Civic Intelligence

John T Gorman Foundation

990PF • Fiscal year 2023 • EIN 01-0498551

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

Organization Profile

View Organization Page

One Canal Plaza 800Portland, ME 04101

(207) 518-6784

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.16x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$392,256

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

50th percentile

5.0%

Faster asset growth than 50% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

70%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$214,146,299

Up $10,187,729 (+5.0%) from 2022

Net Assets

Up

$211,978,674

Up $10,197,409 (+5.1%) from 2022

Liabilities

Down

$2,167,625

Down $9,680 (-0.4%) from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin70th percentile

Revenue

Up

$13,301,002

Up $5,492,918 (+70%) from 2022

Expenses

Down

$11,602,483

Down $323,433 (-2.7%) from 2022

Net Income

Up

$1,698,519

Up $5,816,351 (+141%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$300M$200M$100M$0Assets 2011: $178,504,823Liabilities 2011: $92,4082011Assets 2012: $179,667,955Liabilities 2012: $74,4322012Assets 2013: $199,723,215Liabilities 2013: $349,2702013Assets 2014: $196,447,340Liabilities 2014: $295,2632014Assets 2015: $179,429,406Liabilities 2015: $171,9262015Assets 2019: $199,740,812Liabilities 2019: $845,1312019Assets 2020: $221,453,913Liabilities 2020: $1,536,072Net Assets 2020: $219,917,8412020Assets 2021: $247,615,876Liabilities 2021: $2,021,892Net Assets 2021: $245,593,9842021Assets 2022: $203,958,570Liabilities 2022: $2,177,305Net Assets 2022: $201,781,2652022Assets 2023: $214,146,299Liabilities 2023: $2,167,625Net Assets 2023: $211,978,6742023Assets 2024: $223,518,154Liabilities 2024: $2,086,257Net Assets 2024: $221,431,8972024

Highlighted filing

2023

Assets$214,146,299
Liabilities$2,167,625
Net Assets$211,978,674
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $101,035,921Expenses 2011: $7,827,898Net Income 2011: $93,208,0232011Revenue 2012: $6,731,305Expenses 2012: $8,037,748Net Income 2012: -$1,306,4432012Revenue 2013: $11,173,474Expenses 2013: $9,251,264Net Income 2013: $1,922,2102013Revenue 2014: $7,088,422Expenses 2014: $9,480,598Net Income 2014: -$2,392,1762014Revenue 2015: $7,338,192Expenses 2015: $9,736,181Net Income 2015: -$2,397,9892015Revenue 2019: $2,364Expenses 2019: $10,164,068Net Income 2019: -$10,161,7042019Revenue 2020: $2,984,161Expenses 2020: $10,801,395Net Income 2020: -$7,817,2342020Revenue 2021: $14,457,212Expenses 2021: $11,108,465Net Income 2021: $3,348,7472021Revenue 2022: $7,808,084Expenses 2022: $11,925,916Net Income 2022: -$4,117,8322022Revenue 2023: $13,301,002Expenses 2023: $11,602,483Net Income 2023: $1,698,5192023Revenue 2024: $13,640,176Expenses 2024: $10,922,942Net Income 2024: $2,717,2342024

Highlighted filing

2023

Revenue$13,301,002
Expenses$11,602,483
Net Income$1,698,519
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nicole Witherbee ex officioPresident, CEO, & DirectorFT$362,077$30,179$392,256
Michael BevilacquaCFO/Treasurer, Chief Operating OfficerFT$289,686$27,192$316,878
Anne DinsmoreDirector-$0--
Maggie Christie KeohanDirector-$0--
Richard W PetersenDirector-$0--
Rebecca HatfieldDirector-$0--
John SullivanDirector-$0--
Shawn O GormanChairman & Director-$0--
Martha E GreeneSecretary & Director-$0--
Filing and Contact Details

Filer

Filer Name
John T Gorman Foundation
EIN
01-0498551
Phone
2075186784
Address
One Canal Plaza 800, Portland, ME 04101

Signing Officer

Name
Nicole Witherbee
Title
President, CEO, & Director
Phone
2075186784
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44Moonrise Venture Partners II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45Moonrise Venture Partners III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46Pelican Energy Partners II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47Pelican Energy Partners III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48Sentinel Capital VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49Sentinel Capital VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50Sentinel Junior Capital I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51Sentinel Junior Capital II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52Sentinel Continuation Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53Truebridge V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54Truebridge Global Premier I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt07309372
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt411120915
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt472082288
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0689594
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011780151
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0831257
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1(Recorded on Books)
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-159929
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-10892
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0170821
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013130181
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0170821
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt013301002
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt035239
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04236
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt039475
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt010044784
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0635724
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt073410
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0709134
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08467235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08467235
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt067292
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0689594

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Filings

Displayed year

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

Open filing
Assets
$214,146,299
Liabilities
$2,167,625
Net assets
$211,978,674
Revenue
$13,301,002
Expenses
$11,602,483
Net income
$1,698,519
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$224$2.09$221$13.6$10.9$2.72
2023Detailed filing. Detailed filing data is available for this year.$214$2.17$212$13.3$11.6$1.70
2022Detailed filing. Detailed filing data is available for this year.$204$2.18$202$7.81$11.9$4.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$248$2.02$246$14.5$11.1$3.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$221$1.54$220$2.98$10.8$7.82
2019Summary only. Only limited summary data is available for this year.$200$0.85$0.00$10.2$10.2
2015Summary only. Only limited summary data is available for this year.$179$0.17$7.34$9.74$2.40
2014Summary only. Only limited summary data is available for this year.$196$0.30$7.09$9.48$2.39
2013Summary only. Only limited summary data is available for this year.$200$0.35$11.2$9.25$1.92
2012Summary only. Only limited summary data is available for this year.$180$0.07$6.73$8.04$1.31
2011Summary only. Only limited summary data is available for this year.$179$0.09$101$7.83$93.2