Civic Intelligence

Gloucester Institute Inc.

990 • Fiscal year 2016 • EIN 68-0623396

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

Organization ProfileWWW.GLOUCESTERINSTITUTE.ORG
3201 Leadership DriveGloucester, VA 23061

(804) 693-2210

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.07x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

2.38x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

37%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$50,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

116%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,254,708

Up $443,756 (+25%) from 2015

Net Assets

Up

-$153,036

Up $374,896 (+71%) from 2015

Liabilities

Up

$2,407,744

Up $68,860 (+2.9%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin89th percentile

Revenue

Up

$1,011,634

Up $544,222 (+116%) from 2015

Expenses

Up

$636,738

Up $296,622 (+87%) from 2015

Net Income

Up

$374,896

Up $247,600 (+195%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $1,910,518Liabilities 2011: $2,223,493Net Assets 2011: -$312,9752011Assets 2012: $2,008,643Liabilities 2012: $2,247,004Net Assets 2012: -$238,3612012Assets 2013: $1,793,895Liabilities 2013: $2,273,501Net Assets 2013: -$479,6062013Assets 2014: $1,679,517Liabilities 2014: $2,303,919Net Assets 2014: -$624,4022014Assets 2015: $1,810,952Liabilities 2015: $2,338,884Net Assets 2015: -$527,9322015Assets 2016: $2,254,708Liabilities 2016: $2,407,744Net Assets 2016: -$153,0362016Assets 2017: $1,853,619Liabilities 2017: $2,457,501Net Assets 2017: -$603,8822017Assets 2018: $2,028,218Liabilities 2018: $2,525,256Net Assets 2018: -$497,0382018Assets 2019: $2,374,178Liabilities 2019: $2,591,280Net Assets 2019: -$217,1022019Assets 2020: $2,602,334Liabilities 2020: $2,665,046Net Assets 2020: -$62,7122020Assets 2021: $2,180,673Liabilities 2021: $2,653,648Net Assets 2021: -$472,9752021Assets 2022: $2,210,321Liabilities 2022: $2,739,775Net Assets 2022: -$529,4542022Assets 2023: $1,858,518Liabilities 2023: $2,867,341Net Assets 2023: -$1,008,8232023Assets 2024: $2,153,120Liabilities 2024: $2,984,959Net Assets 2024: -$831,8392024

Highlighted filing

2016

Assets$2,254,708
Liabilities$2,407,744
Net Assets-$153,036
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $408,4772011Expenses 2012: $463,1942012Revenue 2013: $210,015Expenses 2013: $451,192Net Income 2013: -$241,1772013Revenue 2014: $266,158Expenses 2014: $410,954Net Income 2014: -$144,7962014Revenue 2015: $467,412Expenses 2015: $340,116Net Income 2015: $127,2962015Revenue 2016: $1,011,634Expenses 2016: $636,738Net Income 2016: $374,8962016Revenue 2017: $292,619Expenses 2017: $743,465Net Income 2017: -$450,8462017Revenue 2018: $746,409Expenses 2018: $639,565Net Income 2018: $106,8442018Revenue 2019: $890,289Expenses 2019: $611,032Net Income 2019: $279,2572019Revenue 2020: $749,327Expenses 2020: $557,682Net Income 2020: $191,6452020Revenue 2021: $163,684Expenses 2021: $573,947Net Income 2021: -$410,2632021Revenue 2022: $667,814Expenses 2022: $884,219Net Income 2022: -$216,4052022Revenue 2023: $626,516Expenses 2023: $1,105,618Net Income 2023: -$479,1022023Revenue 2024: $1,075,676Expenses 2024: $898,692Net Income 2024: $176,9842024

Highlighted filing

2016

Revenue$1,011,634
Expenses$636,738
Net Income$374,896
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,011,634
Mission and Program Overview

Mission

To provide an intellectually safe environment where ideas can be discussed and transformed into practical solutions that produce results. To cultivate a society of "solutionists" within the minority communities. Equip scholars with the intellectual, moral, and financial support to conduct intensive research to discover the best solutions to social economic and political problems facing the African American community. Honor the legacy African American leader Dr. Robert Russa Moton by using his historic home at Holly Knoll, for training conferences and retreats.

