Civic Intelligence

The John P & Carole E Gregory Foundation

990PF • Fiscal year 2014 • EIN 32-6224064

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 28, 2015

Organization Profile
P O Box 630Southold, NY 11971-0630

(804) 539-8866

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

47th percentile

0.8%

Faster asset growth than 47% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

$782,897

No earlier filing loaded for comparison.

Net Assets

$782,897

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin53rd percentile

Revenue

$132,093

No earlier filing loaded for comparison.

Expenses

$126,360

No earlier filing loaded for comparison.

Net Income

$5,733

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2014

Assets$782,897
Liabilities$0
Net Assets$782,897
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

2014

Revenue$132,093
Expenses$126,360
Net Income$5,733
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 28, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

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--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMAYO CLINICEXEMPT PURPOSE501(C)(3)ROCHESTER, MN, US$100,000
Paid GrantCARITASEXEMPT PURPOSE501(C)(3)RICHMOND, VA, US$25,000
Filing and Contact Details

Filer

Filer Name
The John P & Carole E Gregory
EIN
32-6224064
Phone
8045398866
Address
P O BOX 630, SOUTHOLD, NY 11971-0630

Signing Officer

Name
John P Gregory
Title
President
Phone
8045398866
Signed
2015-04-28

Preparer

Firm
Biegler & Associates Pc
Address
5911 W BROAD ST, RICHMOND, VA 23230-2219
Preparer
Steven Biegler
Phone
8048551200
Raw XML Appendix335 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLE E GREGORY
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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/AddressLine1Txt0PO BOX 630
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHOLD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011971
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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/Amt1100000
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/TotalGrantOrContriPdDurYrAmt0125000
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/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0125000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125000
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN P GREGORY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 630
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHOLD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011971
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt098874
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt098874
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc016,730 SHARES VANGUAD HIGH YIELD
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0178
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB FEE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JOHN P CAROLE E GREGORY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 630
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SOUTHOLD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd011971
TaxesSchedule/TaxesDetail/Amt0252
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0252
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN P GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08045398866
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN P & CAROLE E GREGORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0326224064
ReturnHeader/Filer/PhoneNum08045398866
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 630
ReturnHeader/Filer/USAddress/CityNm0SOUTHOLD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0119710630
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203765337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIEGLER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05911 W BROAD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0232302219
ReturnHeader/PreparerPersonGrp/PhoneNum08048551200
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN BIEGLER
ReturnHeader/ReturnTs02015-05-11T15:44:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$782,897
Liabilities
$0
Net assets
$782,897
Revenue
$132,093
Expenses
$126,360
Net income
$5,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.76$0.51$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$0.51$4.76$4.24
2020Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.07$1.41$1.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.00$5.85$0.23$0.63$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$2.01$0.40$1.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.64$0.00$4.64$0.84$0.36$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.51$2.27$2.78
2015Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.36$1.28$0.91
2014Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$1.32$1.26$0.06
Peer Organizations

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