Civic Intelligence

Amy Smith and John G Berylson Charitable Foundation

990PF • Fiscal year 2024 • EIN 20-1990804

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 08, 2025

CO Goulston 1 PO Sq FL 25Boston, MA 02109-2115

(617) 482-1776

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

250%

Faster revenue growth than 94% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,370,635

Up $637,849 (+11%) from 2023

Net Assets

Up

$6,370,635

Up $637,849 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$727,300

Up $519,569 (+250%) from 2023

Expenses

Down

$89,451

Down $403,756 (-82%) from 2023

Net Income

Up

$637,849

Up $923,325 (+323%) from 2023

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,323,737Liabilities 2011: $02011Assets 2012: $4,439,398Liabilities 2012: $02012Assets 2013: $4,536,937Liabilities 2013: $02013Assets 2014: $4,484,129Liabilities 2014: $02014Assets 2015: $5,547,664Liabilities 2015: $02015Assets 2019: $6,112,610Liabilities 2019: $02019Assets 2020: $5,623,806Liabilities 2020: $0Net Assets 2020: $5,623,8062020Assets 2021: $5,715,872Liabilities 2021: $0Net Assets 2021: $5,715,8722021Assets 2022: $6,017,933Liabilities 2022: $0Net Assets 2022: $6,017,9332022Assets 2023: $5,732,786Liabilities 2023: $0Net Assets 2023: $5,732,7862023Assets 2024: $6,370,635Liabilities 2024: $0Net Assets 2024: $6,370,6352024

Highlighted filing

2024

Assets$6,370,635
Liabilities$0
Net Assets$6,370,635

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $188,808Expenses 2011: $170,941Net Income 2011: $17,8672011Revenue 2012: $461,681Expenses 2012: $339,409Net Income 2012: $122,2722012Revenue 2013: $2,981,886Expenses 2013: $1,027,720Net Income 2013: $1,954,1662013Revenue 2014: $924,160Expenses 2014: $975,281Net Income 2014: -$51,1212014Revenue 2015: $1,718,731Expenses 2015: $651,336Net Income 2015: $1,067,3952015Revenue 2019: $2,646,073Expenses 2019: $768,111Net Income 2019: $1,877,9622019Revenue 2020: $102,308Expenses 2020: $590,112Net Income 2020: -$487,8042020Revenue 2021: $941,671Expenses 2021: $561,145Net Income 2021: $380,5262021Revenue 2022: $830,062Expenses 2022: $527,001Net Income 2022: $303,0612022Revenue 2023: $207,731Expenses 2023: $493,207Net Income 2023: -$285,4762023Revenue 2024: $727,300Expenses 2024: $89,451Net Income 2024: $637,8492024

Highlighted filing

2024

Revenue$727,300
Expenses$89,451
Net Income$637,849
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 8, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY SMITH BERYLSONTrustee-$0--
JAMES BERYLSONTrustee-$0--
JENNIFER BLOCKTrustee-$0--
ELIZABETH KATZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Amy Smith and John G Berylson
EIN
20-1990804
Phone
6174821776
Address
CO GOULSTON 1 PO SQ FL 25, BOSTON, MA 02109-2115

Signing Officer

Name
Amy Smith Berylson
Title
Trustee
Phone
6174821776
Signed
2025-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
115 FEDERAL STREET SUITE 15, BOSTON, MA 02110
Preparer
Diana Cohen
Phone
6174372266
Raw XML Appendix374 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JESSICA BALDINO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O GOULSTON 1 PO SQ FL 25
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021092115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06174821776
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN FORM INDICATING AMOUNTS REQUESTED AND PROJECTED USE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0AMY SMITH AND JOHN G BERYLSON CHARI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06174821776
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O GOULSTON STORRS 1 PO SQ FL 25
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0021092115
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITABLE PURPOSES UNDER I.R.C. SECTION 501(C)(3)
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0AMY SMITH BERYLSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt042500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PUBLIC WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PUBLIC WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MILTON ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOMEN'S LUNCH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PAN MASS CHALLENGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0170 CENTRE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt167 NEWBURY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt277 4TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEEDHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002186
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202494
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt058600
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/AppliedToCurrentYearAmt061612
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0469549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0407937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt063100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt083333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0128859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0349533
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0407937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305956
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt063100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt083333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt070455
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061612
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0713893
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PRIAM CAPITAL III
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14429
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14429
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt112325
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GOULSTON & STORRS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CAMBRIDGE ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08179
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt112325
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/CategoryTxt0MA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY SMITH BERYLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06174821776
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMY SMITH AND JOHN G BERYLSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AMYS
ReturnHeader/Filer/EIN0201990804
ReturnHeader/Filer/PhoneNum06174821776
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO GOULSTON 1 PO SQ FL 25
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021092115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 FEDERAL STREET SUITE 15
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06174372266
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA COHEN
ReturnHeader/ReturnTs02025-03-11T12:41:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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