Civic Intelligence

The Degregorio Family Foundation Inc.

990 • Fiscal year 2014 • EIN 83-0465493

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 05, 2015

PO Box 236Pleasantville, NY 10570

(914) 263-6924

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • NTEE G • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • NTEE G • $1M-$5M nonprofits • Source year 2014

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2014 filings • NTEE G • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2014 filings • NTEE G • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

75th percentile

19%

Faster revenue growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,014,791

Up $121,157 (+14%) from 2013

Net Assets

Up

$1,014,791

Up $121,157 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$401,056

Up $65,315 (+19%) from 2013

Expenses

Down

$279,899

Down $23,690 (-7.8%) from 2013

Net Income

Up

$121,157

Up $89,005 (+277%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $565,782Liabilities 2010: $21,162Net Assets 2010: $544,6202010Assets 2011: $733,986Liabilities 2011: $0Net Assets 2011: $733,9862011Assets 2012: $861,482Liabilities 2012: $0Net Assets 2012: $861,4822012Assets 2013: $893,634Liabilities 2013: $0Net Assets 2013: $893,6342013Assets 2014: $1,014,791Liabilities 2014: $0Net Assets 2014: $1,014,7912014Assets 2015: $919,347Liabilities 2015: $0Net Assets 2015: $919,3472015Assets 2016: $862,676Liabilities 2016: $0Net Assets 2016: $862,6762016Assets 2017: $865,684Liabilities 2017: $70Net Assets 2017: $865,6142017Assets 2018: $1,260,987Liabilities 2018: $0Net Assets 2018: $1,260,9872018Assets 2019: $1,596,342Liabilities 2019: $0Net Assets 2019: $1,596,3422019Assets 2020: $1,559,998Liabilities 2020: $0Net Assets 2020: $1,559,9982020Assets 2021: $2,565,905Liabilities 2021: $0Net Assets 2021: $2,565,9052021Assets 2022: $2,145,205Liabilities 2022: $0Net Assets 2022: $2,145,2052022Assets 2023: $3,125,280Liabilities 2023: $0Net Assets 2023: $3,125,2802023Assets 2024: $4,295,290Liabilities 2024: $0Net Assets 2024: $4,295,2902024

Highlighted filing

2014

Assets$1,014,791
Liabilities$0
Net Assets$1,014,791

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $194,986Expenses 2010: $232,848Net Income 2010: -$37,8622010Expenses 2011: $46,0452011Expenses 2012: $151,8122012Revenue 2013: $335,741Expenses 2013: $303,589Net Income 2013: $32,1522013Revenue 2014: $401,056Expenses 2014: $279,899Net Income 2014: $121,1572014Revenue 2015: $257,558Expenses 2015: $353,002Net Income 2015: -$95,4442015Revenue 2016: $380,966Expenses 2016: $437,637Net Income 2016: -$56,6712016Revenue 2017: $514,974Expenses 2017: $512,036Net Income 2017: $2,9382017Revenue 2018: $600,153Expenses 2018: $304,780Net Income 2018: $295,3732018Revenue 2019: $876,902Expenses 2019: $541,547Net Income 2019: $335,3552019Revenue 2020: $354,074Expenses 2020: $390,418Net Income 2020: -$36,3442020Revenue 2021: $1,850,977Expenses 2021: $845,070Net Income 2021: $1,005,9072021Revenue 2022: $1,141,735Expenses 2022: $1,562,435Net Income 2022: -$420,7002022Revenue 2023: $1,771,505Expenses 2023: $791,430Net Income 2023: $980,0752023Revenue 2024: $2,197,561Expenses 2024: $1,027,551Net Income 2024: $1,170,0102024

Highlighted filing

2014

Revenue$401,056
Expenses$279,899
Net Income$121,157
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 5, 2015
Return Version
2014v5.0
Gross Receipts
$443,517
Mission and Program Overview

Mission

To fund research and education for the diagnosis and treatment of stomach and esophageal cancer related disorders.

