Civic Intelligence

Georjan Legacy Foundation

990PF • Fiscal year 2016 • EIN 45-4312612

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 26, 2017

Organization Profile
702 S White ChapelSouthlake, TX 76092-7319

(817) 329-4622

Siviq Scores

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

Liabilities / Assets

71st percentile

0.15x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.29x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

95th percentile

96%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $500k-$1M 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

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$980,697

Up $479,952 (+96%) from 2015

Net Assets

Up

$837,650

Up $479,952 (+134%) from 2015

Liabilities

Flat

$143,047

Flat from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin98th percentile

Revenue

Up

$500,000

Up $500,000 from 2015

Expenses

Up

$20,036

Up $15,036 (+301%) from 2015

Net Income

Up

$479,964

Up $484,964 (+9699%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $57,946Liabilities 2012: $0Net Assets 2012: $57,9462012Assets 2013: $501,841Liabilities 2013: $143,047Net Assets 2013: $358,7942013Assets 2014: $505,745Liabilities 2014: $143,047Net Assets 2014: $362,6982014Assets 2015: $500,745Liabilities 2015: $143,047Net Assets 2015: $357,6982015Assets 2016: $980,697Liabilities 2016: $143,047Net Assets 2016: $837,6502016Assets 2017: $1,151,513Liabilities 2017: $143,047Net Assets 2017: $1,008,4662017Assets 2018: $1,187,482Liabilities 2018: $143,047Net Assets 2018: $1,044,4352018Assets 2019: $1,301,703Liabilities 2019: $143,047Net Assets 2019: $1,158,6562019Assets 2020: $1,306,530Liabilities 2020: $143,047Net Assets 2020: $1,163,4832020Assets 2021: $1,511,298Liabilities 2021: $143,047Net Assets 2021: $1,368,2512021Assets 2022: $1,110,374Liabilities 2022: $143,047Net Assets 2022: $967,3272022Assets 2023: $1,321,589Liabilities 2023: $143,047Net Assets 2023: $1,178,5422023Assets 2024: $1,257,360Liabilities 2024: $143,047Net Assets 2024: $1,114,3132024

Highlighted filing

2016

Assets$980,697
Liabilities$143,047
Net Assets$837,650
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2012: $172,0732012Revenue 2013: $154,000Expenses 2013: $25,108Net Income 2013: $128,8922013Revenue 2014: $10,000Expenses 2014: $6,096Net Income 2014: $3,9042014Revenue 2015: $0Expenses 2015: $5,000Net Income 2015: -$5,0002015Revenue 2016: $500,000Expenses 2016: $20,036Net Income 2016: $479,9642016Revenue 2017: $194,586Expenses 2017: $23,770Net Income 2017: $170,8162017Revenue 2018: $93,233Expenses 2018: $57,264Net Income 2018: $35,9692018Revenue 2019: $164,384Expenses 2019: $50,163Net Income 2019: $114,2212019Revenue 2020: $105,032Expenses 2020: $100,205Net Income 2020: $4,8272020Revenue 2021: $305,086Expenses 2021: $100,318Net Income 2021: $204,7682021Revenue 2022: $506,961Expenses 2022: $407,885Net Income 2022: $99,0762022Revenue 2023: $620,398Expenses 2023: $409,183Net Income 2023: $211,2152023Revenue 2024: $20,521Expenses 2024: $84,750Net Income 2024: -$64,2292024

Highlighted filing

2016

Revenue$500,000
Expenses$20,036
Net Income$479,964
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 26, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE R GRUBBS JRPresident Director-$0--
JAN W GRUBBSSecretary Director-$0--
HEIDI L EVANSDirector-$0--
GEORGE R GRUBBS IIIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Georjan Legacy Foundation
EIN
45-4312612
Phone
8173294622
Address
702 S WHITE CHAPEL, SOUTHLAKE, TX 76092-7319

Signing Officer

Name
George R Grubbs Jr
Title
President
Phone
8173294622
Signed
2017-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Lane Gorman Trubitt LLC
Address
2626 HOWELL ST SUITE 700, DALLAS, TX 75204
Preparer
Bradley W Gross
Phone
2148717500
Raw XML Appendix314 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION WILL MAKE GRANTS AND CONTRIBUTIONS TO PUBLIC CHARITIES DESCRIBED UNDER CODE SECTION 501(C)(3) AND CODE SECTION 509(A)(1),(2), OR (3), THAT ENGAGE IN ACTIVITIES WHICH FURTHER THE FOUNDATION'S EXEMPT PURPOSE. THERE IS NO GEOGRAPHICAL RESTRICTIONS FOR APPLICANTS LOCATED IN THE UNITED STATES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUESTS FOR GRANTS MUST BE SUBMITTED AT LEAST 14 DAYS IN ADVANCE OF ANY APPLICABLE DEADLINE.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEORGE R GRUBBS JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JAN W GRUBBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WHITE'S CHAPEL UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0185 S WHITE CHAPEL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076092
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0538
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt019462
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021416
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020878
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019462
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GEORGE R GRUBBS JR AND JAN W GRUBBS
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0702 SOUTH WHITE CHAPEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SOUTHLAKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd076092
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE - FUTURE BENEFIT OF LIFE INSURANCE POLICY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0398684
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE R GRUBBS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08173294622
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORJAN LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0454312612
ReturnHeader/Filer/PhoneNum08173294622
ReturnHeader/Filer/USAddress/AddressLine1Txt0702 S WHITE CHAPEL
ReturnHeader/Filer/USAddress/CityNm0SOUTHLAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0760927319
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0FAA00B1F1C4405334E46FFBB5B16BC0A260EB847
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0788ADE449DB3806B5DCC8A623C583A2E9D62EC03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.202.44.50
ReturnHeader/FilingSecurityInformation/IPDt02017-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:42:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751044330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANE GORMAN TRUBITT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02626 HOWELL ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075204
ReturnHeader/PreparerPersonGrp/PhoneNum02148717500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY W GROSS
ReturnHeader/ReturnTs02017-05-03T11:31:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$980,697
Liabilities
$143,047
Net assets
$837,650
Revenue
$500,000
Expenses
$20,036
Net income
$479,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.14$1.11$0.02$0.08$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.14$1.18$0.62$0.41$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.14$0.97$0.51$0.41$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.14$1.37$0.31$0.10$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.14$1.16$0.11$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.14$1.16$0.16$0.05$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.14$1.04$0.09$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.15$0.14$1.01$0.19$0.02$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.14$0.84$0.50$0.02$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.50$0.14$0.36$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.14$0.36$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.14$0.36$0.15$0.03$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.17
Peer Organizations

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