Civic Intelligence

James and Betty Jacobs Fam Charitable Tr

EIN 01-0511399 • West Bath, ME

Pub. 78 Eligible
300 Houghton Pond RdWest Bath, ME 04530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

14th percentile

-29%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$16,500

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.3%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

126%

Faster revenue growth than 89% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,925,255

Down $92,067 (-2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,925,255

Down $92,067 (-2.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Up

$313,181

Up $174,321 (+126%) from 2023

Expenses

Up

$405,248

Up $73,165 (+22%) from 2023

Net Income

Up

-$92,067

Up $101,156 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $33,629Liabilities 2011: $02011Assets 2012: $33,129Liabilities 2012: $02012Assets 2013: $32,630Liabilities 2013: $02013Assets 2014: $3,666,239Liabilities 2014: $02014Assets 2015: $4,067,040Liabilities 2015: $02015Assets 2019: $3,909,588Liabilities 2019: $02019Assets 2020: $3,827,460Liabilities 2020: $0Net Assets 2020: $3,827,4602020Assets 2021: $3,857,475Liabilities 2021: $0Net Assets 2021: $3,857,4752021Assets 2022: $4,210,545Liabilities 2022: $0Net Assets 2022: $4,210,5452022Assets 2023: $4,017,322Liabilities 2023: $0Net Assets 2023: $4,017,3222023Assets 2024: $3,925,255Liabilities 2024: $0Net Assets 2024: $3,925,2552024

Highlighted filing

2024

Assets$3,925,255
Liabilities$0
Net Assets$3,925,255
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $205Expenses 2011: $2,200Net Income 2011: -$1,9952011Revenue 2012: $1,700Expenses 2012: $2,200Net Income 2012: -$5002012Revenue 2013: $1,501Expenses 2013: $2,000Net Income 2013: -$4992013Revenue 2014: $3,756,130Expenses 2014: $122,521Net Income 2014: $3,633,6092014Revenue 2015: $608,371Expenses 2015: $207,570Net Income 2015: $400,8012015Revenue 2019: $321,486Expenses 2019: $306,577Net Income 2019: $14,9092019Revenue 2020: $226,224Expenses 2020: $308,352Net Income 2020: -$82,1282020Revenue 2021: $408,478Expenses 2021: $378,463Net Income 2021: $30,0152021Revenue 2022: $659,626Expenses 2022: $306,556Net Income 2022: $353,0702022Revenue 2023: $138,860Expenses 2023: $332,083Net Income 2023: -$193,2232023Revenue 2024: $313,181Expenses 2024: $405,248Net Income 2024: -$92,0672024

Highlighted filing

2024

Revenue$313,181
Expenses$405,248
Net Income-$92,067
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,925,255
Liabilities
$0
Net assets
$3,925,255
Revenue
$313,181
Expenses
$405,248
Net income
-$92,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.31$0.41$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.14$0.33$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.66$0.31$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.41$0.38$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.23$0.31$0.08
2019Summary only. Only limited summary data is available for this year.$3.91$0.00$0.32$0.31$0.01
2015Summary only. Only limited summary data is available for this year.$4.07$0.00$0.61$0.21$0.40
2014Summary only. Only limited summary data is available for this year.$3.67$0.00$3.76$0.12$3.63
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN R JACOBSTrustee-$16,500-$16,500
JEFFERY A JACOBSTrustee-$16,500-$16,500
THOMAS M JACOBSTrustee-$16,500-$16,500
Filing and Contact Details

Filer

Filer Name
James & Betty Jacobs Family
EIN
01-0511399
Phone
2077292252
Address
300 HOUGHTON POND RD, WEST BATH, ME 04530

Signing Officer

Name
Jeff Jacobs
Title
Trustee
Phone
2077292252
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Haverlock Estey & Curran LLC
Address
8 COMMERCE COURT, HAMPDEN, ME 04444-1538
Preparer
Steven D Carr
Phone
2079455695
Raw XML AppendixShowing 400 of 989 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt71DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALL SAINTS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASNE NO NEW ENGLAND SECTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASSUMPTION UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BANGOR SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5BATH MUNICIPAL BAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6BOWDOIN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BREWER AREA FOOD PANTRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8BREWER HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9BRIDGEPORT RESCUE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10BROOKS PRESERVATION SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11BRUNSWICK COMMUNITY EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12BRUNSWICK HIGH SCHOOL ATHLETICS

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