Civic Intelligence

Richard and Mary Jacobson Private Foundation Inc.

990PF • Fiscal year 2017 • EIN 27-3989912

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 09, 2018

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

84th percentile

0.00x

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.00x

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Net Margin

36th percentile

-33%

Higher net margin than 36% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2017 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2017

Asset Growth

34th percentile

-2.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

82%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$679,388

Down $15,224 (-2.2%) from 2016

Net Assets

Down

$679,388

Down $15,224 (-2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin36th percentile

Revenue

Up

$47,791

Up $21,560 (+82%) from 2016

Expenses

Down

$63,365

Down $1,326 (-2.0%) from 2016

Net Income

Up

-$15,574

Up $22,886 (+60%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$679,388
Liabilities$0
Net Assets$679,388
Open 2017 Filing

Operations Trend

Revenue Growth68th 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

2017

Revenue$47,791
Expenses$63,365
Net Income-$15,574
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay79th 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
2018-10-09

Preparer

Firm
Taranto & Associates Financial Services
Address
1263 STATE ROUTE 31, LEBANON, NJ 08833-3239
Preparer
Gregory Taranto CPA
Phone
9087307211
Raw XML Appendix328 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/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION FOR SERVICE MEMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATIONS FOR REPAIRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHICAGO HOPE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNITED SERVICES ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST ELIZABETH'S CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MAGNIFICAT HOME INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02189 BOWLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 96860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt234 PEAPACK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3199 CLERK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FAR HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JERSEY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207931
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307305
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/ExcessDistributionCyovYr1Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0260000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0255000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt02389
LandEtcSchedule2/LandEtcGrp/BookValueAmt02611
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0ORGANIZATIONAL COSTS
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0350
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON TAXABLE DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011532
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011532
TaxesSchedule/TaxesDetail/Amt0121
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/Amt217
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1NET INVESTMENT INCOME TAX - 2016
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL FORM 990 TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0121
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt217
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD F JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09089631526
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-09
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/AtSubmissionCreationDeviceId03203C69D96FF353A14A7F36B83B971CD4E519BE0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0952B99D0EDBFCC712936135F421C47EACC5D806B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.67.143.225
ReturnHeader/FilingSecurityInformation/IPDt02018-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:08:25
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/PreparationDt02018-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY TARANTO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-11T21:08:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,388
Liabilities
$0
Net assets
$679,388
Revenue
$47,791
Expenses
$63,365
Net income
-$15,574
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