Civic Intelligence

Jacobson Foundation Inc.

990PF • Fiscal year 2023 • EIN 83-2452568

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 04, 2024

Organization Profile
N2809 Demynck RDLodi, WI 53555

(608) 482-0707

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

24%

Faster asset growth than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

-5.7%

Faster revenue growth than 37% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,992

Up $978 (+24%) from 2022

Net Assets

Up

$4,992

Up $978 (+24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin86th percentile

Revenue

Down

$2,500

Down $150 (-5.7%) from 2022

Expenses

Down

$1,522

Down $1,332 (-47%) from 2022

Net Income

Up

$978

Up $1,182 (+579%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0K$4.0K$2.0K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $4,999Liabilities 2020: $0Net Assets 2020: $4,9992020Assets 2021: $2,501Liabilities 2021: $0Net Assets 2021: $2,5012021Assets 2022: $4,014Liabilities 2022: $0Net Assets 2022: $4,0142022Assets 2023: $4,992Liabilities 2023: $0Net Assets 2023: $4,9922023Assets 2024: $4,285Liabilities 2024: $0Net Assets 2024: $4,2852024

Highlighted filing

2023

Assets$4,992
Liabilities$0
Net Assets$4,992
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

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

$8.0K$6.0K$4.0K$2.0K$0-$2.0KRevenue 2018: $3,760Expenses 2018: $3,760Net Income 2018: $02018Revenue 2019: $5,810Expenses 2019: $3,051Net Income 2019: $2,7592019Revenue 2020: $6,110Expenses 2020: $3,860Net Income 2020: $2,2502020Revenue 2021: $2,300Expenses 2021: $3,084Net Income 2021: -$7842021Revenue 2022: $2,650Expenses 2022: $2,854Net Income 2022: -$2042022Revenue 2023: $2,500Expenses 2023: $1,522Net Income 2023: $9782023Revenue 2024: $2,000Expenses 2024: $2,707Net Income 2024: -$7072024

Highlighted filing

2023

Revenue$2,500
Expenses$1,522
Net Income$978
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 4, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce L JacobsonSecretaryvp-$0--
Lisa A JacobsonPresident-$0--
Xander L JacobsonDirector-$0--
Zachary J JacobsonDirector-$0--
Austin R JacobsonDirector-$0--
Kaitlin N GaskeDirector-$0--
Carina JacobsonDirector-$0--
Matthew GaskeDirector-$0--
Kelly JacobsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jacobson Foundation Inc
EIN
83-2452568
Address
N2809 Demynck RD, Lodi, WI 53555

Signing Officer

Name
Lisa A Jacobson
Title
President
Phone
6084820707
Signed
2024-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Khan & Associates PLLC
Address
6330 Belmont Rd Ste 2, Downers Grove, IL 60516
Preparer
Faraz Khan CPA
Phone
6308521961
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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 L Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lisa A Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Xander L Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Zachary J Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Austin R Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Kaitlin N Gaske
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Carina Jacobson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Matthew Gaske
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Kelly Jacobson
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ReturnHeader/Filer/EIN0832452568
ReturnHeader/Filer/USAddress/AddressLine1Txt0N2809 Demynck RD
ReturnHeader/Filer/USAddress/CityNm0Lodi
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053555
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871635668
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Khan & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06330 Belmont Rd Ste 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Downers Grove
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060516
ReturnHeader/PreparerPersonGrp/PhoneNum06308521961
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Faraz Khan CPA
ReturnHeader/ReturnTs02024-03-11T18:41:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jacobson
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,992
Liabilities
$0
Net assets
$4,992
Revenue
$2,500
Expenses
$1,522
Net income
$978
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4,285$0$4,285$2,000$2,707$707
2023Detailed filing. Detailed filing data is available for this year.$4,992$0$4,992$2,500$1,522$978
2022Detailed filing. Detailed filing data is available for this year.$4,014$0$4,014$2,650$2,854$204
2021Detailed filing. Detailed filing data is available for this year.$2,501$0$2,501$2,300$3,084$784
2020Detailed filing. Detailed filing data is available for this year.$4,999$0$4,999$6,110$3,860$2,250
2019Detailed filing. Detailed filing data is available for this year.$0$0$0$5,810$3,051$2,759
2018Detailed filing. Detailed filing data is available for this year.$0$0$0$3,760$3,760$0