Civic Intelligence

The Nathan P Jacobs Foundation

990PF • Fiscal year 2017 • EIN 36-3611416

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

20th percentile

-4.3%

Faster asset growth than 20% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

30th percentile

-3.1%

Faster revenue growth than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,678,718

Down $75,325 (-4.3%) from 2016

Net Assets

Down

$1,678,718

Down $75,325 (-4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$226,048

Down $7,199 (-3.1%) from 2016

Expenses

Up

$301,373

Up $20,906 (+7.5%) from 2016

Net Income

Down

-$75,325

Down $28,105 (-60%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,678,718
Liabilities$0
Net Assets$1,678,718

Operations Trend

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

2017

Revenue$226,048
Expenses$301,373
Net Income-$75,325
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers

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
2018-11-15
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 Appendix305 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/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/Amt0257000
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/TotalGrantOrContriPdDurYrAmt0257000
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/AppliedToCurrentYearAmt0134519
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt087926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt081528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0329652
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0122481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt087926
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt081528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0257000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0122481
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0329652
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207171
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt131693
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2105
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt131693
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131693
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06000
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE A ROSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treas/DIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmEIN0113549288
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/ReturnTs02018-11-15T07:35:50-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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