Civic Intelligence

Jacbel Foundation

990PF • Fiscal year 2022 • EIN 04-6796689

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 03, 2023

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

11th percentile

-63%

Higher net margin than 11% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,515,534

Down $132,407 (-2.8%) from 2021

Net Assets

Down

$4,515,534

Down $132,407 (-2.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Down

$179,115

Down $578,162 (-76%) from 2021

Expenses

Up

$292,044

Up $31,724 (+12%) from 2021

Net Income

Down

-$112,929

Down $609,886 (-123%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,604,480Liabilities 2011: $02011Assets 2012: $3,597,949Liabilities 2012: $02012Assets 2013: $3,818,563Liabilities 2013: $02013Assets 2014: $3,887,705Liabilities 2014: $02014Assets 2015: $3,961,013Liabilities 2015: $02015Assets 2019: $3,920,443Liabilities 2019: $0Net Assets 2019: $3,920,4432019Assets 2020: $4,174,485Liabilities 2020: $0Net Assets 2020: $4,174,4852020Assets 2021: $4,647,941Liabilities 2021: $0Net Assets 2021: $4,647,9412021Assets 2022: $4,515,534Liabilities 2022: $0Net Assets 2022: $4,515,5342022Assets 2023: $4,569,505Liabilities 2023: $0Net Assets 2023: $4,569,5052023Assets 2024: $4,813,510Liabilities 2024: $0Net Assets 2024: $4,813,5102024

Highlighted filing

2022

Assets$4,515,534
Liabilities$0
Net Assets$4,515,534
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $254,523Expenses 2011: $199,277Net Income 2011: $55,2462011Revenue 2012: $212,082Expenses 2012: $221,934Net Income 2012: -$9,8522012Revenue 2013: $458,488Expenses 2013: $239,715Net Income 2013: $218,7732013Revenue 2014: $292,291Expenses 2014: $234,188Net Income 2014: $58,1032014Revenue 2015: $308,259Expenses 2015: $243,264Net Income 2015: $64,9952015Revenue 2019: $368,758Expenses 2019: $269,201Net Income 2019: $99,5572019Revenue 2020: $508,266Expenses 2020: $255,613Net Income 2020: $252,6532020Revenue 2021: $757,277Expenses 2021: $260,320Net Income 2021: $496,9572021Revenue 2022: $179,115Expenses 2022: $292,044Net Income 2022: -$112,9292022Revenue 2023: $323,345Expenses 2023: $272,931Net Income 2023: $50,4142023Revenue 2024: $525,045Expenses 2024: $276,145Net Income 2024: $248,9002024

Highlighted filing

2022

Revenue$179,115
Expenses$292,044
Net Income-$112,929
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RITA J STULINTrustee-$0--
JEFFREY W STULINTrustee-$0--
JAMIE L SCHREIBERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jacbel Foundation
EIN
04-6796689
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Jeffrey W Stulin
Title
Trustee
Phone
8888663275
Signed
2023-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 653067, DALLAS, TX 75265-3067
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63595017104 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6470450Y103 PAYPAL HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66015271109 ALEXANDRIA REAL EST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6878377T107 RYMAN HOSPITALITY PP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6925179M103 DEVON ENERGY CORP NE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71088606108 BHP GROUP LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7630212P303 EXPEDIA GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83G46188101 HORIZON THERAPEUTICS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85016255101 ALIGN TECH INC DEL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9009260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91316773100 FIFTH THIRD BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97038222105 APPLIED MATERIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98192422103 COGNEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9922788C105 CROWDSTRIKE HLDGS IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103679295105 OKTA INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10682509L107 SHOPIFY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109874039100 TAIWAN S MANUFCTRING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110983919101 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11130303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11264110L106 NETFLIX COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113771049103 ROBLOX CORP REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114030420103 AMERICAN WTR WKS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12222052L104 CORTEVA INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123651639106 NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12446982L108 JACOBS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12590384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126871829107 SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12858933Y105 MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12989417E109 TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130052769106 AUTODESK INC DEL PV$
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131459200101 INTL BUSINESS MACHIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133872590104 T-MOBILE US INC SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0224492
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-45377
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0179115
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0179115
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0266506
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0266506
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0222173
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0224492
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-112929
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01230847
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-45377
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0208859
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt07740
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019350
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0954
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0275056
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0292044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0222173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0179115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08550
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013314
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025538
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-10-13

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Filings

Displayed year

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

Open filing
Assets
$4,515,534
Liabilities
$0
Net assets
$4,515,534
Revenue
$179,115
Expenses
$292,044
Net income
-$112,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.53$0.28$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.32$0.27$0.05
2022Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.76$0.26$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.51$0.26$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.37$0.27$0.10
2015Summary only. Only limited summary data is available for this year.$3.96$0.00$0.31$0.24$0.06
2014Summary only. Only limited summary data is available for this year.$3.89$0.00$0.29$0.23$0.06
2013Summary only. Only limited summary data is available for this year.$3.82$0.00$0.46$0.24$0.22
2012Summary only. Only limited summary data is available for this year.$3.60$0.00$0.21$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$3.60$0.00$0.25$0.20$0.06