Civic Intelligence

The Nathan P Jacobs Foundation

990PF • Fiscal year 2016 • EIN 36-3611416

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

32nd percentile

-2.6%

Faster asset growth than 32% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

35th percentile

-4.4%

Faster revenue growth than 35% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,754,043

Down $47,220 (-2.6%) from 2015

Net Assets

Down

$1,754,043

Down $47,220 (-2.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin20th percentile

Revenue

Down

$233,247

Down $10,692 (-4.4%) from 2015

Expenses

Down

$280,467

Down $5,856 (-2.0%) from 2015

Net Income

Down

-$47,220

Down $4,836 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2016

Assets$1,754,043
Liabilities$0
Net Assets$1,754,043
Open 2016 Filing

Operations Trend

Revenue Growth35th 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

2016

Revenue$233,247
Expenses$280,467
Net Income-$47,220
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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
2017-11-15
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 Appendix321 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/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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/Amt0221500
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/TotalGrantOrContriPdDurYrAmt0221500
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/AppliedToCurrentYearAmt0133574
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133574
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt081528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207171
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt087926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0221500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt087926
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0207171
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0119245
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt141451
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2141
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt141451
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141451
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2141
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
TaxesSchedule/TaxesDetail/Amt05000
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/SignatureDt02017-11-15
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/ReturnTs02017-11-15T11:57:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,754,043
Liabilities
$0
Net assets
$1,754,043
Revenue
$233,247
Expenses
$280,467
Net income
-$47,220
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