To provide an intellectually safe environment where ideas can be discussed and transformed into practical solutions that produce results. To cultivate a society of "solutionists" within the minority communities. Equip scholars with the intellectual, moral, and financial support to conduct intensive research to discover the best solutions to social economic and political problems facing the African Amercian community. Honor the legacy African Amercian leader Dr. Robert Russa Moton by using his historic home at Holly Knoll, for training conferences and retreats.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,018,826$997,065▼ $21,761
Cash and Non-Interest-Bearing Accounts$336,255$540,834▲ $204,579
Savings and Temporary Cash Investments$28,118$158,328▲ $130,210
Prepaid Expenses and Deferred Charges$1,785$13,957▲ $12,172
Intangible Assets-$810-
Accounts Receivable-$11-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$1,810,952$2,254,708▲ $443,756
Other Assets Total$425,968$543,703▲ $117,735
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,000,000$2,000,000→ $0
Accounts Payable and Accrued Expenses$338,882$407,742▲ $68,860
Other Liabilities$2$2→ $0
Total Liabilities$2,338,884$2,407,744▲ $68,860
Net Assets / Fund Balance
Unrestricted Net Assets$-527,932$-153,036▲ $374,896
Total Net Assets Fund Balance$-527,932$-153,036▲ $374,896
Total Liabilities and Net Assets / Fund Balance$1,810,952$2,254,708▲ $443,756

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$724,510$410,892$1,135,402
Other Land Buildings$19,549$362,762$382,311
Land$253,006-$253,006
Other Assets Org$17,314--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kay Coles JamesPresidentFT$50,000$50,000

Board Members and Trustees

NameTitle
Carl EllisDirector
Elizabeth LevelDirector
John Littel EsqDirector
Maurice KuykendollDirector
William NanceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$996,874
Program Service Revenue
$14,550
Investment Income
$210
Other Revenue
$0
All Other Contributions
$996,874
Change in Net Assets
$374,896
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,415
Salaries, Compensation, and Employee Benefits$262,323
Total Fundraising Expense$22,867
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$172,060$9,559$9,559$191,178
Depreciation Depletion-$66,699-$66,699
Fees for Services Other$39,349$9,843$915$50,107
Current Officers, Directors, Trustees, and Key Employees$45,000$2,500$2,500$50,000
Interest-$47,237-$47,237
Conferences and Meetings$27,328$603-$27,931
All Other Expenses$8,776$13,822$146$22,744
Payroll Taxes$17,047$947$947$18,941
Occupancy$8,378$2,094$6,981$17,453
Fees for Services Accounting$2,380$9,520-$11,900
Other Expenses$8,074$1,167$486$9,727
Insurance$7,224$1,806-$9,030
Travel$4,800$4,145-$8,945
Advertising$3,653$2,600-$6,253
Other Employee Benefits$1,984$110$110$2,204
Fees for Services Legal-$175-$175
Total Functional Expenses$408,501$205,370$22,867$636,738
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Elizabeth level is the daughter of president kay coles james”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board reviews and approves 990 before filing”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board monitors conflict of interest policy”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All compensation and benefits paid are reviewed and approved by independent board members”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Certain documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
The Gloucester Institute Inc
EIN
68-0623396
Phone
8046932210
Address
3201 LEADERSHIP DRIVE, GLOUCESTER, VA 23061

Signing Officer

Name
Kay Coles James
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Va
Voting Board Members
6
Independent Board Members
4
Employees
5
Volunteers
10

