Civic Intelligence

Chad a Jacobs Memorial Foundation

990 • Fiscal year 2013 • EIN 27-2884884

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

Organization ProfileWWW.CAJFOUNDATION.ORG
6 Sleigh Ridge06880

(203) 247-2133

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

93rd percentile

53%

Higher net margin than 93% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$454,575

Up $65,035 (+17%) from 2012

Net Assets

Up

$454,575

Up $65,103 (+17%) from 2012

Liabilities

Down

$0

Down $68 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin93rd percentile

Revenue

$123,220

No earlier filing loaded for comparison.

Expenses

Up

$58,117

Up $5,643 (+11%) from 2012

Net Income

$65,103

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2011: $308,524Liabilities 2011: $0Net Assets 2011: $308,5242011Assets 2012: $389,540Liabilities 2012: $68Net Assets 2012: $389,4722012Assets 2013: $454,575Liabilities 2013: $0Net Assets 2013: $454,5752013Assets 2014: $500,295Liabilities 2014: $0Net Assets 2014: $500,2952014Assets 2015: $554,476Liabilities 2015: $0Net Assets 2015: $554,4762015Assets 2016: $530,611Liabilities 2016: $0Net Assets 2016: $530,6112016Assets 2017: $537,573Liabilities 2017: $0Net Assets 2017: $537,5732017Assets 2018: $524,721Liabilities 2018: $0Net Assets 2018: $524,7212018Assets 2019: $548,334Liabilities 2019: $0Net Assets 2019: $548,3342019Assets 2020: $524,303Liabilities 2020: $0Net Assets 2020: $524,3032020Assets 2021: $520,525Liabilities 2021: $0Net Assets 2021: $520,5252021Assets 2022: $420,900Liabilities 2022: $0Net Assets 2022: $420,9002022Assets 2023: $441,712Liabilities 2023: $0Net Assets 2023: $441,7122023Assets 2024: $461,185Liabilities 2024: $0Net Assets 2024: $461,1852024

Highlighted filing

2013

Assets$454,575
Liabilities$0
Net Assets$454,575
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $40,9742011Expenses 2012: $52,4742012Revenue 2013: $123,220Expenses 2013: $58,117Net Income 2013: $65,1032013Revenue 2014: $110,067Expenses 2014: $64,347Net Income 2014: $45,7202014Revenue 2015: $99,171Expenses 2015: $44,990Net Income 2015: $54,1812015Revenue 2016: $41,689Expenses 2016: $43,133Net Income 2016: -$1,4442016Revenue 2017: $45,551Expenses 2017: $56,780Net Income 2017: -$11,2292017Revenue 2018: $59,680Expenses 2018: $48,623Net Income 2018: $11,0572018Revenue 2019: $39,611Expenses 2019: $50,752Net Income 2019: -$11,1412019Revenue 2020: $41,109Expenses 2020: $74,491Net Income 2020: -$33,3822020Revenue 2021: $38,734Expenses 2021: $62,349Net Income 2021: -$23,6152021Revenue 2022: $38,171Expenses 2022: $57,193Net Income 2022: -$19,0222022Revenue 2023: $41,347Expenses 2023: $68,444Net Income 2023: -$27,0972023Revenue 2024: $72,751Expenses 2024: $69,208Net Income 2024: $3,5432024

Highlighted filing

2013

Revenue$123,220
Expenses$58,117
Net Income$65,103
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$123,220
Mission and Program Overview

Mission

The mission of the chad a. Jacobs memorial foundation is to fund academic and athletic scholarships to children with financial need who live in the surrounding community.

The chad a. Jacobs memorial foundation provides academic and athletic scholarship to children in financial need focusing on children who reside in connecticut.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$389,472$454,575▲ $65,103
Investments Other Securities$262,685$273,833▲ $11,148
Savings and Temporary Cash Investments$125,455$180,741▲ $55,286
Prepaid Expenses and Deferred Charges$1,400$0▼ $1,400
Cash and Non-Interest-Bearing Accounts-$1-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$389,540$454,575▲ $65,035
Liabilities
Accounts Payable and Accrued Expenses$68$0▼ $68
Total Liabilities$68$0▼ $68
Net Assets / Fund Balance
Total Net Assets Fund Balance$389,472$454,575▲ $65,103
Total Liabilities and Net Assets / Fund Balance$389,540$454,575▲ $65,035

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$272,250--
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Tom RyanAssistant Chair
Karen JacobsChair
Brendon FreyBoard Member
Chris HarbertBoard Member
Doug TinklerBoard Member
Joseph TeklitsBoard Member
Scott SantarellaBoard Member
Ginny JacobsSecretary
Don JacobsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,878
Program Service Revenue
$0
Investment Income
$11,342
Other Revenue
$0
All Other Contributions
$111,878
Change in Net Assets
$65,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,917
Grants and Similar Amounts Paid$28,200
Total Fundraising Expense$24,989
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,200--$28,200
Travel-$3,978-$3,978
Other Expenses--$1,778$1,778
Fees for Services Accounting-$900-$900
Fees for Services Other-$50-$50
Total Functional Expenses$28,200$4,928$24,989$58,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
20-0148070--Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$13,200
06-0646623--Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$5,000
26-4783810--Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$5,000
06-0772160--Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Don jacobs and ginny jacobs are husband and wife. Don jacobs and ginny jacobs are karen jacobs in-laws. Karen jacobs and brendon frey are 1st cousins. Tom ryan is second cousin to karen jacobs and brendon frey.”

