Civic Intelligence

George D Jones Memorial Foundation

EIN 04-3507136 • Newbury, MA

5 38th StreetNewbury, MA 01951
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

44th percentile

-1.0%

Higher net margin than 44% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

51st percentile

-1.7%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1785%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Using 2022 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Down

$1,180

Down $21 (-1.7%) from 2021

Liabilities

Flat

$1

Flat from 2021

Net Assets

Down

$1,180

Down $21 (-1.7%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin44th percentile

Revenue

Up

$2,111

Up $1,999 (+1785%) from 2021

Expenses

Down

$2,132

Down $1,013 (-32%) from 2021

Net Income

Up

-$21

Up $3,012 (+99%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2010: $2,916Liabilities 2010: $713Net Assets 2010: $2,2032010Assets 2011: $2,916Liabilities 2011: $809Net Assets 2011: $2,1072011Assets 2012: $2,916Liabilities 2012: $905Net Assets 2012: $2,0112012Assets 2013: $3,416Liabilities 2013: $905Net Assets 2013: $2,5112013Assets 2014: $916Liabilities 2014: $905Net Assets 2014: $112014Assets 2015: $7,264Liabilities 2015: $905Net Assets 2015: $6,3592015Assets 2016: $4,764Liabilities 2016: $0Net Assets 2016: $4,7642016Assets 2018: $2,266Liabilities 2018: $0Net Assets 2018: $2,2662018Assets 2019: $2,265Liabilities 2019: $0Net Assets 2019: $2,2652019Assets 2020: $4,234Liabilities 2020: $1Net Assets 2020: $4,2342020Assets 2021: $1,201Liabilities 2021: $1Net Assets 2021: $1,2012021Assets 2022: $1,180Liabilities 2022: $1Net Assets 2022: $1,1802022

Latest loaded filing

2022

Assets$1,180
Liabilities$1
Net Assets$1,180
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $2,5932010Expenses 2011: $962011Expenses 2012: $5,0962012Revenue 2013: $50,596Expenses 2013: $50,096Net Income 2013: $5002013Revenue 2014: $98Expenses 2014: $2,598Net Income 2014: -$2,5002014Revenue 2015: $65,036Expenses 2015: $58,688Net Income 2015: $6,3482015Revenue 2016: $167Expenses 2016: $2,667Net Income 2016: -$2,5002016Revenue 2018: $2,128Expenses 2018: $2,137Net Income 2018: -$92018Revenue 2019: $136Expenses 2019: $137Net Income 2019: -$12019Revenue 2020: $4,117Expenses 2020: $2,148Net Income 2020: $1,9692020Revenue 2021: $112Expenses 2021: $3,145Net Income 2021: -$3,0332021Revenue 2022: $2,111Expenses 2022: $2,132Net Income 2022: -$212022

Latest loaded filing

2022

Revenue$2,111
Expenses$2,132
Net Income-$21
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$2.11$2.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.11$3.15$3.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$4.12$2.15$1.97
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.14$0.14$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$2.13$2.14$0.01
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.00$4.76$0.17$2.67$2.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.26$0.91$6.36$65.0$58.7$6.35
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.91$0.01$0.10$2.60$2.50
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.91$2.51$50.6$50.1$0.50
2012Detailed filing. Detailed filing data is available for this year.$2.92$0.91$2.01$5.10
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.81$2.11$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.92$0.71$2.20$2.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE D JONES IIITrustee-$0--
JAMES B JONESTrustee-$0--
JEAN JONES CHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
George D Jones Memorial Foundation
EIN
04-3507136
Phone
9789395356
Address
5 38TH STREET, NEWBURY, MA 01951

Signing Officer

Name
George D Jones Iii
Title
Trustee
Phone
9789395356
Signed
2025-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
100 FRONT STREET 16TH FLOOR, WORCESTER, MA 01608
Preparer
Joshua Lapan
Phone
5087573311
Raw XML Appendix259 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03394
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03394
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03394
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03394
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE GEORGE D. JONES MEMORIAL FOUNDATION HAS DISTRIBUTED ALL OF ITS ASSETS AND WILL NO LONGER CONTINUE IN EXISTENCE.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE D JONES III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09789395356
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE D JONES MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0043507136
ReturnHeader/Filer/PhoneNum09789395356
ReturnHeader/Filer/USAddress/AddressLine1Txt05 38TH STREET
ReturnHeader/Filer/USAddress/CityNm0NEWBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001951
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872525370
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CITRIN COOPERMAN ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 FRONT STREET 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001608
ReturnHeader/PreparerPersonGrp/PhoneNum05087573311
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA LAPAN
ReturnHeader/ReturnTs02025-03-29T11:47:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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