Civic Intelligence

Chad a Jacobs Memorial Foundation

990 • Fiscal year 2018 • EIN 27-2884884

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileWWW.CAJFOUNDATION.ORG
6 Sleigh RidgeWestport, CT 06880

(203) 247-2133

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.4%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$524,721

Down $12,852 (-2.4%) from 2017

Net Assets

Down

$524,721

Down $12,852 (-2.4%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin76th percentile

Revenue

Up

$59,680

Up $14,129 (+31%) from 2017

Expenses

Down

$48,623

Down $8,157 (-14%) from 2017

Net Income

Up

$11,057

Up $22,286 (+198%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2018

Assets$524,721
Liabilities$0
Net Assets$524,721
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

2018

Revenue$59,680
Expenses$48,623
Net Income$11,057
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$71,216
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$537,573$524,721▼ $12,852
Investments Other Securities$447,881$447,654▼ $227
Savings and Temporary Cash Investments$86,970$75,453▼ $11,517
Cash and Non-Interest-Bearing Accounts$72$249▲ $177
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$537,573$524,721▼ $12,852
Other Assets Total$2,650$1,365▼ $1,285
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$537,573$524,721▼ $12,852
Total Liabilities and Net Assets / Fund Balance$537,573$524,721▼ $12,852

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$447,654--
Compensation and Service Providers
Top Officer Pay50th 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
$51,955
Program Service Revenue
$0
Investment Income
$19,261
Other Revenue
$-11,536
All Other Contributions
$25,745
Change in Net Assets
$11,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,200
Other Expenses$2,423
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,200--$46,200
Other Expenses-$1,873-$1,873
Fees for Services Accounting-$500-$500
Fees for Services Other-$50-$50
Total Functional Expenses$46,200$2,423$0$48,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fairfield College Preparatory SchoolFairfield, CT-Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$23,350
Wonderland Wizards Youth Hockey Association IncBridgeport, CT-Provides Academic and Athletic Scholarship to Children in Financial Need Focusing on Children Who Reside in Connecticut.$16,600
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,536
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholarship Fundraiser$26,210-$11,536-
Total Events$26,210-$11,536$-11,536
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 11B

“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

Filer Name
Chad a Jacobs Memorial Foundation
EIN
27-2884884
Phone
2032472133
Address
6 SLEIGH RIDGE, WESTPORT, CT 06880

Signing Officer

Name
Karen Jacobs
Title
Chair
Phone
2032472133
Signed
2019-11-12
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

Firm
Schwartz & Company Llp
Address
2580 SUNRISE HIGHWAY, BELLMORE, NY 11710
Preparer
Michael J Schwartz CPA
Phone
5164095000
Raw XML Appendix393 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENT IN PEOPLE'S SECURITY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0447654
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt026210
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026210
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011536
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SCHOLARSHIP FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026210
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026210
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-11536
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011536
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt023350
IRS990ScheduleI/RecipientTable/CashGrantAmt116600
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/RecipientBusinessName/BusinessNameLine1Txt0FAIRFIELD COLLEGE PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WONDERLAND WIZARDS YOUTH HOCKEY ASSOCIATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0060646623
IRS990ScheduleI/RecipientTable/RecipientEIN1200148070
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01073 NORTH BENSON ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 55348
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FAIRFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BRIDGEPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd106610
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0537573
IRS990/TotalAssetsEOYAmt0524721
IRS990/TotalAssetsGrp/BOYAmt0537573
IRS990/TotalAssetsGrp/EOYAmt0524721
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt051955
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02423
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046200
IRS990/TotalFunctionalExpensesGrp/TotalAmt048623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0537573
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0524721
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt046200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-11536
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019261
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059680
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0537573
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0524721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06 SLEIGH RIDGE
IRS990/USAddress/CityNm0WESTPORT
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006880
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.CAJFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02032472133
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAD A JACOBS MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAD
ReturnHeader/Filer/EIN0272884884
ReturnHeader/Filer/PhoneNum02032472133
ReturnHeader/Filer/USAddress/AddressLine1Txt06 SLEIGH RIDGE
ReturnHeader/Filer/USAddress/CityNm0WESTPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006880
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08DDB0D9BF4D4DCAB12488AA3F2F22B4CDDFECEAC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03956246B9229679D9FD2FE9BD13C0F1D265D61BE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.123.192.52
ReturnHeader/FilingSecurityInformation/IPDt02019-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:10:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113080565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02580 SUNRISE HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011710
ReturnHeader/PreparerPersonGrp/PhoneNum05164095000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J SCHWARTZ CPA
ReturnHeader/ReturnTs02019-11-14T14:43:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$524,721
Liabilities
$0
Net assets
$524,721
Revenue
$59,680
Expenses
$48,623
Net income
$11,057
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
2018Detailed filing. Detailed filing data is available for this year.$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