Civic Intelligence

The Jules & Evelyn Jacobsen Charitable Trust Co Joel Ellis

EIN 52-1671650 • Hackensack, NJ

190 Moore St 306Hackensack, NJ 07601
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

40th percentile

-3.4%

Higher net margin than 40% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$5,461

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

57th percentile

0.1%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-42%

Faster revenue growth than 21% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$401,742

Up $229 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$401,742

Up $229 (+0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin40th percentile

Revenue

Down

$20,574

Down $14,879 (-42%) from 2023

Expenses

Down

$21,269

Down $28,856 (-58%) from 2023

Net Income

Up

-$695

Up $13,977 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$1.0M$500K$0Assets 2010: $844,605Liabilities 2010: $0Net Assets 2010: $844,6052010Assets 2011: $839,881Liabilities 2011: $0Net Assets 2011: $839,8812011Assets 2012: $768,968Liabilities 2012: $0Net Assets 2012: $768,9682012Assets 2013: $668,910Liabilities 2013: $0Net Assets 2013: $668,9102013Assets 2014: $616,298Liabilities 2014: $0Net Assets 2014: $616,2982014Assets 2015: $558,143Liabilities 2015: $0Net Assets 2015: $558,1432015Assets 2016: $530,130Liabilities 2016: $0Net Assets 2016: $530,1302016Assets 2017: $484,697Liabilities 2017: $0Net Assets 2017: $484,6972017Assets 2018: $486,411Liabilities 2018: $0Net Assets 2018: $486,4112018Assets 2019: $491,748Liabilities 2019: $0Net Assets 2019: $491,7482019Assets 2020: $475,572Liabilities 2020: $0Net Assets 2020: $475,5722020Assets 2021: $439,668Liabilities 2021: $0Net Assets 2021: $439,6682021Assets 2022: $415,385Liabilities 2022: $0Net Assets 2022: $415,3852022Assets 2023: $401,513Liabilities 2023: $0Net Assets 2023: $401,5132023Assets 2024: $401,742Liabilities 2024: $0Net Assets 2024: $401,7422024

Highlighted filing

2024

Assets$401,742
Liabilities$0
Net Assets$401,742
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50K-$100K-$150KExpenses 2010: $96,7292010Expenses 2011: $87,2962011Expenses 2012: $92,6782012Revenue 2013: -$444Expenses 2013: $99,614Net Income 2013: -$100,0582013Revenue 2014: $19,960Expenses 2014: $71,520Net Income 2014: -$51,5602014Revenue 2015: $11,438Expenses 2015: $69,593Net Income 2015: -$58,1552015Revenue 2016: $37,960Expenses 2016: $65,973Net Income 2016: -$28,0132016Revenue 2017: $25,468Expenses 2017: $70,901Net Income 2017: -$45,4332017Revenue 2018: $63,139Expenses 2018: $61,425Net Income 2018: $1,7142018Revenue 2019: $64,547Expenses 2019: $59,210Net Income 2019: $5,3372019Revenue 2020: $38,482Expenses 2020: $54,658Net Income 2020: -$16,1762020Revenue 2021: $21,049Expenses 2021: $56,953Net Income 2021: -$35,9042021Revenue 2022: $32,483Expenses 2022: $56,463Net Income 2022: -$23,9802022Revenue 2023: $35,453Expenses 2023: $50,125Net Income 2023: -$14,6722023Revenue 2024: $20,574Expenses 2024: $21,269Net Income 2024: -$6952024

Highlighted filing

2024

Revenue$20,574
Expenses$21,269
Net Income-$695
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$401,742
Liabilities
$0
Net assets
$401,742
Revenue
$20,574
Expenses
$21,269
Net income
-$695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.21$0.21$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.35$0.50$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.32$0.56$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.21$0.57$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.38$0.55$0.16
2019Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.65$0.59$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.63$0.61$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.25$0.71$0.45
2016Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.38$0.66$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.11$0.70$0.58
2014Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.20$0.72$0.52
2013Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.00$1.00$1.00
2012Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.93
2011Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.87
2010Detailed filing. Detailed filing data is available for this year.$8.45$0.00$8.45$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL M ELLISTrustee-$5,461-$5,461
Filing and Contact Details

Filer

Filer Name
The Jules & Evelyn Jacobsen Charitable
EIN
52-1671650
Phone
2014887211
Address
190 MOORE ST 306, HACKENSACK, NJ 07601

Signing Officer

Name
Joel M Ellis
Title
Trustee
Signed
2025-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Kaplan and Mack LLC
Address
959 US HIGHWAY 46 STE 302, PARSIPPANY, NJ 07054
Preparer
Michael D Kaplan
Phone
9732270086
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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SELF EXPLANATORY
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SELF EXPLANATORY
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0190 MOORE ST SUITE 306
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HACKENSACK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NJ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd007601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOEL M ELLIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02014887211
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LUPUS FOUNDATION OF AMERICA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 L STREET NW SUITE 710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02000
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/AppliedToCurrentYearAmt02000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024441
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03965
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010085
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010085
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012356
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01593
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01593
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0924
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07468
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07468
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL M ELLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JULES & EVELYN JACOBSEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST CO JOEL ELLIS
ReturnHeader/Filer/BusinessNameControlTxt0JULE
ReturnHeader/Filer/EIN0521671650
ReturnHeader/Filer/PhoneNum02014887211
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 MOORE ST 306
ReturnHeader/Filer/USAddress/CityNm0HACKENSACK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223633982
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAPLAN AND MACK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0959 US HIGHWAY 46 STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARSIPPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007054
ReturnHeader/PreparerPersonGrp/PhoneNum09732270086
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D KAPLAN
ReturnHeader/ReturnTs02025-09-26T08:01:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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