Civic Intelligence

The Oscar Jacobson Foundation

990 • Fiscal year 2018 • EIN 73-1294329

Jan 01, 2018 to Dec 31, 2018 • Filed on May 07, 2019

Organization Profilewww.jacobsonhouse.com
609 ChautauquaNorman, OK 73069

(405) 366-1667

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

2.36x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

42nd percentile

-1.8%

Faster asset growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$292,658

Down $5,487 (-1.8%) from 2017

Net Assets

Down

$255,857

Down $10,047 (-3.8%) from 2017

Liabilities

Up

$36,801

Up $4,560 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin7th percentile

Revenue

Down

$15,585

Down $7,057 (-31%) from 2017

Expenses

Down

$25,632

Down $19,476 (-43%) from 2017

Net Income

Up

-$10,047

Up $12,419 (+55%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $330,693Liabilities 2011: $38,594Net Assets 2011: $292,0992011Assets 2012: $351,330Liabilities 2012: $46,562Net Assets 2012: $304,7682012Assets 2013: $321,392Liabilities 2013: $34,678Net Assets 2013: $286,7142013Assets 2014: $329,961Liabilities 2014: $35,469Net Assets 2014: $294,4922014Assets 2015: $334,307Liabilities 2015: $33,797Net Assets 2015: $300,5102015Assets 2016: $323,120Liabilities 2016: $34,750Net Assets 2016: $288,3702016Assets 2017: $298,145Liabilities 2017: $32,241Net Assets 2017: $265,9042017Assets 2018: $292,658Liabilities 2018: $36,801Net Assets 2018: $255,8572018Assets 2019: $292,403Liabilities 2019: $35,736Net Assets 2019: $256,6672019Assets 2020: $291,898Liabilities 2020: $31,189Net Assets 2020: $260,7092020Assets 2021: $296,532Liabilities 2021: $32,624Net Assets 2021: $263,9082021Assets 2022: $288,551Liabilities 2022: $27,005Net Assets 2022: $261,5462022Assets 2023: $297,198Liabilities 2023: $24,154Net Assets 2023: $273,0442023Assets 2024: $325,358Liabilities 2024: $19,384Net Assets 2024: $305,9742024

Highlighted filing

2018

Assets$292,658
Liabilities$36,801
Net Assets$255,857
Open 2018 Filing

Operations Trend

Revenue Growth16th percentile

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

$100K$50K$0-$50KExpenses 2011: $68,2252011Expenses 2012: $77,0132012Revenue 2013: $43,661Expenses 2013: $61,715Net Income 2013: -$18,0542013Revenue 2014: $75,491Expenses 2014: $67,713Net Income 2014: $7,7782014Revenue 2015: $71,156Expenses 2015: $65,138Net Income 2015: $6,0182015Revenue 2016: $49,066Expenses 2016: $61,206Net Income 2016: -$12,1402016Revenue 2017: $22,642Expenses 2017: $45,108Net Income 2017: -$22,4662017Revenue 2018: $15,585Expenses 2018: $25,632Net Income 2018: -$10,0472018Revenue 2019: $31,603Expenses 2019: $30,793Net Income 2019: $8102019Revenue 2020: $27,184Expenses 2020: $23,142Net Income 2020: $4,0422020Revenue 2021: $37,361Expenses 2021: $34,162Net Income 2021: $3,1992021Revenue 2022: $21,026Expenses 2022: $23,388Net Income 2022: -$2,3622022Revenue 2023: $49,079Expenses 2023: $37,581Net Income 2023: $11,4982023Revenue 2024: $76,686Expenses 2024: $43,756Net Income 2024: $32,9302024

Highlighted filing

2018

Revenue$15,585
Expenses$25,632
Net Income-$10,047
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 7, 2019
Return Version
2018v3.1
Gross Receipts
$21,880
Mission and Program Overview

Mission

To showcase and educate the public on Native American Art.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$73,083$67,869▼ $5,214
Inventories for Sale or Use$5,476$5,476→ $0
Cash and Non-Interest-Bearing Accounts$1,384$1,111▼ $273
Total Assets$298,145$292,658▼ $5,487
Other Assets Total$218,202$218,202→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$30,031$28,751▼ $1,280
Accounts Payable and Accrued Expenses$978$7,262▲ $6,284
Other Liabilities$1,232$788▼ $444
Total Liabilities$32,241$36,801▲ $4,560
Net Assets / Fund Balance
Unrestricted Net Assets$265,904$255,857▼ $10,047
Total Net Assets Fund Balance$265,904$255,857▼ $10,047
Total Liabilities and Net Assets / Fund Balance$298,145$292,658▼ $5,487

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$58,812$75,170-
Land$8,852--
Equipment$205$23,836-
Other Assets Org$210,757--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Tracey Satepauhoodle-MikkanenActing Chair
Brent GreenwoodActing Vice-Chair
Joshua NelsonDirector
Welana QuentonDirector
Eric SingletonActing Secretary
Janis NezSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,186
Program Service Revenue
$1,905
Investment Income
$232
Other Revenue
$2,262
All Other Contributions
$5,324
Change in Net Assets
$-10,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,632
Total Fundraising Expense$405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$5,990$666-$6,656
Depreciation Depletion$4,693$521-$5,214
Interest$2,042$227-$2,269
Insurance$1,858$207-$2,065
Fees for Services Accounting-$1,410-$1,410
All Other Expenses$157$463$405$1,025
Other Expenses$1,144$422-$422
Office Expenses-$391-$391
Conferences and Meetings-$255-$255
Advertising$149--$149
Total Functional Expenses$20,418$4,809$405$25,632
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$778
Sales Tax Payable$10
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The organization is an Oklahoma Not-For-Profit Corporation.”

