The Jacoby Metson Foundation Inc

990PF • Fiscal year 2015 • EIN 04-3112942

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

Organization Profile

119 Farlow RoadNewton, MA 02458

(617) 332-5502

Siviq Scores

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

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

17%

Higher net margin than 73% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

1.8%

Faster asset growth than 54% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

-24%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

$212,800

Up $3,795 (+1.8%) from 2014

Net Assets

$212,800

Up $3,795 (+1.8%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin73rd percentile

Revenue

Down

$22,979

Down $7,102 (-24%) from 2014

Expenses

Down

$19,184

Down $389 (-2.0%) from 2014

Net Income

Down

$3,795

Down $6,713 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

Highlighted filing

2015

Assets$212,800

Liabilities$0

Net Assets$212,800

Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

Highlighted filing

2015

Revenue$22,979

Expenses$19,184

Net Income$3,795

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Jul 27, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TAREN JABOBY METSON	President/Clerk/Director	-	$0	-	-
RALPH METSON	Treasurer/Director	-	$0	-	-
LELA BEREN JACOBY	Director	-	$0	-	-
NORMAN JACOBY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Jacoby Metson Foundation Inc
EIN: 04-3112942
Phone: 6173325502
Address: 119 FARLOW ROAD, NEWTON, MA 02458

Signing Officer

Name: Ralph B Metson
Title: Treasurer
Phone: 6173325502
Signed: 2016-07-27
Discuss with paid preparer: Yes

Preparer

Firm: Kurzman Dempsey & Kowalker Llp
Address: 1017 TURNPIKE STREET SUITE 25, CANTON, MA 02021
Preparer: Thomas H Dempsey Iii CPA
Phone: 7818289420

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RALPH METSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	LELA BEREN JACOBY
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	RALPH METSTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	119 FARLOW ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	NEWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	02458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6173325502
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	7700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	6800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AMERICAN FRIENDS OF OHEL SARAH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	COMBINED JEWISH PHILANTHROPIES-WOMEN'S DIVISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	225 HUDSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	08701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	15500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	12210
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	6293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	9202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	8955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	6607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	6607
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	36769
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	5630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	6293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	9202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	8955
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6689
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	17840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	5630
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	43376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	37746
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	364
TaxesSchedule/TaxesDetail/Amt	0	620
TaxesSchedule/TaxesDetail/Amt	1	100
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	MA ANNUAL REPORT & FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RALPH B METSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6173325502
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE JACOBY METSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	JACO
ReturnHeader/Filer/EIN	0	043112942
ReturnHeader/Filer/PhoneNum	0	6173325502
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	119 FARLOW ROAD
ReturnHeader/Filer/USAddress/CityNm	0	NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02458
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042561994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	KURZMAN DEMPSEY & KOWALKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1017 TURNPIKE STREET SUITE 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02021
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7818289420
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2016-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THOMAS H DEMPSEY III CPA
ReturnHeader/ReturnTs	0	2016-08-08T09:09:04-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $212,800
Liabilities: $0
Net assets: $212,800
Revenue: $22,979
Expenses: $19,184
Net income: $3,795

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.19	$0.36	$0.17
2023Detailed filing. Detailed filing data is available for this year.	$1.80	$0.00	$1.80	$0.13	$0.29	$0.16
2022Detailed filing. Detailed filing data is available for this year.	$1.99	$0.03	$1.96	$0.27	$0.52	$0.25
2021Detailed filing. Detailed filing data is available for this year.	$2.24	$0.03	$2.21	$0.35	$0.23	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$2.10	$0.00	$2.10	$0.20	$0.18	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$2.07	$0.00	$2.07	$0.19	$0.31	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.28	$0.19	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$2.12	$0.00	$2.12	$0.23	$0.19	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$2.08	$0.00	$2.08	$0.15	$0.20	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$0.23	$0.19	$0.04
2014Detailed filing. Detailed filing data is available for this year.	$2.09	$0.00	$2.09	$0.30	$0.20	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$1.98	$0.00	$1.98	$0.16	$0.22	$0.06
2012Detailed filing. Detailed filing data is available for this year.	$2.04	$0.00	$2.04		$0.22
2011Summary only. Only limited summary data is available for this year.	$2.16	$0.00		$0.06	$0.19	$0.13