Civic Intelligence

Jillian a Metcalf Charitable Foundation

EIN 88-2932810 • 501(c)3 • Brightwaters, NY

Profile

The corporation mission is to provide financial support to nursing students and their families, to assist them with educational, housing, medical and other incidental expenses, for medical treatments.

PO Box 607Brightwaters, NY 11718

n/A

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

NTEE B80 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.00x

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

NTEE B80 • <$500k nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

NTEE B80 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

13%

Faster asset growth than 65% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

96%

Faster revenue growth than 86% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$138,284

Up $16,364 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$138,284

Up $16,364 (+13%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin100th percentile

Revenue

Up

$16,364

Up $8,007 (+96%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Up

$16,364

Up $8,007 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2022: $113,563Liabilities 2022: $0Net Assets 2022: $113,5632022Assets 2023: $121,920Liabilities 2023: $0Net Assets 2023: $121,9202023Assets 2024: $138,284Liabilities 2024: $0Net Assets 2024: $138,2842024

Highlighted filing

2024

Assets$138,284
Liabilities$0
Net Assets$138,284
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0Revenue 2022: $113,563Expenses 2022: $0Net Income 2022: $113,5632022Revenue 2023: $8,357Expenses 2023: $0Net Income 2023: $8,3572023Revenue 2024: $16,364Expenses 2024: $0Net Income 2024: $16,3642024

Highlighted filing

2024

Revenue$16,364
Expenses$0
Net Income$16,364
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,284
Liabilities
$0
Net assets
$138,284
Revenue
$16,364
Expenses
$0
Net income
$16,364
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.16$0.00$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08$0.00$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$1.14$0.00$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Gross Receipts
$44,411
Mission and Program Overview

Mission

The corporation mission is to provide financial support to nursing students and their families, to assist them with educational, housing, medical and other incidental expenses, for medical treatments.

Program Services

DescriptionGrantsExpenses
THE CORPORATION MISSION IS TO PROVIDE FINANCIAL SUPPORT TO NURSING STUDENTS AND THEIR FAMILIES, TO ASSIST THEM WITH EDUCATIONAL, HOUSING, MEDICAL AND OTHER INCIDENTAL EXPENSES, FOR MEDICAL TREATMENTS.$0$0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAM WOOD SRPresident-$0--
SHANNON METCALFOfficer-$0--
BRITTANY METCALFOfficer-$0--
BONNIE METCALFOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Jillian a Metcalf Charitable Foundation
EIN
88-2932810
Phone
6315838784
Address
PO BOX 607, BRIGHTWATERS, NY 11718

Signing Officer

Name
Sam Wood Sr
Title
President
Phone
6315838784
Signed
2025-04-22

Preparer

Firm
Thomas W Lally CPA Pc
Address
2805 VETERANS MEMORIAL HIGHWAY, SUITE 13, RONKONKOMA, NY 11779
Preparer
Thomas W Lally
Phone
6317372080
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 3,050.”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SAM WOOD SR
IRS990EZ/BooksInCareOfDetail/PhoneNum06315838784
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 607
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRIGHTWATERS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011718
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121920
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt016364
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0121920
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0138284
IRS990EZ/FundraisingGrossIncomeAmt041361
IRS990EZ/GrossReceiptsAmt044411
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03050
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121920
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0138284
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121920
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0138284
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAM WOOD SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHANNON METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRITTANY METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE METCALF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CORPORATION MISSION IS TO PROVIDE FINANCIAL SUPPORT TO NURSING STUDENTS AND THEIR FAMILIES, TO ASSIST THEM WITH EDUCATIONAL, HOUSING, MEDICAL AND OTHER INCIDENTAL EXPENSES, FOR MEDICAL TREATMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION MISSION IS TO PROVIDE FINANCIAL SUPPORT TO NURSING STUDENTS AND THEIR FAMILIES, TO ASSIST THEM WITH EDUCATIONAL, HOUSING, MEDICAL AND OTHER INCIDENTAL EXPENSES, FOR MEDICAL TREATMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt028047
IRS990EZ/SpecialEventsNetIncomeLossAmt013314
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt016364
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018196
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144753
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0204310
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0204310
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018196
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144753
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0204310
IRS990ScheduleA/TotalSupportAmt0204310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 3,050.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAM WOOD SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06315838784
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JILLIAN A METCALF CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JILL
ReturnHeader/Filer/EIN0882932810
ReturnHeader/Filer/PhoneNum06315838784
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 607
ReturnHeader/Filer/USAddress/CityNm0BRIGHTWATERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263861414
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS W LALLY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02805 VETERANS MEMORIAL HIGHWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 13
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RONKONKOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011779
ReturnHeader/PreparerPersonGrp/PhoneNum06317372080
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS W LALLY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-24T09:24:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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