Form 990 governing body review Part VI line 11

“The governing body is provided form 990 to review before it is filed with the IRS.”

Conflict of interest policy compliance Part VI line 12C

“Potential conflicts of interest are identified at regular board meetings.”

CEO executive director top management comp Part VI line 15A

“The salaray for the Executive Director is determined by the board. Currenlty, the Executive Director is not receiving any compensation.”

Other officer or key employee compensation Part VI line 15B

“All employees salaries are determined by the board. Currently there are no employees.”

Governing documents etc available to public Part VI line 19

“Governing documents are made avaiable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Jacobson Foundation
EIN
73-1294329
Address
609 Chautauqua, Norman, OK 73069

Signing Officer

Name
Tracey Satepauhoodle-Mikkanen
Title
Acting Chair
Phone
4053661667
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
25

Preparer

Firm
Larry Pace & Co PC
Address
1225 W Main Suite 124, Norman, OK 73069
Preparer
Larry Pace
Phone
4053213026
Raw XML AppendixShowing 400 of 401 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0978
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07262
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To showcase and educate the public on Native American Art.
IRS990/AdvertisingGrp/ProgramServicesAmt0149
IRS990/AdvertisingGrp/TotalAmt0149
IRS990/AllOtherContributionsAmt05324
IRS990/AllOtherExpensesGrp/FundraisingAmt0405
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0463
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0157
IRS990/AllOtherExpensesGrp/TotalAmt01025
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Tracey Satepauhoodle-Mikkanen
IRS990/BooksInCareOfDetail/PhoneNum04053661667
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0609 Chautauqua
IRS990/BooksInCareOfDetail/USAddress/CityNm0Norman
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073069
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01384
IRS990/CashNonInterestBearingGrp/EOYAmt01111
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0255
IRS990/ConferencesMeetingsGrp/TotalAmt0255
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt02917
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011186
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0232
IRS990/CYOtherExpensesAmt025632
IRS990/CYOtherRevenueAmt02262
IRS990/CYProgramServiceRevenueAmt01905
IRS990/CYRevenuesLessExpensesAmt0-10047
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt025632
IRS990/CYTotalFundraisingExpenseAmt0405
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015585
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0521
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04693
IRS990/DepreciationDepletionGrp/TotalAmt05214
IRS990/Desc0To enrich the community with continued education of talented artists work exhibited at the Jacobson House. We achieve this by bringing to the community and State of Oklahoma lectures, workshops, culteral activities and art exhibits. These subjects are taught through live intereaction with the artists, or one on one demonstrations, or workshops and exhibits that continue an ongoing theme. Enrichment for the community taught through books, films, oral and written history, dancing, singing, permanant and revolving art collections. Private and public collections are shared for all to see and learn about. We also have authentic Native American created art pieces. These consist of jewelry and paintings.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt020418
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01410
IRS990/FeesForServicesAccountingGrp/TotalAmt01410
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Tracey Satepauhoodle-Mikkanen
IRS990/Form990PartVIISectionAGrp/PersonNm1Janis Nez
IRS990/Form990PartVIISectionAGrp/PersonNm2Brent Greenwood
IRS990/Form990PartVIISectionAGrp/PersonNm3Eric Singleton
IRS990/Form990PartVIISectionAGrp/PersonNm4Joshua Nelson
IRS990/Form990PartVIISectionAGrp/PersonNm5Welana Quenton
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Acting Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1SecretaryTreasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Acting Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Acting Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt02917
IRS990/GainOrLossGrp/OtherAmt0232
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01577
IRS990/GrossReceiptsAmt021880
IRS990/GrossRentsGrp/RealAmt06936
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0207
IRS990/InsuranceGrp/ProgramServicesAmt01858
IRS990/InsuranceGrp/TotalAmt02065
IRS990/InterestGrp/ManagementAndGeneralAmt0227
IRS990/InterestGrp/ProgramServicesAmt02042
IRS990/InterestGrp/TotalAmt02269
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05476
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05476
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt099006
IRS990/LandBldgEquipBasisNetGrp/BOYAmt073083
IRS990/LandBldgEquipBasisNetGrp/EOYAmt067869
IRS990/LandBldgEquipCostOrOtherBssAmt0166875
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01345
IRS990/LessRentalExpensesGrp/RealAmt04950
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02945
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To showcase and educate the public on Native American Art.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt030031
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt028751
IRS990/NetAssetsOrFundBalancesBOYAmt0265904
IRS990/NetAssetsOrFundBalancesEOYAmt0255857
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0232
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0232
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01986
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01986
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0666
IRS990/OccupancyGrp/ProgramServicesAmt05990
IRS990/OccupancyGrp/TotalAmt06656
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0391
IRS990/OfficeExpensesGrp/TotalAmt0391
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0218202
IRS990/OtherAssetsTotalGrp/EOYAmt0218202
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Art Program Expenses
IRS990/OtherExpensesGrp/Desc1Real Estate Tax
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Repairs & Maint
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0247
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1422
IRS990/OtherExpensesGrp/ProgramServicesAmt02160
IRS990/OtherExpensesGrp/ProgramServicesAmt12225
IRS990/OtherExpensesGrp/ProgramServicesAmt21144
IRS990/OtherExpensesGrp/TotalAmt02160
IRS990/OtherExpensesGrp/TotalAmt12472
IRS990/OtherExpensesGrp/TotalAmt21144
IRS990/OtherExpensesGrp/TotalAmt3422
IRS990/OtherLiabilitiesGrp/BOYAmt01232
IRS990/OtherLiabilitiesGrp/EOYAmt0788
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Misc Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0276
IRS990/OtherRevenueTotalAmt0276
