Civic Intelligence

Thomas a and Mary S James Foundation Inc.

990PF • Fiscal year 2014 • EIN 59-3288143

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 11, 2015

Organization Profile
880 Carillon ParkwaySt Petersburg, FL 33716

(727) 567-5002

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

91st percentile

29%

Faster asset growth than 91% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

32%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$10,871,653

Up $2,411,765 (+29%) from 2013

Net Assets

Up

$10,871,653

Up $2,411,765 (+29%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin94th percentile

Revenue

Up

$3,233,933

Up $775,855 (+32%) from 2013

Expenses

Up

$822,168

Up $244,224 (+42%) from 2013

Net Income

Up

$2,411,765

Up $531,631 (+28%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2014

Assets$10,871,653
Liabilities$0
Net Assets$10,871,653
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

2014

Revenue$3,233,933
Expenses$822,168
Net Income$2,411,765
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS A JAMESPresident-$0--
MARY S JAMESSecretary-$0--
HUNT JAMESTrustee-$0--
COURT JAMESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas a & Mary S James Foundation Inc
EIN
59-3288143
Phone
7275675002
Address
880 CARILLON PARKWAY, ST PETERSBURG, FL 33716

Signing Officer

Name
Thomas a James
Title
President
Signed
2015-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Spence Marston Bunch Morris & Co
Address
250 North Belcher Road Suite 100, Clearwater, FL 33765-2622
Preparer
R Michal Marston
Phone
7274416829
Raw XML Appendix338 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0880 CARILLON ST PETE FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST PETERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0337161102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS A JAMES
IRS990PF/StatementsRegardingActyGrp/PhoneNum07275675002
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS A JAMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE PDF SCHEDULE 2013 CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE PDF SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE PDF SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033716
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750000
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/AppliedToCurrentYearAmt0582843
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069678
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0582843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt097479
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt097479
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0750000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt097479
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt097479
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069678
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS A JAMES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09341 SILVERTHORN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033777
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02050658
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02050658
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc035,500 SHARES RAYMOND JAMES FINANCIAL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02954
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt16037
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TRADES IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03287
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt14634
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03287
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt14634
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029426
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029426
TaxesSchedule/TaxesDetail/Amt02558
TaxesSchedule/TaxesDetail/Amt132223
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02558
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS A & MARY S JAMES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0593288143
ReturnHeader/Filer/PhoneNum07275675002
ReturnHeader/Filer/USAddress/AddressLine1Txt0880 CARILLON PARKWAY
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Spence Marston Bunch Morris & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0250 North Belcher Road Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clearwater
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337652622
ReturnHeader/PreparerPersonGrp/PhoneNum07274416829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R MICHAL MARSTON
ReturnHeader/ReturnTs02015-06-14T13:56:07-07:00
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
$10,871,653
Liabilities
$0
Net assets
$10,871,653
Revenue
$3,233,933
Expenses
$822,168
Net income
$2,411,765
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