Civic Intelligence

The John B Gorrie Foundation Inc

990 • Fiscal year 2022 • EIN 13-4246147

Jun 01, 2021 to May 31, 2022 • Filed on Apr 15, 2023

705 West De Leon StreetTampa, FL 33606

(813) 253-2020

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

27%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

44%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$398,729

Up $60,811 (+18%) from 2021

Net Assets

Up

$398,729

Up $70,295 (+21%) from 2021

Liabilities

Down

$0

Down $9,484 (-100%) from 2021

Revenue

Up

$256,672

Up $78,423 (+44%) from 2021

Expenses

Up

$186,377

Up $69,575 (+60%) from 2021

Net Income

Up

$70,295

Up $8,848 (+14%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $311,175Liabilities 2011: $18,0782011Assets 2012: $258,873Liabilities 2012: $6,230Net Assets 2012: $252,6432012Assets 2013: $244,618Net Assets 2013: $244,6182013Assets 2014: $247,561Liabilities 2014: $2,120Net Assets 2014: $245,4412014Assets 2015: $237,453Liabilities 2015: $8,408Net Assets 2015: $229,0452015Assets 2016: $298,536Liabilities 2016: $4,694Net Assets 2016: $293,8422016Assets 2017: $316,228Liabilities 2017: $228Net Assets 2017: $316,0002017Assets 2018: $347,340Liabilities 2018: $4,983Net Assets 2018: $342,3572018Assets 2019: $377,096Liabilities 2019: $6,976Net Assets 2019: $370,1202019Assets 2020: $281,260Liabilities 2020: $14,273Net Assets 2020: $266,9872020Assets 2021: $337,918Liabilities 2021: $9,484Net Assets 2021: $328,4342021Assets 2022: $398,729Liabilities 2022: $0Net Assets 2022: $398,7292022Assets 2023: $260,567Liabilities 2023: $0Net Assets 2023: $260,5672023Assets 2024: $408,928Liabilities 2024: $0Net Assets 2024: $408,9282024Assets 2025: $516,296Liabilities 2025: $0Net Assets 2025: $516,2962025

Highlighted filing

2022

Assets$398,729
Liabilities$0
Net Assets$398,729

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $190,410Expenses 2011: $154,227Net Income 2011: $36,1832011Revenue 2012: $178,352Expenses 2012: $218,806Net Income 2012: -$40,4542012Revenue 2013: $126,148Expenses 2013: $134,173Net Income 2013: -$8,0252013Revenue 2014: $144,876Expenses 2014: $144,053Net Income 2014: $8232014Revenue 2015: $118,376Expenses 2015: $134,772Net Income 2015: -$16,3962015Revenue 2016: $185,601Expenses 2016: $120,804Net Income 2016: $64,7972016Revenue 2017: $207,270Expenses 2017: $185,112Net Income 2017: $22,1582017Revenue 2018: $169,587Expenses 2018: $143,230Net Income 2018: $26,3572018Revenue 2019: $209,035Expenses 2019: $181,272Net Income 2019: $27,7632019Revenue 2020: $193,365Expenses 2020: $296,498Net Income 2020: -$103,1332020Revenue 2021: $178,249Expenses 2021: $116,802Net Income 2021: $61,4472021Revenue 2022: $256,672Expenses 2022: $186,377Net Income 2022: $70,2952022Revenue 2023: $325,692Expenses 2023: $463,854Net Income 2023: -$138,1622023Revenue 2024: $460,665Expenses 2024: $312,304Net Income 2024: $148,3612024Revenue 2025: $457,488Expenses 2025: $356,910Net Income 2025: $100,5782025

Highlighted filing

2022

Revenue$256,672
Expenses$186,377
Net Income$70,295
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 15, 2023
Return Version
2021v4.0
Gross Receipts
$333,668
Mission and Program Overview

Mission

The foundation supports the john b gorrie elementary school by providing funding for after school clubs and educational programs for students and teachers. The foundation also provides funding for capital improvements, equipment, school supplies, and the maintenance of facilities to enhance the educational experience of the students.

The Foundation supports the John B. Gorrie elementary school by providing funding for after-school clubs and educational programs for students and teachers. The Foundation also provides funding for capital improvements, equipment, school supplies and the maintenance of facilities to enhance the education experience of the students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$155,119$224,997▲ $69,878
Investments in Publicly Traded Securities$182,799$168,978▼ $13,821
Accounts Receivable-$4,754-
Total Assets$337,918$398,729▲ $60,811
Liabilities
Accounts Payable and Accrued Expenses$9,484--
Total Liabilities$9,484$0▼ $9,484
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$328,434$398,729▲ $70,295
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$328,434$398,729▲ $70,295
Total Liabilities and Net Assets / Fund Balance$337,918$398,729▲ $60,811
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenn RichardsonCommunications Chair
Jen JohnsonGala Chair
Sarah WeaverMAGIC Chair
Carrie PfeilStrings Chair
Holly DixonPresident
Angela SchrodenPTA president
Erica HealeyVice President
Tina CaputoAssistant Treasurer
Michael LynchEx-officio
Catherine McDonoughmember-at-large
Samantha Kretchmanmember-at-large
Tien Greenmember-at-large
Marjorie SandlerPrincipal
John HenrySecretary
Duane ClarkTreasurer
Lauren KiermanVice Principal
Revenue and Support

