Civic Intelligence

The Mccance Foundation

990PF • Fiscal year 2022 • EIN 04-6772532

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 04, 2023

PO Box 422North Scituate, MA 02060

(617) 312-6978

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

1st percentile

-861%

Higher net margin than 1% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$125,588

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Assets

Down

$74,446,152

Down $17,484,774 (-19%) from 2021

Net Assets

Down

$74,446,152

Down $17,484,774 (-19%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$761,409

Down $3,237,629 (-81%) from 2021

Expenses

Up

$7,319,984

Up $115,583 (+1.6%) from 2021

Net Income

Down

-$6,558,575

Down $3,353,212 (-105%) from 2021

Historical Trend

Balance Sheet Trend

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

$100M$50M$0Assets 2011: $14,496,310Liabilities 2011: $02011Assets 2012: $25,843,695Liabilities 2012: $02012Assets 2013: $30,845,789Liabilities 2013: $02013Assets 2014: $45,290,994Liabilities 2014: $02014Assets 2015: $52,660,432Liabilities 2015: $02015Assets 2019: $71,437,068Liabilities 2019: $02019Assets 2020: $83,369,120Liabilities 2020: $0Net Assets 2020: $83,369,1202020Assets 2021: $91,930,926Liabilities 2021: $0Net Assets 2021: $91,930,9262021Assets 2022: $74,446,152Liabilities 2022: $0Net Assets 2022: $74,446,1522022Assets 2023: $81,596,919Liabilities 2023: $0Net Assets 2023: $81,596,9192023Assets 2024: $91,345,961Liabilities 2024: $0Net Assets 2024: $91,345,9612024

Highlighted filing

2022

Assets$74,446,152
Liabilities$0
Net Assets$74,446,152

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $2,320,560Expenses 2011: $1,003,712Net Income 2011: $1,316,8482011Revenue 2012: $24,636,044Expenses 2012: $1,604,594Net Income 2012: $23,031,4502012Revenue 2013: $5,597,352Expenses 2013: $2,265,207Net Income 2013: $3,332,1452013Revenue 2014: $16,621,240Expenses 2014: $2,919,318Net Income 2014: $13,701,9222014Revenue 2015: $10,022,939Expenses 2015: $3,259,114Net Income 2015: $6,763,8252015Revenue 2019: $3,646,187Expenses 2019: $6,206,499Net Income 2019: -$2,560,3122019Revenue 2020: $26,610,730Expenses 2020: $6,598,969Net Income 2020: $20,011,7612020Revenue 2021: $3,999,038Expenses 2021: $7,204,401Net Income 2021: -$3,205,3632021Revenue 2022: $761,409Expenses 2022: $7,319,984Net Income 2022: -$6,558,5752022Revenue 2023: $3,117,142Expenses 2023: $6,087,474Net Income 2023: -$2,970,3322023Revenue 2024: $23,585,954Expenses 2024: $8,083,230Net Income 2024: $15,502,7242024

Highlighted filing

2022

Revenue$761,409
Expenses$7,319,984
Net Income-$6,558,575
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 4, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katie CutlerExecutive DirectorFT$125,250$338$125,588
Henry F McCanceTrustee-$0--
Elizabeth McCanceTrustee-$0--
Ellen McCance PinschmidtTrustee-$0--
Patrick PinschmidtTrustee-$0--
Charles Thomas Foley IITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The McCance Foundation
EIN
04-6772532
Phone
6173126978
Address
PO Box 422, North Scituate, MA 02060

Signing Officer

Name
Katie Cutler
Title
Executive Director
Phone
6173126978
Signed
2023-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
PO Box 507, Portland, ME 04112
Preparer
Connor Smart
Phone
2078792100
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1155631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1155631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07040032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1155631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Partnership interest pass-through gains
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0189007
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6558575
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010926199
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt085372351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt091930926
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt074446152
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04076984
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04076984
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04076984
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04080760
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03776
IRS990PF/DistributableAmountGrp/TotalTaxAmt03776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0104809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0108585
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0104809
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03776
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0108585
IRS990PF/FMVAssetsEOYAmt074446152
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt018154015
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt018154015
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012691774
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012691774
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0129048
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0238922
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0238922
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04504059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03049841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03049841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt036924265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020957355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt020957355
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt037340
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt047070
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt010670
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt09730
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt09730
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-9260
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt045985652
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt045920704
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt045920704
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt061085137
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt043600363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02049845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01307948
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01307948
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt091930926
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt074446152
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt074446152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt091930926
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt074446152
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt091930926
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt074446152
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02336647
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02961652
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02961652
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt082858075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01117381
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033920272
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01242871
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt047820422
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04080760
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081615204
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt082858075
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0SCS Financial Services LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Fidelity Brokerage Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0210387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt157748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Fees
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment Fees
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0One Winthrop Square
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1PO Box 28019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Albuquerque
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1871258019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0125250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt0338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katie Cutler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Henry F McCance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elizabeth McCance
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ellen McCance Pinschmidt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Patrick Pinschmidt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Charles Thomas Foley II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 422

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