Civic Intelligence

Gloucester Institute Inc.

990 • Fiscal year 2018 • EIN 68-0623396

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

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

95th percentile

1.25x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

3.38x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

71st percentile

9.4%

Faster asset growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

155%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$2,028,218

Up $174,599 (+9.4%) from 2017

Net Assets

Up

-$497,038

Up $106,844 (+18%) from 2017

Liabilities

Up

$2,525,256

Up $67,755 (+2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin72nd percentile

Revenue

Up

$746,409

Up $453,790 (+155%) from 2017

Expenses

Down

$639,565

Down $103,900 (-14%) from 2017

Net Income

Up

$106,844

Up $557,690 (+124%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2018

Assets$2,028,218
Liabilities$2,525,256
Net Assets-$497,038
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$746,409
Expenses$639,565
Net Income$106,844
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$746,409
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$913,543$1,654,426▲ $740,883
Cash and Non-Interest-Bearing Accounts$254,351$331,741▲ $77,390
Prepaid Expenses and Deferred Charges$7,875$4,714▼ $3,161
Accounts Receivable$761$77▼ $684
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,853,619$2,028,218▲ $174,599
Other Assets Total$677,089$37,260▼ $639,829
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,000,000$2,000,000→ $0
Accounts Payable and Accrued Expenses$457,501$525,256▲ $67,755
Total Liabilities$2,457,501$2,525,256▲ $67,755
Net Assets / Fund Balance
Temporarily Rstr Net Assets$740,959$740,959→ $0
Permanently Rstr Net Assets$100$100→ $0
Unrestricted Net Assets$-1,344,941$-1,238,097▲ $106,844
Total Net Assets Fund Balance$-603,882$-497,038▲ $106,844
Total Liabilities and Net Assets / Fund Balance$1,853,619$2,028,218▲ $174,599

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,390,421$537,145$1,927,566
Other Land Buildings$2,087$405,121$407,208
Land$253,006-$253,006
Leasehold Improvements$8,912-$8,912
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kay Coles JamesBoard Chair
Carl EllisDirector
Elizabeth LevelDirector
John Littel EsqDirector
Maurice KuykendollDirector
William NanceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$721,735
Program Service Revenue
$24,515
Investment Income
$159
Other Revenue
$0
All Other Contributions
$721,735
Change in Net Assets
$106,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$376,013
Salaries, Compensation, and Employee Benefits$263,552
Total Fundraising Expense$17,094
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$204,398$25,856$12,119$242,373
Interest$59,498$14,874-$74,372
Depreciation Depletion$56,110$14,027-$70,137
Conferences and Meetings$39,354$1,066-$40,420
All Other Expenses$17,303$17,260$303$34,866
Fees for Services Other$10,570$8,955-$19,525
Payroll Taxes$15,517$1,994$922$18,433
Occupancy$6,923$8,371$805$16,099
Insurance$8,881$5,920-$14,801
Fees for Services Accounting$2,200$8,800-$11,000
Other Expenses$7,970$2,125$531$10,626
Travel$3,710$3,499$1,272$8,481
Advertising$622$5,605-$6,227
Other Employee Benefits$2,307$302$137$2,746
Information Technology$1,045$423-$1,468
Total Functional Expenses$497,673$124,798$17,094$639,565
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-
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
Board Chair
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Va
Voting Board Members
6
Independent Board Members
4
Employees
17
Volunteers
15

Preparer

Firm
Kirby & Associates PC
Address
4120 E Parham Rd Ste B, Richmond, VA 23228
Preparer
Phillip J Kirby Jr
Phone
8046727650
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IRS990/Desc0The Gloucester Institute Accomplishments for 2018The Moton Fellowship ProgramThe Moton Fellowship Program offers a select group of highly motivated undergraduate students the opportunity to experience one-on-one coaching and mentoring from some of the leading experts and practitioners in business, government, and nonprofit organizations. The program recruits exceptional students to a fellowship designed to produce the next generation of world-class leaders. Fellows are selected to work at The Gloucester Institutes administrative office located in Tysons Corner, Virginia. Projects and responsibilities are determined based on the Fellows career and educational interests. The Moton Fellowship Program took place in the summer of 2018 and a dynamic group of student leaders spent the summer in our Tysons Corner Office working on projects which included Operations & Infrastructure, Technology & Database, Programs, and Holly Knoll Historic Preservation. Moton Fellowship Program outcomes include the following:Enhanced leadership skills in the areas of critical thinking and problem solving Developed project management skills Learned how to allocate time effectively in the workplace Gained practical knowledge on post-graduation careers Increased professional networking skills and received best practice instructions for dining etiquette The Emerging Leaders Program The Emerging Leaders Program strengthens students core writing, speaking, and critical thinking skills. Emerging Leaders are engaged in unique learning and mentoring opportunities that correspond to their interests and foster personal development. Students gain valuable insight into corporate, public, political, and nonprofit worlds through exposure to new ideas, fascinating places, and dynamic established leaders. Our 2018 successes started with the recruitment of one of the most accomplished and finest groups of students weve ever assembled. They held a 3.53 GPA/4.0 and are scholars and leaders on their respective campuses. The student assessments of the program indicated their appreciation for the high quality of instructors and teaching 3.8/4.0, the overall program 3.9/4.0 and their universal (100%) desire to participate in the program again. Lessons learned include continuing to cultivate relationships with leaders on each campus; document their performance; catalogue the curriculum.Emerging Leaders Program outcomes include the following:Improved critical thinking skills to solve complex problemsLearned successful money management skillsIncreased ability to write effectively Developed unbiased approaches on how to solve the most difficult problems facing the African American community Increased understanding of higher education policy as it relates to Historically Black Colleges and Universities and how to communicate positive results to the African American communityHolly Knoll Maintenance:Renovations, for Patterson Hall, were completed in December 2018. With this newly completed building, TGI will be able to accommodate an additional 16 guests.
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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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,028,218
Liabilities
$2,525,256
Net assets
-$497,038
Revenue
$746,409
Expenses
$639,565
Net income
$106,844
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