Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
James R Mcphee Foundation C/O John S Mcphee
EIN 04-3293575 • 501(c)3 • Harwich Port, MA
Pub. 78 Eligible
Profile
To raise scholarship funds to be awarded primarily to monomoy regional high school graduates for college education.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
72nd percentile
Faster asset growth than 72% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Balance Sheet
Assets
Up$461,518
Up $460,620 (+51294%) from 2024
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$461,518
Up $460,620 (+51294%) from 2024
Revenue
Down$16,242
Down $63,491 (-80%) from 2024
Expenses
Down$1,700
Down $841 (-33%) from 2024
Net Income
Down$14,542
Down $62,650 (-81%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $461,518
- Liabilities
- -
- Net assets
- $461,518
- Revenue
- $16,242
- Expenses
- $1,700
- Net income
- $14,542
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Dec 1, 2024 to Nov 30, 2025
- Signed
- Jan 5, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $16,242
Mission and Program Overview
Mission
To raise scholarship funds to be awarded primarily to monomoy regional high school graduates for college education.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE FOUNDATION IS OPERATED PRIMARILY FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO GRADUATES OF MONOMOY REGIONAL HIGH SCHOOL, FORMERLY HARWICH HIGH SCHOOL, TO ASSIST THEM IN PURSUING POST GRADUATE EDUCATION AT INSTITUTIONS OF HIGHER LEARNING. | - | $382 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN S MCPHEE | Trustee | PT | $0 | - | - |
| LINDA MCPHEE | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- James R Mcphee Foundation
- EIN
- 04-3293575
- Phone
- 5082466035
- Address
- 1 FIDDLERS LANDING, HARWICH PORT, MA 02646
Signing Officer
- Name
- John S Mcphee
- Title
- Trustee
- Phone
- 5082466035
- Signed
- 2026-01-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Sanders Walsh & Eaton Cpas LLC
- Address
- PO BOX F, OSTERVILLE, MA 02655
- Preparer
- Roumiana S Popjeleva CPA
- Phone
- 5084280790
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies 147 200 filing fees 35 non-investment depreciation 418 total 800”
Form 990-ez, Part I, Line 20
“UNREALIZED GAIN 16,049”
Form 990-ez, Part II, Line 24
“Computer 6,505 6,505 less accumulated depreciation 5,607 6,025 total 898 480”
Form 990-ez, Part III
“To raise scholarship funds to be awarded primarily to monomoy regional high school graduates for college education.”
Form 990-ez, Part III, Line 28
“The foundation is operated primarily for the purpose of granting scholarships to graduates of monomoy regional high school, formerly harwich high school, to assist them in pursuing post graduate education at institutions of higher learning.”
Raw XML Appendix123 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JOHN MCPHEE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5084324189 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1 FIDDLERS LANDING |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | HARWICH PORT |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02646 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 430029 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 461038 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14542 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 900 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 430927 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 461518 |
| IRS990EZ/GrossReceiptsAmt | 0 | 16242 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 16242 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 430927 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 461518 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 430927 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 461518 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JOHN S MCPHEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LINDA MCPHEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 898 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 480 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 16049 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 800 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO RAISE SCHOLARSHIP FUNDS TO BE AWARDED PRIMARILY TO MONOMOY REGIONAL HIGH SCHOOL GRADUATES FOR COLLEGE EDUCATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE FOUNDATION IS OPERATED PRIMARILY FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO GRADUATES OF MONOMOY REGIONAL HIGH SCHOOL, FORMERLY HARWICH HIGH SCHOOL, TO ASSIST THEM IN PURSUING POST GRADUATE EDUCATION AT INSTITUTIONS OF HIGHER LEARNING. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 382 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 1700 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 382 |
| IRS990EZ/TotalRevenueAmt | 0 | 16242 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 16242 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 15745 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 31987 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 16242 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 15745 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 31987 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 1.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 1.00000 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 0 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 16242 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 15745 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 31987 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 147 200 FILING FEES 35 NON-INVESTMENT DEPRECIATION 418 TOTAL 800 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN 16,049 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COMPUTER 6,505 6,505 LESS ACCUMULATED DEPRECIATION 5,607 6,025 TOTAL 898 480 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO RAISE SCHOLARSHIP FUNDS TO BE AWARDED PRIMARILY TO MONOMOY REGIONAL HIGH SCHOOL GRADUATES FOR COLLEGE EDUCATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FOUNDATION IS OPERATED PRIMARILY FOR THE PURPOSE OF GRANTING SCHOLARSHIPS TO GRADUATES OF MONOMOY REGIONAL HIGH SCHOOL, FORMERLY HARWICH HIGH SCHOOL, TO ASSIST THEM IN PURSUING POST GRADUATE EDUCATION AT INSTITUTIONS OF HIGHER LEARNING. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN S MCPHEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5082466035 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | JAMES R MCPHEE FOUNDATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O JOHN S MCPHEE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JAME |
| ReturnHeader/Filer/EIN | 0 | 043293575 |
| ReturnHeader/Filer/PhoneNum | 0 | 5082466035 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1 FIDDLERS LANDING |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HARWICH PORT |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02646 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 841894608 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SANDERS WALSH & EATON CPAS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX F |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | OSTERVILLE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02655 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5084280790 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROUMIANA S POPJELEVA CPA |
| ReturnHeader/ReturnTs | 0 | 2026-01-15T10:27:24-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-11-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
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