Civic Intelligence

The Robert and Deborah Jacobson Charitable Trust

EIN 65-6466536 • North Palm Beach, FL

PO Box 14910North Palm Beach, FL 33408
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-104%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$33,222

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$3,600,425

Down $234,418 (-6.1%) from 2023

Liabilities

Down

$986

Down $50 (-4.8%) from 2023

Net Assets

Down

$3,599,439

Down $234,368 (-6.1%) from 2023

Revenue

Up

$224,350

Up $58,120 (+35%) from 2023

Expenses

Up

$458,718

Up $40,967 (+9.8%) from 2023

Net Income

Up

-$234,368

Up $17,153 (+6.8%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,297,592Liabilities 2011: $30,742Net Assets 2011: $5,266,8502011Assets 2012: $5,239,920Liabilities 2012: $46,783Net Assets 2012: $5,193,1372012Assets 2013: $5,269,033Liabilities 2013: $30,603Net Assets 2013: $5,238,4302013Assets 2014: $5,258,887Liabilities 2014: $15,250Net Assets 2014: $5,243,6372014Assets 2015: $5,088,317Liabilities 2015: $17,517Net Assets 2015: $5,070,8002015Assets 2016: $4,873,577Liabilities 2016: $10,000Net Assets 2016: $4,863,5772016Assets 2017: $4,846,305Liabilities 2017: $15,500Net Assets 2017: $4,830,8052017Assets 2018: $4,839,132Liabilities 2018: $3,000Net Assets 2018: $4,836,1322018Assets 2019: $4,740,231Liabilities 2019: $11,500Net Assets 2019: $4,728,7312019Assets 2020: $4,516,240Liabilities 2020: $3,500Net Assets 2020: $4,512,7402020Assets 2021: $4,381,474Liabilities 2021: $0Net Assets 2021: $4,381,4742021Assets 2022: $4,085,328Liabilities 2022: $0Net Assets 2022: $4,085,3282022Assets 2023: $3,834,843Liabilities 2023: $1,036Net Assets 2023: $3,833,8072023Assets 2024: $3,600,425Liabilities 2024: $986Net Assets 2024: $3,599,4392024

Highlighted filing

2024

Assets$3,600,425
Liabilities$986
Net Assets$3,599,439

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2011: $488,8572011Expenses 2012: $431,9762012Revenue 2013: $494,206Expenses 2013: $462,507Net Income 2013: $31,6992013Revenue 2014: $428,997Expenses 2014: $416,353Net Income 2014: $12,6442014Revenue 2015: $272,801Expenses 2015: $453,584Net Income 2015: -$180,7832015Revenue 2016: $166,808Expenses 2016: $372,000Net Income 2016: -$205,1922016Revenue 2017: $338,340Expenses 2017: $370,461Net Income 2017: -$32,1212017Revenue 2018: $363,562Expenses 2018: $358,995Net Income 2018: $4,5672018Revenue 2019: $319,889Expenses 2019: $425,819Net Income 2019: -$105,9302019Revenue 2020: $161,163Expenses 2020: $374,915Net Income 2020: -$213,7522020Revenue 2021: $247,269Expenses 2021: $379,036Net Income 2021: -$131,7672021Revenue 2022: $161,139Expenses 2022: $457,786Net Income 2022: -$296,6472022Revenue 2023: $166,230Expenses 2023: $417,751Net Income 2023: -$251,5212023Revenue 2024: $224,350Expenses 2024: $458,718Net Income 2024: -$234,3682024

Highlighted filing

2024

Revenue$224,350
Expenses$458,718
Net Income-$234,368

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.22$0.46$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.00$3.83$0.17$0.42$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.16$0.46$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.00$4.38$0.25$0.38$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.51$0.16$0.37$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.01$4.73$0.32$0.43$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.36$0.36$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.02$4.83$0.34$0.37$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.01$4.86$0.17$0.37$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.02$5.07$0.27$0.45$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.26$0.02$5.24$0.43$0.42$0.01
2013Detailed filing. Detailed filing data is available for this year.$5.27$0.03$5.24$0.49$0.46$0.03
2012Detailed filing. Detailed filing data is available for this year.$5.24$0.05$5.19$0.43
2011Detailed filing. Detailed filing data is available for this year.$5.30$0.03$5.27$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 5, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN HENRYTrustee-$33,222-$33,222
ASHLEY HENRYTrustee-$17,624-$17,624
THORNTON BRADSHAW HENRYTrustee-$16,178-$16,178
Filing and Contact Details

Filer

Filer Name
The Robert and Deborah Jacobson
EIN
65-6466536
Phone
5613713272
Address
PO BOX 14910, NORTH PALM BEACH, FL 33408

Signing Officer

Name
Thornton B Henry
Title
Co-trustee
Phone
5613713272
Signed
2025-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
Gina Rachel
Phone
5618329292
Raw XML AppendixShowing 400 of 513 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.

Path#Value
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt15I
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AUSTIN GERGEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CAITLYN ELLIOTT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15SARAH FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16TANNER REDMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01730 N J TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115750 WILLO PINES LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2507 PINEWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt328 GIBSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44582 CAROLYN COVE LANE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51935 SW 8TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6255 MILTON OVERLOOK PASS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt89417 QUAIL TRAIL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1014301 HARVINGTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11MILLIGAN UNIVERSITY PO BOX 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12404 LAKE VISTA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1310238 TRAILWOOD CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14901 S FLAGLER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt153798 HAMILTON KEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1619 BLACKJACK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt174582 CAROLYN COVE LANE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18300 ANDOVER COURT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MONTEVERDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OLDSMAR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WOODSTOCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12FOREST STATE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15WEST PALM BEACH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd17FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd18TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033460
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134756
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328804
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432258
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833478
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932955
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1137682

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