Civic Intelligence

Richard and Mary Jacobson Private Foundation Inc.

990PF • Fiscal year 2016 • EIN 27-3989912

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 15, 2017

Organization Profile
52 Village WayBranchburg, NJ 08876

(908) 963-1526

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.00x

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

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Net Margin

23rd percentile

-147%

Higher net margin than 23% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-5.1%

Faster asset growth than 26% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-38%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$694,612

Down $37,615 (-5.1%) from 2015

Net Assets

Down

$694,612

Down $37,615 (-5.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin23rd percentile

Revenue

Down

$26,231

Down $16,113 (-38%) from 2015

Expenses

Up

$64,691

Up $6,421 (+11%) from 2015

Net Income

Down

-$38,460

Down $22,534 (-141%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2016

Assets$694,612
Liabilities$0
Net Assets$694,612
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$26,231
Expenses$64,691
Net Income-$38,460
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

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
52 VILLAGE WAY, BRANCHBURG, NJ 08876

Signing Officer

Name
Richard F Jacobson
Title
Trustee
Phone
9089631526
Signed
2017-06-15

Preparer

Firm
Taranto & Associates Financial Services
Address
1263 STATE ROUTE 31, LEBANON, NJ 08833-3239
Preparer
Gregory Taranto CPA
Phone
9087307211
Raw XML Appendix320 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION IS FORMED EXCLUSIVELY TO ENGAGE IN SUCH CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AS SHALL BE IN THE FURTHERANCE OF THE PUBLIC WELFARE AND SHALL TEND TO PROMOTE THE WELL-BEING OF MANKIND.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION FOR SERVICE MEMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHICAGO HOPE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1OAK KNOLL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNITED SERVICES ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02189 BOWLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt144 BLACKBURN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 96860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SUMMIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220077
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0255000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt045000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0255000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0205000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02056
LandEtcSchedule2/LandEtcGrp/BookValueAmt02944
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt02944
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0845
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-TAXABLE MUTUAL FUND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012234
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012234
TaxesSchedule/TaxesDetail/Amt0289
TaxesSchedule/TaxesDetail/Amt1234
TaxesSchedule/TaxesDetail/CategoryTxt0NET INVESTMENT INCOME TAX - 2015
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0289
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1234
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09089631526
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & MARY JACOBSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRIVATE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0273989912
ReturnHeader/Filer/PhoneNum09089631526
ReturnHeader/Filer/USAddress/AddressLine1Txt052 VILLAGE WAY
ReturnHeader/Filer/USAddress/CityNm0BRANCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008876
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0952B99D0EDBFCC712936135F421C47EACC5D806B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0952B99D0EDBFCC712936135F421C47EACC5D806B
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/PreparationDt02017-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY TARANTO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-15T15:02:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$694,612
Liabilities
$0
Net assets
$694,612
Revenue
$26,231
Expenses
$64,691
Net income
-$38,460
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$1.42$1.06$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.00$8.08$1.15$0.84$0.31
2022Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$1.23$0.81$0.43
2021Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$1.20$0.71$0.49
2020Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.84$0.64$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$0.00$6.63$0.45$0.64$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.62$0.60$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.48$0.63$0.16
2016Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.26$0.65$0.38
2015Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.42$0.58$0.16