Civic Intelligence

The Jeffie Foundation

EIN 84-2737936 • 501(c)3 • Gloucester, MA

Profile

To help young people who aspire to ride and care for horses, but do not have the financial means to pursue their dream, develop equestrian skills and be a part of the equestrian world. The sport of equestrian assists young individuals in developing key character traits for success, including responsibility, accountability, determination, sportsmanship and humility while offering an outlet for physical activity. The costs of proper care and upkeep of horses, along with the expense of lessons, equipment and competitions can be quite extensive. The foundation hopes to eliminate the financial barrier to ridership for qualified young riders primarily located in the northeastern region of the united states by making grants to allow riders with financial need to continue to ride and pursue their dream.

CO Sarah Wilkins 45 Leonard StreeGloucester, MA 01930

jeffie.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-75%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.0%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1296%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,131,296

Down $22,805 (-2.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,131,296

Down $22,805 (-2.0%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin4th percentile

Revenue

Up

$103,264

Up $95,869 (+1296%) from 2024

Expenses

Up

$180,386

Up $73,152 (+68%) from 2024

Net Income

Up

-$77,122

Up $22,717 (+23%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2020: $890,451Liabilities 2020: $0Net Assets 2020: $890,4512020Assets 2021: $1,308,154Liabilities 2021: $0Net Assets 2021: $1,308,1542021Assets 2022: $1,326,483Liabilities 2022: $0Net Assets 2022: $1,326,4832022Assets 2023: $1,100,682Liabilities 2023: $0Net Assets 2023: $1,100,6822023Assets 2024: $1,154,101Liabilities 2024: $0Net Assets 2024: $1,154,1012024Assets 2025: $1,131,296Liabilities 2025: $0Net Assets 2025: $1,131,2962025

Highlighted filing

2025

Assets$1,131,296
Liabilities$0
Net Assets$1,131,296
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $890,779Expenses 2020: $328Net Income 2020: $890,4512020Revenue 2021: $447,555Expenses 2021: $29,852Net Income 2021: $417,7032021Revenue 2022: $71,366Expenses 2022: $53,037Net Income 2022: $18,3292022Revenue 2023: $68,546Expenses 2023: $64,234Net Income 2023: $4,3122023Revenue 2024: $7,395Expenses 2024: $107,234Net Income 2024: -$99,8392024Revenue 2025: $103,264Expenses 2025: $180,386Net Income 2025: -$77,1222025

Highlighted filing

2025

Revenue$103,264
Expenses$180,386
Net Income-$77,122
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,131,296
Liabilities
$0
Net assets
$1,131,296
Revenue
$103,264
Expenses
$180,386
Net income
-$77,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.10$0.18$0.08
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.00$1.15$0.01$0.11$0.10
2023Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.07$0.06$0.00
2022Summary only. Only limited summary data is available for this year.$1.33$0.00$1.33$0.07$0.05$0.02
2021Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.45$0.03$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.89$0.00$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 3, 2025
Return Version
2024v5.2
Gross Receipts
$357,950
Mission and Program Overview

Mission

To help young people who aspire to ride and care for horses, but do not have the financial means to pursue their dream, develop equestrian skills and be a part of the equestrian world. The sport of equestrian assists young individuals in developing key character traits for success, including responsibility, accountability, determination, sportsmanship and humility while offering an outlet for physical activity. The costs of proper care and upkeep of horses, along with the expense of lessons, equipment and competitions can be quite extensive. The foundation hopes to eliminate the financial barrier to ridership for qualified young riders primarily located in the northeastern region of the united states by making grants to allow riders with financial need to continue to ride and pursue their dream.

To help young people who aspire to ride and care for horses, but do not have the financial means to pursue their dream, develop equestrian skills and be a part of the equestrian world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,072,189$1,067,022▼ $5,167
Savings and Temporary Cash Investments$81,667$62,795▼ $18,872
Cash and Non-Interest-Bearing Accounts$245$1,350▲ $1,105
Prepaid Expenses and Deferred Charges-$129-
Total Assets$1,154,101$1,131,296▼ $22,805
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,154,101$1,131,296▼ $22,805
Total Net Assets Fund Balance$1,154,101$1,131,296▼ $22,805
Total Liabilities and Net Assets / Fund Balance$1,154,101$1,131,296▼ $22,805
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Deacon H ChapinTrustee
Lauren I NortonTrustee
Sarah F WilkinsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$47,527
Program Service Revenue
$0
Investment Income
$55,737
Other Revenue
$0
All Other Contributions
$47,527
Change in Net Assets
$-77,122
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,225
Other Expenses$24,161
Total Fundraising Expense$3,297
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$156,225--$156,225
Fees for Service Investment Mgmnt Fees-$10,951-$10,951
Advertising$4,864-$3,091$7,955
Fees for Services Accounting-$4,269-$4,269
Information Technology$287-$123$410
Office Expenses$65$13$14$92
Other Expenses$152$70$69$70
Total Functional Expenses$161,593$15,496$3,297$180,386
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Lauren i. Norton & deacon h. Chapin - family relationship”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body. Since the governing body is comprised of only 3 trustees, they vote on all matters of the foundation.”

