Civic Intelligence

Harry & Rose Jacobs Foundation Inc.

990PF • Fiscal year 2023 • EIN 13-6161740

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 18, 2024

Organization Profile
PO Box 1532 AftPennington, NJ 08534

(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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-24%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,415,703

Up $9,735 (+0.7%) from 2022

Net Assets

Up

$1,415,703

Up $9,735 (+0.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin63rd percentile

Revenue

Down

$87,405

Down $26,898 (-24%) from 2022

Expenses

Down

$77,640

Down $13,233 (-15%) from 2022

Net Income

Down

$9,765

Down $13,665 (-58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,346,845Liabilities 2011: $02011Assets 2012: $1,246,909Liabilities 2012: $02012Assets 2013: $1,246,527Liabilities 2013: $02013Assets 2014: $1,268,826Liabilities 2014: $02014Assets 2015: $1,303,582Liabilities 2015: $02015Assets 2018: $1,254,156Liabilities 2018: $0Net Assets 2018: $1,254,1562018Assets 2019: $1,277,960Liabilities 2019: $0Net Assets 2019: $1,277,9602019Assets 2020: $1,298,914Liabilities 2020: $0Net Assets 2020: $1,298,9142020Assets 2021: $1,383,029Liabilities 2021: $0Net Assets 2021: $1,383,0292021Assets 2022: $1,405,968Liabilities 2022: $0Net Assets 2022: $1,405,9682022Assets 2023: $1,415,703Liabilities 2023: $0Net Assets 2023: $1,415,7032023Assets 2024: $1,404,204Liabilities 2024: $0Net Assets 2024: $1,404,2042024

Highlighted filing

2023

Assets$1,415,703
Liabilities$0
Net Assets$1,415,703
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$200K$100K$0-$100KRevenue 2011: $2,733Expenses 2011: $102,375Net Income 2011: -$99,6422011Revenue 2012: $2,444Expenses 2012: $102,380Net Income 2012: -$99,9362012Revenue 2013: $1Expenses 2013: $0Net Income 2013: $12013Revenue 2014: $37,006Expenses 2014: $9,063Net Income 2014: $27,9432014Revenue 2015: $49,426Expenses 2015: $9,921Net Income 2015: $39,5052015Revenue 2018: $91,921Expenses 2018: $81,183Net Income 2018: $10,7382018Revenue 2019: $104,566Expenses 2019: $81,356Net Income 2019: $23,2102019Revenue 2020: $107,807Expenses 2020: $85,571Net Income 2020: $22,2362020Revenue 2021: $176,174Expenses 2021: $90,796Net Income 2021: $85,3782021Revenue 2022: $114,303Expenses 2022: $90,873Net Income 2022: $23,4302022Revenue 2023: $87,405Expenses 2023: $77,640Net Income 2023: $9,7652023Revenue 2024: $59,371Expenses 2024: $67,058Net Income 2024: -$7,6872024

Highlighted filing

2023

Revenue$87,405
Expenses$77,640
Net Income$9,765
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 18, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D SCHREIBERAsst Treasurer-$0--
JACOB E HARMANVP And Treasurer-$0--
ANDREW J LAUERPresident-$0--
ESTHER SASSONAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Harry & Rose Jacobs Foundation Inc
EIN
13-6161740
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
Alan Kluger
Title
Fiduciary
Phone
8888663275
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046725
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0236
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt077640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt086337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt087405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08640
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172021-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262016-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-04-08

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,415,703
Liabilities
$0
Net assets
$1,415,703
Revenue
$87,405
Expenses
$77,640
Net income
$9,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.08$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.11$0.09$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.18$0.09$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.11$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.10$0.08$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.09$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$0.05$0.01$0.04
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.04$0.01$0.03
2013Summary only. Only limited summary data is available for this year.$1.25$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$1.25$0.00$0.00$0.10$0.10
2011Summary only. Only limited summary data is available for this year.$1.35$0.00$0.00$0.10$0.10