Civic Intelligence

The Mcgrath Foundation

990PF • Fiscal year 2022 • EIN 04-3339333

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
6471 Emilia CTNaples, FL 34113

(781) 551-5900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-461%

Higher net margin than 4% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

8th percentile

-54%

Faster asset growth than 8% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-77%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$158,619

Down $187,432 (-54%) from 2021

Net Assets

Down

$158,619

Down $187,432 (-54%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$11,918

Down $39,419 (-77%) from 2021

Expenses

Up

$66,910

Up $50,300 (+303%) from 2021

Net Income

Down

-$54,992

Down $89,719 (-258%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$400K$300K$200K$100K$0Assets 2011: $341,613Liabilities 2011: $02011Assets 2012: $104,040Liabilities 2012: $02012Assets 2013: $106,127Liabilities 2013: $02013Assets 2014: $111,462Liabilities 2014: $02014Assets 2015: $135,989Liabilities 2015: $02015Assets 2018: $105,214Liabilities 2018: $0Net Assets 2018: $105,2142018Assets 2019: $112,693Liabilities 2019: $0Net Assets 2019: $112,6932019Assets 2020: $212,402Liabilities 2020: $0Net Assets 2020: $212,4022020Assets 2021: $346,051Liabilities 2021: $0Net Assets 2021: $346,0512021Assets 2022: $158,619Liabilities 2022: $0Net Assets 2022: $158,6192022Assets 2023: $382,231Liabilities 2023: $0Net Assets 2023: $382,2312023Assets 2024: $339,389Liabilities 2024: $0Net Assets 2024: $339,3892024

Highlighted filing

2022

Assets$158,619
Liabilities$0
Net Assets$158,619
Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $45,000Expenses 2011: $48,917Net Income 2011: -$3,9172011Revenue 2012: $65,634Expenses 2012: $303,207Net Income 2012: -$237,5732012Revenue 2013: $74,963Expenses 2013: $72,875Net Income 2013: $2,0882013Revenue 2014: $23,455Expenses 2014: $18,121Net Income 2014: $5,3342014Revenue 2015: $34,441Expenses 2015: $9,914Net Income 2015: $24,5272015Revenue 2018: $5,535Expenses 2018: $91,737Net Income 2018: -$86,2022018Revenue 2019: $9,064Expenses 2019: $1,585Net Income 2019: $7,4792019Revenue 2020: $111,474Expenses 2020: $11,615Net Income 2020: $99,8592020Revenue 2021: $51,337Expenses 2021: $16,610Net Income 2021: $34,7272021Revenue 2022: $11,918Expenses 2022: $66,910Net Income 2022: -$54,9922022Revenue 2023: $215,978Expenses 2023: $25,307Net Income 2023: $190,6712023Revenue 2024: $33,305Expenses 2024: $76,020Net Income 2024: -$42,7152024

Highlighted filing

2022

Revenue$11,918
Expenses$66,910
Net Income-$54,992
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL E MCGRATHTrustee-$0--
DIANE S MCGRATHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mcgrath Foundation
EIN
04-3339333
Phone
7815515900
Address
6471 EMILIA CT, NAPLES, FL 34113

Signing Officer

Name
Diane S Mcgrath
Title
Trustee
Phone
7815515900
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Sullivan and Folan LLC
Address
325 WOOD RD STE 105, BRAINTREE, MA 02184-2413
Preparer
David Sullivan CPA
Phone
7818496060
Raw XML Appendix294 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.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11407 E 60TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt270 HOLCOTT DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0469520948
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202703
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012289
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012289
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134106
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt052711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080323
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt052711
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0160864
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0108153
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0132440
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENTS TO FMV OF INVESTMENTS
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815515900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MCGRATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCGR
ReturnHeader/Filer/EIN0043339333
ReturnHeader/Filer/PhoneNum07815515900
ReturnHeader/Filer/USAddress/AddressLine1Txt06471 EMILIA CT
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034113
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043252952
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SULLIVAN AND FOLAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 WOOD RD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRAINTREE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021842413
ReturnHeader/PreparerPersonGrp/PhoneNum07818496060
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SULLIVAN CPA
ReturnHeader/ReturnTs02023-05-15T09:22:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGRATH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$158,619
Liabilities
$0
Net assets
$158,619
Revenue
$11,918
Expenses
$66,910
Net income
-$54,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.33$0.76$0.43
2023Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$2.16$0.25$1.91
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.12$0.67$0.55
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.51$0.17$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.11$0.12$1.00
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.02$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.92$0.86
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$0.34$0.10$0.25
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.23$0.18$0.05
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$0.75$0.73$0.02
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.66$3.03$2.38
2011Summary only. Only limited summary data is available for this year.$3.42$0.00$0.45$0.49$0.04