Civic Intelligence

Irene & Samson Jones III Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-4013839

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Bg Intl 66 White St No S 501New York, NY 10013

(914) 309-0950

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Net Margin

17th percentile

-278%

Higher net margin than 17% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-43%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$158,084

Up $22,698 (+17%) from 2019

Net Assets

Up

$158,084

Up $22,698 (+17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$3,311

Down $2,546 (-43%) from 2019

Expenses

Up

$12,512

Up $506 (+4.2%) from 2019

Net Income

Down

-$9,201

Down $3,052 (-50%) from 2019

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

2020

Assets$158,084
Liabilities$0
Net Assets$158,084

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

2020

Revenue$3,311
Expenses$12,512
Net Income-$9,201
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

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

Filer

Filer Name
Irene & Samson Jones Iii
EIN
13-4013839
Phone
9143090950
Address
BG INTL 66 WHITE ST NO S 501, NEW YORK, NY 10013

Signing Officer

Name
Kathleen Santucci
Title
President
Phone
9147258880
Signed
2021-11-13
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 Appendix336 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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InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt073066
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0853
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt031899
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0158084
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0158084
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08716
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08716
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ACADEMIC SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JOHN FISHER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 COLLEGE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014618
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
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/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08716
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06216
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019332
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039131
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058463
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064679
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22226
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt36000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt36000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011
OtherIncreasesSchedule/OtherIncreasesDetail/Amt131888
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CHANGE IN UNREALIZED GAIN/LOSS
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0NEW YORK FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt161
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN SANTUCCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09147258880
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRENE & SAMSON JONES III
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0IREN
ReturnHeader/Filer/EIN0134013839
ReturnHeader/Filer/PhoneNum09143090950
ReturnHeader/Filer/USAddress/AddressLine1Txt0BG INTL 66 WHITE ST NO S 501
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010013
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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R KOZERA CPA
ReturnHeader/ReturnTs02021-11-13T18:02:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATHLEEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANTUCCI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
2020Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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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