Civic Intelligence

William a Gregory Jr Foundation Inc.

990PF • Fiscal year 2016 • EIN 59-3607455

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
3225 S Macdill Ave 129Tampa, FL 33629

(813) 760-2792

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

8th percentile

-85%

Higher net margin than 8% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

23rd percentile

-4.4%

Faster asset growth than 23% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-34%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,575,506

Down $118,778 (-4.4%) from 2015

Net Assets

Down

$2,575,506

Down $118,778 (-4.4%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

Down

$139,481

Down $70,609 (-34%) from 2015

Expenses

Down

$258,259

Down $238,238 (-48%) from 2015

Net Income

Up

-$118,778

Up $167,629 (+59%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$2,575,506
Liabilities$0
Net Assets$2,575,506
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

2016

Revenue$139,481
Expenses$258,259
Net Income-$118,778
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
William a Gregory Jr Foundation Inc
EIN
59-3607455
Phone
8137602792
Address
3225 S MACDILL AVE 129, TAMPA, FL 33629

Signing Officer

Name
Christopher H Taylor
Title
Director
Phone
8137602792
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Frscpa Pllc
Address
1301 66TH ST N, SAINT PETERSBURG, FL 33710-5501
Preparer
Paul E Horowitz
Phone
7273471120
Raw XML Appendix329 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/AddressLine1Txt03225 S MACDILL AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 129
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd033629
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/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt183264
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350000
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/RecipientBusinessName/BusinessNameLine1Txt0KEEP TAMPA BAY BEAUTIFUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF SOUTH FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt139 COLUMIA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24202 EAST FOWLER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3401 W KENNEDY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt07TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333606
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0208264
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/AppliedToCurrentYearAmt0171258
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0265059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031211
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0393289
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0265059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031211
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0208264
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037006
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0393289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0356283
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt01198
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01198
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt043593
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt043593
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt043593
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0604
TaxesSchedule/TaxesDetail/Amt0604
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0604
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER H TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08137602792
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A GREGORY JR FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0593607455
ReturnHeader/Filer/PhoneNum08137602792
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 S MACDILL AVE 129
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033629
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC05E92261C9E97AB3E6D301DFC4506CA79A87B3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055146757BC16EA48479FA219AEC06BAD65082886
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592482214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRSCPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 66TH ST N
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337105501
ReturnHeader/PreparerPersonGrp/PhoneNum07273471120
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL E HOROWITZ
ReturnHeader/ReturnTs02017-07-06T09:54:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,575,506
Liabilities
$0
Net assets
$2,575,506
Revenue
$139,481
Expenses
$258,259
Net income
-$118,778
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