Civic Intelligence

Gloucester Institute Inc.

990 • Fiscal year 2020 • EIN 68-0623396

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

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

1.02x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

94th percentile

3.56x

Higher debt load relative to revenue than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$55,080

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

58th percentile

9.6%

Faster asset growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$2,602,334

Up $228,156 (+9.6%) from 2019

Net Assets

Up

-$62,712

Up $154,390 (+71%) from 2019

Liabilities

Up

$2,665,046

Up $73,766 (+2.8%) from 2019

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin78th percentile

Revenue

Down

$749,327

Down $140,962 (-16%) from 2019

Expenses

Down

$557,682

Down $53,350 (-8.7%) from 2019

Net Income

Down

$191,645

Down $87,612 (-31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2020

Assets$2,602,334
Liabilities$2,665,046
Net Assets-$62,712
Open 2020 Filing

Operations Trend

Revenue Growth27th 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

2020

Revenue$749,327
Expenses$557,682
Net Income$191,645
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Gross Receipts
$749,327
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$1,690,357$1,688,661▼ $1,696
Cash and Non-Interest-Bearing Accounts$643,414$909,009▲ $265,595
Prepaid Expenses and Deferred Charges$3,151$3,544▲ $393
Intangible Assets-$1,120-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Inventories for Sale or Use-$0-
Total Assets$2,374,178$2,602,334▲ $228,156
Other Assets Total$37,256$0▼ $37,256
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,000,000$2,000,000→ $0
Accounts Payable and Accrued Expenses$591,280$665,046▲ $73,766
Total Liabilities$2,591,280$2,665,046▲ $73,766
Net Assets / Fund Balance
Net Assets With Donor Restrictions$741,059$741,059→ $0
Net Assets Without Donor Restrictions$-958,161$-803,771▲ $154,390
Total Net Assets Fund Balance$-217,102$-62,712▲ $154,390
Total Liabilities and Net Assets / Fund Balance$2,374,178$2,602,334▲ $228,156

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$468,838$651,362$1,120,200
Leasehold Improvements$956,183$96,136$1,052,319
Other Land Buildings$8,801$322,805$331,606
Land$253,006-$253,006
Equipment$1,833$66,937$68,770
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Winona ColesExecutive DirectorFT$55,080$55,080

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
$739,396
Program Service Revenue
$9,693
Investment Income
$38
Other Revenue
$200
All Other Contributions
$739,396
Change in Net Assets
$191,645
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,036
Salaries, Compensation, and Employee Benefits$222,646
Total Fundraising Expense$34,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$134,316-$14,924$149,240
Depreciation Depletion-$90,800-$90,800
Current Officers, Directors, Trustees, and Key Employees$19,278$19,278$16,524$55,080
Interest-$37,094-$37,094
Fees for Services Other$20,909$10,942-$31,851
Occupancy-$28,151-$28,151
All Other Expenses$12,127$13,027-$25,154
Payroll Taxes$13,195$2,016$3,115$18,326
Insurance-$14,584-$14,584
Conferences and Meetings$13,179$275-$13,454
Fees for Services Accounting-$10,800-$10,800
Other Expenses$7,334$2,994-$10,328
Fees for Services Legal-$3,465-$3,465
Advertising$194$2,735-$2,929
Information Technology$787$445-$1,232
Travel$175$52-$227
Total Functional Expenses$284,033$239,086$34,563$557,682
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 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
2021-05-15
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
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“To remove HK Project as other asset = -$37255”

Raw XML AppendixShowing 400 of 457 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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IRS990/Desc0TGI adapted to the challenges COVID -19 presented, and the organization was able to continue its leadership training mission by transitioning to a virtual platform. Moton Fellows Program Ten scholars from around the country participated in our virtual Moton Fellowship. This group of highly motivated undergraduate students received mentoring from some of the leading experts in business, government, and nonprofit organizations. Enhanced student leaders leadership acumen through facilitated workshops that focused on emotional intelligence, self-awareness, and leadership styles. This program challenged students to lead in a manner that inspired others to follow. Empowered students to write professionally through highly targeted practice workshops and critiques. Increased students ability to create precise, succinct, and informative business correspondence. The students gained practical knowledge on basic time management principles for the workplace. Completed assigned office projects that corresponded to their personal and professional development. We provided weekly critical thinking and problem-solving exercises to empower our students to become solutionists. TGI Cafs Brown Bag Series The popularity of our digital platform attracted nationally known influencers in business, education, and public service to engage in discourse on topics that ranged from socio-economic challenges to personal brand management. This program enabled students to consider alternative perspectives by offering diverse points of view on current events and the issues of the day. Emerging Leaders Program ELP 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 and leadership capabilities. Nineteen of the nation's best and brightest college leaders were selected from a rigorous application process. The student leaders participated in a virtual platform. Professional writers instructed students in the writing process to elevate their professional and technical writing. Empowered students to become more effective leaders through seminars that focused on emotional intelligence, self-awareness, leadership styles and the importance of integrity and trust, merits of self-sufficiency and tips on how to successfully lead a team. Engaged students in daily exercises that improved their critical thinking skills to solve complex problems and become solutionists. Field experts facilitated a discussion with our students and other interns from around Washington, DC to engage in conversation about educational policy and school choice. Empowered students to become financially literate through workshops that provided insights and tips to understand and make informed and effective decisions about their personal financial management, budgeting and investing. Presented student leaders with a series of dynamic career workshops led by experts that focused on the importance of your personal brand, social media, professional networking, and best practice instructions for dining etiquette. The student leaders learned the critical role grooming and styling plays in their professional and leadership development. Instructors were well-known stylists and barbers. Moton Forum Speaker Series TGI provided a speaker series with 5 nationally known speakers which engaged our community to have a conversation on topics as Solutions to Reduce Poverty in African American Communities and How to Drive Superior Results by Serving Others.
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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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IRS990/OtherExpensesGrp/TotalAmt310328
IRS990/OtherRevenueMiscGrp/Desc0AMEX KICKBACK FOR CUSTOMERS
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03544
IRS990/PrincipalOfficerNm0KAY COLES JAMES
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IRS990/ProgramServiceRevenueGrp/Desc0Holly Knoll Experience
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt066937
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt068770
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0253006
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt096136
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01052319
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0322805
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01688661
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IRS990/ScheduleORequiredInd0true
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/ExplanationTxt6To remove HK Project as other asset = -$37255
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt02665046
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,602,334
Liabilities
$2,665,046
Net assets
-$62,712
Revenue
$749,327
Expenses
$557,682
Net income
$191,645
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