James R Mcphee Foundation C/O John S Mcphee

990EZ • Fiscal year 2017 • EIN 04-3293575

Dec 01, 2016 to Nov 30, 2017 • Filed on Jan 15, 2018

Organization Profile N/A

1 Fiddlers LandingHarwich Port, MA 02646

(508) 432-4189

Siviq Scores

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

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

-37%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

9.8%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

-39%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets56th percentile

Assets

$380,496

Up $33,974 (+9.8%) from 2016

Net Assets

$380,496

Up $33,974 (+9.8%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin10th percentile

Revenue

Down

$10,455

Down $6,619 (-39%) from 2016

Expenses

Down

$14,286

Down $125 (-0.9%) from 2016

Net Income

Down

-$3,831

Down $6,494 (-244%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

Highlighted filing

2017

Assets$380,496

Liabilities$0

Net Assets$380,496

Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

Highlighted filing

2017

Revenue$10,455

Expenses$14,286

Net Income-$3,831

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2016 to Nov 30, 2017
Signed: Jan 15, 2018
Return Version: 2016v3.1
Gross Receipts: $10,455

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.	$13,500	$13,500

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOHN S MCPHEE	Trustee	-	$0	-	-
LINDA MCPHEE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: James R Mcphee Foundation
EIN: 04-3293575
Address: 1 FIDDLERS LANDING, HARWICH PORT, MA 02646

Signing Officer

Name: John S Mcphee
Title: Trustee
Signed: 2018-01-15
Discuss with paid preparer: Yes

Preparer

Firm: Sanders Walsh & Eaton LLC
Address: PO BOX 1427, W CHATHAM, MA 02669
Preparer: Michael J Walsh CPA
Phone: 5089450031

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“0 13,500 0 0”

Form 990-ez, Part I, Line 16

“Expenses filing fees 35 office supplies 177 bank & brokerage fees 24 total 236”

Form 990-ez, Part I, Line 20

“Incr. In unrealized apprec. On investment 37,805”

Form 990-ez, Part II, Line 24

“Computer 4,387 4,387 less accumulated depreciation 4,387 4,387 total 0 0”

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 Appendix144 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
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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	346522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	380496
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-3831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	550
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	346522
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	380496
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	13500
IRS990EZ/GrossReceiptsAmt	0	10455
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	10455
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	346522
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	380496
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	346522
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	380496
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
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/OtherChangesInNetAssetsAmt	0	37805
IRS990EZ/OtherExpensesTotalAmt	0	236
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/GrantsAndAllocationsAmt	0	13500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	13500
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	14286
IRS990EZ/TotalProgramServiceExpensesAmt	0	13500
IRS990EZ/TotalRevenueAmt	0	10455
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	10455
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	9505
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	9020
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	8355
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	7400
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	44735
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	39360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	39520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	43455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	122335
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	10455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	9505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	9020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	8355
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	7400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	44735
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.27000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.29000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.73240
IRS990ScheduleA/PublicSupportPY509Pct	0	0.70940
IRS990ScheduleA/PublicSupportTotal509Amt	0	122435
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	39460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	39520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	43455
IRS990ScheduleA/Total509Grp/TotalAmt	0	122435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	10455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	9505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	48480
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	47875
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	50855
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	167170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	0 13,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES FILING FEES 35 OFFICE SUPPLIES 177 BANK & BROKERAGE FEES 24 TOTAL 236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	INCR. IN UNREALIZED APPREC. ON INVESTMENT 37,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	COMPUTER 4,387 4,387 LESS ACCUMULATED DEPRECIATION 4,387 4,387 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	TO RAISE SCHOLARSHIP FUNDS TO BE AWARDED PRIMARILY TO MONOMOY REGIONAL HIGH SCHOOL GRADUATES FOR COLLEGE EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	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 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS	0	2018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN S MCPHEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-01-15
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/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/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	898C1895B8F201315E3AD013D20E33E4FB790411
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	EAEF60479818725E5025E18C1E66B65AF0C8A52B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043128198
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SANDERS WALSH & EATON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 1427
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	W CHATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	02669
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5089450031
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL J WALSH CPA
ReturnHeader/ReturnTs	0	2018-02-26T16:36:15-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-12-01
ReturnHeader/TaxPeriodEndDt	0	2017-11-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $380,496
Liabilities: $0
Net assets: $380,496
Revenue: $10,455
Expenses: $14,286
Net income: -$3,831

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$4.62		$4.62	$0.16	$0.02	$0.15
2024Detailed filing. Detailed filing data is available for this year.	$0.01		$0.01	$0.80	$0.03	$0.77
2023Detailed filing. Detailed filing data is available for this year.	$3.54	$0.00	$3.54	$0.13	$0.02	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$4.40	$0.00	$4.40	$0.10	$0.02	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$4.33	$0.00	$4.33	$0.10	$0.01	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$3.63	$0.00	$3.63	$0.10	$0.12	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$3.84	$0.00	$3.84	$0.12	$0.12	$0.00
2018Detailed filing. Detailed filing data is available for this year.	$3.73	$0.00	$3.73	$0.11	$0.22	$0.11
2017Detailed filing. Detailed filing data is available for this year.	$3.80	$0.00	$3.80	$0.10	$0.14	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$3.47	$0.00	$3.47	$0.17	$0.14	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$3.39	$0.00	$3.39	$0.09	$0.19	$0.10
2014Summary only. Only limited summary data is available for this year.	$3.36	$0.00		$0.31	$0.24	$0.07
2013Summary only. Only limited summary data is available for this year.	$3.28	$0.00		$0.27	$0.18	$0.08
2012Summary only. Only limited summary data is available for this year.	$2.73	$0.00		$0.56	$0.16	$0.40
2011Summary only. Only limited summary data is available for this year.	$2.33	$0.00		$0.49	$0.16	$0.33