Civic Intelligence

The Charles and Cerise Jacobs

EIN 04-3446341 • Brookline, MA

280 Lee StreetBrookline, MA 02445
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-150%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-11%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

80th percentile

55%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$1,542,928

Down $183,308 (-11%) from 2023

Liabilities

Flat

$8,262

Flat from 2023

Net Assets

Down

$1,534,666

Down $183,308 (-11%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin4th percentile

Revenue

Up

$161,561

Up $57,348 (+55%) from 2023

Expenses

Up

$404,111

Up $238,105 (+143%) from 2023

Net Income

Down

-$242,550

Down $180,757 (-293%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,965,578Liabilities 2011: $02011Assets 2012: $5,719,015Liabilities 2012: $500Net Assets 2012: $5,718,5152012Assets 2013: $5,379,623Liabilities 2013: $0Net Assets 2013: $5,379,6232013Assets 2014: $5,288,535Liabilities 2014: $0Net Assets 2014: $5,288,5352014Assets 2015: $5,332,612Liabilities 2015: $10,8052015Assets 2017: $2,572,803Liabilities 2017: $0Net Assets 2017: $2,572,8032017Assets 2018: $1,993,305Liabilities 2018: $0Net Assets 2018: $1,993,3052018Assets 2019: $2,023,902Liabilities 2019: $2,763Net Assets 2019: $2,021,1392019Assets 2020: $2,301,255Liabilities 2020: $2,238Net Assets 2020: $2,299,0172020Assets 2021: $2,547,369Liabilities 2021: $8,262Net Assets 2021: $2,539,1072021Assets 2022: $2,467,259Liabilities 2022: $8,262Net Assets 2022: $2,458,9972022Assets 2023: $1,726,236Liabilities 2023: $8,262Net Assets 2023: $1,717,9742023Assets 2024: $1,542,928Liabilities 2024: $8,262Net Assets 2024: $1,534,6662024

Highlighted filing

2024

Assets$1,542,928
Liabilities$8,262
Net Assets$1,534,666
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,691,273Expenses 2011: $334,520Net Income 2011: $5,356,7532011Expenses 2012: $423,0182012Revenue 2013: $210,808Expenses 2013: $558,020Net Income 2013: -$347,2122013Revenue 2014: $364,565Expenses 2014: $451,564Net Income 2014: -$86,9992014Revenue 2015: $341,579Expenses 2015: $311,544Net Income 2015: $30,0352015Revenue 2017: $613,838Expenses 2017: $812,453Net Income 2017: -$198,6152017Revenue 2018: $139,155Expenses 2018: $717,661Net Income 2018: -$578,5062018Revenue 2019: $132,205Expenses 2019: $329,009Net Income 2019: -$196,8042019Revenue 2020: $55,182Expenses 2020: $29,201Net Income 2020: $25,9812020Revenue 2021: $40,724Expenses 2021: $22,741Net Income 2021: $17,9832021Revenue 2022: $42,756Expenses 2022: $15,949Net Income 2022: $26,8072022Revenue 2023: $104,213Expenses 2023: $166,006Net Income 2023: -$61,7932023Revenue 2024: $161,561Expenses 2024: $404,111Net Income 2024: -$242,5502024

Highlighted filing

2024

Revenue$161,561
Expenses$404,111
Net Income-$242,550
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,542,928
Liabilities
$8,262
Net assets
$1,534,666
Revenue
$161,561
Expenses
$404,111
Net income
-$242,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.16$0.40$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.01$1.72$0.10$0.17$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.04$0.02$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.06$0.03$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.13$0.33$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.72$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.61$0.81$0.20
2015Summary only. Only limited summary data is available for this year.$5.33$0.01$0.34$0.31$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.36$0.45$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.21$0.56$0.35
2012Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.42
2011Summary only. Only limited summary data is available for this year.$5.97$0.00$5.69$0.33$5.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CERISE LIM JACOBSTrustee-$0--
HERBERT S ALEXANDERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Charles and Cerise Jacobs
EIN
04-3446341
Phone
6172777219
Address
280 LEE STREET, BROOKLINE, MA 02445

Signing Officer

Name
Herbert S Alexander
Title
Trustee
Phone
6172777219
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Christopher Consoletti Esq
Phone
5083669100
Raw XML Appendix324 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/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CERISE LIM JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WHITE SNAKE PROJECTS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0280 LEE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKLINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002445
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0385000
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/AppliedToCurrentYearAmt078025
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0761617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0404019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019594
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0221590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0221590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01576618
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0315975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0761617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0404019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019594
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0394000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0315975
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01798208
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01482233
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0264
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0264
OtherIncreasesSchedule/OtherIncreasesDetail/Amt059242
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08766
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08766
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CERISE JACOBS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0280 LEE STREET
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BROOKLINE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002445
TaxesSchedule/TaxesDetail/Amt042
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HERBERT S ALEXANDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172777219
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES AND CERISE JACOBS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0043446341
ReturnHeader/Filer/PhoneNum06172777219
ReturnHeader/Filer/USAddress/AddressLine1Txt0280 LEE STREET
ReturnHeader/Filer/USAddress/CityNm0BROOKLINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002445
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER CONSOLETTI ESQ
ReturnHeader/ReturnTs02025-11-14T08:53:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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