Civic Intelligence

Thomas a and Mary S James Foundation Inc.

990PF • Fiscal year 2011 • EIN 59-3288143

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 14, 2012

Organization Profile
880 Carillon Parkway33716
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$6,051,076

Up $859,494 (+17%) from 2010

Net Assets

Up

$6,051,076

Up $859,494 (+17%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$367,637

Up $53,240 (+17%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2010: $5,191,582Liabilities 2010: $0Net Assets 2010: $5,191,5822010Assets 2011: $6,051,076Liabilities 2011: $0Net Assets 2011: $6,051,0762011Assets 2012: $6,579,754Liabilities 2012: $0Net Assets 2012: $6,579,7542012Assets 2013: $8,459,888Liabilities 2013: $0Net Assets 2013: $8,459,8882013Assets 2014: $10,871,653Liabilities 2014: $0Net Assets 2014: $10,871,6532014Assets 2015: $11,509,550Liabilities 2015: $0Net Assets 2015: $11,509,5502015Assets 2016: $11,935,709Liabilities 2016: $0Net Assets 2016: $11,935,7092016Assets 2017: $12,383,282Liabilities 2017: $0Net Assets 2017: $12,383,2822017Assets 2018: $12,967,015Liabilities 2018: $0Net Assets 2018: $12,967,0152018Assets 2019: $12,645,568Liabilities 2019: $0Net Assets 2019: $12,645,5682019Assets 2020: $12,937,825Liabilities 2020: $0Net Assets 2020: $12,937,8252020Assets 2021: $24,200,279Liabilities 2021: $0Net Assets 2021: $24,200,2792021Assets 2022: $24,085,449Liabilities 2022: $0Net Assets 2022: $24,085,4492022Assets 2023: $24,574,022Liabilities 2023: $0Net Assets 2023: $24,574,0222023Assets 2024: $25,484,957Liabilities 2024: $0Net Assets 2024: $25,484,9572024

Highlighted filing

2011

Assets$6,051,076
Liabilities$0
Net Assets$6,051,076
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $314,3972010Expenses 2011: $367,6372011Expenses 2012: $466,2222012Revenue 2013: $2,458,078Expenses 2013: $577,944Net Income 2013: $1,880,1342013Revenue 2014: $3,233,933Expenses 2014: $822,168Net Income 2014: $2,411,7652014Revenue 2015: $1,517,477Expenses 2015: $879,580Net Income 2015: $637,8972015Revenue 2016: $1,254,231Expenses 2016: $828,072Net Income 2016: $426,1592016Revenue 2017: $1,366,142Expenses 2017: $918,569Net Income 2017: $447,5732017Revenue 2018: $1,269,618Expenses 2018: $685,885Net Income 2018: $583,7332018Revenue 2019: $584,541Expenses 2019: $905,988Net Income 2019: -$321,4472019Revenue 2020: $1,222,396Expenses 2020: $930,139Net Income 2020: $292,2572020Revenue 2021: $12,199,076Expenses 2021: $936,622Net Income 2021: $11,262,4542021Revenue 2022: $955,744Expenses 2022: $1,070,574Net Income 2022: -$114,8302022Revenue 2023: $2,016,286Expenses 2023: $1,527,713Net Income 2023: $488,5732023Revenue 2024: $2,610,690Expenses 2024: $1,699,755Net Income 2024: $910,9352024

Highlighted filing

2011

Revenue-
Expenses$367,637
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COURT JAMESTrustee-$0--
HUNT JAMESTrustee-$0--
MARY S JAMESSecretary-$0--
THOMAS A JAMESPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE SCHEDULE ATTACHED501(c)(3)SEE PDF SCHEDULE, FL, US$354,250
Filing and Contact Details

Filer

EIN
59-3288143
Raw XML Appendix332 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0COMMONS STOCKS RJ AC# 78759740 SEE PDF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COMMON STOCKS RJ AC# 78754568 SEE PDF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2COMMON STOCKS RJ AC# 78730327 SEE PDF
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3THORNBURG INTERNATIONAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4FIRST EAGLE FUND OF AMERICA
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6EAGLE MID CAP GROWTH
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11EAGLE MID CAP STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12EAGLE SMALLCAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13RAYMOND JAMES FINANCIAL
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IRS990PF/ExemptPF0X
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0COURT JAMES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HUNT JAMES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MARY S JAMES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3THOMAS A JAMES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10202 TOLEDO WAY E
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114609 SYLVAN RAMBLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine129341 SILVERTHORN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine139341 SILVERTHORN
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IRS990PF/SupplementaryInformation/ContributingManager0THOMAS A JAMES
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE PDF SCHEDULE 2011 CONTRIBUTIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10SEE PDF SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SEE PDF SCHEDULE
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0146283
IRS990PF/UndistributedIncome/AppliedToYear10207967
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0332982
IRS990PF/UndistributedIncome/QualifyingDistributions0354250
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0186699
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0207967
IRS990ScheduleB/ContributorInfo/AggregateContributions01115000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine109341 SILVERTHORN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0LARGO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode033777
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0THOMAS A JAMES
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02011-11-29
IRS990ScheduleB/NoncashProperty/FairMarketValue01115000
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription040,000 COMMON SHARES RAYMOND JAMES FINANCIAL
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherAssetsSchedule/OtherAssets/BOYBookValue02539
OtherAssetsSchedule/OtherAssets/Description0TRADES IN TRANSIT
OtherAssetsSchedule/OtherAssets/Description1DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssets/EOYBookValue02046
OtherAssetsSchedule/OtherAssets/EOYBookValue12041
OtherAssetsSchedule/OtherAssets/EOYFMV02046
OtherAssetsSchedule/OtherAssets/EOYFMV12041
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks062
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount09178
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome09178
TaxesSchedule/Taxes/Amount01024
TaxesSchedule/Taxes/Amount1523
TaxesSchedule/Taxes/Category0TAXES ON INVESTMENT INCOME
TaxesSchedule/Taxes/Category1FOREIGN INCOME TAXES
TaxesSchedule/Taxes/NetInvestmentIncome0523
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0593288143
ReturnHeader/Filer/Name/BusinessNameLine10THOMAS A & MARY S JAMES FOUNDATION INC
ReturnHeader/Filer/NameControl0THOM
ReturnHeader/Filer/Phone07275675168
ReturnHeader/Filer/USAddress/AddressLine10880 CARILLON PARKWAY
ReturnHeader/Filer/USAddress/City0ST PETERSBURG
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033716
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-06-14
ReturnHeader/Officer/Name0THOMAS A JAMES
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Spence Marston Bunch Morris & Co
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10250 North Belcher Road Suite 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Clearwater
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0FL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0337652622
ReturnHeader/Preparer/Name0R MICHAL MARSTON
ReturnHeader/Preparer/Phone07274416829
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-15T10:59:43-07:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,051,076
Liabilities
$0
Net assets
$6,051,076
Revenue
-
Expenses
$367,637
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.61$1.70$0.91
2023Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$2.02$1.53$0.49
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.96$1.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$12.2$0.94$11.3
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.22$0.93$0.29
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.58$0.91$0.32
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.27$0.69$0.58
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.37$0.92$0.45
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$1.25$0.83$0.43
2015Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.52$0.88$0.64
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$3.23$0.82$2.41
2013Detailed filing. Detailed filing data is available for this year.$8.46$0.00$8.46$2.46$0.58$1.88
2012Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.47
2011Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.37
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.31