James R Mcphee Foundation C/O John S Mcphee

990EZ • Fiscal year 2021 • EIN 04-3293575

Dec 01, 2020 to Nov 30, 2021 • Filed on Jun 21, 2022

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

88%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

19%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

4.0%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets56th percentile

Assets

$433,087

Up $70,199 (+19%) from 2020

Net Assets

$433,087

Up $70,199 (+19%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin96th percentile

Revenue

$10,485

Up $405 (+4.0%) from 2020

Expenses

Down

$1,287

Down $10,688 (-89%) from 2020

Net Income

$9,198

Up $11,093 (+585%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2021

Assets$433,087

Liabilities$0

Net Assets$433,087

Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

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

Highlighted filing

2021

Revenue$10,485

Expenses$1,287

Net Income$9,198

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2020 to Nov 30, 2021
Signed: Jun 21, 2022
Return Version: 2020v4.0
Gross Receipts: $10,485

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.	-	$254
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.	-	-

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: 2022-06-21
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 16

“Expenses office supplies 307 filing fees 35 bank & brokerage fees 36 non-investment depreciation 254 total 632”

Form 990-ez, Part I, Line 20

“Incr. In unrealized apprec. On investment 61,001”

Form 990-ez, Part II, Line 24

“Computer 4,387 5,657 less accumulated depreciation 4,387 4,641 total 0 1,016”

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.”

Form 990-ez, Part III, Line 31

“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 Appendix141 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	JOHN S MCPHEE
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	LINDA MCPHEE
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	362888
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	432071
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	3
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	9198
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	655
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	362888
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	433087
IRS990EZ/GrossReceiptsAmt	0	10485
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	10482
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	362888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	433087
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	362888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	433087
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/OtherAssetsTotalDetail/EOYAmt	0	1016
IRS990EZ/OtherChangesInNetAssetsAmt	0	61001
IRS990EZ/OtherExpensesTotalAmt	0	632
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/DescriptionProgramSrvcAccomTxt	1	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	254
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	1287
IRS990EZ/TotalProgramServiceExpensesAmt	0	254
IRS990EZ/TotalRevenueAmt	0	10485
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	3
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	3
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt	0	10485
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt	0	10080
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt	0	11890
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt	0	11226
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt	0	10455
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt	0	54136
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt	0	10485
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt	0	10080
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt	0	11890
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt	0	11226
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt	0	10455
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt	0	54136
IRS990ScheduleA/InvestmentIncomeCYPct	0	1.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.57000
IRS990ScheduleA/PrivateFoundation509Ind	0	X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	0.00010
IRS990ScheduleA/PublicSupportPY509Pct	0	0.42540
IRS990ScheduleA/PublicSupportTotal509Amt	0	3
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	3
IRS990ScheduleA/Total509Grp/TotalAmt	0	3
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	10488
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	10080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	11890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	11226
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	10455
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	54139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	EXPENSES OFFICE SUPPLIES 307 FILING FEES 35 BANK & BROKERAGE FEES 36 NON-INVESTMENT DEPRECIATION 254 TOTAL 632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	INCR. IN UNREALIZED APPREC. ON INVESTMENT 61,001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	COMPUTER 4,387 5,657 LESS ACCUMULATED DEPRECIATION 4,387 4,641 TOTAL 0 1,016
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/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 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOHN S MCPHEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-06-21
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/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	2022-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOSEPH F MCGEE CPA
ReturnHeader/ReturnTs	0	2022-06-29T09:07:56-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	MCPHEE
ReturnHeader/TaxPeriodBeginDt	0	2020-12-01
ReturnHeader/TaxPeriodEndDt	0	2021-11-30
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $433,087
Liabilities: $0
Net assets: $433,087
Revenue: $10,485
Expenses: $1,287
Net income: $9,198

	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