Civic Intelligence

The Smith-Jacobs Family Foundation

EIN 30-6267239 • Jacksonville, FL

5321 Hala CourtJacksonville, FL 32224
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

335%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

61st percentile

2.2%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$150,280

Up $17,044 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$150,280

Up $17,044 (+13%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$5,597

Down $13,823 (-168%) from 2023

Expenses

Up

$13,163

Up $11,663 (+778%) from 2023

Net Income

Down

-$18,760

Down $25,486 (-379%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2015: $140,889Liabilities 2015: $0Net Assets 2015: $140,8892015Assets 2016: $117,903Liabilities 2016: $0Net Assets 2016: $117,9032016Assets 2017: $224,013Liabilities 2017: $0Net Assets 2017: $224,0132017Assets 2018: $212,108Liabilities 2018: $0Net Assets 2018: $157,6582018Assets 2019: $159,293Liabilities 2019: $0Net Assets 2019: $159,2932019Assets 2020: $291,567Liabilities 2020: $0Net Assets 2020: $291,5672020Assets 2021: $223,609Liabilities 2021: $0Net Assets 2021: $223,6092021Assets 2022: $143,761Liabilities 2022: $0Net Assets 2022: $143,7612022Assets 2023: $133,236Liabilities 2023: $0Net Assets 2023: $133,2362023Assets 2024: $150,280Liabilities 2024: $0Net Assets 2024: $150,2802024

Highlighted filing

2024

Assets$150,280
Liabilities$0
Net Assets$150,280
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2015: -$31,355Expenses 2015: $9,489Net Income 2015: -$40,8442015Revenue 2016: -$18,105Expenses 2016: $18,907Net Income 2016: -$37,0122016Revenue 2017: $95,500Expenses 2017: $1,500Net Income 2017: $94,0002017Revenue 2018: $30,668Expenses 2018: $22,500Net Income 2018: $8,1682018Revenue 2019: $1,731Expenses 2019: $16,686Net Income 2019: -$14,9552019Revenue 2020: $24,419Expenses 2020: $14,006Net Income 2020: $10,4132020Revenue 2021: $12,077Expenses 2021: $49,743Net Income 2021: -$37,6662021Revenue 2022: -$70,218Expenses 2022: $4,050Net Income 2022: -$74,2682022Revenue 2023: $8,226Expenses 2023: $1,500Net Income 2023: $6,7262023Revenue 2024: -$5,597Expenses 2024: $13,163Net Income 2024: -$18,7602024

Highlighted filing

2024

Revenue-$5,597
Expenses$13,163
Net Income-$18,760
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,280
Liabilities
$0
Net assets
$150,280
Revenue
-$5,597
Expenses
$13,163
Net income
-$18,760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.06$0.13$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.02$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.70$0.04$0.74
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.12$0.50$0.38
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.24$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.02$0.17$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$1.58$0.31$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.96$0.02$0.94
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.19$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.31$0.09$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A SMITHTrustee-$0--
MARY JANE JACOBSTrustee-$0--
RYAN A SMITHTrustee-$0--
ALEX K JACOBSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Smith-jacobs Family Foundation
EIN
30-6267239
Phone
9049453105
Address
5321 HALA COURT, JACKSONVILLE, FL 32224

Signing Officer

Name
David a Smith
Title
Trustee
Phone
9049453105
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Heinz Jolles & Berry Llp
Address
10375 CENTURION PKWY N 115, JACKSONVILLE, FL 32256-0611
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix324 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/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID A SMITH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05321 HALA COURT
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09049453105
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAMARITANS PURSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02048 ANALYSIS DR STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOONE
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06846
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04459
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041441
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0254
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04459
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0254
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt045854
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045600
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ENTERPRISE PRODUCTS PARTNERS, L.P.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ENERGY TRANSFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03741
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1807
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035804
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09049453105
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SMITH-JACOBS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0306267239
ReturnHeader/Filer/PhoneNum09049453105
ReturnHeader/Filer/USAddress/AddressLine1Txt05321 HALA COURT
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032224
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203903040
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEINZ JOLLES & BERRY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 CENTURION PKWY N 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0322560611
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02025-10-08T06:53:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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