Civic Intelligence

The James W and Frances Gibson Mcglothlin Foundation

EIN 26-3533035 • Bristol, VA

1005 Glenway AvenueBristol, VA 24201
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.03x

Higher debt load relative to revenue than 23% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$55,380

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

83rd percentile

18%

Faster asset growth than 83% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

247%

Faster revenue growth than 95% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$61,690,026

Up $9,307,087 (+18%) from 2023

Liabilities

Down

$297,828

Down $260,690 (-47%) from 2023

Net Assets

Up

$61,392,198

Up $9,567,777 (+18%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin85th percentile

Revenue

Up

$9,928,819

Up $7,066,415 (+247%) from 2023

Expenses

Up

$5,356,324

Up $1,505,955 (+39%) from 2023

Net Income

Up

$4,572,495

Up $5,560,460 (+563%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$80M$60M$40M$20M$0Assets 2012: $21,312,552Liabilities 2012: $25,955Net Assets 2012: $21,286,5972012Assets 2013: $23,818,151Liabilities 2013: $1,010,916Net Assets 2013: $22,807,2352013Assets 2014: $24,023,709Liabilities 2014: $1,672,635Net Assets 2014: $22,351,0742014Assets 2015: $45,549,041Liabilities 2015: $983,158Net Assets 2015: $44,565,8832015Assets 2016: $44,753,648Liabilities 2016: $593,114Net Assets 2016: $44,160,5342016Assets 2017: $51,468,390Liabilities 2017: $3,330,658Net Assets 2017: $48,137,7322017Assets 2018: $45,762,221Liabilities 2018: $2,439,245Net Assets 2018: $43,322,9762018Assets 2019: $48,532,480Liabilities 2019: $2,567,263Net Assets 2019: $45,965,2172019Assets 2020: $49,101,917Liabilities 2020: $1,563,744Net Assets 2020: $47,538,1732020Assets 2021: $55,479,136Liabilities 2021: $1,662,775Net Assets 2021: $53,816,3612021Assets 2022: $50,108,022Liabilities 2022: $888,436Net Assets 2022: $49,219,5862022Assets 2023: $52,382,939Liabilities 2023: $558,518Net Assets 2023: $51,824,4212023Assets 2024: $61,690,026Liabilities 2024: $297,828Net Assets 2024: $61,392,1982024

Highlighted filing

2024

Assets$61,690,026
Liabilities$297,828
Net Assets$61,392,198
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$30M$20M$10M$0-$10MExpenses 2012: $1,863,8412012Revenue 2013: $4,978,124Expenses 2013: $1,360,074Net Income 2013: $3,618,0502013Revenue 2014: $971,856Expenses 2014: $2,611,913Net Income 2014: -$1,640,0572014Revenue 2015: $25,394,438Expenses 2015: $2,152,121Net Income 2015: $23,242,3172015Revenue 2016: $1,160,723Expenses 2016: $4,008,911Net Income 2016: -$2,848,1882016Revenue 2017: $8,508,395Expenses 2017: $9,043,420Net Income 2017: -$535,0252017Revenue 2018: $1,616,954Expenses 2018: $4,937,610Net Income 2018: -$3,320,6562018Revenue 2019: $1,141,040Expenses 2019: $4,771,394Net Income 2019: -$3,630,3542019Revenue 2020: $1,911,691Expenses 2020: $3,124,794Net Income 2020: -$1,213,1032020Revenue 2021: $5,807,937Expenses 2021: $5,348,481Net Income 2021: $459,4562021Revenue 2022: $10,173,528Expenses 2022: $3,666,213Net Income 2022: $6,507,3152022Revenue 2023: $2,862,404Expenses 2023: $3,850,369Net Income 2023: -$987,9652023Revenue 2024: $9,928,819Expenses 2024: $5,356,324Net Income 2024: $4,572,4952024

Highlighted filing

2024

Revenue$9,928,819
Expenses$5,356,324
Net Income$4,572,495
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$61,690,026
Liabilities
$297,828
Net assets
$61,392,198
Revenue
$9,928,819
Expenses
$5,356,324
Net income
$4,572,495
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.7$0.30$61.4$9.93$5.36$4.57
2023Detailed filing. Detailed filing data is available for this year.$52.4$0.56$51.8$2.86$3.85$0.99
2022Detailed filing. Detailed filing data is available for this year.$50.1$0.89$49.2$10.2$3.67$6.51
2021Detailed filing. Detailed filing data is available for this year.$55.5$1.66$53.8$5.81$5.35$0.46
2020Detailed filing. Detailed filing data is available for this year.$49.1$1.56$47.5$1.91$3.12$1.21
2019Detailed filing. Detailed filing data is available for this year.$48.5$2.57$46.0$1.14$4.77$3.63
2018Detailed filing. Detailed filing data is available for this year.$45.8$2.44$43.3$1.62$4.94$3.32
2017Detailed filing. Detailed filing data is available for this year.$51.5$3.33$48.1$8.51$9.04$0.54
2016Detailed filing. Detailed filing data is available for this year.$44.8$0.59$44.2$1.16$4.01$2.85
2015Detailed filing. Detailed filing data is available for this year.$45.5$0.98$44.6$25.4$2.15$23.2
2014Detailed filing. Detailed filing data is available for this year.$24.0$1.67$22.4$0.97$2.61$1.64
2013Detailed filing. Detailed filing data is available for this year.$23.8$1.01$22.8$4.98$1.36$3.62
2012Detailed filing. Detailed filing data is available for this year.$21.3$0.03$21.3$1.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ISRAEL D O'QUINNPresident/CEO/DirectorPT$53,250$2,130$55,380
CLAIRE DAVISExecutive Director/Assistant SecretaryPT$37,500$1,500$39,000
JAMES W MCGLOTHLINChairman/Director-$0--
FRANCES G MCGLOTHLINVice Chairman/VP/Secretary-$0--
BARBARA BJERKETreasurer-$0--
SAM F EWINGDirector-$0--
LOIS A CLARKEDirector-$0--
MARTIN L KENTDirector-$0--
R BRAD MARTINDirector-$0--
MARTHA MCGLOTHLIN BOWMANDirector-$0--
FAY H STREETDirector-$0--
Filing and Contact Details

Filer

Filer Name
The James W and Frances Gibson
EIN
26-3533035
Phone
2766451436
Address
1005 GLENWAY AVENUE, BRISTOL, VA 24201

Signing Officer

Name
ISRAEL D O'QUINN
Title
President
Phone
2766451436
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE INC.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASML HOLDING NV-NY REG SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CADENCE DESIGN SYS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FAIR ISAAC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTUIT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PALANTIR TECHNOLOGIES INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PROGRESSIVE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51S&P GLOBAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55THERMO FISHER SCIENTIFIC INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UNION PACIFIC CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3940800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41270407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51577070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62339770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7149578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81005060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt96520140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt102316883
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ENERGY TRANSFER LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ENTERPRISE PRODUCTS PARTNERS
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01165350
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1256883
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04717612
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04928819
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04700
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03879201
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt090750
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt027019891
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0106742
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0106742
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03469058
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04922782
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt045675
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt070592
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01059040

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