Civic Intelligence

William a Gregory Jr Foundation Inc.

990PF • Fiscal year 2013 • EIN 59-3607455

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization Profile
3225 S Macdill AveRoom/Suite 129Tampa, FL 33629

(813) 760-2792

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

39th percentile

-0.4%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$2,820,167

Down $12,071 (-0.4%) from 2012

Net Assets

Down

$2,820,167

Down $12,071 (-0.4%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin31st percentile

Revenue

$279,876

No earlier filing loaded for comparison.

Expenses

Up

$291,947

Up $11,846 (+4.2%) from 2012

Net Income

-$12,071

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,005,562Liabilities 2011: $0Net Assets 2011: $3,005,5622011Assets 2012: $2,832,238Liabilities 2012: $0Net Assets 2012: $2,832,2382012Assets 2013: $2,820,167Liabilities 2013: $1Net Assets 2013: $2,820,1672013Assets 2014: $2,980,691Liabilities 2014: $1Net Assets 2014: $2,980,6912014Assets 2015: $2,694,284Liabilities 2015: $1Net Assets 2015: $2,694,2842015Assets 2016: $2,575,506Liabilities 2016: $0Net Assets 2016: $2,575,5062016Assets 2017: $2,619,903Liabilities 2017: $0Net Assets 2017: $2,619,9032017Assets 2018: $4,524,687Liabilities 2018: $0Net Assets 2018: $4,524,6872018Assets 2019: $4,290,801Liabilities 2019: $1Net Assets 2019: $4,290,8012019Assets 2020: $4,571,818Liabilities 2020: $1Net Assets 2020: $4,571,8182020Assets 2021: $4,952,334Liabilities 2021: $1Net Assets 2021: $4,952,3342021Assets 2022: $5,179,875Liabilities 2022: $1Net Assets 2022: $5,179,8752022Assets 2023: $5,397,734Liabilities 2023: $0Net Assets 2023: $5,397,7342023Assets 2024: $5,562,618Liabilities 2024: $0Net Assets 2024: $5,562,6182024

Highlighted filing

2013

Assets$2,820,167
Liabilities$1
Net Assets$2,820,167
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $225,0422011Expenses 2012: $280,1012012Revenue 2013: $279,876Expenses 2013: $291,947Net Income 2013: -$12,0712013Revenue 2014: $333,665Expenses 2014: $173,141Net Income 2014: $160,5242014Revenue 2015: $210,090Expenses 2015: $496,497Net Income 2015: -$286,4072015Revenue 2016: $139,481Expenses 2016: $258,259Net Income 2016: -$118,7782016Revenue 2017: $311,076Expenses 2017: $266,679Net Income 2017: $44,3972017Revenue 2018: $1,962,972Expenses 2018: $58,188Net Income 2018: $1,904,7842018Revenue 2019: $219,000Expenses 2019: $452,886Net Income 2019: -$233,8862019Revenue 2020: $346,261Expenses 2020: $65,244Net Income 2020: $281,0172020Revenue 2021: $716,470Expenses 2021: $335,954Net Income 2021: $380,5162021Revenue 2022: $471,988Expenses 2022: $244,447Net Income 2022: $227,5412022Revenue 2023: $467,588Expenses 2023: $249,729Net Income 2023: $217,8592023Revenue 2024: $698,188Expenses 2024: $533,304Net Income 2024: $164,8842024

Highlighted filing

2013

Revenue$279,876
Expenses$291,947
Net Income-$12,071
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEIDI B MCCREEDirector-$0--
KAREN F MILLSDirector-$0--
CHRISTOPHER H TAYLORDirector-$0--
Filing and Contact Details

Filer

EIN
59-3607455
Phone
8137602792

Signing Officer

Name
Christopher Taylor
Title
Director
Phone
8137602792
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
Paul E Horowitz
Phone
7273471120
Raw XML Appendix350 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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08137602792
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE PARTICIPANT MUST FORMALLY REQUEST ASSISTANCE FROM THE FOUNDATION IN A PERSONALLY WRITTEN ESSAY EXPLAINING WHY THEY BELIEVE THEY WOULD BE A GOOD CANDIDATE FOR THE SCHOLARSHIP. IN ADDITION TO THE ESSAY, THE APPLICANT MUST SUBMIT COPIES OF THE FAMILY'S TWO MOST RECENT YEARS' TAX RETURNS, CURRENT TRANSCRIPTS AND ANY OTHER DOCUMENTS TO SUPPORT A NEED FOR FINANCIAL ASSISTANCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRIS TAYLOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08137602792
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine103225 S MACDILL AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine20SUITE 129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0TAMPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode033629
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS MAY ONLY BE USED FOR EDUCATIONAL EXPENSES. RECIPIENT MUST BE ENROLLED AS A FULL-TIME STUDENT AT AN ACCREDITED INSTITUTION. WHILE SCHOLARSHIPS ARE BASED ON NEED AND SCHOLASTIC ABILITY, THE APPLICANT SHOULD DEMONSTRATE COMMITTMENT TO THE TAMPA BAY AREA THROUGH ACTIVE COMMUNITY SERVICE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0JULY 1 AND FEBRUARY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt396000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE SUPPORT FOR ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10USF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11UNIVERSITY OF TAMPA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12KEEP TAMPA BAY BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13HILLSBOROUGH EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14HCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine104202 E FOWLER AVE ALC100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11401 W KENNEDY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 2104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132010 E HILLSBOROUGH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1439 COLUMIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine207TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode033620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode333610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433606
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0246000
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/AppliedToCurrentYearAmt0185987
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0185987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt071189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02779
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164263
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt071189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02779
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0246000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060013
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0164263
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0104250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF WILLIAM A GREGORY JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 1531
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0TAMPA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0336011531
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt038546
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01060
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01287
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01287
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt042332
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt042332
TaxesSchedule/TaxesDetail/Amt0555
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0555
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08137602792
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10WILLIAM A GREGORY JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0593607455
ReturnHeader/Filer/PhoneNum08137602792
ReturnHeader/Filer/USAddress/AddressLine103225 S MACDILL AVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 129
ReturnHeader/Filer/USAddress/City0TAMPA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033629
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592482214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FOELGNER RONZ & STRAW PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101301 66TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0337105501
ReturnHeader/PreparerPersonGrp/PhoneNum07273471120
ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL E HOROWITZ
ReturnHeader/ReturnTs02014-08-12T16:24:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,820,167
Liabilities
$1
Net assets
$2,820,167
Revenue
$279,876
Expenses
$291,947
Net income
-$12,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.70$0.53$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.47$0.25$0.22
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.47$0.24$0.23
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.72$0.34$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.35$0.07$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.22$0.45$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$1.96$0.06$1.90
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.31$0.27$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.14$0.26$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.21$0.50$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.33$0.17$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.28$0.29$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.28
2011Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • $1M-$5M nonprofits