Form 990, Part VI, Section B, Line 11B

“Lauren norton, trustee, reviews the form 990 with the tax preparer before filing.”

Form 990, Part VI, Section C, Line 19

“The foundation's governing documents, conflict of interest policy and internally-prepared financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Jeffie Foundation
EIN
84-2737936
Phone
6173659171
Address
CO SARAH WILKINS 45 LEONARD STREE, GLOUCESTER, MA 01930

Signing Officer

Name
Lauren I Norton
Title
Trustee
Phone
6173659171
Signed
2025-10-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauren I Norton
Formed
2019
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Raw XML Appendix334 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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IRS990/MissionDesc0TO HELP YOUNG PEOPLE WHO ASPIRE TO RIDE AND CARE FOR HORSES, BUT DO NOT HAVE THE FINANCIAL MEANS TO PURSUE THEIR DREAM, DEVELOP EQUESTRIAN SKILLS AND BE A PART OF THE EQUESTRIAN WORLD. THE SPORT OF EQUESTRIAN ASSISTS YOUNG INDIVIDUALS IN DEVELOPING KEY CHARACTER TRAITS FOR SUCCESS, INCLUDING RESPONSIBILITY, ACCOUNTABILITY, DETERMINATION, SPORTSMANSHIP AND HUMILITY WHILE OFFERING AN OUTLET FOR PHYSICAL ACTIVITY. THE COSTS OF PROPER CARE AND UPKEEP OF HORSES, ALONG WITH THE EXPENSE OF LESSONS, EQUIPMENT AND COMPETITIONS CAN BE QUITE EXTENSIVE. THE FOUNDATION HOPES TO ELIMINATE THE FINANCIAL BARRIER TO RIDERSHIP FOR QUALIFIED YOUNG RIDERS PRIMARILY LOCATED IN THE NORTHEASTERN REGION OF THE UNITED STATES BY MAKING GRANTS TO ALLOW RIDERS WITH FINANCIAL NEED TO CONTINUE TO RIDE AND PURSUE THEIR DREAM.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RIDERSHIP GRANTS TO YOUNG HORSE RIDERS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PRIOR TO PROVIDING ANY GRANT, THE JEFFIE FOUNDATION REQUIRES THAT THE GRANTEE PROVIDE A DETAILED ACCOUNT OF HOW THE FUNDS WILL BE USED, INCLUDING, AS DESIRABLE, CONFIRMATION FROM THE GRANTEE'S TRAINER. AFTER THE GRANT IS GIVEN, EACH GRANTEE REPORTS AT LEAST SEMI-ANNUALLY, AND OFTEN QUARTERLY AS ACTIVITIES DICTATE, TO THE TRUSTEES CONFIRMING THE USE OF FUNDS AS PROPOSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LAUREN I. NORTON & DEACON H. CHAPIN - FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. SINCE THE GOVERNING BODY IS COMPRISED OF ONLY 3 TRUSTEES, THEY VOTE ON ALL MATTERS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAUREN NORTON, TRUSTEE, REVIEWS THE FORM 990 WITH THE TAX PREPARER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND INTERNALLY-PREPARED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01154101
IRS990/TotalAssetsEOYAmt01131296
IRS990/TotalAssetsGrp/BOYAmt01154101
IRS990/TotalAssetsGrp/EOYAmt01131296
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047527
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03297
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015496
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161593
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180386
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01154101
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01131296
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0161593
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt055737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0103264
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01154101
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01131296
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt022 RIVER ROAD
IRS990/USAddress/CityNm0GLOUCESTER
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001930
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://JEFFIE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN I NORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06173659171
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEFFIE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0842737936
ReturnHeader/Filer/PhoneNum06173659171
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO SARAH WILKINS 45 LEONARD STREE
ReturnHeader/Filer/USAddress/CityNm0GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001930
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0992277914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EAG NEW ENGLAND LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0160 FEDERAL STREET 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172276161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUGENE BORGONZI
ReturnHeader/ReturnTs02025-10-03T11:59:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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