Civic Intelligence

Stacy R Jacobs Foundation

990PF • Fiscal year 2017 • EIN 45-5427184

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization Profile
7676 Hazard Center DriveSan Diego, CA 92108

(619) 295-4600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-959694%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

9th percentile

-47%

Faster asset growth than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$49,922

Down $129,056 (-72%) from 2015

Net Assets

Down

$49,922

Down $121,930 (-71%) from 2015

Liabilities

Down

$0

Down $7,126 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$78

Down $8,342,097 (-100%) from 2015

Expenses

Down

$748,639

Down $9,250,760 (-93%) from 2015

Net Income

Up

-$748,561

Up $908,663 (+55%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $31,872Liabilities 2012: $02012Assets 2013: $1,392,367Liabilities 2013: $9,1262013Assets 2014: $1,836,202Liabilities 2014: $7,1262014Assets 2015: $178,978Liabilities 2015: $7,126Net Assets 2015: $171,8522015Assets 2017: $49,922Liabilities 2017: $0Net Assets 2017: $49,9222017Assets 2018: $59,175Liabilities 2018: $0Net Assets 2018: $59,1752018Assets 2019: $251,718Liabilities 2019: $0Net Assets 2019: $251,7182019Assets 2020: $796,388Liabilities 2020: $0Net Assets 2020: $796,3882020Assets 2021: $454,089Liabilities 2021: $0Net Assets 2021: $454,0892021Assets 2022: $267,409Liabilities 2022: $0Net Assets 2022: $267,4092022Assets 2023: $610,428Liabilities 2023: $5,393Net Assets 2023: $605,0352023Assets 2024: $340,932Liabilities 2024: $0Net Assets 2024: $340,9322024

Highlighted filing

2017

Assets$49,922
Liabilities$0
Net Assets$49,922
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $939,795Expenses 2012: $907,923Net Income 2012: $31,8722012Revenue 2013: $5,994,770Expenses 2013: $4,643,401Net Income 2013: $1,351,3692013Revenue 2014: $7,932,057Expenses 2014: $7,486,222Net Income 2014: $445,8352014Revenue 2015: $8,342,175Expenses 2015: $9,999,399Net Income 2015: -$1,657,2242015Revenue 2017: $78Expenses 2017: $748,639Net Income 2017: -$748,5612017Revenue 2018: $233,168Expenses 2018: $223,915Net Income 2018: $9,2532018Revenue 2019: $571,803Expenses 2019: $97,064Net Income 2019: $474,7392019Revenue 2020: $1,409,040Expenses 2020: $181,247Net Income 2020: $1,227,7932020Revenue 2021: $213,940Expenses 2021: $556,239Net Income 2021: -$342,2992021Revenue 2022: $335,037Expenses 2022: $521,717Net Income 2022: -$186,6802022Revenue 2023: $841,159Expenses 2023: $448,312Net Income 2023: $392,8472023Revenue 2024: $618,342Expenses 2024: $882,445Net Income 2024: -$264,1032024

Highlighted filing

2017

Revenue$78
Expenses$748,639
Net Income-$748,561
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY R JACOBSPresident/SecrePT$0--
Karyn MeletisCFO-$0--
Filing and Contact Details

Filer

Filer Name
Stacy R Jacobs Foundation
EIN
45-5427184
Phone
6192954600
Address
7676 HAZARD CENTER DRIVE, SAN DIEGO, CA 92108

Signing Officer

Name
Jennifer Macphee CPA
Title
CFO
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Kuhn & Koviak CPAs Inc
Address
7676 Hazard Center Drive Suite 700, San Diego, CA 92108-4510
Preparer
Stephan M Kuhn Principal
Phone
6192954600
Raw XML Appendix306 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8St Helena
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692037
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0747250
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt018304
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt086970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09513721
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07073582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04372364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0890853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0890853
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021776894
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0730257
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt086970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09513721
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07073582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04372364
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0748561
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0730257
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022667747
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021937490
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01101
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01179
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MACPHEE CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STACY R JACOBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAC
ReturnHeader/Filer/EIN0455427184
ReturnHeader/Filer/PhoneNum06192954600
ReturnHeader/Filer/USAddress/AddressLine1Txt07676 HAZARD CENTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330621009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kuhn & Koviak CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 Hazard Center Drive Suite 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921084510
ReturnHeader/PreparerPersonGrp/PhoneNum06192954600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephan M Kuhn Principal
ReturnHeader/ReturnTs02018-11-13T15:24:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,922
Liabilities
$0
Net assets
$49,922
Revenue
$78
Expenses
$748,639
Net income
-$748,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.62$0.88$0.26
2023Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.61$0.84$0.45$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.34$0.52$0.19
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.21$0.56$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.41$0.18$1.23
2019Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.57$0.10$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.23$0.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.75$0.75
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.17$8.34$10.00$1.66
2014Summary only. Only limited summary data is available for this year.$1.84$0.01$7.93$7.49$0.45
2013Summary only. Only limited summary data is available for this year.$1.39$0.01$5.99$4.64$1.35
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.94$0.91$0.03