Civic Intelligence

Richard & Mary Jacobson

EIN 27-3989912 • Far Hills, NJ

76 Willow AveFar Hills, NJ 07931
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

65th percentile

25%

Higher net margin than 65% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

4.6%

Faster asset growth than 67% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

24%

Faster revenue growth than 49% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$844,942

Up $36,995 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$844,942

Up $36,995 (+4.6%) from 2023

Revenue

Up

$142,400

Up $27,518 (+24%) from 2023

Expenses

Up

$106,436

Up $22,362 (+27%) from 2023

Net Income

Up

$35,964

Up $5,156 (+17%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2015: $732,227Liabilities 2015: $0Net Assets 2015: $732,2272015Assets 2016: $694,612Liabilities 2016: $0Net Assets 2016: $694,6122016Assets 2017: $679,388Liabilities 2017: $0Net Assets 2017: $679,3882017Assets 2018: $682,303Liabilities 2018: $0Net Assets 2018: $682,3032018Assets 2019: $663,288Liabilities 2019: $0Net Assets 2019: $663,2882019Assets 2020: $683,094Liabilities 2020: $0Net Assets 2020: $683,0942020Assets 2021: $734,880Liabilities 2021: $0Net Assets 2021: $734,8802021Assets 2022: $777,188Liabilities 2022: $0Net Assets 2022: $777,1882022Assets 2023: $807,947Liabilities 2023: $0Net Assets 2023: $807,9472023Assets 2024: $844,942Liabilities 2024: $0Net Assets 2024: $844,9422024

Highlighted filing

2024

Assets$844,942
Liabilities$0
Net Assets$844,942

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $42,344Expenses 2015: $58,270Net Income 2015: -$15,9262015Revenue 2016: $26,231Expenses 2016: $64,691Net Income 2016: -$38,4602016Revenue 2017: $47,791Expenses 2017: $63,365Net Income 2017: -$15,5742017Revenue 2018: $62,290Expenses 2018: $59,829Net Income 2018: $2,4612018Revenue 2019: $44,685Expenses 2019: $64,407Net Income 2019: -$19,7222019Revenue 2020: $83,725Expenses 2020: $63,852Net Income 2020: $19,8732020Revenue 2021: $119,601Expenses 2021: $71,020Net Income 2021: $48,5812021Revenue 2022: $123,460Expenses 2022: $80,779Net Income 2022: $42,6812022Revenue 2023: $114,882Expenses 2023: $84,074Net Income 2023: $30,8082023Revenue 2024: $142,400Expenses 2024: $106,436Net Income 2024: $35,9642024

Highlighted filing

2024

Revenue$142,400
Expenses$106,436
Net Income$35,964

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 8, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD F JACOBSONTrustee-$0--
MARY MARGARET JACOBSONTrustee-$0--
JULIA M JACOBSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Richard & Mary Jacobson
EIN
27-3989912
Phone
9089631526
Address
76 WILLOW AVE, FAR HILLS, NJ 07931

Signing Officer

Name
Richard F Jacobson
Title
Trustee
Phone
9089631526
Signed
2025-08-08

Preparer

Firm
Taranto & Associates Financial Services
Address
1263 STATE ROUTE 31, LEBANON, NJ 08833-3239
Preparer
Gregory Taranto CPA
Phone
9087307211
Raw XML Appendix359 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/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHICAGO HOPE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EQUAL JUSTICE INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF HARVARD FIELD HOCKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOPE THROUGH EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MAGNIFICAT HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE PETEY GREENE PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FOUNDATION OF THE OLD GUARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7OHR TORAH STONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CENTRAL MISSIONARY CLEARINGHOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MDI BIOLOGICAL LABORATORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10ASSUMPTION COLLEGE FOR SISTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11SISTERS OF CHRISTIAN CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12OAK KNOLL SCHOOL OF THE HOLY CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02189 W BOWLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1122 COMMERCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2124 MOUNT AUBURN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 PLUCKEMIN WAY SUITE 20
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4119 CLERK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt522 STOCKTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt749 WEST 45TH STREET 701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 219228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9159 OLD BAR HARBOR ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10200 MORRIS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11350 BERNARDSVILLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1244 BLACK BURN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEDMINSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JERSEY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6FT MYER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9BAR HARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10DENVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11MENDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12SUMMIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd508540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd622211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd877218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd904609
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1007834
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1107945
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1207901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/QualifyingDistributionsAmt090000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090000
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt04722
LandEtcSchedule2/LandEtcGrp/BookValueAmt0278
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0800
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1231
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON TAXABLE DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BASIS ADJUSTMENT DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013574
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO ADVISORY FEES 8007
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013574
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt1224
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL FORM 990 TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1224
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09089631526
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & MARY JACOBSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRIVATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0273989912
ReturnHeader/Filer/PhoneNum09089631526
ReturnHeader/Filer/USAddress/AddressLine1Txt076 WILLOW AVE
ReturnHeader/Filer/USAddress/CityNm0FAR HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007931
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223387836
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TARANTO & ASSOCIATES FINANCIAL SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01263 STATE ROUTE 31
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEBANON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088333239
ReturnHeader/PreparerPersonGrp/PhoneNum09087307211
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY TARANTO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-08T15:03:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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