Civic Intelligence

Dale Gardner Jacobs Charitable

990PF • Fiscal year 2019 • EIN 59-3209519

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
3730 Cleveland Heights Blvd Ste 4Lakeland, FL 33803-0212

(863) 648-1877

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

1575%

Higher net margin than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$150,636

Down $39,329 (-21%) from 2018

Net Assets

Down

$150,636

Down $39,329 (-21%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,497

Down $15,206 (-120%) from 2018

Expenses

Up

$36,832

Up $6,586 (+22%) from 2018

Net Income

Down

-$39,329

Down $21,792 (-124%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$300K$200K$100K$0Assets 2011: $192,246Liabilities 2011: $02011Assets 2012: $266,338Liabilities 2012: $02012Assets 2013: $258,828Liabilities 2013: $02013Assets 2014: $249,999Liabilities 2014: $02014Assets 2015: $249,720Liabilities 2015: $02015Assets 2016: $234,595Liabilities 2016: $0Net Assets 2016: $234,5952016Assets 2017: $208,329Liabilities 2017: $0Net Assets 2017: $208,3292017Assets 2018: $189,965Liabilities 2018: $0Net Assets 2018: $189,9652018Assets 2019: $150,636Liabilities 2019: $0Net Assets 2019: $150,6362019Assets 2020: $57,529Liabilities 2020: $0Net Assets 2020: $57,5292020Assets 2021: $57,529Liabilities 2021: $0Net Assets 2021: $57,5292021

Highlighted filing

2019

Assets$150,636
Liabilities$0
Net Assets$150,636
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2011: $1,421Expenses 2011: $16,770Net Income 2011: -$15,3492011Revenue 2012: $81,173Expenses 2012: $7,081Net Income 2012: $74,0922012Revenue 2013: $86Expenses 2013: $7,596Net Income 2013: -$7,5102013Revenue 2014: $46Expenses 2014: $8,875Net Income 2014: -$8,8292014Revenue 2015: $14,349Expenses 2015: $14,628Net Income 2015: -$2792015Revenue 2016: -$13,113Expenses 2016: $2,012Net Income 2016: -$15,1252016Revenue 2017: $5,671Expenses 2017: $31,937Net Income 2017: -$26,2662017Revenue 2018: $12,709Expenses 2018: $30,246Net Income 2018: -$17,5372018Revenue 2019: -$2,497Expenses 2019: $36,832Net Income 2019: -$39,3292019Revenue 2020: -$10,569Expenses 2020: $82,467Net Income 2020: -$93,0362020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021

Highlighted filing

2019

Revenue-$2,497
Expenses$36,832
Net Income-$39,329
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE G JACOBSDirector-$0--
KIMBERLY JACOBSDirector-$0--
DALENE JACOBSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Dale Gardner Jacobs Charitable
EIN
59-3209519
Phone
8636481877
Address
3730 CLEVELAND HEIGHTS BLVD STE 4, LAKELAND, FL 33803-0212

Signing Officer

Name
Dale G Jacobs
Title
Director
Phone
8636481877
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Wall Titus LLC
Address
212 E HIGHLAND DR STE 201, LAKELAND, FL 33813-1725
Preparer
H Lee Wall CPA
Phone
8636830708
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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DALE JACOBS
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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/DistributableAsAdjustedAmt06660
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt078406
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt078406
IRS990PF/UndistributedIncomeGrp/Taxable2Amt08761
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt078406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06660
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08761
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01273
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0238
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt056400
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm0DUE FROM DALE JACOBS
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/ConsiderationFMVAmt056400
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/InterestRt00.0200
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt0141000
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanPurposeTxt0ASSIGNMENT OF NOTE TO FDN FROM MGR
TaxesSchedule/TaxesDetail/Amt03559
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE G JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08636481877
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALE GARDNER JACOBS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0593209519
ReturnHeader/Filer/PhoneNum08636481877
ReturnHeader/Filer/USAddress/AddressLine1Txt03730 CLEVELAND HEIGHTS BLVD STE 4
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0338030212
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId035BFFA3DB84784DEDABCA7240C39C75BC3F516F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId035BFFA3DB84784DEDABCA7240C39C75BC3F516F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.216.36.12
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:31:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593613234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALL TITUS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0212 E HIGHLAND DR STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0338131725
ReturnHeader/PreparerPersonGrp/PhoneNum08636830708
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H LEE WALL CPA
ReturnHeader/ReturnTs02020-11-16T14:31:58-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,636
Liabilities
$0
Net assets
$150,636
Revenue
-$2,497
Expenses
$36,832
Net income
-$39,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.11$0.82$0.93
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.02$0.37$0.39
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.13$0.30$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.06$0.32$0.26
2016Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.13$0.02$0.15
2015Summary only. Only limited summary data is available for this year.$2.50$0.00$0.14$0.15$0.00
2014Summary only. Only limited summary data is available for this year.$2.50$0.00$0.00$0.09$0.09
2013Summary only. Only limited summary data is available for this year.$2.59$0.00$0.00$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$2.66$0.00$0.81$0.07$0.74
2011Summary only. Only limited summary data is available for this year.$1.92$0.00$0.01$0.17$0.15