The Smith-Jacobs Family Foundation

990PF • Fiscal year 2018 • EIN 30-6267239

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile

5321 Hala CourtJacksonville, FL 32224

(904) 652-2230

Siviq Scores

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

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

27%

Higher net margin than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-5.3%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

-68%

Faster revenue growth than 6% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$212,108

Down $11,905 (-5.3%) from 2017

Net Assets

Down

$157,658

Down $66,355 (-30%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin82nd percentile

Revenue

Down

$30,668

Down $64,832 (-68%) from 2017

Expenses

$22,500

Up $21,000 (+1400%) from 2017

Net Income

Down

$8,168

Down $85,832 (-91%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2018

Assets$212,108

Liabilities$0

Net Assets$157,658

Open 2018 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$30,668

Expenses$22,500

Net Income$8,168

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 9, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID A SMITH	Trustee	-	$0	-	-
MARY JANE JACOBS	Trustee	-	$0	-	-
RYAN A SMITH	Trustee	-	$0	-	-
ALEX K JACOBS	Trustee	-	$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: 2019-05-09
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

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY JANE JACOBS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	ALEX K JACOBS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	260 S ROSCOE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2048 ANALYSIS DR STE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	6401 LYONS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	PONTE VEDRA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	COCONUT CREEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	32082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	59718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	33073
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	19500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9632
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	566
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	20003
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	9868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1808
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	19500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	9868
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	20569
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	10701
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	74523
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ENERGY TRANSFER PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ENTERPRISE PRODUCTS PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	ROSE ROCK MIDSTREAM PARTNERS LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	ENERGY TRANSFER PARTNERS LP - RENTAL
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID A SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9049453105
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	The Smith-Jacobs Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SMIT
ReturnHeader/Filer/EIN	0	306267239
ReturnHeader/Filer/InCareOfNm	0	% DAVID A SMITH
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	5321 Hala Court
ReturnHeader/Filer/USAddress/CityNm	0	Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32224
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	79BD657E7BFA94375545EB854BC2ADF4EB6E2728
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	79BD657E7BFA94375545EB854BC2ADF4EB6E2728
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	59572320191335000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	66.162.168.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Heinz & Jolles LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10375 Centurion Parkway N Ste 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Jacksonville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	32256
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9046522230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMIE M JOLLES
ReturnHeader/ReturnTs	0	2019-05-13T07:54:37-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $212,108
Liabilities: $0
Net assets: $157,658
Revenue: $30,668
Expenses: $22,500
Net income: $8,168

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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