Civic Intelligence

Georjan Legacy Foundation

990PF • Fiscal year 2019 • EIN 45-4312612

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 27, 2020

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

64th percentile

0.11x

Higher debt load relative to assets than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.87x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$1,301,703

Up $114,221 (+9.6%) from 2018

Net Assets

Up

$1,158,656

Up $114,221 (+11%) from 2018

Liabilities

Flat

$143,047

Flat from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin94th percentile

Revenue

Up

$164,384

Up $71,151 (+76%) from 2018

Expenses

Down

$50,163

Down $7,101 (-12%) from 2018

Net Income

Up

$114,221

Up $78,252 (+218%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2019

Assets$1,301,703
Liabilities$143,047
Net Assets$1,158,656
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

2019

Revenue$164,384
Expenses$50,163
Net Income$114,221
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 27, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-02-27
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 Appendix319 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/StatementsRegardingActyGrp/PhoneNum08173294622
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS FOR GRANTS SHOULD INCLUDE A COPY OF THE RECIPIENT ORGANIZATION'S IRS DETERMINATION LETTER STATING THAT THE RECIPIENT ORGANIZATION IS A PUBLIC CHARITY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0GEORJAN LEGACY FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08173294622
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0702 S WHITE CHAPEL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0760927319
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/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ONE FOR ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 STATE ST PO BOX 93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076092
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt05130
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt044870
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047636
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt044870
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/TotalContributionsAmt0145000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0500090
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE - FUTURE BENEFIT OF LIFE INSURANCE POLICY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0392949
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0163
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE R GRUBBS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08173294622
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-27
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/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/ReturnTs02020-03-02T07:01:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,301,703
Liabilities
$143,047
Net assets
$1,158,656
Revenue
$164,384
Expenses
$50,163
Net income
$114,221
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