Civic Intelligence

The Joan L & Julius H Jacobson II

EIN 13-3938814 • New York, NY

Baker Tilly -66 Hudson Blvd E 22New York, NY 10001
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

100th percentile

4322%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $447,668 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $447,668 (-100%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$10,388

Down $15,877 (-289%) from 2022

Expenses

Up

$438,537

Up $437,212 (+32997%) from 2022

Net Income

Down

-$448,925

Down $453,089 (-10881%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,707,502Liabilities 2010: $0Net Assets 2010: $2,707,5022010Assets 2011: $3,725,364Liabilities 2011: $02011Assets 2012: $3,549,966Liabilities 2012: $02012Assets 2013: $3,461,401Liabilities 2013: $02013Assets 2014: $3,368,340Liabilities 2014: $02014Assets 2015: $3,379,990Liabilities 2015: $02015Assets 2019: $446,388Liabilities 2019: $0Net Assets 2019: $446,3882019Assets 2020: $439,937Liabilities 2020: $0Net Assets 2020: $439,9372020Assets 2021: $443,504Liabilities 2021: $0Net Assets 2021: $443,5042021Assets 2022: $447,668Liabilities 2022: $0Net Assets 2022: $447,6682022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $150,6192010Revenue 2011: $1,143,749Expenses 2011: $125,887Net Income 2011: $1,017,8622011Revenue 2012: $175,196Expenses 2012: $350,594Net Income 2012: -$175,3982012Revenue 2013: $158,915Expenses 2013: $247,480Net Income 2013: -$88,5652013Revenue 2014: $147,446Expenses 2014: $240,142Net Income 2014: -$92,6962014Revenue 2015: $233,830Expenses 2015: $222,180Net Income 2015: $11,6502015Revenue 2019: $46,797Expenses 2019: $593,043Net Income 2019: -$546,2462019Revenue 2020: $15,399Expenses 2020: $21,850Net Income 2020: -$6,4512020Revenue 2021: $5,024Expenses 2021: $1,457Net Income 2021: $3,5672021Revenue 2022: $5,489Expenses 2022: $1,325Net Income 2022: $4,1642022Revenue 2023: -$10,388Expenses 2023: $438,537Net Income 2023: -$448,9252023

Highlighted filing

2023

Revenue-$10,388
Expenses$438,537
Net Income-$448,925
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$10,388
Expenses
$438,537
Net income
-$448,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.44$0.45
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.01$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.05$0.59$0.55
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$0.23$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$0.15$0.24$0.09
2013Summary only. Only limited summary data is available for this year.$3.46$0.00$0.16$0.25$0.09
2012Summary only. Only limited summary data is available for this year.$3.55$0.00$0.18$0.35$0.18
2011Summary only. Only limited summary data is available for this year.$3.73$0.00$1.14$0.13$1.02
2010Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY JACOBSONPresident-$0--
SARA M JACOBSONVice President-$0--
MAX MILLERSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Joan L & Julius H Jacobson Ii
EIN
13-3938814
Phone
2126976900
Address
BAKER TILLY -66 HUDSON BLVD E 22, NEW YORK, NY 10001

Signing Officer

Name
Wendy Jacobson
Title
President
Phone
2126976900
Signed
2024-08-02
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
66 HUDSON BLVD E SUITE 2200, NEW YORK, NY 10001
Preparer
Stephen Aponte CPA
Phone
2126976900
Raw XML Appendix318 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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AppliedToPriorYearElection/ElectionDesc0PART XIII LINE 4B, THE FOUNDATION ELECTED TO APPLY PART OF CURRENT YEAR QUALIFYING DISTRIUBTIONS TO AN UNDISTRIBUTED INCOME IN 2010 UNDER THE IRS REGULATIONS SECTION 53.4942A-3(D).
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE - JACOBSON-MILLER FAMILY FUND
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1FIDELITY CHARITABLE - JACOBSON GIVING FUND
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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/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0213680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1213680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE -JACOBSON-MILLER FAMILY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIDELITY CHARITABLE -JACOBSON GIVING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045277
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145277
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0427360
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/AppliedToCurrentYearAmt07100
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0543012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0508523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0508523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0967122
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0424110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0543012
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0431210
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0424110
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01475645
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01051535
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION HAS BEEN CLOSED IN 2023, ALL THE ASSETS HAS BEEN TRANSFERRED TO JACOBSON GIVING FUND AND JACOBSON-MILLER FAMILY FUND DURING 2023.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNTING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FINAL YEAR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0761
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36566
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01257
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR YEAR ADJUSTMENT
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02126976900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOAN L & JULIUS H JACOBSON II
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0133938814
ReturnHeader/Filer/PhoneNum02126976900
ReturnHeader/Filer/USAddress/AddressLine1Txt0BAKER TILLY -66 HUDSON BLVD E 22
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt066 HUDSON BLVD E SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02126976900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN APONTE CPA
ReturnHeader/ReturnTs02024-08-14T15:45:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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