Civic Intelligence

The John P & Carole Gregory Foundation

990PF • Fiscal year 2016 • EIN 32-6224064

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 08, 2017

3001 SE Island Point Ln 44Stuart, FL 34996-4942

(804) 539-8866

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

100th percentile

546%

Higher net margin than 100% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-40%

Faster asset growth than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$415,869

Down $276,192 (-40%) from 2015

Net Assets

Down

$415,869

Down $276,192 (-40%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$50,858

Down $87,186 (-240%) from 2015

Expenses

Up

$226,799

Up $99,154 (+78%) from 2015

Net Income

Down

-$277,657

Down $186,340 (-204%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $782,897Liabilities 2014: $0Net Assets 2014: $782,8972014Assets 2015: $692,061Liabilities 2015: $0Net Assets 2015: $692,0612015Assets 2016: $415,869Liabilities 2016: $0Net Assets 2016: $415,8692016Assets 2017: $463,919Liabilities 2017: $0Net Assets 2017: $463,9192017Assets 2018: $625,126Liabilities 2018: $0Net Assets 2018: $625,1262018Assets 2019: $584,870Liabilities 2019: $0Net Assets 2019: $584,8702019Assets 2020: $436,593Liabilities 2020: $0Net Assets 2020: $436,5932020Assets 2021: $12,107Liabilities 2021: $0Net Assets 2021: $12,1072021Assets 2022: $37,206Liabilities 2022: $0Net Assets 2022: $37,2062022

Highlighted filing

2016

Assets$415,869
Liabilities$0
Net Assets$415,869

Operations Trend

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

$500K$0-$500KRevenue 2014: $132,093Expenses 2014: $126,360Net Income 2014: $5,7332014Revenue 2015: $36,328Expenses 2015: $127,645Net Income 2015: -$91,3172015Revenue 2016: -$50,858Expenses 2016: $226,799Net Income 2016: -$277,6572016Revenue 2017: $83,971Expenses 2017: $36,174Net Income 2017: $47,7972017Revenue 2018: $201,420Expenses 2018: $40,212Net Income 2018: $161,2082018Revenue 2019: $23,148Expenses 2019: $63,404Net Income 2019: -$40,2562019Revenue 2020: -$6,938Expenses 2020: $141,340Net Income 2020: -$148,2782020Revenue 2021: $51,342Expenses 2021: $475,828Net Income 2021: -$424,4862021Revenue 2022: $75,873Expenses 2022: $50,775Net Income 2022: $25,0982022

Highlighted filing

2016

Revenue-$50,858
Expenses$226,799
Net Income-$277,657
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 8, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN P GREGORYPresident-$0--
CAROLE E GREGORYSecretary-$0--
SHANNON L GREGORY BEAVERTrustee-$0--
J PATRICK GREGORYTrustee-$0--
MICHAEL JAMES GREGORYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The John P & Carol Gregory
EIN
32-6224064
Phone
8045398866
Address
3001 SE ISLAND POINT LN 44, STUART, FL 34996-4942

Signing Officer

Name
John P Gregory
Title
President
Phone
8045398866
Signed
2017-04-08

Preparer

Firm
Kositzka Wicks & Company
Address
5911 WEST BROAD STREET, RICHMOND, VA 23230-2219
Preparer
Steven Biegler
Phone
8048551200
Raw XML Appendix368 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN P GREGORY
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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0125000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt030277
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt018236
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt082613
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt022783
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt023791
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt017803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0195287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0195367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0125000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt030277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt050000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.356962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.182886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.175141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056691
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.013130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0547082
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0683487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0713711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0534073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0225000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.427848
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0224920
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0225000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt080
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0225000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN P GREGORY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03001 SE ISLAND POINT LN 44
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STUART
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0349964942
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08045398866
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION TO MAYO CLINIC
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTION TO CARITAS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN P GREGORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EXEMPT PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 25790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155905
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0225000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0225000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01465
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/Amt1636
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12016 990-PF ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1636
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08045398866
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN P & CAROL GREGORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0326224064
ReturnHeader/Filer/PhoneNum08045398866
ReturnHeader/Filer/USAddress/AddressLine1Txt03001 SE ISLAND POINT LN 44
ReturnHeader/Filer/USAddress/CityNm0STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0349964942
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023F07FD254F08CEA46D36D5985CF3EAA93E3FDF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F5E632FFAC1E0047E0E7801A605068DC4B8E5DFD
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541342298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOSITZKA WICKS & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05911 WEST BROAD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232302219
ReturnHeader/PreparerPersonGrp/PhoneNum08048551200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN BIEGLER
ReturnHeader/ReturnTs02017-05-01T16:23:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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