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 2023 • EIN 04-3293575
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% 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
24th percentile
Faster asset growth than 24% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Balance Sheet
Assets
Down$353,734
Down $85,895 (-20%) from 2022
Net Assets
Down$353,734
Down $85,895 (-20%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue And Expenses
Revenue
Up$12,834
Up $2,796 (+28%) from 2022
Expenses
Down$1,557
Down $34 (-2.1%) from 2022
Net Income
Up$11,277
Up $2,830 (+34%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Dec 1, 2022 to Nov 30, 2023
- Signed
- Feb 20, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $12,834
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. | - | $244 |
| 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
- 2024-02-20
- 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 220 filing fees 35 non-investment depreciation 244 total 499”
Form 990-ez, Part I, Line 20
“Decrease in unrealized apprec. On investment -97,172”
Form 990-ez, Part II, Line 24
“Computer 5,657 5,657 less accumulated depreciation 5,047 5,291 total 610 366”
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 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 |
|---|---|---|
| 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 | 439019 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 353368 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11277 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 800 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 439629 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 353734 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12834 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 12831 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 439629 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 353734 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 439629 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 353734 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| 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 | 610 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 366 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -97172 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 499 |
| 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 | 258 |
| 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 | 244 |
| 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 | 1557 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 244 |
| IRS990EZ/TotalRevenueAmt | 0 | 12834 |
| 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/CurrentTaxYearMinus2YearsAmt | 0 | 3 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 12831 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10035 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 10485 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10080 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11890 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 55321 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 12831 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 10035 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10485 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10080 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11890 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 55321 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 1.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 1.00000 |
| IRS990ScheduleA/PrivateFoundation509Ind | 0 | X |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00020 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00010 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 9 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 3 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 9 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 12834 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 10038 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 10488 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10080 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11890 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 55330 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES 220 FILING FEES 35 NON-INVESTMENT DEPRECIATION 244 TOTAL 499 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DECREASE IN UNREALIZED APPREC. ON INVESTMENT -97,172 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COMPUTER 5,657 5,657 LESS ACCUMULATED DEPRECIATION 5,047 5,291 TOTAL 610 366 |
| 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 | 2024-02-20 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-02-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOSEPH F MCGEE CPA |
| ReturnHeader/ReturnTs | 0 | 2024-03-16T10:15:01-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOHN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCPHEE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-11-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $353,734
- Liabilities
- $0
- Net assets
- $353,734
- Revenue
- $12,834
- Expenses
- $1,557
- Net income
- $11,277