Civic Intelligence

Jacobson & Schmitt Advisors Impact Fund

990PF • Fiscal year 2024 • EIN 87-6985903

Jan 01, 2024 to Dec 31, 2024 • Filed on Jul 14, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

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.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

107%

Faster asset growth than 93% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

59%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$58,612

Up $30,276 (+107%) from 2023

Net Assets

Up

$58,612

Up $30,276 (+107%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$33,511

Up $12,435 (+59%) from 2023

Expenses

Up

$3,235

Up $531 (+20%) from 2023

Net Income

Up

$30,276

Up $11,904 (+65%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

2024

Assets$58,612
Liabilities$0
Net Assets$58,612
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

2024

Revenue$33,511
Expenses$3,235
Net Income$30,276
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th 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
2025-07-14
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 Appendix331 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION PROVIDES EDUCATION FOR FINANCIAL CAPABILITY AND ECONOMIC EMPOWERMENT TO LOW AND MODERATE-INCOME YOUTH AND FAMILIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THE FOUNDATIONS PROVIDES DONATIONS TO HELP WITH UNIQUE RESOURCES AT THE UNIVERSITY OF WISCONSIN - MADISON.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION DOES NOT HAVE A FORMAL GRANT REQUEST PROCESS IN PLACE. THE FOUNDATION WILL CONSIDER REQUESTS FROM PUBLIC CHARITIES FOR REASEARCH AND CAUSES RELATED TO WISCONSIN.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd045242
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0APPLICANTS WILL NEED TO PROVIDE A DETERMINATION LETTER FOR 501(C)(3) STATUS. GRANTS WILL ONLY BE AWARDED TO 501(C)(3) CHARITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JASON SCHMITT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1RICHARD VANDEN BOOGARD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2ADAM SWEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSET BUILDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE ROAD HOME DANE COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01228 SHERMAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1890 W WINGRA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153715
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02071
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01494
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01065
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0429
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01065
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JACOBSON & SCHMITT ADVISORS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08333 GREENWAY BLVD STE 330
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MIDDLETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053562
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05483
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED GAINS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05483
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05483
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06086627502
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02025-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN MCGOWN CPA
ReturnHeader/ReturnTs02025-07-14T09:56:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,612
Liabilities
$0
Net assets
$58,612
Revenue
$33,511
Expenses
$3,235
Net income
$30,276
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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.96$0.00$9.96$9.96$0.00$9.96
Peer Organizations

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