Civic Intelligence

The Alexis a Jacobs Foundation C/O Alexis a Jacobs

990PF • Fiscal year 2018 • EIN 31-1362920

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 26, 2019

Organization Profile

Refreshing map…

4700 Groveport RoadColumbus, OH 43207

(614) 497-2000

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

60th percentile

3.9%

Faster asset growth than 60% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

58%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$664,733

Up $25,052 (+3.9%) from 2017

Net Assets

Up

$664,733

Up $25,052 (+3.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin94th percentile

Revenue

Up

$37,406

Up $13,746 (+58%) from 2017

Expenses

Up

$12,027

Up $5,126 (+74%) from 2017

Net Income

Up

$25,379

Up $8,620 (+51%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2013: $579,698Liabilities 2013: $0Net Assets 2013: $579,6982013Assets 2014: $635,741Liabilities 2014: $0Net Assets 2014: $635,7412014Assets 2015: $632,407Liabilities 2015: $0Net Assets 2015: $632,4072015Assets 2016: $635,066Liabilities 2016: $0Net Assets 2016: $622,9222016Assets 2017: $639,681Liabilities 2017: $0Net Assets 2017: $639,6812017Assets 2018: $664,733Liabilities 2018: $0Net Assets 2018: $664,7332018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: -$2,0502019

Highlighted filing

2018

Assets$664,733
Liabilities$0
Net Assets$664,733
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $37,094Expenses 2013: $16,450Net Income 2013: $20,6442013Revenue 2014: $64,766Expenses 2014: $9,991Net Income 2014: $54,7752014Revenue 2015: $9,898Expenses 2015: $13,232Net Income 2015: -$3,3342015Revenue 2016: $4,176Expenses 2016: $13,661Net Income 2016: -$9,4852016Revenue 2017: $23,660Expenses 2017: $6,901Net Income 2017: $16,7592017Revenue 2018: $37,406Expenses 2018: $12,027Net Income 2018: $25,3792018Revenue 2019: $132,136Expenses 2019: $798,919Net Income 2019: -$666,7832019

Highlighted filing

2018

Revenue$37,406
Expenses$12,027
Net Income$25,379
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MS ALEXIS A JACOBSPresident-$0--
MR RAYMOND GREGORY LEVISecretary-$0--
MS PAM FARBERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Alexis a Jacobs Foundation
EIN
31-1362920
Phone
6144972000
Address
4700 GROVEPORT ROAD, COLUMBUS, OH 43207

Signing Officer

Name
Ms Alexis a Jacobs
Title
President
Phone
6144972000
Signed
2019-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Tax & Advisory Svc LLC
Address
81 MILL ST SUITE 300, GAHANNA, OH 43230-3011
Preparer
Matthew Barnes
Phone
6144167690
Raw XML Appendix269 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MR RAYMOND GREGORY LEVI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MS PAM FARBER
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OH ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01787
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07515
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - UBS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07515
TaxesSchedule/TaxesDetail/Amt0325
TaxesSchedule/TaxesDetail/CategoryTxt0PER UBS STMT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0325
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MS ALEXIS A JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06144972000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEXIS A JACOBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0311362920
ReturnHeader/Filer/PhoneNum06144972000
ReturnHeader/Filer/USAddress/AddressLine1Txt04700 GROVEPORT ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E88784D27C168FA89EFBD54F73B9F8E0A49EDC83
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId025B693A878EA450C1F311616A82E4637ACC61B31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:22:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455439667
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES TAX & ADVISORY SVC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt081 MILL ST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAHANNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0432303011
ReturnHeader/PreparerPersonGrp/PhoneNum06144167690
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW BARNES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-11T12:22:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$664,733
Liabilities
$0
Net assets
$664,733
Revenue
$37,406
Expenses
$12,027
Net income
$25,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$1.32$7.99$6.67
2018Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.37$0.12$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.24$0.07$0.17
2016Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.23$0.04$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.10$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.65$0.10$0.55
2013Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.37$0.16$0.21
Peer Organizations

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