James R Mcphee Foundation C/O John S Mcphee

990EZ • Fiscal year 2019 • EIN 04-3293575

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 03, 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

-0.9%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

2.9%

Faster asset growth than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

5.9%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets57th percentile

Assets

$384,014

Up $10,737 (+2.9%) from 2018

Net Assets

$384,014

Up $10,737 (+2.9%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin38th percentile

Revenue

$11,890

Up $664 (+5.9%) from 2018

Expenses

Down

$12,002

Down $9,912 (-45%) from 2018

Net Income

-$112

Up $10,576 (+99%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

Highlighted filing

2019

Assets$384,014

Liabilities$0

Net Assets$384,014

Open 2019 Filing

Operations Trend

Revenue Growth57th percentile

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

Highlighted filing

2019

Revenue$11,890

Expenses$12,002

Net Income-$112

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2018 to Nov 30, 2019
Signed: Feb 3, 2019
Return Version: 2018v3.2
Gross Receipts: $11,890

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.	$11,000	$11,000

Compensation and Service Providers

Top Officer Pay77th 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: 2019-02-03
Discuss with paid preparer: Yes

Preparer

Firm: Sanders Walsh & Eaton Cpas LLC
Address: PO BOX 1427, W CHATHAM, MA 02669
Preparer: Joseph F Mcgee CPA
Phone: 5089450031

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 11,000”

Form 990-ez, Part I, Line 16

“Expenses office supplies 156 filing fees 35 bank & brokerage fees 26 total 217”

Form 990-ez, Part I, Line 20

“Incr. In unrealized apprec. On investment 10,849”

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 Appendix146 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	373277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	384014
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-112
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	575
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	373277
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	384014
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	11000
IRS990EZ/GrossReceiptsAmt	0	11890
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	11890
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	373277
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	384014
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	373277
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	384014
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	10849
IRS990EZ/OtherExpensesTotalAmt	0	217
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/PrintingPublicationsPostageAmt	0	210
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	11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	11000
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	12002
IRS990EZ/TotalProgramServiceExpensesAmt	0	11000
IRS990EZ/TotalRevenueAmt	0	11890
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	11890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	11226
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	10455
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	9505
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	9020
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	52096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	39360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	39360
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	11890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	11226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	10455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	9505
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	9020
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	52096
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.57000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.38000
IRS990ScheduleA/PrivateFoundation509Ind	0	X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.43100
IRS990ScheduleA/PublicSupportPY509Pct	0	0.61930
IRS990ScheduleA/PublicSupportTotal509Amt	0	39460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	39460
IRS990ScheduleA/Total509Grp/TotalAmt	0	39460
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	11890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	11226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	10455
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	9505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	48480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	91556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	CASH CONTRIBUTION: 11,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES OFFICE SUPPLIES 156 FILING FEES 35 BANK & BROKERAGE FEES 26 TOTAL 217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	INCR. IN UNREALIZED APPREC. ON INVESTMENT 10,849
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	2020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN S MCPHEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-02-03
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	7977F3F821008A57ABE336AAE1272AEC198B8600
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	1BFEC40AEFE538A3A1847FD4822307A69BD9473F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	52.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-02-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CS
ReturnHeader/FilingSecurityInformation/IPTm	0	16:17:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	841894608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SANDERS WALSH & EATON CPAS 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	2020-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPH F MCGEE CPA
ReturnHeader/ReturnTs	0	2020-02-18T16:17:18-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-12-01
ReturnHeader/TaxPeriodEndDt	0	2019-11-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $384,014
Liabilities: $0
Net assets: $384,014
Revenue: $11,890
Expenses: $12,002
Net income: -$112

	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