Civic Intelligence

Charles & Virginia Jacobsen Charitable Tr

EIN 65-6368722 • Naples, FL

Pub. 78 Eligible
PO Box 336Naples, FL 34106-0336
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

1st percentile

-170591%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-85%

Faster asset growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-81%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$72,846

Down $419,654 (-85%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$72,846

Down $419,654 (-85%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$246

Down $1,035 (-81%) from 2023

Expenses

Up

$419,900

Up $3,943 (+0.9%) from 2023

Net Income

Down

-$419,654

Down $4,978 (-1.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,770,974Liabilities 2011: $02011Assets 2012: $1,715,838Liabilities 2012: $02012Assets 2013: $1,718,825Liabilities 2013: $02013Assets 2014: $1,692,470Liabilities 2014: $02014Assets 2015: $1,556,981Liabilities 2015: $02015Assets 2019: $1,514,633Liabilities 2019: $02019Assets 2020: $1,349,159Liabilities 2020: $0Net Assets 2020: $1,349,1592020Assets 2021: $1,276,854Liabilities 2021: $0Net Assets 2021: $1,276,8542021Assets 2022: $906,729Liabilities 2022: $0Net Assets 2022: $906,7292022Assets 2023: $492,500Liabilities 2023: $0Net Assets 2023: $492,5002023Assets 2024: $72,846Liabilities 2024: $0Net Assets 2024: $72,8462024

Highlighted filing

2024

Assets$72,846
Liabilities$0
Net Assets$72,846
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$500K$0-$500KRevenue 2011: $179,203Expenses 2011: $91,510Net Income 2011: $87,6932011Revenue 2012: $91,318Expenses 2012: $146,454Net Income 2012: -$55,1362012Revenue 2013: $117,222Expenses 2013: $114,235Net Income 2013: $2,9872013Revenue 2014: $87,291Expenses 2014: $111,483Net Income 2014: -$24,1922014Revenue 2015: -$13,089Expenses 2015: $122,785Net Income 2015: -$135,8742015Revenue 2019: $78,854Expenses 2019: $142,601Net Income 2019: -$63,7472019Revenue 2020: $39,888Expenses 2020: $205,362Net Income 2020: -$165,4742020Revenue 2021: $265,233Expenses 2021: $337,538Net Income 2021: -$72,3052021Revenue 2022: -$46,357Expenses 2022: $322,953Net Income 2022: -$369,3102022Revenue 2023: $1,281Expenses 2023: $415,957Net Income 2023: -$414,6762023Revenue 2024: $246Expenses 2024: $419,900Net Income 2024: -$419,6542024

Highlighted filing

2024

Revenue$246
Expenses$419,900
Net Income-$419,654
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$72,846
Liabilities
$0
Net assets
$72,846
Revenue
$246
Expenses
$419,900
Net income
-$419,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.42$0.42
2023Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.00$0.42$0.41
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.32$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.27$0.34$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.21$0.17
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$0.08$0.14$0.06
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$0.01$0.12$0.14
2014Summary only. Only limited summary data is available for this year.$1.69$0.00$0.09$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.72$0.00$0.12$0.11$0.00
2012Summary only. Only limited summary data is available for this year.$1.72$0.00$0.09$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$1.77$0.00$0.18$0.09$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID N SEXTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jacobsen Charles and Virginia
EIN
65-6368722
Phone
2393001009
Address
PO BOX 336, NAPLES, FL 34106-0336

Signing Officer

Name
David Sexton
Title
Trustee
Phone
2393001009
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Dee & Associates Pa
Address
2425 TAMIAMI TRAIL NORTH STE 214, NAPLES, FL 34103-4478
Preparer
Kelly R Dee
Phone
2392626921
Raw XML Appendix313 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/AddressLine1Txt01095 WHIPPOORWILL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13606 ENTERPRISE AVE SUITE 150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt28793 TAMIAMI TRAIL EAST SUITE 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt388 12TH STREET NORTH SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42601 AIRPORT ROAD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51495 SMITH PRESERVE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62375 TAMIAMI TRAIL 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 10102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd634103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734101
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0410000
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/AppliedToCurrentYearAmt013922
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0350536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0243140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0244688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060217
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01294659
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0396078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0350536
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0243140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0244688
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060217
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0410000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0396078
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01294659
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0898581
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CONTRACT LABOR
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01200
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SEXTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02393001009
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JACOBSEN CHARLES AND VIRGINIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST DAVID SEXTON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0656368722
ReturnHeader/Filer/PhoneNum02393001009
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 336
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341060336
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593616320
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEE & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 TAMIAMI TRAIL NORTH STE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0341034478
ReturnHeader/PreparerPersonGrp/PhoneNum02392626921
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY R DEE
ReturnHeader/ReturnTs02025-05-12T09:03:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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