Civic Intelligence

The John B Gorrie Foundation Inc

990 • Fiscal year 2024 • EIN 13-4246147

Jun 01, 2023 to May 31, 2024 • Filed on Nov 05, 2024

705 W DE Leon StTampa, FL 33606-2734

(813) 253-2020

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

89th percentile

57%

Faster asset growth than 89% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$408,928

Up $148,361 (+57%) from 2023

Net Assets

Up

$408,928

Up $148,361 (+57%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$460,665

Up $134,973 (+41%) from 2023

Expenses

Down

$312,304

Down $151,550 (-33%) from 2023

Net Income

Up

$148,361

Up $286,523 (+207%) from 2023

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

2024

Assets$408,928
Liabilities$0
Net Assets$408,928

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

2024

Revenue$460,665
Expenses$312,304
Net Income$148,361
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Nov 5, 2024
Return Version
2023v5.1
Gross Receipts
$518,817
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$249,354$283,884▲ $34,530
Cash and Non-Interest-Bearing Accounts$11,213$125,044▲ $113,831
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$260,567$408,928▲ $148,361
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$260,567$408,928▲ $148,361
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$260,567$408,928▲ $148,361
Total Liabilities and Net Assets / Fund Balance$260,567$408,928▲ $148,361
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa McLamoreCommunications Chair
Shannon RutherfordGala Chair
Emily BoucherMAGIC Chair
Jennifer RichardsonStrings Chair
Tina CaputoPresident
-PTA President
Julie LedermannVice President
Tricia ShulerAssistant Treasurer
Emily DeitzerEx-Officio
Marjorie SandlerMember at Large
Alesha LooperPrincipal
Annette MessinaSecretary
Jay GreenTreasurer
Erica HealeyVice Principle
Revenue and Support

Revenue Composition

Contributions and Grants
$280,794
Program Service Revenue
$203,493
Investment Income
$34,530
Other Revenue
$-58,152
All Other Contributions
$0
Change in Net Assets
$148,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$312,304
Total Fundraising Expense$2,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$40,849$0$0$40,849
All Other Expenses$28,311$2,062$2,050$32,423
Fees for Service Investment Mgmnt Fees$0$3,496$0$3,496
Fees for Services Accounting$0$836$0$836
Insurance$0$655$0$655
Total Functional Expenses$303,205$7,049$2,050$312,304
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$58,152
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$280,794$280,794$58,152$222,642
Event 2$0$0$0$0
Total Events$280,794$280,794$58,152$222,642
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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

Part VI, Line 11A

Treasurer reviewed with the president

Filing and Contact Details

Filer

Filer Name
John B Gorrie Foundation Inc
EIN
13-4246147
In Care Of
% Erica Healey
Phone
8132532020
Address
705 W DE LEON ST, TAMPA, FL 33606-2734

Signing Officer

Name
Whitney Henry
Title
Treasurer
Signed
2024-11-05

Organization Details

Formed
1930
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Member at Large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Principal
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice Principle
IRS990/Form990PartVIISectionAGrp/TitleTxt12Ex-Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt13PTA President
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01930
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0280794
IRS990/FundraisingDirectExpensesAmt058152
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0518817
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0655
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0655
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034530
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034530
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0249354
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0283884
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0260567
IRS990/NetAssetsOrFundBalancesEOYAmt0408928
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-58152
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-58152
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0260567
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0408928
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Magic
IRS990/OtherExpensesGrp/Desc1Classroom enhancements furniture
IRS990/OtherExpensesGrp/Desc2Strings
IRS990/OtherExpensesGrp/Desc3Art program
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20

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
2024Detailed filing. Detailed filing data is available for this year.$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
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $500k-$1M nonprofits