Civic Intelligence

The Jacoby Metson Foundation Inc

990PF • Fiscal year 2016 • EIN 04-3112942

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 06, 2017

119 Farlow RoadNewton, MA 02458

(617) 332-5502

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

13th percentile

-35%

Higher net margin than 13% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

41st percentile

-2.4%

Faster asset growth than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-36%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$207,597

Down $5,203 (-2.4%) from 2015

Net Assets

Down

$207,597

Down $5,203 (-2.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$14,677

Down $8,302 (-36%) from 2015

Expenses

Up

$19,880

Up $696 (+3.6%) from 2015

Net Income

Down

-$5,203

Down $8,998 (-237%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $216,234Liabilities 2011: $02011Assets 2012: $204,369Liabilities 2012: $0Net Assets 2012: $204,3692012Assets 2013: $198,497Liabilities 2013: $0Net Assets 2013: $198,4972013Assets 2014: $209,005Liabilities 2014: $0Net Assets 2014: $209,0052014Assets 2015: $212,800Liabilities 2015: $0Net Assets 2015: $212,8002015Assets 2016: $207,597Liabilities 2016: $0Net Assets 2016: $207,5972016Assets 2017: $211,518Liabilities 2017: $0Net Assets 2017: $211,5182017Assets 2018: $219,725Liabilities 2018: $0Net Assets 2018: $219,7252018Assets 2019: $207,358Liabilities 2019: $0Net Assets 2019: $207,3582019Assets 2020: $209,550Liabilities 2020: $0Net Assets 2020: $209,5502020Assets 2021: $224,125Liabilities 2021: $3,000Net Assets 2021: $221,1252021Assets 2022: $198,950Liabilities 2022: $3,000Net Assets 2022: $195,9502022Assets 2023: $180,306Liabilities 2023: $35Net Assets 2023: $180,2712023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$207,597
Liabilities$0
Net Assets$207,597

Operations Trend

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

$60K$40K$20K$0-$20K-$40KRevenue 2011: $6,381Expenses 2011: $19,149Net Income 2011: -$12,7682011Expenses 2012: $21,9142012Revenue 2013: $15,897Expenses 2013: $21,769Net Income 2013: -$5,8722013Revenue 2014: $30,081Expenses 2014: $19,573Net Income 2014: $10,5082014Revenue 2015: $22,979Expenses 2015: $19,184Net Income 2015: $3,7952015Revenue 2016: $14,677Expenses 2016: $19,880Net Income 2016: -$5,2032016Revenue 2017: $22,621Expenses 2017: $18,700Net Income 2017: $3,9212017Revenue 2018: $27,513Expenses 2018: $19,306Net Income 2018: $8,2072018Revenue 2019: $18,951Expenses 2019: $31,318Net Income 2019: -$12,3672019Revenue 2020: $20,432Expenses 2020: $18,240Net Income 2020: $2,1922020Revenue 2021: $34,874Expenses 2021: $23,299Net Income 2021: $11,5752021Revenue 2022: $27,013Expenses 2022: $52,188Net Income 2022: -$25,1752022Revenue 2023: $13,261Expenses 2023: $28,940Net Income 2023: -$15,6792023Revenue 2024: $18,706Expenses 2024: $36,134Net Income 2024: -$17,4282024

Highlighted filing

2016

Revenue$14,677
Expenses$19,880
Net Income-$5,203
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 6, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAREN JABOBY METSONPresident/Clerk/Director-$0--
RALPH METSONTreasurer/Director-$0--
LELA BEREN JACOBYDirector-$0--
NORMAN JACOBYDirector-$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
2017-07-06
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
Raw XML Appendix362 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TAREN JABOBY METSON
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RALPH METSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0119 FARLOW ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002458
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06173325502
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN FRIENDS OF OHEL SARAH INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMBINED JEWISH PHILANTHROPIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMBINED JEWISH PHILANTHROPIES-WOMEN'S DIVISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 HUDSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015515
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/AppliedToCurrentYearAmt011935
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011935
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08955
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036261
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08955
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018116
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06181
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042950
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036769
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0440
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1MA ANNUAL REPORT & FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH B METSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173325502
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACOBY METSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0043112942
ReturnHeader/Filer/PhoneNum06173325502
ReturnHeader/Filer/USAddress/AddressLine1Txt0119 FARLOW ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002458
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09162F3FD17DD0EB186A8B97D1A7B48DCE89470D5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00110C6C03D98ED9E534C77005725F16BC72705F7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.71.37
ReturnHeader/FilingSecurityInformation/IPDt02017-07-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm018:40:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042561994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KURZMAN DEMPSEY & KOWALKER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01017 TURNPIKE STREET SUITE 25
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002021
ReturnHeader/PreparerPersonGrp/PhoneNum07818289420
ReturnHeader/PreparerPersonGrp/PreparationDt02017-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS H DEMPSEY III CPA
ReturnHeader/ReturnTs02017-07-12T08:10:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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