Civic Intelligence

The Mary a & John Mmccarthy Foundation C/O Kcg Capital Advisors

990PF • Fiscal year 2019 • EIN 13-6863980

Dec 01, 2018 to Nov 30, 2019 • Filed on Mar 17, 2020

88 Pine StreetNew York, NY 10005

(646) 825-2123

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-13550157%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

250%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $948,510 (-100%) from 2018

Net Assets

Down

$0

Down $948,510 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$7

Up $5 (+250%) from 2018

Expenses

Up

$948,518

Up $934,000 (+6433%) from 2018

Net Income

Down

-$948,511

Down $933,995 (-6434%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,077,865Liabilities 2011: $02011Assets 2012: $2,899,788Liabilities 2012: $02012Assets 2014: $3,151,915Liabilities 2014: $0Net Assets 2014: $3,151,9152014Assets 2015: $3,099,079Liabilities 2015: $0Net Assets 2015: $3,099,0792015Assets 2016: $2,810,300Liabilities 2016: $0Net Assets 2016: $2,810,3002016Assets 2017: $963,026Liabilities 2017: $0Net Assets 2017: $963,0262017Assets 2018: $948,510Liabilities 2018: $0Net Assets 2018: $948,5102018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $60,465Expenses 2011: $223,754Net Income 2011: -$163,2892011Revenue 2012: $50,344Expenses 2012: $228,421Net Income 2012: -$178,0772012Revenue 2014: $508,979Expenses 2014: $268,410Net Income 2014: $240,5692014Revenue 2015: $115,487Expenses 2015: $164,483Net Income 2015: -$48,9962015Revenue 2016: $14,226Expenses 2016: $301,356Net Income 2016: -$287,1302016Revenue 2017: $1,168,453Expenses 2017: $3,027,867Net Income 2017: -$1,859,4142017Revenue 2018: $2Expenses 2018: $14,518Net Income 2018: -$14,5162018Revenue 2019: $7Expenses 2019: $948,518Net Income 2019: -$948,5112019

Highlighted filing

2019

Revenue$7
Expenses$948,518
Net Income-$948,511
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Mar 17, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURETTE MCCARTHYTrustee-$0--
NEIL M MCCARTHYTrustee-$0--
STEPHEN J MCCARTHYTrusteePT$0--
TARA ANN MCCARTHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Mary a & John Mmccarthy Foundation
EIN
13-6863980
Phone
6468252123
Address
88 PINE STREET, NEW YORK, NY 10005

Signing Officer

Name
Stephen J Mccarthy
Title
Trustee
Phone
6468252123
Signed
2020-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Cohnreznick Llp
Address
4 BECKER FARM ROAD, ROSELAND, NJ 07068
Preparer
Lori Rothe Yokobosky CPA
Phone
9732283500
Raw XML Appendix355 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE ENDOWMENT PROGRAM (THE HICKEY MCCARTHY FAMILY FUND)
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1VANGUARD CHARITABLE ENDOWMENT PROGRAM (THE MCCARTHY FAMILY FUND)
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC (SALEM WADE FUND
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3THE NATIONAL PHILANTHROPIC TRUST
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0DURING THE FOUNDATION'S FISCAL YEAR ENDED NOVEMBER 30, 2017 THE FOUNDATION'S OFFICERS DECIDED TO DISSOLVE THE FOUNDATION INTO FOUR EQUAL SHARES BETWEEN THE TRUSTEES INTO DONOR ADVISED FUNDS. FINAL DISTRIBUTIONS WERE COMPLETED ON NOVEMBER 29, 2019.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1DURING THE FOUNDATION'S FISCAL YEAR ENDED NOVEMBER 30, 2017 THE FOUNDATION'S OFFICERS DECIDED TO DISSOLVE THE FOUNDATION INTO FOUR EQUAL SHARES BETWEEN THE TRUSTEES INTO DONOR ADVISED FUNDS. FINAL DISTRIBUTIONS WERE COMPLETED ON NOVEMBER 29, 2019.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2DURING THE FOUNDATION'S FISCAL YEAR ENDED NOVEMBER 30, 2017 THE FOUNDATION'S OFFICERS DECIDED TO DISSOLVE THE FOUNDATION INTO FOUR EQUAL SHARES BETWEEN THE TRUSTEES INTO DONOR ADVISED FUNDS. FINAL DISTRIBUTIONS WERE COMPLETED ON NOVEMBER 29, 2019.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt3DURING THE FOUNDATION'S FISCAL YEAR ENDED NOVEMBER 30, 2017 THE FOUNDATION'S OFFICERS DECIDED TO DISSOLVE THE FOUNDATION INTO FOUR EQUAL SHARES BETWEEN THE TRUSTEES INTO DONOR ADVISED FUNDS. FINAL DISTRIBUTIONS WERE COMPLETED ON NOVEMBER 29, 2019.
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEPHEN J MCCARTHY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 THIRD AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010022
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06468252123
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0229119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1229144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2229119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3229119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC (SALEM WADE FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE NATIONAL PHILANTHROPIC TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VANGUARD CHARITABLE (THE HICKEY MCCARTHY FAMILY FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VANGUARD CHARITABLE (THE MCCARTHY FAMILY FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0700 S DIXIE HWY SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1165 TOWNSHIP LINE RD SUITE 1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JENKINTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202889
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302889
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0916501
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt044689
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt044689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02820580
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03718713
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0898133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02820580
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0942822
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0898133
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03718713
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02820580
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DAVIS POLK & WARDWELL LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt020000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt020000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0SEE EXPLANATION IN STATEMENT 6
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0625
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0625
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN J MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06468252123
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARY A & JOHN MMCCARTHY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KCG CAPITAL ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0136863980
ReturnHeader/Filer/PhoneNum06468252123
ReturnHeader/Filer/USAddress/AddressLine1Txt088 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 BECKER FARM ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007068
ReturnHeader/PreparerPersonGrp/PhoneNum09732283500
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI ROTHE YOKOBOSKY CPA
ReturnHeader/ReturnTs02020-03-20T08:58:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

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