Civic Intelligence

Jacobs Family Foundation

EIN 95-4187111 • San Diego, CA

Refreshing map…

342 Euclid Ave Suite 406 141San Diego, CA 92114
Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.75x

Higher debt load relative to revenue than 71% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

1st percentile

-50361%

Higher net margin than 1% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

17th percentile

-2.9%

Faster asset growth than 17% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

254%

Faster revenue growth than 96% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$84,354,682

Down $2,536,611 (-2.9%) from 2023

Liabilities

Up

$3,785

Up $3,565 (+1620%) from 2023

Net Assets

Down

$84,350,897

Down $2,540,176 (-2.9%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin1st percentile

Revenue

Up

$5,065

Up $3,635 (+254%) from 2023

Expenses

Up

$2,555,874

Up $2,485,658 (+3540%) from 2023

Net Income

Down

-$2,550,809

Down $2,482,023 (-3608%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$100M$50M$0Assets 2011: $24,634,628Liabilities 2011: $204,9762011Assets 2012: $23,055,604Liabilities 2012: $78,0502012Assets 2013: $22,198,311Liabilities 2013: $116,9982013Assets 2014: $23,223,721Liabilities 2014: $101,700Net Assets 2014: $23,122,0212014Assets 2015: $13,065,396Liabilities 2015: $86,240Net Assets 2015: $12,979,1562015Assets 2019: $33,305,509Liabilities 2019: $105,9202019Assets 2020: $89,777,740Liabilities 2020: $52,570Net Assets 2020: $89,725,1702020Assets 2021: $89,383,783Liabilities 2021: $4,6502021Assets 2022: $86,976,385Liabilities 2022: $19,115Net Assets 2022: $86,957,2702022Assets 2023: $86,891,293Liabilities 2023: $220Net Assets 2023: $86,891,0732023Assets 2024: $84,354,682Liabilities 2024: $3,785Net Assets 2024: $84,350,8972024

Highlighted filing

2024

Assets$84,354,682
Liabilities$3,785
Net Assets$84,350,897
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2011: $1,449,967Expenses 2011: $2,314,400Net Income 2011: -$864,4332011Revenue 2012: $1,308,294Expenses 2012: $1,596,333Net Income 2012: -$288,0392012Revenue 2013: $1,682,276Expenses 2013: $2,569,519Net Income 2013: -$887,2432013Revenue 2014: $904,363Expenses 2014: $1,715,330Net Income 2014: -$810,9672014Revenue 2015: $4,317,974Expenses 2015: $11,437,821Net Income 2015: -$7,119,8472015Revenue 2019: $407,442Expenses 2019: $2,207,413Net Income 2019: -$1,799,9712019Revenue 2020: $170,786Expenses 2020: $2,170,970Net Income 2020: -$2,000,1842020Revenue 2021: $335,490Expenses 2021: $718,966Net Income 2021: -$383,4762021Revenue 2022: $318,940Expenses 2022: $2,221,851Net Income 2022: -$1,902,9112022Revenue 2023: $1,430Expenses 2023: $70,216Net Income 2023: -$68,7862023Revenue 2024: $5,065Expenses 2024: $2,555,874Net Income 2024: -$2,550,8092024

Highlighted filing

2024

Revenue$5,065
Expenses$2,555,874
Net Income-$2,550,809
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$84,354,682
Liabilities
$3,785
Net assets
$84,350,897
Revenue
$5,065
Expenses
$2,555,874
Net income
-$2,550,809
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$84.4$0.00$84.4$0.01$2.56$2.55
2023Detailed filing. Detailed filing data is available for this year.$86.9$0.00$86.9$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$87.0$0.02$87.0$0.32$2.22$1.90
2021Summary only. Only limited summary data is available for this year.$89.4$0.00$0.34$0.72$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.8$0.05$89.7$0.17$2.17$2.00
2019Summary only. Only limited summary data is available for this year.$33.3$0.11$0.41$2.21$1.80
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.09$13.0$4.32$11.4$7.12
2014Detailed filing. Detailed filing data is available for this year.$23.2$0.10$23.1$0.90$1.72$0.81
2013Summary only. Only limited summary data is available for this year.$22.2$0.12$1.68$2.57$0.89
2012Summary only. Only limited summary data is available for this year.$23.1$0.08$1.31$1.60$0.29
2011Summary only. Only limited summary data is available for this year.$24.6$0.20$1.45$2.31$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW HAPKEBoard ChairPT$0--
VALERIE JACOBS HAPKESecretaryPT$0--
NORMAN HAPKETreasurerPT$0--
CLAIRE HAPKEMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Jacobs Family Foundation
EIN
95-4187111
Phone
6195276161
Address
342 EUCLID AVE SUITE 406 141, SAN DIEGO, CA 92114

