Civic Intelligence

Jacobson & Schmitt Advisors Impact Fund

990PF • Fiscal year 2022 • EIN 87-6985903

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 11, 2024

Organization Profile
8333 Greenway Blvd Ste 330Middleton, WI 53562

(608) 662-7502

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

$9,964

No earlier filing loaded for comparison.

Net Assets

$9,964

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

$9,964

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$9,964

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60K$40K$20K$0Assets 2022: $9,964Liabilities 2022: $0Net Assets 2022: $9,9642022Assets 2023: $28,336Liabilities 2023: $0Net Assets 2023: $28,3362023Assets 2024: $58,612Liabilities 2024: $0Net Assets 2024: $58,6122024

Highlighted filing

2022

Assets$9,964
Liabilities$0
Net Assets$9,964
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$30K$20K$10K$0Revenue 2022: $9,964Expenses 2022: $0Net Income 2022: $9,9642022Revenue 2023: $21,076Expenses 2023: $2,704Net Income 2023: $18,3722023Revenue 2024: $33,511Expenses 2024: $3,235Net Income 2024: $30,2762024

Highlighted filing

2022

Revenue$9,964
Expenses$0
Net Income$9,964
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 11, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON SCHMITTTrustee-$0--
RICHARD VANDEN BOOGARDTrustee-$0--
ADAM SWEETTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jacobson & Schmitt Advisors Impact Fund
EIN
87-6985903
Phone
6086627502
Address
8333 GREENWAY BLVD STE 330, MIDDLETON, WI 53562

Signing Officer

Name
Jason Schmitt
Title
President
Phone
6086627502
Signed
2024-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Yahara Cpas LLC
Address
1818 PARMENTER STREET SUITE 230, MIDDLETON, WI 53562
Preparer
Dan Mcgown CPA
Phone
6088201167
Raw XML Appendix279 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06086627502
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBSON & SCHMITT ADVISORS IMPACT FUND
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0876985903
ReturnHeader/Filer/PhoneNum06086627502
ReturnHeader/Filer/USAddress/AddressLine1Txt08333 GREENWAY BLVD STE 330
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843080966
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YAHARA CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01818 PARMENTER STREET SUITE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06088201167
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN MCGOWN CPA
ReturnHeader/ReturnTs02024-02-12T14:45:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHMITT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,964
Liabilities
$0
Net assets
$9,964
Revenue
$9,964
Expenses
$0
Net income
$9,964
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.$58.6$0.00$58.6$33.5$3.24$30.3
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$21.1$2.70$18.4
2022Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$9.96$0.00$9.96