Civic Intelligence

Sheri L Jamieson Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-6650065

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 13, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,627

Up $577 (+28%) from 2018

Net Assets

Up

$2,627

Up $577 (+28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$1,644

Up $171 (+12%) from 2018

Expenses

Down

$1,067

Down $191 (-15%) from 2018

Net Income

Up

$577

Up $362 (+168%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2019

Assets$2,627
Liabilities$0
Net Assets$2,627
Open 2019 Filing

Operations Trend

Revenue Growth66th 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

2019

Revenue$1,644
Expenses$1,067
Net Income$577
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 13, 2020
Return Version
2019v5.0
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
2020-04-13
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 Appendix300 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/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01989
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0211
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSACTION POSTED FOR AFTER PERIOD
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt031
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSACTION POSTED FOR PRIOR PERIOD
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt016
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE M PORTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-13
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/AtSubmissionCreationDeviceId0F78310185194E71AFA1F77908A3BBA6199DD4F75
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId063F0898714190BCDD8C7E219580C8F6276475082
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.97.99.162
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/PreparationDt02020-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J RUBY
ReturnHeader/ReturnTs02020-07-10T11:03:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,627
Liabilities
$0
Net assets
$2,627
Revenue
$1,644
Expenses
$1,067
Net income
$577
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
2019Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$1.64$1.07$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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. 2019 filings • <$500k nonprofits