Civic Intelligence

Gloucester Institute Inc.

990 • Fiscal year 2019 • EIN 68-0623396

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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

1.09x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

2.91x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

47th percentile

$55,128

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,374,178

Up $345,960 (+17%) from 2018

Net Assets

Up

-$217,102

Up $279,936 (+56%) from 2018

Liabilities

Up

$2,591,280

Up $66,024 (+2.6%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin85th percentile

Revenue

Up

$890,289

Up $143,880 (+19%) from 2018

Expenses

Down

$611,032

Down $28,533 (-4.5%) from 2018

Net Income

Up

$279,257

Up $172,413 (+161%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$2,374,178
Liabilities$2,591,280
Net Assets-$217,102
Open 2019 Filing

Operations Trend

Revenue Growth74th 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

2019

Revenue$890,289
Expenses$611,032
Net Income$279,257
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.0
Gross Receipts
$890,289
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,654,430$1,690,357▲ $35,927
Cash and Non-Interest-Bearing Accounts$331,741$643,414▲ $311,673
Prepaid Expenses and Deferred Charges$4,714$3,151▼ $1,563
Accounts Receivable$77$0▼ $77
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$2,028,218$2,374,178▲ $345,960
Other Assets Total$37,256$37,256→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,000,000$2,000,000→ $0
Accounts Payable and Accrued Expenses$525,256$591,280▲ $66,024
Total Liabilities$2,525,256$2,591,280▲ $66,024
Net Assets / Fund Balance
Net Assets With Donor Restrictions$741,059$741,059→ $0
Net Assets Without Donor Restrictions$-1,238,097$-958,161▲ $279,936
Total Net Assets Fund Balance$-497,038$-217,102▲ $279,936
Total Liabilities and Net Assets / Fund Balance$2,028,218$2,374,178▲ $345,960

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$509,580$610,620$1,120,200
Leasehold Improvements$908,128$46,899$955,027
Other Land Buildings$16,186$323,888$340,074
Land$253,006-$253,006
Equipment$3,457$65,313$68,770
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Winona ColesExecutive DirectorFT$55,128$55,128

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
$859,621
Program Service Revenue
$30,668
Investment Income
$0
Other Revenue
$0
All Other Contributions
$859,621
Change in Net Assets
$279,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,314
Salaries, Compensation, and Employee Benefits$183,661
Total Fundraising Expense$62,984
Professional Fundraising Fees$57
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,210-$11,624$114,834
Depreciation Depletion$70,148$17,537-$87,685
Interest$66,546$2,058-$68,604
Current Officers, Directors, Trustees, and Key Employees$19,295$19,295$16,538$55,128
Fees for Services Other$21,356$14,885-$36,241
All Other Expenses$24,606$10,057$730$35,393
Conferences and Meetings$24,380$3,842-$28,222
Occupancy$13,601$11,246$1,308$26,155
Other Expenses$17,378$1,622$1,000$20,000
Payroll Taxes$9,863$1,507$2,329$13,699
Insurance$3,573$9,786-$13,359
Fees for Services Accounting$1,840$7,360-$9,200
Advertising-$4,784-$4,784
Information Technology$2,252$420-$2,672
Travel$642$138-$780
Fees for Services Professional Fundraising--$57$57
Total Functional Expenses$443,511$104,537$62,984$611,032
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$57
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 35% controlled entity
No
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
Yes

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 3: Description of Delegated Duties to Management Company

“Accounting services outsourced to kirby & associates, cpa at an annual fee of $10,800.”

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
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kay Coles James
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
5
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 Moton FellowshipThe Moton Fellowship Program recruits exceptional students to a fellowship designed to produce the next generation of world-class leaders. It 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 in business, government, and nonprofit organizations. The dynamic group of students spent the summer working in our Tysons Corner office.They enhanced their leadership skills through weekly critical thinking and problem-solving exercisesAcquired project management skills while working on assigned projects with education expertsCompleted a business writing workshop which increased ability to write effectivelyGained practical knowledge on basic time management principles for the workplaceReceived best practice instructions for dining etiquette and professional networking skillsEmerging Leaders ProgramThe 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 personal development.Improved critical thinking skills to solve complex problemsCompleted a financial literacy workshopCompleted a business writing workshop which increased ability to write effectivelyCompleted a leadership seminar that taught the importance of integrity and trust in leadership, merits of self-sufficiency and tips on how to successfully lead a teamDeveloped interviewing techniques and how to advance in your chosen fieldReceived best practice instructions for business networkingHolly Knoll MaintenanceInsulated attic space over dorm rooms 1-10Secured the manor house with steel beams and repaired the columns on the front of manor houseRepaired roof, insulated, and added thermostatically controlled heat to the well houseIncapsulated and insulated the crawl space under the Patterson Hall apartmentReplaced and repaired the stairway leading to the second-floor office in the Conference CenterInstalled base and wall cabinets, minifridge, and microwave in Student common area of Patterson HallRepaired bulkhead cap and stairway to the beach
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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 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELIZABETH LEVEL IS THE DAUGHTER OF PRESIDENT KAY COLES JAMES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING SERVICES OUTSOURCED TO KIRBY & ASSOCIATES, CPA AT AN ANNUAL FEE OF $10,800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD REVIEWS AND APPROVES 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MONITORS CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL COMPENSATION AND BENEFITS PAID ARE REVIEWED AND APPROVED BY INDEPENDENT BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CERTAIN 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 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,374,178
Liabilities
$2,591,280
Net assets
-$217,102
Revenue
$890,289
Expenses
$611,032
Net income
$279,257
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