Civic Intelligence

Peter Jaffe Yeomans Foundation C/O Frank S Yeomans Trustee

990PF • Fiscal year 2023 • EIN 23-7000807

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
93 Island AvenueSpruce Head, ME 04859

(207) 594-2974

Siviq Scores

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

Liabilities / Assets

70th percentile

0.01x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.34x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-231%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-6.8%

Faster asset growth than 35% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-77%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$35,773

Down $2,621 (-6.8%) from 2022

Net Assets

Down

$35,391

Down $2,621 (-6.9%) from 2022

Liabilities

Flat

$382

Flat from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin5th percentile

Revenue

Down

$1,114

Down $3,648 (-77%) from 2022

Expenses

Up

$3,690

Up $522 (+16%) from 2022

Net Income

Down

-$2,576

Down $4,170 (-262%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60K$40K$20K$0Assets 2010: $45,224Liabilities 2010: $0Net Assets 2010: $45,2242010Assets 2011: $45,737Liabilities 2011: $0Net Assets 2011: $45,7372011Assets 2012: $46,361Liabilities 2012: $0Net Assets 2012: $46,3612012Assets 2013: $49,112Liabilities 2013: $48Net Assets 2013: $49,0642013Assets 2014: $40,836Liabilities 2014: $104Net Assets 2014: $40,7322014Assets 2015: $41,309Liabilities 2015: $165Net Assets 2015: $41,1442015Assets 2016: $40,664Liabilities 2016: $239Net Assets 2016: $40,4252016Assets 2017: $38,587Liabilities 2017: $303Net Assets 2017: $38,2842017Assets 2018: $36,768Liabilities 2018: $346Net Assets 2018: $36,4222018Assets 2019: $41,488Liabilities 2019: $382Net Assets 2019: $41,1062019Assets 2020: $38,768Liabilities 2020: $382Net Assets 2020: $38,3862020Assets 2021: $36,845Liabilities 2021: $382Net Assets 2021: $36,4632021Assets 2022: $38,394Liabilities 2022: $382Net Assets 2022: $38,0122022Assets 2023: $35,773Liabilities 2023: $382Net Assets 2023: $35,3912023Assets 2024: $34,295Liabilities 2024: $382Net Assets 2024: $33,9132024

Highlighted filing

2023

Assets$35,773
Liabilities$382
Net Assets$35,391
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$10K$5.0K$0-$5.0KExpenses 2010: $2,0622010Expenses 2011: $2,8512011Expenses 2012: $2,8742012Revenue 2013: $1,091Expenses 2013: $2,954Net Income 2013: -$1,8632013Revenue 2014: $2,642Expenses 2014: $4,470Net Income 2014: -$1,8282014Revenue 2015: $1,930Expenses 2015: $2,983Net Income 2015: -$1,0532015Revenue 2016: $3,243Expenses 2016: $3,962Net Income 2016: -$7192016Revenue 2017: $1,244Expenses 2017: $3,385Net Income 2017: -$2,1412017Revenue 2018: $1,232Expenses 2018: $3,094Net Income 2018: -$1,8622018Revenue 2019: $7,783Expenses 2019: $3,099Net Income 2019: $4,6842019Revenue 2020: $610Expenses 2020: $3,330Net Income 2020: -$2,7202020Revenue 2021: $1,282Expenses 2021: $3,205Net Income 2021: -$1,9232021Revenue 2022: $4,762Expenses 2022: $3,168Net Income 2022: $1,5942022Revenue 2023: $1,114Expenses 2023: $3,690Net Income 2023: -$2,5762023Revenue 2024: $1,682Expenses 2024: $3,158Net Income 2024: -$1,4762024

Highlighted filing

2023

Revenue$1,114
Expenses$3,690
Net Income-$2,576
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT STEINMETZTrustee-$0--
SYLVIA B YEOMANSTrustee-$0--
PATRICIA ASHTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Peter Jaffe Yeomans Foundation
EIN
23-7000807
Phone
2075942974
Address
93 ISLAND AVENUE, SPRUCE HEAD, ME 04859

Signing Officer

Name
Robert Steinmetz
Title
Trustee
Phone
2075942974
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
The Colony Group
Address
180 LINDEN ST SUITE 8A, WELLESLEY, MA 02482
Preparer
Susan Miller
Phone
7812399996
Raw XML Appendix360 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/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0ROBERT STEINMETZ TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt093 ISLAND AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SPRUCE HEAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004859
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02075942974
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/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT STEINMETZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02075942974
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt093 ISLAND AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SPRUCE HEAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd004859
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT STEINMETZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RECREATIONAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAINE BEHAVIORAL HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004841
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/AppliedToCurrentYearAmt01942
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0486
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt072
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt072
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt072
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0486
OtherDecreasesSchedule/OtherDecreasesDetail/Amt045
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0359
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0THE COLONY GROUP - MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0359
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt117
TaxesSchedule/TaxesDetail/Amt254
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt117
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT STEINMETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02075942974
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER JAFFE YEOMANS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT STEINMETZ
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0237000807
ReturnHeader/Filer/PhoneNum02075942974
ReturnHeader/Filer/USAddress/AddressLine1Txt093 ISLAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0SPRUCE HEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004859
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900751149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE COLONY GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 LINDEN ST SUITE 8A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WELLESLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002482
ReturnHeader/PreparerPersonGrp/PhoneNum07812399996
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN MILLER
ReturnHeader/ReturnTs02024-05-15T13:46:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEINMETZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,773
Liabilities
$382
Net assets
$35,391
Revenue
$1,114
Expenses
$3,690
Net income
-$2,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.3$0.38$33.9$1.68$3.16$1.48
2023Detailed filing. Detailed filing data is available for this year.$35.8$0.38$35.4$1.11$3.69$2.58
2022Detailed filing. Detailed filing data is available for this year.$38.4$0.38$38.0$4.76$3.17$1.59
2021Detailed filing. Detailed filing data is available for this year.$36.8$0.38$36.5$1.28$3.21$1.92
2020Detailed filing. Detailed filing data is available for this year.$38.8$0.38$38.4$0.61$3.33$2.72
2019Detailed filing. Detailed filing data is available for this year.$41.5$0.38$41.1$7.78$3.10$4.68
2018Detailed filing. Detailed filing data is available for this year.$36.8$0.35$36.4$1.23$3.09$1.86
2017Detailed filing. Detailed filing data is available for this year.$38.6$0.30$38.3$1.24$3.39$2.14
2016Detailed filing. Detailed filing data is available for this year.$40.7$0.24$40.4$3.24$3.96$0.72
2015Detailed filing. Detailed filing data is available for this year.$41.3$0.17$41.1$1.93$2.98$1.05
2014Detailed filing. Detailed filing data is available for this year.$40.8$0.10$40.7$2.64$4.47$1.83
2013Detailed filing. Detailed filing data is available for this year.$49.1$0.05$49.1$1.09$2.95$1.86
2012Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$2.87
2011Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$2.85
2010Detailed filing. Detailed filing data is available for this year.$45.2$0.00$45.2$2.06