Liabilities / Assets
57th percentile
Tied with the lowest-debt nonprofits in its peer group.
James R Mcphee Foundation C/O John S Mcphee
990EZ • Fiscal year 2018 • EIN 04-3293575
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
5th percentile
Higher net margin than 5% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
Balance Sheet
Assets
Down$373,277
Down $7,219 (-1.9%) from 2017
Net Assets
Down$373,277
Down $7,219 (-1.9%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue And Expenses
Revenue
Up$11,226
Up $771 (+7.4%) from 2017
Expenses
Up$21,914
Up $7,628 (+53%) from 2017
Net Income
Down-$10,688
Down $6,857 (-179%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Dec 1, 2017 to Nov 30, 2018
- Signed
- Jan 16, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $11,226
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. | $21,000 | $21,000 |
Compensation and Service Providers
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
- 2018-01-16
- 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
“Cash contribution: 21,000”
Form 990-ez, Part I, Line 16
“Expenses office supplies 255 filing fees 35 bank & brokerage fees 74 total 364”
Form 990-ez, Part I, Line 20
“Incr. In unrealized apprec. On investment 3,469”
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 Appendix147 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 | 380496 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 373277 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10688 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 550 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 380496 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 373277 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 21000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 11226 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 11226 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 380496 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 373277 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 380496 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 373277 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| 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 | 3469 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 364 |
| 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 | 21000 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 21000 |
| 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 | 21914 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 21000 |
| IRS990EZ/TotalRevenueAmt | 0 | 11226 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 100 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 100 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 11226 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10455 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 9505 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9020 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8355 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 48561 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 39360 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 39520 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 78880 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 11226 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 10455 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 9505 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 9020 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 8355 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 48561 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.38000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.27000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.61930 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.73240 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 78980 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 39460 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39520 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 78980 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 11226 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 10455 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 9505 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 48480 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 47875 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 127541 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CASH CONTRIBUTION: 21,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE SUPPLIES 255 FILING FEES 35 BANK & BROKERAGE FEES 74 TOTAL 364 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | INCR. IN UNREALIZED APPREC. ON INVESTMENT 3,469 |
| 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 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN S MCPHEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-01-16 |
| 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 | A42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A42E0CF4B0CFABFAFDAD50D00CF409967B1ADB50 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 167.68.16.49 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-02-04 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:41:43 |
| 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 | 2019-01-18 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL J WALSH CPA |
| ReturnHeader/ReturnTs | 0 | 2019-02-04T08:41:43-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-11-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $373,277
- Liabilities
- $0
- Net assets
- $373,277
- Revenue
- $11,226
- Expenses
- $21,914
- Net income
- -$10,688