Civic Intelligence

Jonspin Charitable Trust Edward J Joyce Et Al Trustees

990PF • Fiscal year 2019 • EIN 22-2621945

Jan 01, 2019 to Dec 31, 2019 • Filed on May 01, 2020

Organization Profile
CO Ropes Gray Llp 800 BoylstonBoston, MA 02199-3600

(617) 951-7000

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$718,818

Down $24,512 (-3.3%) from 2018

Net Assets

Down

$718,818

Down $24,512 (-3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin5th percentile

Revenue

Down

$38,820

Down $20,616 (-35%) from 2018

Expenses

Up

$63,454

Up $3,129 (+5.2%) from 2018

Net Income

Down

-$24,634

Down $23,745 (-2671%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2010: $636,685Liabilities 2010: $0Net Assets 2010: $636,6852010Assets 2011: $728,199Liabilities 2011: $0Net Assets 2011: $728,1992011Assets 2012: $750,410Liabilities 2012: $0Net Assets 2012: $750,4102012Assets 2013: $756,275Liabilities 2013: $0Net Assets 2013: $756,2752013Assets 2014: $786,457Liabilities 2014: $0Net Assets 2014: $786,4572014Assets 2015: $783,315Liabilities 2015: $0Net Assets 2015: $783,3152015Assets 2016: $759,949Liabilities 2016: $0Net Assets 2016: $759,9492016Assets 2017: $743,439Liabilities 2017: $0Net Assets 2017: $743,4392017Assets 2018: $743,330Liabilities 2018: $0Net Assets 2018: $743,3302018Assets 2019: $718,818Liabilities 2019: $0Net Assets 2019: $718,8182019Assets 2020: $716,253Liabilities 2020: $0Net Assets 2020: $716,2532020Assets 2021: $737,943Liabilities 2021: $0Net Assets 2021: $737,9432021Assets 2022: $779,966Liabilities 2022: $0Net Assets 2022: $779,9662022Assets 2023: $814,664Liabilities 2023: $0Net Assets 2023: $814,6642023Assets 2024: $878,763Liabilities 2024: $0Net Assets 2024: $878,7632024

Highlighted filing

2019

Assets$718,818
Liabilities$0
Net Assets$718,818
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $35,4322010Expenses 2011: $35,0592011Expenses 2012: $36,1182012Revenue 2013: $34,416Expenses 2013: $28,551Net Income 2013: $5,8652013Revenue 2014: $45,763Expenses 2014: $28,365Net Income 2014: $17,3982014Revenue 2015: $38,739Expenses 2015: $41,809Net Income 2015: -$3,0702015Revenue 2016: $33,055Expenses 2016: $56,686Net Income 2016: -$23,6312016Revenue 2017: $43,010Expenses 2017: $59,443Net Income 2017: -$16,4332017Revenue 2018: $59,436Expenses 2018: $60,325Net Income 2018: -$8892018Revenue 2019: $38,820Expenses 2019: $63,454Net Income 2019: -$24,6342019Revenue 2020: $59,645Expenses 2020: $62,007Net Income 2020: -$2,3622020Revenue 2021: $93,434Expenses 2021: $71,754Net Income 2021: $21,6802021Revenue 2022: $35,347Expenses 2022: $73,686Net Income 2022: -$38,3392022Revenue 2023: $18,931Expenses 2023: $73,211Net Income 2023: -$54,2802023Revenue 2024: $63,320Expenses 2024: $28,830Net Income 2024: $34,4902024

Highlighted filing

2019

Revenue$38,820
Expenses$63,454
Net Income-$24,634
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 1, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRENDA S DIANATrustee-$0--
MARTIN HALLTrustee-$0--
REV J BRYAN HEHIRTrustee-$0--
CAMERON CASEYTrustee-$0--
JENNIFER S EWINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jonspin Charitable Trust
EIN
22-2621945
Phone
6179517000
Address
CO ROPES GRAY LLP 800 BOYLSTON, BOSTON, MA 02199-3600

Signing Officer

Name
Cameron Casey
Title
Trustee
Phone
6179517000
Signed
2020-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Edelstein and Company Llp
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML AppendixShowing 400 of 412 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01225
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01225
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINE 1(A)(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0COMPENSATION OF A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PAYMENTS IN THE AMOUNT OF $12,275 WERE MADE TO ROPES & GRAY LLP, 800 BOYLSTON STREET, BOSTON, MA 02199-3600 FOR INVESTMENT MANAGEMENT, TAX & ADMINISTRATIVE SERVICES PROVIDED BY THE FIRM. BRENDA S. DIANA, MARTIN HALL, CAMERON CASEY & JENNIFER S. EWING, TRUSTEES, ARE NOT COMPENSATED DIRECTLY FROM THIS TRUST. HOWEVER, THEY ARE ACTIVE PARTNERS OF THE LAW FIRM HAVING APPROXIMATELY 300 ACTIVE PARTNERS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRENDA S DIANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTIN HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REV J BRYAN HEHIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAMERON CASEY
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROPES GRAY LLP
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0122
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt110834
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt110834
TaxesSchedule/TaxesDetail/Amt0649
TaxesSchedule/TaxesDetail/Amt145
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt145
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAMERON CASEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179517000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONSPIN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CAMERON CASEY ET AL TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0JONS
ReturnHeader/Filer/EIN0222621945
ReturnHeader/Filer/PhoneNum06179517000
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO ROPES GRAY LLP 800 BOYLSTON
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021993600
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042442519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDELSTEIN AND COMPANY LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$718,818
Liabilities
$0
Net assets
$718,818
Revenue
$38,820
Expenses
$63,454
Net income
-$24,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.63$0.29$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$0.19$0.73$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.80$0.00$7.80$0.35$0.74$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.93$0.72$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.16$0.00$7.16$0.60$0.62$0.02
2019Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.39$0.63$0.25
2018Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.59$0.60$0.01
2017Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.43$0.59$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.33$0.57$0.24
2015Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.39$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.46$0.28$0.17
2013Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.34$0.29$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.50$0.00$7.50$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$0.00$7.28$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.00$6.37$0.35