Civic Intelligence

J Edwin Treakle Foundation Inc.

990PF • Fiscal year 2016 • EIN 54-6051620

May 01, 2015 to Apr 30, 2016 • Filed on Oct 12, 2016

Organization Profile
Box 1157Gloucester, VA 23061

(804) 693-0881

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

30th percentile

$17,400

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-8.5%

Faster asset growth than 11% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-20%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,907,269

Down $546,852 (-8.5%) from 2015

Net Assets

Down

$5,907,269

Down $544,598 (-8.4%) from 2015

Liabilities

Down

$0

Down $2,254 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin13th percentile

Revenue

Down

$373,393

Down $95,358 (-20%) from 2015

Expenses

Down

$512,345

Down $6,971 (-1.3%) from 2015

Net Income

Down

-$138,952

Down $88,387 (-175%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $6,335,397Liabilities 2012: $12012Assets 2013: $6,346,265Liabilities 2013: $0Net Assets 2013: $6,346,2652013Assets 2014: $6,527,571Liabilities 2014: $2,112Net Assets 2014: $6,525,4592014Assets 2015: $6,454,121Liabilities 2015: $2,254Net Assets 2015: $6,451,8672015Assets 2016: $5,907,269Liabilities 2016: $0Net Assets 2016: $5,907,2692016Assets 2017: $6,030,459Liabilities 2017: $3Net Assets 2017: $6,030,4562017Assets 2018: $6,124,191Liabilities 2018: $2Net Assets 2018: $6,124,1892018Assets 2019: $6,071,430Liabilities 2019: $4,326Net Assets 2019: $6,067,1042019Assets 2020: $5,589,999Liabilities 2020: $2,939Net Assets 2020: $5,587,0602020Assets 2021: $7,238,969Liabilities 2021: $4,003Net Assets 2021: $7,234,9662021Assets 2022: $6,775,061Liabilities 2022: $162Net Assets 2022: $6,774,8992022Assets 2023: $6,628,090Liabilities 2023: $4Net Assets 2023: $6,628,0862023Assets 2024: $7,155,967Liabilities 2024: $5,931Net Assets 2024: $7,150,0362024Assets 2025: $7,435,898Liabilities 2025: $1Net Assets 2025: $7,435,8972025

Highlighted filing

2016

Assets$5,907,269
Liabilities$0
Net Assets$5,907,269
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $441,320Expenses 2012: $473,318Net Income 2012: -$31,9982012Expenses 2013: $487,1602013Revenue 2014: $426,508Expenses 2014: $523,757Net Income 2014: -$97,2492014Revenue 2015: $468,751Expenses 2015: $519,316Net Income 2015: -$50,5652015Revenue 2016: $373,393Expenses 2016: $512,345Net Income 2016: -$138,9522016Revenue 2017: $327,696Expenses 2017: $516,049Net Income 2017: -$188,3532017Revenue 2018: $279,770Expenses 2018: $525,382Net Income 2018: -$245,6122018Revenue 2019: $391,076Expenses 2019: $421,851Net Income 2019: -$30,7752019Revenue 2020: $213,366Expenses 2020: $338,076Net Income 2020: -$124,7102020Revenue 2021: $492,064Expenses 2021: $315,028Net Income 2021: $177,0362021Revenue 2022: $132,749Expenses 2022: $346,574Net Income 2022: -$213,8252022Revenue 2023: $317,290Expenses 2023: $346,436Net Income 2023: -$29,1462023Revenue 2024: $656,958Expenses 2024: $352,099Net Income 2024: $304,8592024Revenue 2025: $240,090Expenses 2025: $426,491Net Income 2025: -$186,4012025

Highlighted filing

2016

Revenue$373,393
Expenses$512,345
Net Income-$138,952
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Oct 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA B HORSLEYSecretary & Grant AdminPT$17,400-$17,400
NANCY POWELLVice President And TreasurPT$17,400-$17,400
ROBERT A MAYPresident And Foundation M-$17,400-$17,400
E C VERBYLADirector-$2,400-$2,400
Filing and Contact Details

