Civic Intelligence

Mcphee Foundation Inc.

990PF • Fiscal year 2022 • EIN 06-1479791

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 07, 2023

44 Belgian CircleBristol, CT 06010

(860) 677-9797

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,678,930

Flat from 2022

Net Assets

Flat

$1,678,930

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Flat

$110,173

Flat from 2022

Expenses

Flat

$298,672

Flat from 2022

Net Income

Flat

-$188,499

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,595,157Liabilities 2011: $02011Assets 2012: $1,561,951Liabilities 2012: $02012Assets 2013: $1,559,512Liabilities 2013: $02013Assets 2014: $1,559,408Liabilities 2014: $02014Assets 2015: $1,575,132Liabilities 2015: $02015Assets 2016: $1,601,140Liabilities 2016: $0Net Assets 2016: $1,601,1402016Assets 2018: $1,592,007Liabilities 2018: $0Net Assets 2018: $1,592,0072018Assets 2019: $1,680,863Liabilities 2019: $1Net Assets 2019: $1,680,8632019Assets 2020: $1,684,124Liabilities 2020: $0Net Assets 2020: $1,684,1242020Assets 2021: $1,867,429Liabilities 2021: $1Net Assets 2021: $1,867,4292021Assets 2022: $1,678,930Liabilities 2022: $0Net Assets 2022: $1,678,9302022Assets 2022: $1,678,930Liabilities 2022: $0Net Assets 2022: $1,678,9302022Assets 2023: $1,467,380Liabilities 2023: $12023Assets 2024: $1,390,406Liabilities 2024: $0Net Assets 2024: $1,390,4062024

Highlighted filing

2022

Assets$1,678,930
Liabilities$0
Net Assets$1,678,930

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $97,288Expenses 2011: $119,746Net Income 2011: -$22,4582011Revenue 2012: $121,989Expenses 2012: $155,195Net Income 2012: -$33,2062012Revenue 2013: $193,551Expenses 2013: $195,990Net Income 2013: -$2,4392013Revenue 2014: $201,455Expenses 2014: $201,559Net Income 2014: -$1042014Revenue 2015: $188,245Expenses 2015: $172,521Net Income 2015: $15,7242015Revenue 2016: $197,708Expenses 2016: $171,700Net Income 2016: $26,0082016Revenue 2018: $244,673Expenses 2018: $232,017Net Income 2018: $12,6562018Revenue 2019: $333,640Expenses 2019: $244,784Net Income 2019: $88,8562019Revenue 2020: $234,240Expenses 2020: $230,979Net Income 2020: $3,2612020Revenue 2021: $461,553Expenses 2021: $278,248Net Income 2021: $183,3052021Revenue 2022: $110,173Expenses 2022: $298,672Net Income 2022: -$188,4992022Revenue 2022: $110,173Expenses 2022: $298,672Net Income 2022: -$188,4992022Revenue 2023: $50,270Expenses 2023: $261,820Net Income 2023: -$211,5502023Revenue 2024: $333,600Expenses 2024: $312,331Net Income 2024: $21,2692024

Highlighted filing

2022

Revenue$110,173
Expenses$298,672
Net Income-$188,499
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 7, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD T MCPHEE JRPresident &-$0--
CAROLE T MCPHEEVice Preside-$0--
BARBARA MCPHEEDirector-$0--
RITA MCPHEEDirector-$0--
ROBIN MCPHEEDirector-$0--
MAUREEN LEEDirector-$0--
MICHAEL JACOB MCPHEESecretary-$0--
MASON MCPHEEDirector-$0--
LUCAS MCPHEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcphee Foundation Inc
EIN
06-1479791
Phone
8606779797
Address
44 BELGIAN CIRCLE, BRISTOL, CT 06010

Signing Officer

Name
Edward T Mcphee Jr
Title
President & Treasure
Signed
2023-09-07
Discuss with paid preparer
Yes

Preparer

Firm
Gitlincampiseprendergast LLC
Address
836 FARMINGTON AVE STE 221A, WEST HARTFORD, CT 06119-1574
Preparer
Louis D Vamvakas
Phone
8602365833
Raw XML AppendixShowing 400 of 442 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES MICRO CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PHALCON LTD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MATTHEW MCPHEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0505 MAIN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt130 BELGIAN CIRCLE
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0366 SHS APPLE INC STOCK

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.33$0.31$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.00$0.05$0.26$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.30$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.46$0.28$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.23$0.23$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.33$0.24$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.24$0.23$0.01
2017Detailed filing. Detailed filing data is available for this year.
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.20$0.17$0.03
2015Summary only. Only limited summary data is available for this year.$1.58$0.00$0.19$0.17$0.02
2014Summary only. Only limited summary data is available for this year.$1.56$0.00$0.20$0.20$0.00
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$0.19$0.20$0.00
2012Summary only. Only limited summary data is available for this year.$1.56$0.00$0.12$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$1.60$0.00$0.10$0.12$0.02