The DeGregorio Family Foundations mission is to promote and facilitate education and research on the diagnosois and treatment of upper gastrointestinal malignancies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$893,634$1,014,791▲ $121,157
Savings and Temporary Cash Investments$837,973$819,193▼ $18,780
Cash and Non-Interest-Bearing Accounts$43,618$189,335▲ $145,717
Land, Buildings, and Equipment, Net$12,043$6,263▼ $5,780
Total Assets$893,634$1,014,791▲ $121,157
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$893,634$1,014,791▲ $121,157
Total Liabilities and Net Assets / Fund Balance$893,634$1,014,791▲ $121,157

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,263$31,832$38,095
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$367,891
Program Service Revenue
$0
Investment Income
$626
Other Revenue
$32,539
All Other Contributions
$247,891
Change in Net Assets
$121,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,500
Other Expenses$57,399
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$222,500--$222,500
Fees for Services Management$21,876--$21,876
Conferences and Meetings$8,000--$8,000
Fees for Services Accounting-$7,085-$7,085
Advertising$6,700--$6,700
Depreciation Depletion$5,780--$5,780
Fees for Services Other$3,282--$3,282
Information Technology$2,750--$2,750
Office Expenses$1,501--$1,501
Other Expenses$300--$300
Total Functional Expenses$272,814$7,085$0$279,899
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of Boston UniversityBoston, MA-Fund research$112,500
Case Western UniversityCleveland, OH-Fund research$110,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,000
Fundraising Direct Expenses$42,461
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
New York Stock Exchange Event$120,000$50,000$18,268$31,732
New York Road Runners Event$75,000$25,000$14,443$10,557
Total Events$195,000$75,000$42,461$32,539
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

The organizations accountant prepares the Form 990 from information provided by the organization. The organization then reviews the form at its board meeting. The final copy is filed with the Internal Revenue Service.

Form 990, Part VI, Section C, Line 19

The organizations governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Degregorio Family Foundation Inc
EIN
83-0465493
Phone
9142636924
Address
PO BOX 236, PLEASANTVILLE, NY 10570

Signing Officer

Name
Lynn DeGregorio
Title
President
Signed
2015-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn DeGregorio
Formed
2006
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Robert J Creamer Pc
Address
412 MAIN STREET, RIDGEFIELD, CT 06877
Preparer
Robert J Creamer
Phone
2034383033
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0367891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314205
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0268891
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0227855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0194871
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01373713
IRS990ScheduleA/TotalSupportAmt01381212
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06263
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031832
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06263
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0120000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt070000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt042461
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0New York Road Runners Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0New York Stock Exchange Event
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt09750
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0120000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0195000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt050000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075000
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032539
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt032711
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014443
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt018268
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0112500
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund research
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Fund research
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Trustees of Boston University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Case Western University
IRS990ScheduleI/RecipientTable/RecipientEIN0042103547
IRS990ScheduleI/RecipientTable/RecipientEIN1341018992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 Silber Way
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt110900 Euclid Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Boston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Cleveland
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002215
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd144106
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organizations accountant prepares the Form 990 from information provided by the organization. The organization then reviews the form at its board meeting. The final copy is filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organizations governing documents and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0893634
IRS990/TotalAssetsEOYAmt01014791
IRS990/TotalAssetsGrp/BOYAmt0893634
IRS990/TotalAssetsGrp/EOYAmt01014791
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0367891
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0272814
IRS990/TotalFunctionalExpensesGrp/TotalAmt0279899
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0893634
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01014791
IRS990/TotalProgramServiceExpensesAmt0272814
IRS990/TotalRevenueGrp/ExclusionAmt0626
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0401056
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0893634
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01014791
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0103 Mills Road
IRS990/USAddress/CityNm0North Salem
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010560
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0www.thedegregoriofamilyfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lynn DeGregorio
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-05

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$2.20$1.03$1.17
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$1.77$0.79$0.98
2022Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$1.14$1.56$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.85$0.85$1.01
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.35$0.39$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.88$0.54$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.60$0.30$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.51$0.51$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.38$0.44$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.26$0.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.40$0.28$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.34$0.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.05
2010Summary only. Only limited summary data is available for this year.$0.57$0.02$0.54$0.19$0.23$0.04