Civic Intelligence

Hans & Cay Jacobsen Charitable Foun Dation Inc.

990PF • Fiscal year 2018 • EIN 59-3010451

Jun 01, 2017 to May 31, 2018 • Filed on Feb 21, 2019

Organization Profile
PO Box 2149Winter Park, FL 32790

(407) 810-6672

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

28th percentile

-3.7%

Faster asset growth than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-32%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$4,032,169

Down $154,448 (-3.7%) from 2017

Net Assets

Down

$4,032,169

Down $154,448 (-3.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin7th percentile

Revenue

Down

$245,826

Down $115,808 (-32%) from 2017

Expenses

Down

$400,274

Down $231,411 (-37%) from 2017

Net Income

Up

-$154,448

Up $115,603 (+43%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,594,156Liabilities 2011: $0Net Assets 2011: $4,594,1562011Assets 2012: $4,822,078Liabilities 2012: $0Net Assets 2012: $4,822,0782012Assets 2013: $4,645,747Liabilities 2013: $1Net Assets 2013: $4,645,7472013Assets 2014: $4,402,091Liabilities 2014: $1Net Assets 2014: $4,402,0912014Assets 2015: $4,564,380Liabilities 2015: $1Net Assets 2015: $4,564,3802015Assets 2016: $4,456,668Liabilities 2016: $0Net Assets 2016: $4,456,6682016Assets 2017: $4,186,617Liabilities 2017: $0Net Assets 2017: $4,186,6172017Assets 2018: $4,032,169Liabilities 2018: $0Net Assets 2018: $4,032,1692018Assets 2019: $3,894,499Liabilities 2019: $1Net Assets 2019: $3,894,4992019Assets 2020: $3,517,628Liabilities 2020: $1Net Assets 2020: $3,517,6282020Assets 2021: $3,452,345Liabilities 2021: $1Net Assets 2021: $3,452,3452021Assets 2022: $3,537,150Liabilities 2022: $1Net Assets 2022: $3,537,1502022Assets 2023: $3,325,040Liabilities 2023: $1Net Assets 2023: $3,325,0402023Assets 2024: $3,221,044Liabilities 2024: $0Net Assets 2024: $3,221,0442024Assets 2025: $3,274,663Liabilities 2025: $0Net Assets 2025: $3,274,6632025

Highlighted filing

2018

Assets$4,032,169
Liabilities$0
Net Assets$4,032,169
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $259,1182011Expenses 2012: $274,6172012Revenue 2013: $167,352Expenses 2013: $343,683Net Income 2013: -$176,3312013Revenue 2014: $167,499Expenses 2014: $411,155Net Income 2014: -$243,6562014Revenue 2015: $572,586Expenses 2015: $410,297Net Income 2015: $162,2892015Revenue 2016: $254,971Expenses 2016: $362,683Net Income 2016: -$107,7122016Revenue 2017: $361,634Expenses 2017: $631,685Net Income 2017: -$270,0512017Revenue 2018: $245,826Expenses 2018: $400,274Net Income 2018: -$154,4482018Revenue 2019: $162,901Expenses 2019: $300,571Net Income 2019: -$137,6702019Revenue 2020: $169,789Expenses 2020: $546,660Net Income 2020: -$376,8712020Revenue 2021: $344,704Expenses 2021: $409,987Net Income 2021: -$65,2832021Revenue 2022: $468,893Expenses 2022: $384,088Net Income 2022: $84,8052022Revenue 2023: $159,829Expenses 2023: $371,939Net Income 2023: -$212,1102023Revenue 2024: $318,417Expenses 2024: $422,413Net Income 2024: -$103,9962024Revenue 2025: $631,103Expenses 2025: $577,484Net Income 2025: $53,6192025

Highlighted filing

2018

Revenue$245,826
Expenses$400,274
Net Income-$154,448
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Feb 21, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA W BORCHECKPresidentPT$20,000-$20,000
W THOMAS BROOKSVice PresidePT$8,000-$8,000
BRIAN BROOKSTreasurer-$8,000-$8,000
SHANNON MCLIN CARLYLESecretary-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
Hans and Cay Jacobsen Charitable
EIN
59-3010451
Phone
4078106672
Address
PO BOX 2149, WINTER PARK, FL 32790

Signing Officer

Name
Teresa W Borcheck
Title
President
Phone
4078106672
Signed
2019-02-21
Discuss with paid preparer
Yes

Preparer

Firm
Purvis Gray & Company Llp
Address
2347 SE 17TH STREET, OCALA, FL 34471
Preparer
Mark a White CPA
Phone
3527323872
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01330
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IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt080787
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt38000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERESA W BORCHECK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHANNON MCLIN CARLYLE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTER PARK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332790
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0361134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0363074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0558221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0300751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0359359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0363866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0281353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.068074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.106630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.059952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.065846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05305021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05235118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05471777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05994087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05526055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05310615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0350285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.340371
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0350285
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0350285
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0350285
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,032,169
Liabilities
$0
Net assets
$4,032,169
Revenue
$245,826
Expenses
$400,274
Net income
-$154,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.63$0.58$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.32$0.42$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.47$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.34$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.17$0.55$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.16$0.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.40$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.36$0.63$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.25$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.57$0.41$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.17$0.41$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.17$0.34$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • $1M-$5M nonprofits