Preparer

Firm
Kirby & Associates CPA
Address
4120 E Parham Rd Ste B, Richmond, VA 23228
Preparer
Phillip J Kirby Jr CPA
Phone
8046727650
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IRS990/Desc02016 Program AccomplishmentsThe recruitment efforts of this year's Emerging Leaders Class of the 2016-2017 were exceptional. This year's class of students is the most highly accomplished group of leaders The Gloucester Institute has ever had. 24 college students were selected for the Emerging Leaders Class of 2016. This class is comprised entirely of students engaged in campus leadership activities. They are all exceptional students, with an average GPA of 3.51 (4.0 scale), as well as leaders on their prospective campuses with numerous honors college particpants, senior officers of major clubs, campus organizations, ministries, fraternities, and sororities.The Emerging Leaders particpated in "The Brand Called You" workshops. Students learned persoanl branding, dining etiquette, and professional development. Workshop facilitators included former White House assistant Mrs. Angela Sailor, dining etiquette training was taught by Mrs. Kay Coles James, President of the Gloucester Institute, and personal styling and dress were taught by Nordstrom department store personal stylists and grooming and image experts.The Emerging Leaders class successfully completed the "Elements of Style" writing workshop hosted on our historic Holly Knoll campus in Gloucester, Virginia. During this exciting wekend, professional writers from across the country mentored and taught TGI students advanced writing skills and styles. Students showcased their work by submitting a 750-word essay to a panel of judges as part of an essay contest. This year's essay topic was, "What advice would Dr. Russa Moton give to the American electorate about the 2016 Presidential candidates?"During the leadership training weekend, the Emerging Leaders were taught leadership principles by the U.S. Marine Corps and how to apply those leadership skills by Rev. William Keen, State President of the Southern Christian Leadership Conference. The Marines taught the students leadership skills in a fast-paced, interactive classroom setting, then practiced with engaging, participatory role-play exercises outside, and lastly reinforced by real life examples of leadership in the civil rights movement by Rev. Keen.The 2016 Moton Fellowship participants were selected from a national pool of candidates. Moton Fellows had the opportunity to engage with leaders from several fields of discipline, including government, broadcasting and public policy think tanks.During their trips to Washington, DC, Fellows visited federal government offices, public policy think tanks - the Heritage Foundation and the Joint Center for Political and Economic Studies, and met with NBC executives and TV1 news anchor Roland Martin.The Fellows worked in the Richmond, Virginia offices over the course of the 8 week program, where they enhanced their critical thinking, problem solving, and project management skills, while also expanding TGI's social media presence.The Fellow's concluded the summer with community outreach and community service programs by painting local resident community facilities and school buildings in Gloucester.2016 Maintenance AccomplishmentsCompleted renovations to manor house kitchen.Replaced decking and hand rails on the dock/pier out to the start of the large gazebo area.Installed commercial ice maker in Conference Center kitchen.Replaced two electric 40 gallon hot water heaters in dorm two with energy efficient gas heaters which only operate when hot water is called for. This upgrade is significant in a number of ways.1. Installing the gas heaters improved the quality of the water.2. The two existing electric hot water heaters were plumbed in such a way that one heater supplied the hot water to the 5 dorm rooms while the other supplied hot water to the two washing machines in the laundry room.3. Redesigned the piping system to allow the new heaters to provide hot water to the dorm rooms and laundry room jointly.4. The redesigned plumbing provides redundancy in the hot water system. Previously,
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IRS990/MissionDesc0To provide an intellectually safe environment where ideas can be discussed and transformed into practical solutions that produce results. To cultivate a society of "solutionists" within the minority communities. Equip scholars with the intellectual, moral, and financial support to conduct intensive research to discover the best solutions to social economic and political problems facing the African Amercian community. Honor the legacy African Amercian leader Dr. Robert Russa Moton by using his historic home at Holly Knoll, for training conferences and retreats.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELIZABETH LEVEL IS THE DAUGHTER OF PRESIDENT KAY COLES JAMES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND APPROVES 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MONITORS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL COMPENSATION AND BENEFITS PAID ARE REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CERTAIN DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,254,708
Liabilities
$2,407,744
Net assets
-$153,036
Revenue
$1,011,634
Expenses
$636,738
Net income
$374,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$2.98$0.83$1.08$0.90$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.86$2.87$1.01$0.63$1.11$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.21$2.74$0.53$0.67$0.88$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.18$2.65$0.47$0.16$0.57$0.41
2020Detailed filing. Detailed filing data is available for this year.$2.60$2.67$0.06$0.75$0.56$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.37$2.59$0.22$0.89$0.61$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.03$2.53$0.50$0.75$0.64$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.85$2.46$0.60$0.29$0.74$0.45
2016Detailed filing. Detailed filing data is available for this year.$2.25$2.41$0.15$1.01$0.64$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.81$2.34$0.53$0.47$0.34$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.68$2.30$0.62$0.27$0.41$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.79$2.27$0.48$0.21$0.45$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$2.25$0.24$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$2.22$0.31$0.41