Civic Intelligence

Order of the First Families of Virginia 1607-1620

990EZ • Fiscal year 2013 • EIN 61-6054072

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 26, 2014

Organization ProfileN/A
430 Channing Circle28027

(704) 784-3599

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

96th percentile

75%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$233,385

Up $26,319 (+13%) from 2012

Net Assets

Up

$233,385

Up $26,319 (+13%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$35,031

Up $37,399 (+1579%) from 2012

Expenses

Down

$8,712

Down $3,792 (-30%) from 2012

Net Income

Up

$26,319

Up $41,191 (+277%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2011: $221,945Liabilities 2011: $72011Assets 2012: $207,066Net Assets 2012: $207,0662012Assets 2013: $233,385Net Assets 2013: $233,3852013Assets 2014: $290,361Net Assets 2014: $290,3612014Assets 2015: $261,431Liabilities 2015: $3Net Assets 2015: $261,4282015Assets 2016: $284,406Liabilities 2016: $12Net Assets 2016: $284,3942016Assets 2017: $295,534Net Assets 2017: $295,5342017Assets 2018: $295,737Liabilities 2018: $0Net Assets 2018: $295,7372018Assets 2019: $351,343Net Assets 2019: $351,3432019Assets 2020: $337,983Net Assets 2020: $337,9832020Assets 2021: $388,194Net Assets 2021: $388,1942021Assets 2022: $371,438Net Assets 2022: $371,4382022Assets 2023: $371,406Net Assets 2023: $371,4062023Assets 2024: $475,085Net Assets 2024: $475,0852024

Highlighted filing

2013

Assets$233,385
Liabilities-
Net Assets$233,385
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2011: $13,667Expenses 2011: $14,672Net Income 2011: -$1,0052011Revenue 2012: -$2,368Expenses 2012: $12,504Net Income 2012: -$14,8722012Revenue 2013: $35,031Expenses 2013: $8,712Net Income 2013: $26,3192013Revenue 2014: $69,651Expenses 2014: $12,675Net Income 2014: $56,9762014Revenue 2015: -$4,863Expenses 2015: $24,070Net Income 2015: -$28,9332015Revenue 2016: $29,611Expenses 2016: $16,992Net Income 2016: $12,6192016Revenue 2017: $33,899Expenses 2017: $22,759Net Income 2017: $11,1402017Revenue 2018: $39,850Expenses 2018: $39,647Net Income 2018: $2032018Revenue 2019: $101,955Expenses 2019: $46,349Net Income 2019: $55,6062019Revenue 2020: $19,841Expenses 2020: $33,201Net Income 2020: -$13,3602020Revenue 2021: $65,953Expenses 2021: $15,742Net Income 2021: $50,2112021Revenue 2022: $43,001Expenses 2022: $59,757Net Income 2022: -$16,7562022Revenue 2023: $46,215Expenses 2023: $46,247Net Income 2023: -$322023Revenue 2024: $138,746Expenses 2024: $35,067Net Income 2024: $103,6792024

Highlighted filing

2013

Revenue$35,031
Expenses$8,712
Net Income$26,319
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 26, 2014
Return Version
2013v3.1
Gross Receipts
$43,860
Mission and Program Overview

Mission

Sponsoring Scholarships & Research

Program Services

DescriptionGrantsExpenses
GRANT TO THE COLLEGE OF WILLIAM & MARY SCHOLARSHIP PROGRAM$5,000-
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER HUMPHREY BRYANPresident-$0--
WILLIAM BRUCE WINGOVice President-$0--
MRS JOHN MCCOY BERKLEYCorr Sec'Y-$0--
MRS ERNEST VAN NESBITTRec Sec'Y-$0--
GORDON JACOBSTreasurer-$0--
MRS RONALD ALAN DUCHINRegistrar-$0--
DR JANE PENDLETON WOOTTONChaplain-$0--
Filing and Contact Details

Filer

EIN
61-6054072
Phone
7047843599

Signing Officer

Name
Gordon Jacobs
Title
Treasurer
Phone
7047843599
Signed
2014-04-26

Preparer

Preparer
Allan Marsh
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Royalties 4070. Special events income 150.”

