Civic Intelligence

The Jacoby Metson Foundation Inc

990PF • Fiscal year 2017 • EIN 04-3112942

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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.

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$211,518

Up $3,921 (+1.9%) from 2016

Net Assets

Up

$211,518

Up $3,921 (+1.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin74th percentile

Revenue

Up

$22,621

Up $7,944 (+54%) from 2016

Expenses

Down

$18,700

Down $1,180 (-5.9%) from 2016

Net Income

Up

$3,921

Up $9,124 (+175%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2017

Assets$211,518
Liabilities$0
Net Assets$211,518
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

2017

Revenue$22,621
Expenses$18,700
Net Income$3,921
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

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
2018-05-14
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 Appendix346 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RECIPIENT IS A PUBLIC CHARITY AND GRANT WAS MADE FOR THE RECIPIENT'S GENERAL PURPOSES.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMBINED JEWISH PHILANTHROPIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1126 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2126 HIGH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
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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/AppliedToCurrentYearAmt012427
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012427
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05630
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033269
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05630
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09202
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05963
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036261
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt066
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt066
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt066
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH B METSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06173325502
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACOBY METSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JACO
ReturnHeader/Filer/EIN0043112942
ReturnHeader/Filer/PhoneNum06173325502
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ReturnHeader/Filer/USAddress/CityNm0NEWTON
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ReturnHeader/Filer/USAddress/ZIPCd002458
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.71.37
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:56:45
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/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS H DEMPSEY III CPA
ReturnHeader/ReturnTs02018-05-14T09:03:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,518
Liabilities
$0
Net assets
$211,518
Revenue
$22,621
Expenses
$18,700
Net income
$3,921
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