Civic Intelligence

Sheri L Jamieson Charitable Foundation

990PF • Fiscal year 2018 • EIN 04-6650065

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 13, 2019

Organization Profile
400 Atlantic AvenueBoston, MA 02110-3333

(617) 482-1776

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

53rd percentile

2.7%

Faster revenue growth than 53% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,050

Up $301 (+17%) from 2015

Net Assets

$2,050

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin70th percentile

Revenue

Up

$1,473

Up $115 (+8.5%) from 2015

Expenses

Down

$1,258

Down $1,302 (-51%) from 2015

Net Income

Up

$215

Up $1,417 (+118%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0K$3.0K$2.0K$1.0K$0Assets 2011: $2,423Liabilities 2011: $02011Assets 2012: $2,550Liabilities 2012: $02012Assets 2013: $3,652Liabilities 2013: $02013Assets 2014: $2,951Liabilities 2014: $02014Assets 2015: $1,749Liabilities 2015: $02015Assets 2018: $2,050Liabilities 2018: $0Net Assets 2018: $2,0502018Assets 2019: $2,627Liabilities 2019: $0Net Assets 2019: $2,6272019Assets 2020: $2,748Liabilities 2020: $0Net Assets 2020: $2,7482020Assets 2021: $805Liabilities 2021: $0Net Assets 2021: $8052021Assets 2022: $2,344Liabilities 2022: $0Net Assets 2022: $2,3442022Assets 2023: $1,028Liabilities 2023: $0Net Assets 2023: $1,0282023Assets 2024: $361Liabilities 2024: $0Net Assets 2024: $3612024

Highlighted filing

2018

Assets$2,050
Liabilities$0
Net Assets$2,050
Open 2018 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $6,187Expenses 2011: $5,846Net Income 2011: $3412011Revenue 2012: $1,095Expenses 2012: $968Net Income 2012: $1272012Revenue 2013: $1,149Expenses 2013: $47Net Income 2013: $1,1022013Revenue 2014: $3,134Expenses 2014: $3,835Net Income 2014: -$7012014Revenue 2015: $1,358Expenses 2015: $2,560Net Income 2015: -$1,2022015Revenue 2018: $1,473Expenses 2018: $1,258Net Income 2018: $2152018Revenue 2019: $1,644Expenses 2019: $1,067Net Income 2019: $5772019Revenue 2020: $1,653Expenses 2020: $1,535Net Income 2020: $1182020Revenue 2021: $1,741Expenses 2021: $3,685Net Income 2021: -$1,9442021Revenue 2022: $52,631Expenses 2022: $51,085Net Income 2022: $1,5462022Revenue 2023: $1,506Expenses 2023: $2,825Net Income 2023: -$1,3192023Revenue 2024: $614Expenses 2024: $1,285Net Income 2024: -$6712024

Highlighted filing

2018

Revenue$1,473
Expenses$1,258
Net Income$215
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 13, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERI L JAMIESONTrustee-$0--
MICHELLE PORTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheri L Jamieson Charitable Foundation
EIN
04-6650065
Phone
6174821776
Address
400 ATLANTIC AVENUE, BOSTON, MA 02110-3333

Signing Officer

Name
Michelle M Porter
Title
Trustee
Phone
6174821776
Signed
2019-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Goulston & Storrs Pc
Address
400 ATLANTIC AVENUE, BOSTON, MA 02110-3333
Preparer
John J Ruby
Phone
6175746482
Raw XML Appendix297 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/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01989
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0631
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01989
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03718
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1593
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSACTION POSTED FOR AFTER PERIOD
OtherDecreasesSchedule/OtherDecreasesDetail/Desc12017 BANK ACCOUNT ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSACTION POSTED FOR PRIOR PERIOD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt096
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE M PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERI L JAMIESON CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BENJ
ReturnHeader/Filer/EIN0046650065
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 ATLANTIC AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021103333
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0718FADDEC9137E61C19215438382C3CA908E59E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0718FADDEC9137E61C19215438382C3CA908E59E6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.181.18.118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOULSTON & STORRS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 ATLANTIC AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021103333
ReturnHeader/PreparerPersonGrp/PhoneNum06175746482
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J RUBY
ReturnHeader/ReturnTs02019-08-13T11:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,050
Liabilities
$0
Net assets
$2,050
Revenue
$1,473
Expenses
$1,258
Net income
$215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.61$1.29$0.67
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$1.51$2.83$1.32
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$52.6$51.1$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$1.74$3.69$1.94
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$1.65$1.54$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$1.64$1.07$0.58
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.47$1.26$0.22
2015Summary only. Only limited summary data is available for this year.$1.75$0.00$1.36$2.56$1.20
2014Summary only. Only limited summary data is available for this year.$2.95$0.00$3.13$3.84$0.70
2013Summary only. Only limited summary data is available for this year.$3.65$0.00$1.15$0.05$1.10
2012Summary only. Only limited summary data is available for this year.$2.55$0.00$1.10$0.97$0.13
2011Summary only. Only limited summary data is available for this year.$2.42$0.00$6.19$5.85$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • <$500k nonprofits