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0167528
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0187265
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES/FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04536
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04536
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE J ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024598100
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-16
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/AtSubmissionCreationDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAA7396F6E63F244DD5DA32CC899306CA48809BC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.219.198.229
ReturnHeader/FilingSecurityInformation/IPDt02020-12-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:44:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02020-12-16T11:46:19-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,418
Liabilities
$0
Net assets
$330,418
Revenue
$9,200
Expenses
$13,069
Net income
-$3,869
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