Form 990EZ, Part I, Line 10

“Support historical research grant college of william and mary none 5000.”

Form 990EZ, Part I, Line 16

“Travel, misc 785. Gift to preservation virginia 500.”

Form 990EZ, Part II, Line 24

“Inventory 2250. Undeposited funds”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE”

Raw XML Appendix176 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0GORDON JACOBS
IRS990EZ/BooksInCareOfDetail/PhoneNum07048966209
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10430 Channing Circle
IRS990EZ/BooksInCareOfDetail/USAddress/City0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/State0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode028027
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0204816
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0231055
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02350
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt026319
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0625
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0207066
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0233385
IRS990EZ/FundraisingGrossIncomeAmt07260
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt043860
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt027030
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03000
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207066
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0233385
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207066
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0233385
IRS990EZ/OccupancyRentUtltsAndMaintAmt0700
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETER HUMPHREY BRYAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BRUCE WINGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MRS JOHN MCCOY BERKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MRS ERNEST VAN NESBITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GORDON JACOBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MRS RONALD ALAN DUCHIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR JANE PENDLETON WOOTTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Corr Sec'y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Rec Sec'y
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Registrar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Chaplain
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02250
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02330
IRS990EZ/OtherExpensesTotalAmt01285
IRS990EZ/OtherRevenueTotalAmt04220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sponsoring Scholarships & Research
IRS990EZ/PrintingPublicationsPostageAmt01102
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT TO THE COLLEGE OF WILLIAM & MARY SCHOLARSHIP PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt08829
IRS990EZ/SpecialEventsNetIncomeLossAmt0-1569
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08712
IRS990EZ/TotalRevenueAmt035031
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Statement of Primary Exempt Purpose
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1Genealogical group focusing on the history of the early settlement
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt2of Virginia and its earliest settlers. Sponsor research on this
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt3subject and publish results. Sponsor scholarships for eligible
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt4graduate students studying history at a selected state
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt5supported college or university in Virginia.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt6Scholarship recipients are selected by the College
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt7of William and Mary.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc2Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc3Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc4Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc5Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc6Other Addl Info
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc7Other Addl Info
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09625
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt010150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031465
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010823
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052042
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00.37680
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.39600
IRS990ScheduleA/PublicSupportTotal170Amt031465
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09625
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt010150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02390
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031465
IRS990ScheduleA/TotalSupportAmt083507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROYALTIES 4070. SPECIAL EVENTS INCOME 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT HISTORICAL RESEARCH GRANT COLLEGE OF WILLIAM AND MARY NONE 5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAVEL, MISC 785. GIFT TO PRESERVATION VIRGINIA 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INVENTORY 2250. UNDEPOSITED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON JACOBS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07047843599
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10Order of First Families of Virginia 1607-16245
ReturnHeader/Filer/BusinessNameControlTxt0ORDE
ReturnHeader/Filer/EIN0616054072
ReturnHeader/Filer/PhoneNum07047843599
ReturnHeader/Filer/USAddress/AddressLine10430 Channing Circle
ReturnHeader/Filer/USAddress/City0Concord
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Allan Marsh CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106313 Riva Ridge Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Wilmington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode028411
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN MARSH
ReturnHeader/ReturnTs02014-05-06T03:34:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,385
Liabilities
-
Net assets
$233,385
Revenue
$35,031
Expenses
$8,712
Net income
$26,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.75$4.75$1.39$0.35$1.04
2023Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.46$0.46$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.71$3.71$0.43$0.60$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.88$3.88$0.66$0.16$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.38$3.38$0.20$0.33$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.51$3.51$1.02$0.46$0.56
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.40$0.40$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.96$2.96$0.34$0.23$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.30$0.17$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.05$0.24$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.70$0.13$0.57
2013Detailed filing. Detailed filing data is available for this year.$2.33$2.33$0.35$0.09$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$2.07$0.02$0.13$0.15
2011Summary only. Only limited summary data is available for this year.$2.22$0.00$0.14$0.15$0.01