Civic Intelligence

Barry M Jaye and Julie Riven Jaye Charitable Foundation

990PF • Fiscal year 2021 • EIN 04-6717573

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 06, 2022

Organization Profile
85 Wells Ave 109Newton, MA 02118

(617) 559-3402

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-14276250%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

17th percentile

-20%

Faster asset growth than 17% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$61,501

Down $14,968 (-20%) from 2020

Net Assets

Down

$61,501

Down $14,968 (-20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$2

Down $956 (-100%) from 2020

Expenses

Up

$285,527

Up $154,085 (+117%) from 2020

Net Income

Down

-$285,525

Down $155,041 (-119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$300K$200K$100K$0Assets 2010: $206,398Liabilities 2010: $0Net Assets 2010: $206,3982010Assets 2011: $174,860Liabilities 2011: $0Net Assets 2011: $174,8602011Assets 2012: $213,193Liabilities 2012: $0Net Assets 2012: $213,1932012Assets 2013: $164,042Liabilities 2013: $0Net Assets 2013: $164,0422013Assets 2014: $113,935Liabilities 2014: $0Net Assets 2014: $113,9352014Assets 2015: $103,540Liabilities 2015: $0Net Assets 2015: $103,5402015Assets 2016: $139,773Liabilities 2016: $0Net Assets 2016: $139,7732016Assets 2017: $164,155Liabilities 2017: $0Net Assets 2017: $164,1552017Assets 2019: $83,359Liabilities 2019: $0Net Assets 2019: $83,3592019Assets 2020: $76,469Liabilities 2020: $0Net Assets 2020: $76,4692020Assets 2021: $61,501Liabilities 2021: $0Net Assets 2021: $61,5012021Assets 2022: $56,186Liabilities 2022: $0Net Assets 2022: $56,1862022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$61,501
Liabilities$0
Net Assets$61,501
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $112,7752010Expenses 2011: $75,3272011Expenses 2012: $55,7582012Revenue 2013: $5,114Expenses 2013: $54,265Net Income 2013: -$49,1512013Revenue 2014: $71,412Expenses 2014: $102,888Net Income 2014: -$31,4762014Revenue 2015: $28,326Expenses 2015: $38,721Net Income 2015: -$10,3952015Revenue 2016: $87,754Expenses 2016: $51,521Net Income 2016: $36,2332016Revenue 2017: $98,394Expenses 2017: $73,512Net Income 2017: $24,8822017Revenue 2019: $2,843Expenses 2019: $144,981Net Income 2019: -$142,1382019Revenue 2020: $958Expenses 2020: $131,442Net Income 2020: -$130,4842020Revenue 2021: $2Expenses 2021: $285,527Net Income 2021: -$285,5252021Revenue 2022: $71Expenses 2022: $83,985Net Income 2022: -$83,9142022Revenue 2023: $384Expenses 2023: $1,096,254Net Income 2023: -$1,095,8702023

Highlighted filing

2021

Revenue$2
Expenses$285,527
Net Income-$285,525
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry M JayeTrustee-$0--
Julie Riven JayeTrustee-$0--
Judith D LudwigTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barry M Jaye Foundation
EIN
04-6717573
Phone
6175593402
Address
85 Wells Ave 109, Newton, MA 02118

Signing Officer

Name
Barry M Jaye
Title
Trustee
Phone
5085843500
Signed
2022-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Adviser Investments Tax Solutions
Address
85 Wells Avenue Suite 109, Newton, MA 02459
Preparer
Li L Kuang
Phone
8004926868
Raw XML Appendix274 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02 SHS BERKSHIRE HATHAWAY CL A
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IRS990PF/FMVAssetsEOYAmt01000358
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0977711
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020454
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0957257
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014666
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt048152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0963045
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0977711
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barry M Jaye
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Riven Jaye
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Judith D Ludwig
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0380 Harrison Avenue 118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1380 Harrison Avenue 118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27057 Siena Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Boca Raton
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0237375
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0444531
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0207156
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0270557
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Asset Adjustment
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY M JAYE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05085843500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barry M Jaye Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAYE
ReturnHeader/Filer/EIN0046717573
ReturnHeader/Filer/PhoneNum06175593402
ReturnHeader/Filer/USAddress/AddressLine1Txt085 Wells Ave 109
ReturnHeader/Filer/USAddress/CityNm0Newton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274947080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adviser Investments Tax Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 Wells Avenue Suite 109
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002459
ReturnHeader/PreparerPersonGrp/PhoneNum08004926868
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Li L Kuang
ReturnHeader/ReturnTs02022-07-06T13:10:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAYE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,501
Liabilities
$0
Net assets
$61,501
Revenue
$2
Expenses
$285,527
Net income
-$285,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$1.10$1.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.29$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.00$0.13$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.00$0.08$0.00$0.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.10$0.07$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.09$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.07$0.10$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.01$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.06
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.11
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits