Civic Intelligence

Irene & Samson Jones III Foundation Inc.

990PF • Fiscal year 2016 • EIN 13-4013839

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 12, 2017

Paviaharcourt 230 Park Ave No FL 24New York, NY 10022

(212) 508-2330

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

4655%

Higher net margin than 100% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Top Officer Pay

95th percentile

$2,500

Higher top officer pay than 95% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Asset Growth

17th percentile

-30%

Faster asset growth than 17% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$147,046

Down $63,838 (-30%) from 2015

Net Assets

Down

$147,046

Down $63,838 (-30%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$1,381

Down $135 (-11%) from 2015

Expenses

Up

$62,904

Up $63 (+0.1%) from 2015

Net Income

Down

-$64,285

Down $198 (-0.3%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $407,938Liabilities 2011: $02011Assets 2012: $381,265Liabilities 2012: $0Net Assets 2012: $381,2652012Assets 2013: $345,524Liabilities 2013: $0Net Assets 2013: $345,5242013Assets 2014: $273,865Liabilities 2014: $0Net Assets 2014: $273,8652014Assets 2015: $210,884Liabilities 2015: $0Net Assets 2015: $210,8842015Assets 2016: $147,046Liabilities 2016: $0Net Assets 2016: $147,0462016Assets 2017: $137,962Liabilities 2017: $0Net Assets 2017: $137,9622017Assets 2018: $142,802Liabilities 2018: $0Net Assets 2018: $142,8022018Assets 2019: $135,386Liabilities 2019: $0Net Assets 2019: $135,3862019Assets 2020: $158,084Liabilities 2020: $0Net Assets 2020: $158,0842020Assets 2021: $153,607Liabilities 2021: $0Net Assets 2021: $153,6072021Assets 2022: $139,993Liabilities 2022: $0Net Assets 2022: $139,9932022Assets 2023: $133,900Liabilities 2023: $0Net Assets 2023: $133,9002023Assets 2024: $126,839Liabilities 2024: $0Net Assets 2024: $126,8392024

Highlighted filing

2016

Assets$147,046
Liabilities$0
Net Assets$147,046

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $3,878Expenses 2011: $34,770Net Income 2011: -$30,8922011Expenses 2012: $26,7012012Revenue 2013: -$4,017Expenses 2013: $31,689Net Income 2013: -$35,7062013Revenue 2014: -$38,256Expenses 2014: $27,819Net Income 2014: -$66,0752014Revenue 2015: -$1,246Expenses 2015: $62,841Net Income 2015: -$64,0872015Revenue 2016: -$1,381Expenses 2016: $62,904Net Income 2016: -$64,2852016Revenue 2017: $7,282Expenses 2017: $16,579Net Income 2017: -$9,2972017Revenue 2018: $7,602Expenses 2018: $11,094Net Income 2018: -$3,4922018Revenue 2019: $5,857Expenses 2019: $12,006Net Income 2019: -$6,1492019Revenue 2020: $3,311Expenses 2020: $12,512Net Income 2020: -$9,2012020Revenue 2021: $10,585Expenses 2021: $14,960Net Income 2021: -$4,3752021Revenue 2022: $1,033Expenses 2022: $14,482Net Income 2022: -$13,4492022Revenue 2023: $6,072Expenses 2023: $12,168Net Income 2023: -$6,0962023Revenue 2024: $9,301Expenses 2024: $16,409Net Income 2024: -$7,1082024

Highlighted filing

2016

Revenue-$1,381
Expenses$62,904
Net Income-$64,285
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 12, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIO GAZZOLASecretary-$2,500-$2,500
KATHLEEN SANTUCCIPresident-$0--
DOUGLAS M LEHMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Irene & Samson Jones Iii
EIN
13-4013839
Phone
2125082330
Address
PAVIAHARCOURT 230 PARK AVE NO FL 24, NEW YORK, NY 10022

Signing Officer

Name
Mario Gazzola
Title
Secretary
Phone
2125082330
Signed
2017-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Atti & Company Cpas Pllc
Address
1454 ROUTE 22 A-104, BREWSTER, NY 10509
Preparer
Susan R Kozera CPA
Phone
8452791640
Raw XML Appendix369 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/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARIO GAZZOLA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0230 PARK AVENUE 24TH FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010169
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02125082330
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ROCHESTER, NY CENTRAL SCHOOL DISTRICT - SCHOLASTIC SCHOLARSHIP FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0HAVERSTRAW STONY POINT CENTRAL SCHOOL - SCHOLASTIC SCHOLARSHIP FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt036000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt012000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt136000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ACADEMIC SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ACADEMIC SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HAVERSTRAW-STONY POINT CENTRAL SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROCHESTER CITY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt065 CHAPEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1131 WEST BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GARNERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114614
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08869
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08869
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037061
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0154
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt082627
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt039131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt037061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0154
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt039131
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082627
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043496
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ACCOUNT SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt32597
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32597
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0447
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt055
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt055
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIO GAZZOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02125082330
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRENE & SAMSON JONES III
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IREN
ReturnHeader/Filer/EIN0134013839
ReturnHeader/Filer/PhoneNum02125082330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PAVIAHARCOURT 230 PARK AVE NO FL 24
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FBD18B4CD78A8DEAD1EDA3C4FE81BC13D6B8728B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF45B04E7EC22821BB74152E0C40ED829CD7510F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.88.46.41
ReturnHeader/FilingSecurityInformation/IPDt02017-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm015:20:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133915924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATTI & COMPANY CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01454 ROUTE 22 A-104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREWSTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010509
ReturnHeader/PreparerPersonGrp/PhoneNum08452791640
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R KOZERA CPA
ReturnHeader/ReturnTs02017-11-15T10:01:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.09$0.16$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.01$0.14$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.11$0.15$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.03$0.13$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.06$0.12$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.08$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.07$0.17$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.63$0.64
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.01$0.63$0.64
2014Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.38$0.28$0.66
2013Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.04$0.32$0.36
2012Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.27
2011Summary only. Only limited summary data is available for this year.$4.08$0.00$0.04$0.35$0.31
Peer Organizations

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