Signing Officer

Name
Andrew Hapke
Title
Chair
Phone
6195276161
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Raw XML AppendixShowing 400 of 478 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0RESTRICTIONS OR LIMITATIONS ARE DETERMINED BASED ON THE FACTS AND CIRCUMSTANCES OF EACH GRANT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DURING THE YEAR, THE FOUNDATION MADE A CHARITABLE GRANT TO THE JACOBS CENTER FOR NEIGHBORHOOD INNOVATION ("JCNI"), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION RECOGNIZED AS A PUBLIC CHARITY UNDER 501(C)(3). THE FOUNDATION INDIRECTLY CONTROLS JCNI THROUGH ITS WHOLLY OWNED DISREGARDED ENTITY, THE JOE & VI JACOBS FAMILY LEGACY LLC, WHICH IS THE SOLE MEMBER OF JCNI. THE GRANT WAS MADE TO SUPPORT JCNI'S CHARITABLE PROGRAMS IN COMMUNITY DEVELOPMENT AND EDUCATION. THE FUNDS WERE USED EXCLUSIVELY FOR CHARITABLE PURPOSES CONSISTENT WITH 501(C)(3) AND 4941(D)-2(A)(5).THE TRANSACTION IS REPORTED UNDER 512(B)(13) AS A PAYMENT TO A CONTROLLED ENTITY. THE GRANT DID NOT RESULT IN ANY UNRELATED BUSINESS TAXABLE INCOME AND DOES NOT CONSTITUTE SELF-DEALING UNDER 4941.
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OtherIncomeSchedule2/OtherIncomeDetail/Desc2J.J. JACOBS ENTERPRISES LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3JACOBS CAPITAL PARTNERS, LP OTHER PORTFOLIO INCOME FROM PASSTHROUGH ENTITIES
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt010633
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/(LOSS)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
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TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt0JOE AND VI JACOBS FAMILY LEGACY LLC
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt1JACOBS CENTER FOR NEIGHBORHOOD INNOVATION
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Desc0SERVES AS THE SOLE MEMBER OF JCNI, A PUBLIC CHARITY NO UBIT TRIGGERING TRANSACTIONS OCCURRED.
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TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt1JACOBS CENTER FOR NEIGHBORHOOD INNOVATION
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt2MARKET CREEK PARTNERS LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt3MARKET CREEK PLAZA LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt4MARKET CREEK HOUSING PARTNERSHIP
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt5DIAMOND MANAGEMENT INC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt6JCNI TROLLEY PARTNERS LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt7WEST SIDE CREEK LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt8JACOBS FACILITIES LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt9MARKET ROW LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt10NORTHWEST VILLAGE LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt11NORTHWEST VILLAGE PARCEL 1 LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt12JCNI SOUTHWEST VILLAGE HOUSING PARTNERS LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc0NONE
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc1A GRANT WAS MADE TO SUPPORT JCNI'S CHARITABLE PROGRAMS IN COMMUNITY DEVELOPMENT AND EDUCATION.
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc2NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc3NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc4NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc5NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc6NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc7NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc8NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc9NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc10NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc11NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc12NO TRANSACTIONS; DISCLOSED SOLELY TO REFLECT INDIRECT OWNERSHIP UNDER 512(B)(13)
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN0824953003
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN1330683658
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN2330882834
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN3954187111
TransfersToControlledEntities/TransfersToControlledEntGrp/EIN4264722772
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TransfersToControlledEntities/TransfersToControlledEntGrp/EIN7201797122
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TransfersToControlledEntities/TransfersToControlledEntGrp/EIN9201033355
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TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/AddressLine1Txt0404 EUCLID AVENUE
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/AddressLine1Txt1404 EUCLID AVENUE
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/AddressLine1Txt2404 EUCLID AVENUE

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