Filer

Filer Name
J Edwin Treakle Foundation Inc
EIN
54-6051620
Phone
8046930881
Address
BOX 1157, GLOUCESTER, VA 23061

Signing Officer

Name
Cynthia Horsley
Title
Secretary
Phone
8046930881
Signed
2016-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Joyner Kirkham Keel & Robertson Pc
Address
5012 MONUMENT AVENUE SUITE 300, RICHMOND, VA 23230-3632
Preparer
Peter N Thacker Jr CPA
Phone
8042880496
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9455800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010 SHS MATHEWS YACHT CLUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1250 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2750 SHS ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3200 SHS AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm465 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm535 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6600 SHS AMERICAN WATERWORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7125 SHS AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8650 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9750 SHS AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10500 SHS AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 SHS AVALON BAY COMMUNITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13125 SHS BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14400 SHS BOSTON PROPERTIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15350 SHS BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1621 SHS CALIFORNIA RESOURCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17300 SHS CAPITAL ONE FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18200 SHS CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19400 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201250 SHS CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22100 SHS COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23375 SHS DISNEY WALT CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24800 SHS DOMINION RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25550 SHS DOW CHEMICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26290 SHS DR PEPPER SNAPPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27400 SHS E I DUPONT DE NEMOURS & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28500 SHS EATON CORP PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29225 SHS EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30250 SHS EXPRESS SCRIPTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31700 SHS EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32250 SHS FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332000 SHS GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34350 SHS GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35150 SHS GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36375 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37500 SHS HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38850 SHS INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39200 SHS INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40750 SHS J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41300 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42250 SHS KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43100 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44200 SHS LYONDELLBASELL INDUSTRIES NV CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45400 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46750 SHS MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm471350 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48276 SHS MOLSON COORS BREWING CO CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49350 SHS NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50100 SHS NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51275 SHS OCCIDENTAL PETE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52400 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53500 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54500 SHS PHILIP MORRIS INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55300 SHS PNC FINANCIAL SERVICES GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56200 SHS PRAXAIR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57500 SHS PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58275 SHS PUBLIC STORAGE INC COM (REIT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59425 SHS RAYTHEON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60500 SHS SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61225 SHS SCHLUMBERGER LTD CURACAO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62275 SHS SIMON PPTY GROUP INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64350 SHS TEVA PHARMACEUTICAL INDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65350 SHS TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66500 SHS TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67625 SHS TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68300 SHS TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69300 SHS UNITED TECHNOLOGIES CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70750 SHS US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71200 SHS VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72750 SHS VENTAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73400 SHS VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74600 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm751000 SHS WELLS FARGO & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761000 SHS WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77400 SHS YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78465 SHS ISHARES IBOXX $ INVEST GRADE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792250 SHS ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80500 SHS ISHARES MSCI EMERGING MKTS MIN VOL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811000 SHS ISHARES MSCI USA MIN VOLATILITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821250 SHS ISHARES RUSSELL 1000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm831000 SHS ISHARES RUSSELL 1000 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm842750 SHS ISHARES TR MSCI EAFE MIN VOL INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85250 SHS VANGUARD FTSE EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861250 SHS VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm871650 SHS VANGUARD SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8810000 SHS BLACKROCK GLOBAL LONG/SHORT EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8911500 SHS BLACKSTONE ALTERNATIVE MULTISTRATEGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9014311 SHS JOHN HANCOCK FDS III DISCPILINED VALUE MID CAP FUND

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Filings

Displayed year

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

Open filing
Assets
$5,907,269
Liabilities
$0
Net assets
$5,907,269
Revenue
$373,393
Expenses
$512,345
Net income
-$138,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.24$0.43$0.19
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.01$7.15$0.66$0.35$0.30
2023Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.32$0.35$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.77$0.13$0.35$0.21
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.23$0.49$0.32$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.21$0.34$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.39$0.42$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.28$0.53$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.33$0.52$0.19
2016Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.37$0.51$0.14
2015Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.47$0.52$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.43$0.52$0.10
2013Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.49
2012Summary only. Only limited summary data is available for this year.$6.34$0.00$0.44$0.47$0.03