Civic Intelligence

Josiah Macy Jr Foundation

EIN 13-5596895 • New York, NY

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44 East 64th StreetNew York, NY 10065
Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

32nd percentile

0.15x

Higher debt load relative to revenue than 32% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

43rd percentile

2.8%

Higher net margin than 43% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

90th percentile

$1,340,461

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

45th percentile

4.1%

Faster asset growth than 45% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$141,343,941

Up $577,472 (+0.4%) from 2022

Liabilities

Down

$1,475,500

Down $280,070 (-16%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue32nd percentileNet Margin43rd percentile

Revenue

Down

$7,837,859

Down $7,401,581 (-49%) from 2022

Expenses

Up

$9,134,343

Up $155,227 (+1.7%) from 2022

Net Income

Down

-$1,296,484

Down $7,556,808 (-121%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$200M$150M$100M$50M$0Assets 2011: $154,032,658Liabilities 2011: $1,045,1902011Assets 2012: $138,015,528Liabilities 2012: $848,0292012Assets 2013: $144,037,503Liabilities 2013: $861,4442013Assets 2014: $153,872,515Liabilities 2014: $1,127,3982014Assets 2015: $142,588,771Liabilities 2015: $980,0402015Assets 2019: $134,388,599Liabilities 2019: $823,5932019Assets 2020: $127,606,100Liabilities 2020: $884,0112020Assets 2021: $158,631,080Liabilities 2021: $2,407,1992021Assets 2022: $140,766,469Liabilities 2022: $1,755,570Net Assets 2022: $139,010,8992022Assets 2023: $141,343,941Liabilities 2023: $1,475,5002023

Latest loaded filing

2023

Assets$141,343,941
Liabilities$1,475,500
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$10M$0-$10MRevenue 2011: $5,551,947Expenses 2011: $9,104,344Net Income 2011: -$3,552,3972011Revenue 2012: $11,253,739Expenses 2012: $8,595,160Net Income 2012: $2,658,5792012Revenue 2013: $5,290,464Expenses 2013: $9,728,847Net Income 2013: -$4,438,3832013Revenue 2014: $8,393,429Expenses 2014: $9,814,963Net Income 2014: -$1,421,5342014Revenue 2015: $4,610,439Expenses 2015: $9,034,938Net Income 2015: -$4,424,4992015Revenue 2019: $7,579,089Expenses 2019: $9,890,720Net Income 2019: -$2,311,6312019Revenue 2020: $2,409,379Expenses 2020: $7,675,323Net Income 2020: -$5,265,9442020Revenue 2021: $7,975,206Expenses 2021: $8,948,292Net Income 2021: -$973,0862021Revenue 2022: $15,239,440Expenses 2022: $8,979,116Net Income 2022: $6,260,3242022Revenue 2023: $7,837,859Expenses 2023: $9,134,343Net Income 2023: -$1,296,4842023

Latest loaded filing

2023

Revenue$7,837,859
Expenses$9,134,343
Net Income-$1,296,484
Open 2023 Filing

Filings

Most recent year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$141$1.48$7.84$9.13$1.30
2022Detailed filing. Detailed filing data is available for this year.$141$1.76$139$15.2$8.98$6.26
2021Summary only. Only limited summary data is available for this year.$159$2.41$7.98$8.95$0.97
2020Summary only. Only limited summary data is available for this year.$128$0.88$2.41$7.68$5.27
2019Summary only. Only limited summary data is available for this year.$134$0.82$7.58$9.89$2.31
2015Summary only. Only limited summary data is available for this year.$143$0.98$4.61$9.03$4.42
2014Summary only. Only limited summary data is available for this year.$154$1.13$8.39$9.81$1.42
2013Summary only. Only limited summary data is available for this year.$144$0.86$5.29$9.73$4.44
2012Summary only. Only limited summary data is available for this year.$138$0.85$11.3$8.60$2.66
2011Summary only. Only limited summary data is available for this year.$154$1.05$5.55$9.10$3.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Josiah Macy Jr Foundation
EIN
13-5596895
Phone
2124862424
Address
44 EAST 64TH STREET, NEW YORK, NY 10065

Signing Officer

Name
Peter Goodwin
Title
COO and Treasurer
Phone
2124862424
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Michael Wallace
Phone
2126972299
Raw XML Appendix87 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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IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd010065
IRS990T/BookValueAssetsEOYAmt0147192747
IRS990T/CharitableContributionsDedAmt052908
IRS990T/ExtsnRequestIncomeTaxPaidAmt050000
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IRS990T/TotalUBTIBeforeNOLSpecificAmt0477174
IRS990T/TotalUBTIBeforeSection199AAmt0477174
IRS990T/TotalUBTIComputedAmt0530082
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum02124862424
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
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ReturnHeader/Filer/BusinessNameControlTxt0JOSI
ReturnHeader/Filer/EIN0135596895
ReturnHeader/Filer/PhoneNum02124862424
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/PhoneNum02126972299
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL WALLACE
ReturnHeader/ReturnTs02025-05-15T08:50:16-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $100M-$250M nonprofits