Civic Intelligence

Jamison Group Inc.

EIN 99-0516343 • 501(c)3 • Burlington, WI

Pub. 78 EligibleNTEE Q70

Profile

To provide professional services to ministries and organizations directly serving marginalized people.

224 Peters ParkwayBurlington, WI 53105

https: www.thejamisongroup.org

Siviq Scores

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Balance Sheet

Assets

Up

$172,720

Up $55,407 (+47%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$172,720

Up $55,407 (+47%) from 2024

Operations

Revenue

Up

$233,536

Up $81,488 (+54%) from 2024

Expenses

Up

$178,129

Up $143,394 (+413%) from 2024

Net Income

Down

$55,407

Down $61,906 (-53%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2024: $117,313Net Assets 2024: $117,3132024Assets 2025: $172,720Liabilities 2025: $0Net Assets 2025: $172,7202025

Highlighted filing

2025

Assets$172,720
Liabilities$0
Net Assets$172,720

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2024: $152,048Expenses 2024: $34,735Net Income 2024: $117,3132024Revenue 2025: $233,536Expenses 2025: $178,129Net Income 2025: $55,4072025

Highlighted filing

2025

Revenue$233,536
Expenses$178,129
Net Income$55,407

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 30, 2026
Return Version
2025v4.0
Gross Receipts
$233,536
Mission and Program Overview

Mission

To provide professional services to ministries and organizations directly serving marginalized people.

Were a nonprofit that provides professional services to ministries and organizations who serve people in the spirit of Christian compassion. James 1:27

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$117,313$172,720▲ $55,407
Savings and Temporary Cash Investments$116,013$107,726▼ $8,287
Cash and Non-Interest-Bearing Accounts$1,300$52,499▲ $51,199
Prepaid Expenses and Deferred Charges$0$7,995▲ $7,995
Accounts Receivable$0$4,500▲ $4,500
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$117,313$172,720▲ $55,407
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$117,313$172,720▲ $55,407
Total Liabilities and Net Assets / Fund Balance$117,313$172,720▲ $55,407
Compensation and Service Providers

Board Members and Trustees

NameTitle
William SmithPresident
Janita SmithVice President
Aaron ZornSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$181,000
Program Service Revenue
$49,500
Investment Income
$3,036
Other Revenue
$0
All Other Contributions
$181,000
Change in Net Assets
$55,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,129
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$77,062$0$0$77,062
Advertising$14,010$3,402$0$17,412
Fees for Services Accounting$14,905$1,000$0$15,905
Information Technology$13,412$500$0$13,912
Fees for Services Other$7,423$0$0$7,423
Office Expenses$0$5,207$0$5,207
Conferences and Meetings$3,832$0$0$3,832
Insurance$0$851$0$851
All Other Expenses$0$689$0$689
Interest$0$1$0$1
Total Functional Expenses$166,479$11,650$0$178,129
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Part VI, Line 2

William Smith and Janita Smith both board members are married. There are no other family or business relationships among board members.

Part VI, Line 3

The organization delegates day-to-day administrative and operational management duties to Jamison Management LLC under a contractual service agreement. This includes oversight and delivery of professional services rendered to partner organizations see Schedule O for detail. The board of directors retains full governance authority including approval of organizational budgets strategic direction and oversight of the management arrangement. The service agreement includes an open books provision allowing the board to review and audit the management companys financials at any time.

Part VI, Line 6

The organization is a nonprofit corporation with a three-member board of directors that holds full governing authority over the organization. Board Members include William Smith Janita Smith and Aaron Zorn

Part VI, Line 11A

A complete copy of Form 990 is made available to all board members for review prior to filing. The form is also available to the public upon request.

Part VI, Line 19

Governing documents financial statements and policies are made available upon request.

Filing and Contact Details

Filer

Filer Name
Jamison Group Inc
EIN
99-0516343
Phone
2628061347
Address
224 PETERS PKWY, Burlington, WI 53105-1131

Signing Officer

Name
Kenneth Eterno
Title
Business Manager
Phone
2622157887
Signed
2026-03-30

Organization Details

Principal Officer
Jonathan Thorngate
Formed
2024
Legal Domicile
Wi
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Part IX Line 11

| Explanation:| Management fees on Lines 11a and 11g represent contracted administrative and operational management services. During 2025 the organization transitioned from contracting directly with an individual contractor to contracting with Jamison Management LLC for these services. Total management services for the year were $84,485 delivered in support of program services to partner organizations 1000 Generations Inc The Glo House Hogar De Vida Heal & Thrive International Reid Patrick Wiemer Memorial Fund and Burlington Community Fund. Services included accounting information technology web development marketing and operational consulting.

Part IX Line 24

| Explanation:| Line 24a: Direct project expenses of $15,835 represent travel and supply costs incurred directly in connection with program services delivered to partner organizations. Line 24b: Operational consulting services of $20,000 represent direct costs of management consulting on day to day operations with partner organizations including 1000 Generations INC. RPW Memorial Fund The Glo House and Heal and Thrive International.

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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt015835
IRS990/OtherExpensesGrp/ProgramServicesAmt120000
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt015835
IRS990/OtherExpensesGrp/TotalAmt120000
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07995
IRS990/PrincipalOfficerNm0Jonathan Thorngate
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561110
IRS990/ProgramServiceRevenueGrp/Desc0Office Administrative Services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0150700
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00

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