Civic Intelligence

The Robert and Laurie Jacobs Foundation

EIN 46-3062246 • Naples, FL

707 Hollybriar LaneNaples, FL 34108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-183%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-27%

Faster asset growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

572%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$43,749

Down $15,944 (-27%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$43,749

Down $15,944 (-27%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Up

$8,707

Up $7,412 (+572%) from 2023

Expenses

Down

$24,651

Down $259 (-1.0%) from 2023

Net Income

Up

-$15,944

Up $7,671 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2013: $7,169Liabilities 2013: $02013Assets 2014: $20,969Liabilities 2014: $0Net Assets 2014: $20,9692014Assets 2015: $22,695Liabilities 2015: $0Net Assets 2015: $22,6952015Assets 2016: $715Liabilities 2016: $0Net Assets 2016: $7152016Assets 2017: $37,123Liabilities 2017: $0Net Assets 2017: $37,1232017Assets 2018: $15,143Liabilities 2018: $0Net Assets 2018: $15,1432018Assets 2019: $38,943Liabilities 2019: $0Net Assets 2019: $38,9432019Assets 2020: $55,164Liabilities 2020: $0Net Assets 2020: $55,1642020Assets 2021: $35,291Liabilities 2021: $0Net Assets 2021: $35,2912021Assets 2022: $83,151Liabilities 2022: $0Net Assets 2022: $83,1512022Assets 2023: $59,693Liabilities 2023: $0Net Assets 2023: $59,6932023Assets 2024: $43,749Liabilities 2024: $0Net Assets 2024: $43,7492024

Highlighted filing

2024

Assets$43,749
Liabilities$0
Net Assets$43,749
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $18,575Expenses 2013: $11,406Net Income 2013: $7,1692013Revenue 2014: $27,000Expenses 2014: $13,200Net Income 2014: $13,8002014Revenue 2015: $24,087Expenses 2015: $22,361Net Income 2015: $1,7262015Revenue 2016: $0Expenses 2016: $21,980Net Income 2016: -$21,9802016Revenue 2017: $39,000Expenses 2017: $2,592Net Income 2017: $36,4082017Revenue 2018: $0Expenses 2018: $21,980Net Income 2018: -$21,9802018Revenue 2019: $25,000Expenses 2019: $1,200Net Income 2019: $23,8002019Revenue 2020: $50,402Expenses 2020: $34,181Net Income 2020: $16,2212020Revenue 2021: $4,724Expenses 2021: $24,597Net Income 2021: -$19,8732021Revenue 2022: $66,318Expenses 2022: $1,654Net Income 2022: $64,6642022Revenue 2023: $1,295Expenses 2023: $24,910Net Income 2023: -$23,6152023Revenue 2024: $8,707Expenses 2024: $24,651Net Income 2024: -$15,9442024

Highlighted filing

2024

Revenue$8,707
Expenses$24,651
Net Income-$15,944
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,749
Liabilities
$0
Net assets
$43,749
Revenue
$8,707
Expenses
$24,651
Net income
-$15,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$8.71$24.7$15.9
2023Detailed filing. Detailed filing data is available for this year.$59.7$0.00$59.7$1.30$24.9$23.6
2022Detailed filing. Detailed filing data is available for this year.$83.2$0.00$83.2$66.3$1.65$64.7
2021Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$4.72$24.6$19.9
2020Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$50.4$34.2$16.2
2019Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$25.0$1.20$23.8
2018Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.00$22.0$22.0
2017Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$39.0$2.59$36.4
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.00$22.0$22.0
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$24.1$22.4$1.73
2014Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$27.0$13.2$13.8
2013Summary only. Only limited summary data is available for this year.$7.17$0.00$18.6$11.4$7.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT JACOBSTrustee-$0--
LAURIE JACOBSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Robert and Laurie Jacobs Foundation
EIN
46-3062246
Phone
2395978850
Address
707 HOLLYBRIAR LANE, NAPLES, FL 34108

Signing Officer

Name
Laurie Jacobs
Title
Trustee
Phone
2395978850
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
ONE BALA PLAZA SUITE 502, BALA CYNWYD, PA 19004
Preparer
Arthur Zatz
Phone
6106684200
Raw XML Appendix326 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/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0707 HOLLYBRIAR LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395978850
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT JACOBS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LAURIE JACOBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt019929
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUBINI PRIZE, GRANTS TO ITALIAN MATHMETICIAN, TEACHERS AND SCHOLARSHIPS FOR NEEDY STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSOCIAZIONE SUBALPINA MATHESIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0VIA CARLO ALBERTO 10 TORINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0PIEDMONTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0IT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd010123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019929
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03834
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091569
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032534
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021879
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018045
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092027
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073982
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0583
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0583
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02395978850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERT AND LAURIE JACOBS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0463062246
ReturnHeader/Filer/PhoneNum02395978850
ReturnHeader/Filer/USAddress/AddressLine1Txt0707 HOLLYBRIAR LANE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236410283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISDANER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BALA PLAZA SUITE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum06106684200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR ZATZ
ReturnHeader/ReturnTs02025-05-19T16:01:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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