Civic Intelligence

Jamieson Family Foundation

EIN 06-1632794 • Darien, CT

c/o Vogel Co 685 Post RoadDarien, CT 06820
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

1st percentile

-67981%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $65,942 (-100%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$0

Down $65,942 (-100%) from 2016

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$97

Down $5,128 (-98%) from 2016

Expenses

Down

$66,039

Down $1,698,589 (-96%) from 2016

Net Income

Up

-$65,942

Up $1,693,461 (+96%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,792,930Liabilities 2011: $02011Assets 2012: $1,906,789Liabilities 2012: $02012Assets 2013: $1,821,789Liabilities 2013: $02013Assets 2014: $1,864,685Liabilities 2014: $02014Assets 2015: $1,825,345Liabilities 2015: $02015Assets 2016: $65,942Liabilities 2016: $0Net Assets 2016: $65,9422016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $99,775Expenses 2011: $173,806Net Income 2011: -$74,0312011Revenue 2012: $100,828Expenses 2012: $76,827Net Income 2012: $24,0012012Revenue 2013: $55,899Expenses 2013: $141,694Net Income 2013: -$85,7952013Revenue 2014: $63,553Expenses 2014: $126,327Net Income 2014: -$62,7742014Revenue 2015: $99,353Expenses 2015: $109,150Net Income 2015: -$9,7972015Revenue 2016: $5,225Expenses 2016: $1,764,628Net Income 2016: -$1,759,4032016Revenue 2017: $97Expenses 2017: $66,039Net Income 2017: -$65,9422017

Highlighted filing

2017

Revenue$97
Expenses$66,039
Net Income-$65,942
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$97
Expenses
$66,039
Net income
-$65,942
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$1.76$1.76
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$0.10$0.11$0.01
2014Summary only. Only limited summary data is available for this year.$1.86$0.00$0.06$0.13$0.06
2013Summary only. Only limited summary data is available for this year.$1.82$0.00$0.06$0.14$0.09
2012Summary only. Only limited summary data is available for this year.$1.91$0.00$0.10$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$1.79$0.00$0.10$0.17$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert B JamiesonTrustee-$0--
Judith A JamiesonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jamieson Family Foundation
EIN
06-1632794
Phone
2036552200
Address
c/o Vogel Co 685 Post Road, Darien, CT 06820

Signing Officer

Name
Robert B Jamieson
Title
Trustee
Phone
2036552200
Signed
2017-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Vogel & Company
Address
685 Post Road, Darien, CT 06820
Preparer
George Vogel
Phone
2036552200
Raw XML Appendix271 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.

Path#Value
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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt066039
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Recipients Name: Fidelity Investments Charitable Gift FundAssets Distributed: CashFMV: $66,038.55A resolution or plan of liquidation, termination or dissolution was not adopted by the Foundation. Final dissolution date is June 30, 2017.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0100 Crosby Parkway
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0Covington
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0KY
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IRS990PF/FinalReturnInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt065942
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Robert B Jamieson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Judith A Jamieson
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066039
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt065904
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01778553
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01712649
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0During the current year, the Foundation made the following distribution in complete liquidation, termination, dissolution or substantial contraction. These distributions do constitute a final distribution of the Foundation's assets . The final distribution was made on July 26, 2016.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert B Jamieson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02036552200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jamieson Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAMI
ReturnHeader/Filer/EIN0061632794
ReturnHeader/Filer/PhoneNum02036552200
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Vogel Co 685 Post Road
ReturnHeader/Filer/USAddress/CityNm0Darien
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01877DF02B72E6034A8D5C42368BC17766DA8A030
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.220.199.250
ReturnHeader/FilingSecurityInformation/IPDt02017-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:46:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061344534
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vogel & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0685 Post Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Darien
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006820
ReturnHeader/PreparerPersonGrp/PhoneNum02036552200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Vogel
ReturnHeader/ReturnTs02017-11-09T12:04:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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