Form 990, Part VI, Section B, Line 11

“The governing body meets to review form 990.”

Form 990, Part VI, Section C, Line 19

“"chad a jacobs memorial foundation" governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
27-2884884
Phone
2032472133

Signing Officer

Name
Karen Jacobs
Title
Chair
Phone
2032472133
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Jacobs
Formed
2010
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Preparer
Michael J Schwartz CPA
Phone
5164095000
Raw XML Appendix386 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDES ACADEMIC AND ATHLETIC SCHOLARSHIP TO CHILDREN IN FINANCIAL NEED FOCUSING ON CHILDREN WHO RESIDE IN CONNECTICUT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDES ACADEMIC AND ATHLETIC SCHOLARSHIP TO CHILDREN IN FINANCIAL NEED FOCUSING ON CHILDREN WHO RESIDE IN CONNECTICUT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROVIDES ACADEMIC AND ATHLETIC SCHOLARSHIP TO CHILDREN IN FINANCIAL NEED FOCUSING ON CHILDREN WHO RESIDE IN CONNECTICUT.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROVIDES ACADEMIC AND ATHLETIC SCHOLARSHIP TO CHILDREN IN FINANCIAL NEED FOCUSING ON CHILDREN WHO RESIDE IN CONNECTICUT.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10FAIRFIELD COLLEGE PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11WONDERLAND WIZARDS YOUTH HOCKEY ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12UNITED IN HOPE SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13UNIVERSITY OF CONNETICUT
IRS990ScheduleI/RecipientTable/RecipientEIN0060646623
IRS990ScheduleI/RecipientTable/RecipientEIN1200148070
IRS990ScheduleI/RecipientTable/RecipientEIN2264783810
IRS990ScheduleI/RecipientTable/RecipientEIN3060772160
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101073 NORTH BENSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11PO BOX 55348
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12PO BOX 818
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13233 GLENBROOK ROAD UNITE 4100
IRS990ScheduleI/RecipientTable/USAddress/City0FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/City1BRIDGEPORT
IRS990ScheduleI/RecipientTable/USAddress/City2SOUTHPORT
IRS990ScheduleI/RecipientTable/USAddress/City3STORRS
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/State1CT
IRS990ScheduleI/RecipientTable/USAddress/State2CT
IRS990ScheduleI/RecipientTable/USAddress/State3CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode106610
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode206890
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode306269
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DON JACOBS AND GINNY JACOBS ARE HUSBAND AND WIFE. DON JACOBS AND GINNY JACOBS ARE KAREN JACOBS IN-LAWS. KAREN JACOBS AND BRENDON FREY ARE 1ST COUSINS. TOM RYAN IS SECOND COUSIN TO KAREN JACOBS AND BRENDON FREY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY MEETS TO REVIEW FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2"CHAD A JACOBS MEMORIAL FOUNDATION" GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0389540
IRS990/TotalAssetsEOYAmt0454575
IRS990/TotalAssetsGrp/BOYAmt0389540
IRS990/TotalAssetsGrp/EOYAmt0454575
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0111878
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024989
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04928
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028200
IRS990/TotalFunctionalExpensesGrp/TotalAmt058117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt068
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0389472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0454575
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt028200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011342
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0123220
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0389540
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0454575
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03978
IRS990/TravelGrp/TotalAmt03978
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106 SLEIGH RIDGE
IRS990/USAddress/City0WESTPORT
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006880
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CAJFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02032472133
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10CHAD A JACOBS MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAD
ReturnHeader/Filer/EIN0272884884
ReturnHeader/Filer/PhoneNum02032472133
ReturnHeader/Filer/USAddress/AddressLine106 SLEIGH RIDGE
ReturnHeader/Filer/USAddress/City0WESTPORT
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006880
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113080565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHWARTZ & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102580 SUNRISE HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BELLMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011710
ReturnHeader/PreparerPersonGrp/PhoneNum05164095000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHWARTZ CPA
ReturnHeader/ReturnTs02014-11-14T13:00:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$454,575
Liabilities
$0
Net assets
$454,575
Revenue
$123,220
Expenses
$58,117
Net income
$65,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.73$0.69$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.41$0.68$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.00$4.21$0.38$0.57$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$0.39$0.62$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.41$0.74$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.00$5.48$0.40$0.51$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.25$0.00$5.25$0.60$0.49$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.00$5.38$0.46$0.57$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.42$0.43$0.01
2015Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.99$0.45$0.54
2014Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.10$0.64$0.46
2013Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$1.23$0.58$0.65
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$0.00$3.89$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.41