Civic Intelligence

The Mcgrath Foundation

990PF • Fiscal year 2024 • EIN 04-3339333

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-85%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$339,389

Down $42,842 (-11%) from 2023

Net Assets

Down

$339,389

Down $42,842 (-11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$33,305

Down $182,673 (-85%) from 2023

Expenses

Up

$76,020

Up $50,713 (+200%) from 2023

Net Income

Down

-$42,715

Down $233,386 (-122%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$339,389
Liabilities$0
Net Assets$339,389

Operations Trend

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

2024

Revenue$33,305
Expenses$76,020
Net Income-$42,715
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.0
Compensation and Service Providers

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
2025-05-07

Preparer

Firm
Sullivan and Folan LLC
Address
325 WOOD RD STE 105, BRAINTREE, MA 02184-2413
Preparer
David Sullivan CPA
Phone
7818496060
Raw XML Appendix269 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DIANE S MCGRATH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023749
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01072
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111694
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt052711
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01072
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt073975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050226
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111694
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt061468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0150
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASES
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE S MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07815515900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
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/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID SULLIVAN CPA
ReturnHeader/ReturnTs02025-05-08T15:10:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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