Civic Intelligence

Nancy L and Joseph M Jacobson Family

EIN 30-0232149 • 501(c)3 • Bloomfield Hills, MI

Profile

To support the jewish community.

PO Box 2030 6735 Telegraph RdBloomfield Hills, MI 48301

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-1461%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.4%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$20,955

Up $849 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$20,955

Up $849 (+4.2%) from 2024

Revenue

Up

$1,524

Up $36 (+2.4%) from 2024

Expenses

Up

$23,797

Up $1,285 (+5.7%) from 2024

Net Income

Down

-$22,273

Down $1,249 (-5.9%) from 2024

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0-$10KAssets 2011: $154Liabilities 2011: $0Net Assets 2011: $1542011Assets 2012: $126Liabilities 2012: $0Net Assets 2012: $1262012Assets 2013: $125Liabilities 2013: $0Net Assets 2013: $1252013Assets 2014: $0Liabilities 2014: $325Net Assets 2014: -$3252014Assets 2015: $4,292Liabilities 2015: $0Net Assets 2015: $4,2922015Assets 2016: $28,447Liabilities 2016: $0Net Assets 2016: $28,4472016Assets 2017: $30,045Liabilities 2017: $0Net Assets 2017: $30,0452017Assets 2018: $29,600Liabilities 2018: $0Net Assets 2018: $29,6002018Assets 2019: $27,884Liabilities 2019: $0Net Assets 2019: $27,8842019Assets 2020: $23,098Liabilities 2020: $0Net Assets 2020: $23,0982020Assets 2021: $24,482Liabilities 2021: $0Net Assets 2021: $24,4822021Assets 2022: $21,008Liabilities 2022: $0Net Assets 2022: $21,0082022Assets 2023: $19,009Liabilities 2023: $0Net Assets 2023: $19,0092023Assets 2024: $20,106Liabilities 2024: $0Net Assets 2024: $20,1062024Assets 2025: $20,955Liabilities 2025: $0Net Assets 2025: $20,9552025

Highlighted filing

2025

Assets$20,955
Liabilities$0
Net Assets$20,955

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $661Expenses 2011: $25,261Net Income 2011: -$24,6002011Revenue 2012: $0Expenses 2012: $16,412Net Income 2012: -$16,4122012Revenue 2013: $20Expenses 2013: $16,996Net Income 2013: -$16,9762013Revenue 2014: $6Expenses 2014: $16,931Net Income 2014: -$16,9252014Revenue 2015: $5,121Expenses 2015: $18,897Net Income 2015: -$13,7762015Revenue 2016: $25,132Expenses 2016: $18,727Net Income 2016: $6,4052016Revenue 2017: $650Expenses 2017: $19,984Net Income 2017: -$19,3342017Revenue 2018: $1,771Expenses 2018: $21,187Net Income 2018: -$19,4162018Revenue 2019: $438Expenses 2019: $19,504Net Income 2019: -$19,0662019Revenue 2020: $369Expenses 2020: $22,716Net Income 2020: -$22,3472020Revenue 2021: $1,485Expenses 2021: $21,438Net Income 2021: -$19,9532021Revenue 2022: -$761Expenses 2022: $19,225Net Income 2022: -$19,9862022Revenue 2023: $191Expenses 2023: $20,652Net Income 2023: -$20,4612023Revenue 2024: $1,488Expenses 2024: $22,512Net Income 2024: -$21,0242024Revenue 2025: $1,524Expenses 2025: $23,797Net Income 2025: -$22,2732025

Highlighted filing

2025

Revenue$1,524
Expenses$23,797
Net Income-$22,273

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$1.52$23.8$22.3
2024Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$1.49$22.5$21.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$0.19$20.7$20.5
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$0.76$19.2$20.0
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.49$21.4$20.0
2020Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$0.37$22.7$22.3
2019Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$0.44$19.5$19.1
2018Detailed filing. Detailed filing data is available for this year.$29.6$0.00$29.6$1.77$21.2$19.4
2017Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$0.65$20.0$19.3
2016Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$25.1$18.7$6.41
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$5.12$18.9$13.8
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.33$0.33$0.01$16.9$16.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.02$17.0$17.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.13$0.00$16.4$16.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.66$25.3$24.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$1,524
Mission and Program Overview

Mission

To support the jewish community.

To support the jewish community and the community as a whole.

Program Services

DescriptionGrantsExpenses
GRANTS AND AWARDS GIVEN TO CHARITABLE ORGANIZATIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M JACOBSONPresident, Director-$0--
NANCY L JACOBSONVice President, Director-$0--
STEVEN INGBERSecretary, Director-$0--
DOROTHY BENYASTreasurer, Director-$0--
DOREEN HERMELINDirector-$0--
LAWRENCE JACKIERDirector-$0--
HOWARD JACOBSONDirector-$0--
DAVID JACOBSONDirector-$0--
KEITH LUBLINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Nancy L and Joseph M Jacobson Family
EIN
30-0232149
Phone
2486424260
Address
PO BOX 2030 6735 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48301

Signing Officer

Name
Dorothy Benyas
Title
Treasurer
Phone
2486424260
Signed
2025-10-09
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income from pooled earnings. Amount: 711.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: filing fees. Amount: 20. Description: administrative expenses. Amount: 22,500. Description: management fee. Amount: 168. Total to form 990-ez, line 16: 22,688.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: allocation of administrative expenses from jfd. Amount: 22,500. Description: unrealized gain/loss from pooled earnings. Amount: 622. Total to form 990-ez, line 20: 23,122.

Form 990-ez, Part II, Line 24 - Other Assets

Description: balanced pool. Beg. Of year amount: 20,106. End of year amount: 20,955.

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt023122
IRS990EZ/OtherExpensesTotalAmt022688
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND AWARDS GIVEN TO CHARITABLE ORGANIZATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE GRANT RECIPIENTS ARE ALL 501(C)(3) ORGANIZATIONS THAT ARE DESIGNATED BY CLASS IN THE GOVERNING DOCUMENT. IN FURTHERANCE OF THE MISSION OF ITS SUPPORTED ORGANIZATION, THE JEWISH FEDERATION OF DETROIT, THE ORGANIZATION SUPPORTS BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE JEWISH FEDERATION OF DETROIT IS THE PRIMARY NAMED SUPPORTED ORGANIZATION; CERTAIN OTHER SUPPORTED ORGANIZATIONS ARE NAMED AND OTHERS ARE DEFINED BY CLASS. THE ORGANIZATION SUPPORTS BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AS A WHOLE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 1:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME FROM POOLED EARNINGS. AMOUNT: 711.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FILING FEES. AMOUNT: 20. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 22,500. DESCRIPTION: MANAGEMENT FEE. AMOUNT: 168. TOTAL TO FORM 990-EZ, LINE 16: 22,688.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ALLOCATION OF ADMINISTRATIVE EXPENSES FROM JFD. AMOUNT: 22,500. DESCRIPTION: UNREALIZED GAIN/LOSS FROM POOLED EARNINGS. AMOUNT: 622. TOTAL TO FORM 990-EZ, LINE 20: 23,122.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BALANCED POOL. BEG. OF YEAR AMOUNT: 20,106. END OF YEAR AMOUNT: 20,955.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-09
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02025-10-13T10:55:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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