Civic Intelligence

The Julia Gery Foundation

990PF • Fiscal year 2023 • EIN 04-6898010

Jan 01, 2023 to Dec 31, 2023 • Filed on May 30, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-165%

Higher net margin than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

19th percentile

-25%

Faster asset growth than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

47%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$26,528

Down $8,901 (-25%) from 2022

Net Assets

Down

$26,528

Down $8,901 (-25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin6th percentile

Revenue

Up

$5,402

Up $1,733 (+47%) from 2022

Expenses

Up

$14,303

Up $11,976 (+515%) from 2022

Net Income

Down

-$8,901

Down $10,243 (-763%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$26,528
Liabilities$0
Net Assets$26,528
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$5,402
Expenses$14,303
Net Income-$8,901
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-30
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 Appendix273 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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA GERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07816311162
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-30
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02024-05-30T07:57:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,528
Liabilities
$0
Net assets
$26,528
Revenue
$5,402
Expenses
$14,303
Net income
-$8,901
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