Civic Intelligence

Jean Hay Charitable Foundation

990PF • Fiscal year 2020 • EIN 46-6273074

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

139 Elder StreetLincoln, RI 02865

(978) 686-6112

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

99th percentile

808%

Faster revenue growth than 99% of similar nonprofits.

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

Assets

Up

$65,348

Up $14,332 (+28%) from 2019

Net Assets

Up

$65,348

Up $14,332 (+28%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$23,148

Up $20,598 (+808%) from 2019

Expenses

Up

$8,816

Up $1,074 (+14%) from 2019

Net Income

Up

$14,332

Up $19,524 (+376%) from 2019

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $81,771Liabilities 2013: $02013Assets 2014: $77,132Liabilities 2014: $02014Assets 2015: $72,406Liabilities 2015: $0Net Assets 2015: $72,4062015Assets 2016: $67,522Liabilities 2016: $0Net Assets 2016: $67,5222016Assets 2017: $62,958Liabilities 2017: $0Net Assets 2017: $62,9582017Assets 2018: $56,208Liabilities 2018: $0Net Assets 2018: $56,2082018Assets 2019: $51,016Liabilities 2019: $0Net Assets 2019: $51,0162019Assets 2020: $65,348Liabilities 2020: $0Net Assets 2020: $65,3482020Assets 2021: $56,688Liabilities 2021: $0Net Assets 2021: $56,6882021Assets 2022: $115,147Liabilities 2022: $0Net Assets 2022: $115,1472022Assets 2023: $111,897Liabilities 2023: $0Net Assets 2023: $111,8972023Assets 2024: $105,155Liabilities 2024: $0Net Assets 2024: $105,1552024

Highlighted filing

2020

Assets$65,348
Liabilities$0
Net Assets$65,348

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $3,046Expenses 2013: $7,509Net Income 2013: -$4,4632013Revenue 2014: $3,553Expenses 2014: $7,769Net Income 2014: -$4,2162014Revenue 2015: $2,865Expenses 2015: $7,615Net Income 2015: -$4,7502015Revenue 2016: $2,326Expenses 2016: $7,210Net Income 2016: -$4,8842016Revenue 2017: $3,045Expenses 2017: $7,609Net Income 2017: -$4,5642017Revenue 2018: $3,787Expenses 2018: $10,537Net Income 2018: -$6,7502018Revenue 2019: $2,550Expenses 2019: $7,742Net Income 2019: -$5,1922019Revenue 2020: $23,148Expenses 2020: $8,816Net Income 2020: $14,3322020Revenue 2021: $2,047Expenses 2021: $10,707Net Income 2021: -$8,6602021Revenue 2022: $66,520Expenses 2022: $8,061Net Income 2022: $58,4592022Revenue 2023: $3,100Expenses 2023: $6,350Net Income 2023: -$3,2502023Revenue 2024: $3,462Expenses 2024: $10,204Net Income 2024: -$6,7422024

Highlighted filing

2020

Revenue$23,148
Expenses$8,816
Net Income$14,332
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET HAYTrustee-$0--
SALLY ANN HAYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jean Hay Charitable Foundation
EIN
46-6273074
Phone
9786866112
Address
139 ELDER STREET, LINCOLN, RI 02865

Signing Officer

Name
Sally Ann Hay
Title
Trustee
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Shaheen Pallone & Associates Pc
Address
861 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
Naomi J Andon
Phone
9786867200
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0QUAKER VALUES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL CARE FOR NEEDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SUPPORT ARTS/HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4LIFELONG EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ALZHEIMERS CARE & SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN FRIENDS SERV COM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOSTON MUSEUM OF FINE ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NEW ENGLAND QUILT MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STAR ISLAND CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALZHEIMERS ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5225 N MICHIGAN AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05021
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03949
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0979
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0747
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0979
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02970
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01616
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MASSACHUSETTS WEALTH MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01616
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY ANN HAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN HAY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0466273074
ReturnHeader/Filer/PhoneNum09786866112
ReturnHeader/Filer/USAddress/AddressLine1Txt0139 ELDER STREET
ReturnHeader/Filer/USAddress/CityNm0LINCOLN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002865
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043173778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHEEN PALLONE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786867200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NAOMI J ANDON
ReturnHeader/ReturnTs02021-11-15T12:30:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SALLY ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HAY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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