Civic Intelligence

Jim Lerner Charitable Foundation Inc

EIN 99-1908359 • 501(c)3 • Canton, MA

Profile

The foundation is organized to support the general welfare of adolescents by promoting activities such as youth sports

5 Carriage LaneCanton, MA 02021

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

$7,395

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$7,395

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin69th percentile

Revenue

$52,578

No earlier filing loaded for comparison.

Expenses

$45,183

No earlier filing loaded for comparison.

Net Income

$7,395

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2024: $7,395Liabilities 2024: $0Net Assets 2024: $7,3952024

Highlighted filing

2024

Assets$7,395
Liabilities$0
Net Assets$7,395
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2024: $52,578Expenses 2024: $45,183Net Income 2024: $7,3952024

Highlighted filing

2024

Revenue$52,578
Expenses$45,183
Net Income$7,395
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,395
Liabilities
$0
Net assets
$7,395
Revenue
$52,578
Expenses
$45,183
Net income
$7,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$52.6$45.2$7.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 14, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$114,413
Mission and Program Overview

Mission

The foundation is organized to support the general welfare of adolescents by promoting activities such as youth sports

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S FUNDRAISING EFFORTS HELP SUPPORT PLAY BALL, A NONPROFIT ORGANIZATION THAT SUPPORTS PARTICIPATION IN YOUTH SPORTS FOR UNDERSERVED POPULATIONS IN NEW ENGLAND$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LERNERTreasurer-$0--
CHRIS LERNEROfficer-$0--
MATT LERNEROfficer-$0--
JIM BROWNOfficer-$0--
PATRICIA ROCHAPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$114,413$114,413$19,083$95,330
Total Events$114,413$114,413$61,835$52,578
Filing and Contact Details

Filer

Filer Name
Jim Lerner Charitable Foundation Inc
EIN
99-1908359
Phone
7818285565
Address
5 CARRIAGE LANE, CANTON, MA 02021

Signing Officer

Name
John Lerner
Title
Treasurer
Phone
7818285565
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Walter Shuffain Advisors Inc
Address
ONE INTERNATIONAL PLACE SUITE 1010, BOSTON, MA 02110-2602
Preparer
David Bryant
Phone
6174472700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: play ball foundation. Grantee address: 60 thoreau st concord, ma 01742. Property description: cash. Book value of property: 45,000. Date of gift: 10/15/24. Amount given: 45,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 81. Description: filing fees. Amount: 102. Total to form 990-ez, line 16: 183.”

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum06174472700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN LERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS LERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT LERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PATRICIA ROCHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS ORGANIZED TO SUPPORT THE GENERAL WELFARE OF ADOLESCENTS BY PROMOTING ACTIVITIES SUCH AS YOUTH SPORTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S FUNDRAISING EFFORTS HELP SUPPORT PLAY BALL, A NONPROFIT ORGANIZATION THAT SUPPORTS PARTICIPATION IN YOUTH SPORTS FOR UNDERSERVED POPULATIONS IN NEW ENGLAND
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt052578
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt052578
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS FILING AN INTIAL RETURN. AS A RESULT, THIS RETURN COVERS A SHORT PERIOD FROM INCEPTION, TO DECEMBER 31, 2024. ALL AMOUNTS REPORTED IN SCHEDULE A, PART III, COLUMNS (E) FOR 2024 REFLECT ONLY RECEIPTS AND SUPPORT RECEIVED DURING THIS SHORT PERIOD. FOR PURPOSES OF THE 5-YEAR PUBLIC SUPPORT COMPUTATION, THE SHORT PERIOD IS INCLUDED AS ONE OF THE FIVE YEARS, AND ALL ANNUAL AMOUNTS ARE REPORTED AS ACTUALLY RECEIVED DURING EACH RESPECTIVE PERIOD. NO AMOUNTS HAVE BEEN ANNUALIZED OR OTHERWISE ADJUSTED. THE ORGANIZATION WILL CONTINUE TO MONITOR ITS PUBLIC SUPPORT PERCENTAGE TO ENSURE COMPLIANCE WITH THE PUBLIC SUPPORT TEST IN FUTURE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SHORT YEAR EXPLANATION:
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0114413
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt042752
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt042752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: PLAY BALL FOUNDATION. GRANTEE ADDRESS: 60 THOREAU ST CONCORD, MA 01742. PROPERTY DESCRIPTION: CASH. BOOK VALUE OF PROPERTY: 45,000. DATE OF GIFT: 10/15/24. AMOUNT GIVEN: 45,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 81. DESCRIPTION: FILING FEES. AMOUNT: 102. TOTAL TO FORM 990-EZ, LINE 16: 183.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN LERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07818285565
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM LERNER CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JIML
ReturnHeader/Filer/EIN0991908359
ReturnHeader/Filer/PhoneNum07818285565
ReturnHeader/Filer/USAddress/AddressLine1Txt05 CARRIAGE LANE
ReturnHeader/Filer/USAddress/CityNm0CANTON
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043236498
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER SHUFFAIN ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE INTERNATIONAL PLACE SUITE 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102602
ReturnHeader/PreparerPersonGrp/PhoneNum06174472700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID BRYANT
ReturnHeader/ReturnTs02025-11-11T13:37:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-03-14
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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