Civic Intelligence

The Julia Gery Foundation

990PF • Fiscal year 2021 • EIN 04-6898010

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

Organization Profile
22 Pitman RoadMarblehead, MA 01945-1434

(781) 631-1162

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

21st percentile

-17%

Higher net margin than 21% 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

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

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

Revenue Growth

95th percentile

416%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$34,087

Up $6,465 (+23%) from 2020

Net Assets

Up

$34,087

Up $6,465 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin21st percentile

Revenue

Up

$20,052

Up $16,164 (+416%) from 2020

Expenses

Up

$23,547

Up $22,451 (+2048%) from 2020

Net Income

Down

-$3,495

Down $6,287 (-225%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $63,314Liabilities 2011: $02011Assets 2012: $59,632Liabilities 2012: $02012Assets 2013: $64,599Liabilities 2013: $02013Assets 2014: $70,607Liabilities 2014: $02014Assets 2015: $22,009Liabilities 2015: $02015Assets 2019: $24,830Liabilities 2019: $0Net Assets 2019: $24,8302019Assets 2020: $27,622Liabilities 2020: $0Net Assets 2020: $27,6222020Assets 2021: $34,087Liabilities 2021: $0Net Assets 2021: $34,0872021Assets 2022: $35,429Liabilities 2022: $0Net Assets 2022: $35,4292022Assets 2023: $26,528Liabilities 2023: $0Net Assets 2023: $26,5282023Assets 2024: $30,037Liabilities 2024: $0Net Assets 2024: $30,0372024

Highlighted filing

2021

Assets$34,087
Liabilities$0
Net Assets$34,087
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$100K$50K$0-$50KRevenue 2011: $3,191Expenses 2011: $5,349Net Income 2011: -$2,1582011Revenue 2012: $1,711Expenses 2012: $5,393Net Income 2012: -$3,6822012Revenue 2013: $5,338Expenses 2013: $371Net Income 2013: $4,9672013Revenue 2014: $7,096Expenses 2014: $1,088Net Income 2014: $6,0082014Revenue 2015: $32,350Expenses 2015: $80,948Net Income 2015: -$48,5982015Revenue 2019: $6,584Expenses 2019: $14,105Net Income 2019: -$7,5212019Revenue 2020: $3,888Expenses 2020: $1,096Net Income 2020: $2,7922020Revenue 2021: $20,052Expenses 2021: $23,547Net Income 2021: -$3,4952021Revenue 2022: $3,669Expenses 2022: $2,327Net Income 2022: $1,3422022Revenue 2023: $5,402Expenses 2023: $14,303Net Income 2023: -$8,9012023Revenue 2024: $5,432Expenses 2024: $1,923Net Income 2024: $3,5092024

Highlighted filing

2021

Revenue$20,052
Expenses$23,547
Net Income-$3,495
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA M GERYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia Gery Foundation
EIN
04-6898010
Phone
7816311162
Address
22 PITMAN ROAD, MARBLEHEAD, MA 01945-1434

Signing Officer

Name
Lisa Gery
Title
Trustee
Phone
7816311162
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML Appendix293 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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LISA M GERY
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06002
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054192
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022686
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019894
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt060194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040300
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09960
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816311162
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIA GERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0046898010
ReturnHeader/Filer/PhoneNum07816311162
ReturnHeader/Filer/USAddress/AddressLine1Txt022 PITMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0MARBLEHEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0019451434
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0951 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002904
ReturnHeader/PreparerPersonGrp/PhoneNum04012742001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02022-05-16T09:53:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,087
Liabilities
$0
Net assets
$34,087
Revenue
$20,052
Expenses
$23,547
Net income
-$3,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$5.43$1.92$3.51
2023Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$5.40$14.3$8.90
2022Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$3.67$2.33$1.34
2021Detailed filing. Detailed filing data is available for this year.$34.1$0.00$34.1$20.1$23.5$3.50
2020Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.89$1.10$2.79
2019Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$6.58$14.1$7.52
2015Summary only. Only limited summary data is available for this year.$22.0$0.00$32.4$80.9$48.6
2014Summary only. Only limited summary data is available for this year.$70.6$0.00$7.10$1.09$6.01
2013Summary only. Only limited summary data is available for this year.$64.6$0.00$5.34$0.37$4.97
2012Summary only. Only limited summary data is available for this year.$59.6$0.00$1.71$5.39$3.68
2011Summary only. Only limited summary data is available for this year.$63.3$0.00$3.19$5.35$2.16