Revenue Composition

Contributions and Grants
$328,844
Program Service Revenue
$16,800
Investment Income
$-11,976
Other Revenue
$-76,996
All Other Contributions
$88,319
Change in Net Assets
$70,295

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table20$71,768Based on estimated fair market value
Total Noncash Contributions20$71,768-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,377
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$14,476$0$0$14,476
All Other Expenses$9,530$29$0$9,559
Fees for Services Accounting-$5,251-$5,251
Fees for Service Investment Mgmnt Fees-$3,496-$3,496
Insurance-$655-$655
Total Functional Expenses$176,946$9,431$0$186,377
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$76,996
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$240,524$0$76,996$-76,996
Total Events$240,524$0$76,996$-76,996
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
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

It is not the Foundation policy to distribute the Form 990 to all members of the governing body prior to its filing. In years past, the 990 (and related schedules) were prepared by a paid preparer. For the purposes of this 990, it was prepared by the Treasurer for the associated fiscal year (Duane Clark, a FORMER CPA) and reviewed by the following year's treasurer (John Henry, currently SVP, Chief Accounting Officer at TD SYNNEX).

Form 990, Part VI, Section C, Line 19

No governing documents were made available to the public.

Filing and Contact Details

Filer

Filer Name
John B Gorrie Foundation Inc
EIN
13-4246147
Phone
8132532020
Address
705 West De Leon Street, Tampa, FL 33606

Signing Officer

Name
Duane Clark
Title
Treasurer
Phone
9548166504
Signed
2023-04-15

Organization Details

Principal Officer
Holly Dixon
Formed
1930
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Assistant Treasurer
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IRS990/MissionDesc0The Foundation supports the John B. Gorrie elementary school by providing funding for after-school clubs and educational programs for students and teachers. The Foundation also provides funding for capital improvements, equipment, school supplies and the maintenance of facilities to enhance the educational experience of the students.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0328434
IRS990/NetAssetsOrFundBalancesEOYAmt0398729
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-76996
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-76996
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0328434
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0398729
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt071768
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Turf project
IRS990/OtherExpensesGrp/Desc1Strings
IRS990/OtherExpensesGrp/Desc2Art program
IRS990/OtherExpensesGrp/Desc3MAGIC program
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt094523
IRS990/OtherExpensesGrp/ProgramServicesAmt130656
IRS990/OtherExpensesGrp/ProgramServicesAmt227761
IRS990/OtherExpensesGrp/ProgramServicesAmt314476
IRS990/OtherExpensesGrp/TotalAmt094523
IRS990/OtherExpensesGrp/TotalAmt130656
IRS990/OtherExpensesGrp/TotalAmt227761
IRS990/OtherExpensesGrp/TotalAmt314476
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Holly Dixon
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The Foundation paid for half of the salary for Mr. Timothy Dow, a music (strings) instructor, thereby allowing students for musical instruction that they would not have otherwise received with strictly county funding.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030656
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt016800
IRS990/ProgSrvcAccomActy3Grp/Desc0The Foundation paid for half of the salary for Ms. Barmore, an art teacher, thereby allowing students for art lessons that they would not have otherwise received with strictly county funding.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt027761
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Foundation supported the MAGIC program, an after-school program with a variety of class offerings with participation / instruction by a number of Gorrie teachers.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1This amount capture all remaining, less material program service expenditures including: (1) discretionary expenditures by the Board (primarily for gifts for teachers, etc.), (2) subsidization of groundskeeping expenses, (3) etc.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt014476
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt19530
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt036960
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0153413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035702
IRS990/PYOtherExpensesAmt0116802
IRS990/PYOtherRevenueAmt0-19193
IRS990/PYProgramServiceRevenueAmt08327
IRS990/PYRevenuesLessExpensesAmt061447
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0116802
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0178249
IRS990/ReconcilationRevenueExpnssAmt070295
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0328844
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0153413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0153300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0120351
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0913608
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0123264
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97318
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0889108
IRS990ScheduleA/SubstantialContributorsTotAmt024500
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0328844
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0153413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0157700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0153300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0120351
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0913608
IRS990ScheduleA/TotalSupportAmt0913608
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0240524
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0240524
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt076996
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Gala
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0240524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0240524
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$0.00$5.16$4.57$3.57$1.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$4.61$3.12$1.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$3.26$4.64$1.38
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$2.57$1.86$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.09$3.28$1.78$1.17$0.61
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.14$2.67$1.93$2.96$1.03
2019Summary only. Only limited summary data is available for this year.$3.77$0.07$3.70$2.09$1.81$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.05$3.42$1.70$1.43$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.00$3.16$2.07$1.85$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.05$2.94$1.86$1.21$0.65
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.08$2.29$1.18$1.35$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.48$0.02$2.45$1.45$1.44$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$2.45$1.26$1.34$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.59$0.06$2.53$1.78$2.19$0.40
2011Summary only. Only limited summary data is available for this year.$3.11$0.18$1.90$1.54$0.36
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