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Art Sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01905
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011965
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt033482
IRS990/PYOtherRevenueAmt010677
IRS990/PYRevenuesLessExpensesAmt0-22466
IRS990/PYSalariesCompEmpBnftPaidAmt011626
IRS990/PYTotalExpensesAmt045108
IRS990/PYTotalRevenueAmt022642
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10047
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01986
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04399
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05324
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08289
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032571
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06936
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05529
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt087306
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt098009
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt058840
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0256620
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.11260
IRS990ScheduleA/PublicSupportTotal170Amt032571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05324
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08289
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01960
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013041
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032571
IRS990ScheduleA/TotalSupportAmt0289191
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt058812
IRS990ScheduleD/BuildingsGrp/DepreciationAmt075170
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0133982
IRS990ScheduleD/EquipmentGrp/BookValueAmt0205
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023836
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt024041
IRS990ScheduleD/LandGrp/BookValueAmt08852
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt08852
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07445
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1210757
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Community Foundation of Oklahoma
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Art Collection
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Sales Tax Payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067869
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0218202
IRS990ScheduleD/TotalLiabilityAmt0788
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is an Oklahoma Not-For-Profit Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body is provided form 990 to review before it is filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Potential conflicts of interest are identified at regular board meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The salaray for the Executive Director is determined by the board. Currenlty, the Executive Director is not receiving any compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All employees salaries are determined by the board. Currently there are no employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Governing documents are made avaiable to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0298145
IRS990/TotalAssetsEOYAmt0292658
IRS990/TotalAssetsGrp/BOYAmt0298145
IRS990/TotalAssetsGrp/EOYAmt0292658
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt011186
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0405
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04809
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020418
IRS990/TotalFunctionalExpensesGrp/TotalAmt025632
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032241
IRS990/TotalLiabilitiesEOYAmt036801
IRS990/TotalLiabilitiesGrp/BOYAmt032241
IRS990/TotalLiabilitiesGrp/EOYAmt036801
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0265904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0255857
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020418
IRS990/TotalProgramServiceRevenueAmt01905
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04399
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt015585
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298145
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0292658
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0265904
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0255857
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.jacobsonhouse.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracey Satepauhoodle-Mikkanen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Acting Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum04053661667
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jacobson Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0731294329
ReturnHeader/Filer/USAddress/AddressLine1Txt0609 Chautauqua
ReturnHeader/Filer/USAddress/CityNm0Norman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073069
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F14CB6E7DEF772ED933B9CD47B229C283F5CB638
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F14CB6E7DEF772ED933B9CD47B229C283F5CB638
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07332052019312ppdmix1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.164.69.79
ReturnHeader/FilingSecurityInformation/IPDt02019-11-08
ReturnHeader/FilingSecurityInformation/IPTm012:06:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731210952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry Pace & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 W Main Suite 124
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073069
ReturnHeader/PreparerPersonGrp/PhoneNum04053213026
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry Pace
ReturnHeader/ReturnTs02019-11-04T15:09:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$292,658
Liabilities
$36,801
Net assets
$255,857
Revenue
$15,585
Expenses
$25,632
Net income
-$10,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.19$3.06$0.77$0.44$0.33
2023Summary only. Only limited summary data is available for this year.$2.97$0.24$2.73$0.49$0.38$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.27$2.62$0.21$0.23$0.02
2021Summary only. Only limited summary data is available for this year.$2.97$0.33$2.64$0.37$0.34$0.03
2020Summary only. Only limited summary data is available for this year.$2.92$0.31$2.61$0.27$0.23$0.04
2019Summary only. Only limited summary data is available for this year.$2.92$0.36$2.57$0.32$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.37$2.56$0.16$0.26$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.32$2.66$0.23$0.45$0.22
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.35$2.88$0.49$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.34$3.01$0.71$0.65$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.35$2.94$0.75$0.68$0.08
2013Summary only. Only limited summary data is available for this year.$3.21$0.35$2.87$0.44$0.62$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.47$3.05$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.39$2.92$0.68