Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
James R Mcphee Foundation C/O John S Mcphee
990EZ • Fiscal year 2022 • EIN 04-3293575
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
51st percentile
Faster asset growth than 51% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
Balance Sheet
Assets
Up$439,629
Up $6,542 (+1.5%) from 2021
Net Assets
Up$439,629
Up $6,542 (+1.5%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Down$10,038
Down $447 (-4.3%) from 2021
Expenses
Up$1,591
Up $304 (+24%) from 2021
Net Income
Down$8,447
Down $751 (-8.2%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Dec 1, 2021 to Nov 30, 2022
- Signed
- Feb 22, 2023
- Return Version
- 2021v4.0
- Gross Receipts
- $10,038
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. | - | $406 |
| 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
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
- 2023-02-22
- 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 308 filing fees 35 non-investment depreciation 406 total 749”
Form 990-ez, Part I, Line 20
“Decrease in unrealized apprec. On investment -1,905”
Form 990-ez, Part II, Line 24
“Computer 5,657 5,657 less accumulated depreciation 4,641 5,047 total 1,016 610”
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 Appendix143 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 | 432071 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 439019 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8447 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 725 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 433087 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 439629 |
| IRS990EZ/GrossReceiptsAmt | 0 | 10038 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10035 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 433087 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 439629 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 433087 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 439629 |
| 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/OtherAssetsTotalDetail/BOYAmt | 0 | 1016 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 610 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1905 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 749 |
| 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 | 117 |
| 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 | 406 |
| 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 | 1591 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 406 |
| IRS990EZ/TotalRevenueAmt | 0 | 10038 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 3 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 6 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 10035 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10485 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10080 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11890 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11226 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 53716 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 10035 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 10485 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10080 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11890 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11226 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 53716 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 1.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 1.00000 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00010 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00010 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 6 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 3 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 6 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 10038 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 10488 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10080 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11890 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11226 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 53722 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 308 FILING FEES 35 NON-INVESTMENT DEPRECIATION 406 TOTAL 749 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DECREASE IN UNREALIZED APPREC. ON INVESTMENT -1,905 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COMPUTER 5,657 5,657 LESS ACCUMULATED DEPRECIATION 4,641 5,047 TOTAL 1,016 610 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOHN S MCPHEE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-02-22 |
| 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 | 2023-02-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH F MCGEE CPA |
| ReturnHeader/ReturnTs | 0 | 2023-03-12T07:47:50-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOHN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCPHEE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-11-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $439,629
- Liabilities
- $0
- Net assets
- $439,629
- Revenue
- $10,038
- Expenses
- $1,591
- Net income
- $8,447