Civic Intelligence

Ethel T Jacobs Foundation Inc

990PF • Fiscal year 2021 • EIN 61-0992371

Jun 01, 2020 to May 31, 2021 • Filed on Jan 28, 2022

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.

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

10th percentile

-81%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

81st percentile

$3,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 39.9% of source-year revenue.

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

Asset Growth

36th percentile

-1.8%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

31st percentile

-18%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$324,319

Down $6,099 (-1.8%) from 2020

Net Assets

Down

$324,319

Down $6,099 (-1.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$7,523

Down $1,677 (-18%) from 2020

Expenses

Up

$13,622

Up $553 (+4.2%) from 2020

Net Income

Down

-$6,099

Down $2,230 (-58%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$324,319
Liabilities$0
Net Assets$324,319
Open 2021 Filing

Operations Trend

Revenue Growth31st 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

2021

Revenue$7,523
Expenses$13,622
Net Income-$6,099
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jan 28, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE J ROTHPresident-$3,000-$3,000
DAVID M ROTHSecretary-$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
2022-01-28
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 Appendix291 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt01575
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0167528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022560
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0144968
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0144968
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0144968
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0167528
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES/FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05547
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05547
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE J ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05024598100
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-28
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/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/PreparationDt02022-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY S MILES
ReturnHeader/ReturnTs02022-02-07T07:22:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROTH
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$324,319
Liabilities
$0
Net assets
$324,319
Revenue
$7,523
Expenses
$13,622
Net income
-$6,099
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