Civic Intelligence

The Nathan P Jacobs Foundation

990PF • Fiscal year 2015 • EIN 36-3611416

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 03, 2016

Organization Profile
7 Cobblestone CourtCenterport, NY 11721

(631) 754-1600

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

35th percentile

-2.3%

Faster asset growth than 35% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

36%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,801,263

Down $42,384 (-2.3%) from 2014

Net Assets

Down

$1,801,263

Down $42,384 (-2.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin20th percentile

Revenue

Up

$243,939

Up $65,181 (+36%) from 2014

Expenses

Up

$286,323

Up $54,219 (+23%) from 2014

Net Income

Up

-$42,384

Up $10,962 (+21%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,032,359Liabilities 2010: $0Net Assets 2010: $2,032,3592010Assets 2011: $1,873,873Liabilities 2011: $0Net Assets 2011: $1,873,8732011Assets 2012: $1,856,591Liabilities 2012: $0Net Assets 2012: $1,856,5912012Assets 2013: $1,896,993Liabilities 2013: $0Net Assets 2013: $1,896,9932013Assets 2014: $1,843,647Liabilities 2014: $0Net Assets 2014: $1,843,6472014Assets 2015: $1,801,263Liabilities 2015: $0Net Assets 2015: $1,801,2632015Assets 2016: $1,754,043Liabilities 2016: $0Net Assets 2016: $1,754,0432016Assets 2017: $1,678,718Liabilities 2017: $0Net Assets 2017: $1,678,7182017Assets 2018: $1,556,193Liabilities 2018: $0Net Assets 2018: $1,556,1932018Assets 2019: $1,372,233Liabilities 2019: $0Net Assets 2019: $1,372,2332019Assets 2020: $1,380,549Liabilities 2020: $0Net Assets 2020: $1,380,5492020Assets 2021: $1,457,170Liabilities 2021: $0Net Assets 2021: $1,457,1702021Assets 2022: $1,210,229Liabilities 2022: $0Net Assets 2022: $1,210,2292022Assets 2023: $1,074,567Liabilities 2023: $0Net Assets 2023: $1,074,5672023Assets 2024: $1,215,739Liabilities 2024: $0Net Assets 2024: $1,215,7392024

Highlighted filing

2015

Assets$1,801,263
Liabilities$0
Net Assets$1,801,263
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $193,4972010Expenses 2011: $193,2962011Expenses 2012: $180,6882012Revenue 2013: $242,733Expenses 2013: $202,331Net Income 2013: $40,4022013Revenue 2014: $178,758Expenses 2014: $232,104Net Income 2014: -$53,3462014Revenue 2015: $243,939Expenses 2015: $286,323Net Income 2015: -$42,3842015Revenue 2016: $233,247Expenses 2016: $280,467Net Income 2016: -$47,2202016Revenue 2017: $226,048Expenses 2017: $301,373Net Income 2017: -$75,3252017Revenue 2018: $184,956Expenses 2018: $307,481Net Income 2018: -$122,5252018Revenue 2019: $217,950Expenses 2019: $401,910Net Income 2019: -$183,9602019Revenue 2020: $399,563Expenses 2020: $391,247Net Income 2020: $8,3162020Revenue 2021: $479,508Expenses 2021: $402,887Net Income 2021: $76,6212021Revenue 2022: $156,347Expenses 2022: $403,288Net Income 2022: -$246,9412022Revenue 2023: $234,048Expenses 2023: $369,710Net Income 2023: -$135,6622023Revenue 2024: $492,639Expenses 2024: $351,467Net Income 2024: $141,1722024

Highlighted filing

2015

Revenue$243,939
Expenses$286,323
Net Income-$42,384
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 3, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN S JACOBSPresident & Director-$0--
GERALD S KAUFMANVice Pres.& Director-$0--
BRUCE A ROSENTreas/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Nathan P Jacobs Foundation
EIN
36-3611416
Phone
6317541600
Address
7 COBBLESTONE COURT, CENTERPORT, NY 11721

Signing Officer

Name
Bruce a Rosen
Title
Treas/Director
Signed
2016-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Bruce A Rosen CPA PC
Address
7 Cobblestone Court, Centerport, NY 11721
Preparer
Bruce a Rosen CPA
Phone
6317541600
Raw XML Appendix302 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/LocationOfBooksUSAddress/AddressLine1Txt030 W MONROE ST - SUITE 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GERALD S KAUFMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03123576467
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0approved
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011721
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0143472
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0143472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119245
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt081528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt081528
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119245
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037717
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt145292
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2156
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt145292
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145292
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2156
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
TaxesSchedule/TaxesDetail/Amt03500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE A ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas/DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE NATHAN P JACOBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NATH
ReturnHeader/Filer/EIN0363611416
ReturnHeader/Filer/PhoneNum06317541600
ReturnHeader/Filer/USAddress/AddressLine1Txt07 COBBLESTONE COURT
ReturnHeader/Filer/USAddress/CityNm0CENTERPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce A Rosen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 Cobblestone Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011721
ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02016-11-03T11:45:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,801,263
Liabilities
$0
Net assets
$1,801,263
Revenue
$243,939
Expenses
$286,323
Net income
-$42,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.49$0.35$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.23$0.37$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.16$0.40$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.48$0.40$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.40$0.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.22$0.40$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.31$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.23$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.23$0.28$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.24$0.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.18$0.23$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.24$0.20$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.18
2011Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.19
2010Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.19