Civic Intelligence

The Smith-Jacobs Family Foundation

990PF • Fiscal year 2016 • EIN 30-6267239

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

5321 Hala CourtJacksonville, FL 32224

(904) 652-2230

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

99th percentile

204%

Higher net margin than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

21st percentile

-16%

Faster asset growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Down

$117,903

Down $22,986 (-16%) from 2015

Net Assets

Down

$117,903

Down $22,986 (-16%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

-$18,105

Up $13,250 (+42%) from 2015

Expenses

Up

$18,907

Up $9,418 (+99%) from 2015

Net Income

Up

-$37,012

Up $3,832 (+9.4%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$117,903
Liabilities$0
Net Assets$117,903

Operations Trend

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

2016

Revenue-$18,105
Expenses$18,907
Net Income-$37,012
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers

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
In Care Of
% DAVID A SMITH
Address
5321 Hala Court, Jacksonville, FL 32224

Signing Officer

Name
David a Smith
Title
Trustee
Phone
9049453105
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Heinz & Jolles LLP
Address
10375 Centurion Parkway N Ste 115, Jacksonville, FL 32256
Preparer
Jamie M Jolles
Phone
9046522230
Raw XML Appendix369 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0233384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0234099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0209078
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0218040
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05321 HALA COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032224
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID A SMITH
IRS990PF/StatementsRegardingActyGrp/PhoneNum09049453105
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0K9S FOR WARRIORS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0260 S ROSCOE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PONTE VEDRA BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032082
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06673
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05226
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01886
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt017247
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01886
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08327
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017247
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08920
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0282
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0282
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ROSE ROCK MIDSTREAM PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENERGY TRANSFER PARTNERS LP - RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-387
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-506
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-1252
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-387
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-506
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1252
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-2
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014026
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09049453105
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Smith-Jacobs Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0306267239
ReturnHeader/Filer/InCareOfNm0% DAVID A SMITH
ReturnHeader/Filer/USAddress/AddressLine1Txt05321 Hala Court
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032224
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB0AC1E83D9C483AB3F765F19C4B1A327C177FB8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AB0AC1E83D9C483AB3F765F19C4B1A327C177FB8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId059572320171305000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032256
ReturnHeader/PreparerPersonGrp/PhoneNum09046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE M JOLLES
ReturnHeader/ReturnTs02017-05-10T14:14:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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