Civic Intelligence

Jacobus Family Foundation

EIN 20-1843239 • Saratoga Springs, NY

PO Box 471 C/O Lynn Chiota - RcmSaratoga Springs, NY 12866
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

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

4th percentile

-1445%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$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

55th percentile

2.4%

Faster revenue growth than 55% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,034,283 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,034,283 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$108,798

Up $2,586 (+2.4%) from 2022

Expenses

Up

$1,681,133

Up $1,595,883 (+1872%) from 2022

Net Income

Down

-$1,572,335

Down $1,593,297 (-7601%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $721,361Liabilities 2011: $02011Assets 2012: $863,248Liabilities 2012: $02012Assets 2013: $884,854Liabilities 2013: $02013Assets 2014: $894,473Liabilities 2014: $02014Assets 2015: $915,920Liabilities 2015: $02015Assets 2019: $969,667Liabilities 2019: $02019Assets 2020: $988,800Liabilities 2020: $0Net Assets 2020: $988,8002020Assets 2021: $1,013,321Liabilities 2021: $0Net Assets 2021: $1,013,3212021Assets 2022: $1,034,283Liabilities 2022: $0Net Assets 2022: $1,034,2832022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

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

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $185,324Expenses 2011: $35,883Net Income 2011: $149,4412011Revenue 2012: $189,531Expenses 2012: $47,644Net Income 2012: $141,8872012Revenue 2013: $72,696Expenses 2013: $51,090Net Income 2013: $21,6062013Revenue 2014: $101,398Expenses 2014: $91,779Net Income 2014: $9,6192014Revenue 2015: $71,267Expenses 2015: $49,820Net Income 2015: $21,4472015Revenue 2019: $88,163Expenses 2019: $71,838Net Income 2019: $16,3252019Revenue 2020: $80,926Expenses 2020: $61,793Net Income 2020: $19,1332020Revenue 2021: $96,495Expenses 2021: $71,974Net Income 2021: $24,5212021Revenue 2022: $106,212Expenses 2022: $85,250Net Income 2022: $20,9622022Revenue 2023: $108,798Expenses 2023: $1,681,133Net Income 2023: -$1,572,3352023

Highlighted filing

2023

Revenue$108,798
Expenses$1,681,133
Net Income-$1,572,335
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
$108,798
Expenses
$1,681,133
Net income
-$1,572,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$1.68$1.57
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.10$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.09$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.10$0.09$0.01
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.19$0.05$0.14
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.19$0.04$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDRA B COOKPresident/Director-$0--
CHRISTIAN H JACOBUSDirector-$0--
CECELIA KNOOPSecretary-$0--
DAVID PRATT ESQDirector-$0--
LEON E TESKETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jacobus Family Foundation
EIN
20-1843239
In Care Of
% LEON E TESKE
Phone
5612720151
Address
PO BOX 471 C/O LYNN CHIOTA - RCM, Saratoga Springs, NY 12866

Signing Officer

Name
Leon Teske
Title
Treasurer
Phone
5612720151
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001-8604
Preparer
Christine W Diionna
Phone
2127733000
Raw XML Appendix313 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/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0270696
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11395640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0general charitable purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1general charitable purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1See Attachment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01020 S Federal Highway 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11020 S Federal Highway 102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Delray Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Delray Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133483
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01666336
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt065953
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01709
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01614015
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01612306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01709
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01678259
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01612306
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01614015
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Catherine Jacobus 2010 Charitable T
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01020 S FEDERAL HIGHWAY 102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Delray Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033483
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049061
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt011862
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt011862
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION TO REPORT THE DISTRIBUTION OF ASSETS THAT RESULTED IN THE TERMINATION AND DISSOLUTION OF JACOBUS FAMILY FOUNDATION AS OF 12/31/2023. THE PLAN OF DISSOLUTION AUTHORIZED THE JACOBUS FAMILY FOUNDATION TO DISTRIBUTE ITS REMAINING ASSETS IN THE FOLLOWING WAY: 1.) $2 GRANT WILL BE DISTRIBUTED TO THE FIDELITY CHARITABLE GIFT FUND (EIN 11-0303001) 245 SUMMER STREET BOSTON, MA 02210-1133 FIDELITY CHARITABLE GIFT FUND IS AN ORGANIZATION THAT HAS BEEN A PUBLIC CHARITY, AS DEFINED UNDER SECTION 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE, CONTINUOUSLY FOR AT LEAST FIVE YEARS BEFORE THE DATE OF DISTRIBUTION. ATTACHED IS A CERTIFIED COPY OF THE JACOBUS FAMILY FOUNDATION'S PLAN OF DISSOLUTION AND UNANIMOUS WRITTEN CONSENT OF THE BOARD OF TRUSTEES.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02148
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0540200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS FOR
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1STOCK DONATED OUT OF THE FOUNDATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0335
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0335
TaxesSchedule/TaxesDetail/Amt0772
TaxesSchedule/TaxesDetail/Amt11767
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01767
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON TESKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05612720151
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jacobus Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0201843239
ReturnHeader/Filer/InCareOfNm0% LEON E TESKE
ReturnHeader/Filer/PhoneNum05612720151
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 471 C/O LYNN CHIOTA - RCM
ReturnHeader/Filer/USAddress/CityNm0Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE W DIIONNA
ReturnHeader/ReturnTs02024-11-15T10:24:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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