Civic Intelligence

Margaret Ford Leonard and Marion E Mckinney Charitable Foundation

990PF • Fiscal year 2015 • EIN 16-1573609

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 15, 2016

Organization Profile
6 Ford AveOneonta, NY 13820

(607) 432-6724

Siviq Scores

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

Liabilities / Assets

94th percentile

0.03x

Higher debt load relative to assets than 94% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

0.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

21st percentile

-100%

Higher net margin than 21% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$15,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

32nd percentile

-3.5%

Faster asset growth than 32% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

44th percentile

-11%

Faster revenue growth than 44% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$1,480,361

Down $53,900 (-3.5%) from 2014

Net Assets

Down

$1,440,361

Down $63,900 (-4.2%) from 2014

Liabilities

Up

$40,000

Up $10,000 (+33%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin21st percentile

Revenue

Down

$63,850

Down $7,853 (-11%) from 2014

Expenses

Up

$127,750

Up $18,935 (+17%) from 2014

Net Income

Down

-$63,900

Down $26,788 (-72%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,581,903Liabilities 2011: $18,2502011Assets 2012: $1,576,382Liabilities 2012: $18,7472012Assets 2013: $1,567,123Liabilities 2013: $25,7502013Assets 2014: $1,534,261Liabilities 2014: $30,000Net Assets 2014: $1,504,2612014Assets 2015: $1,480,361Liabilities 2015: $40,000Net Assets 2015: $1,440,3612015Assets 2016: $1,444,866Liabilities 2016: $39,000Net Assets 2016: $1,405,8662016Assets 2017: $1,381,298Liabilities 2017: $38,000Net Assets 2017: $1,343,2982017Assets 2018: $1,311,120Liabilities 2018: $35,000Net Assets 2018: $1,276,1202018Assets 2019: $1,255,243Liabilities 2019: $39,000Net Assets 2019: $1,216,2432019Assets 2020: $1,203,116Liabilities 2020: $25,250Net Assets 2020: $1,177,8662020Assets 2021: $1,199,838Liabilities 2021: $21,700Net Assets 2021: $1,178,1382021Assets 2022: $1,248,241Liabilities 2022: $21,700Net Assets 2022: $1,226,5412022Assets 2023: $1,202,398Liabilities 2023: $21,7002023

Highlighted filing

2015

Assets$1,480,361
Liabilities$40,000
Net Assets$1,440,361
Open 2015 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2011: $65,374Expenses 2011: $56,726Net Income 2011: $8,6482011Revenue 2012: $71,298Expenses 2012: $77,316Net Income 2012: -$6,0182012Revenue 2013: $111,156Expenses 2013: $131,165Net Income 2013: -$20,0092013Revenue 2014: $71,703Expenses 2014: $108,815Net Income 2014: -$37,1122014Revenue 2015: $63,850Expenses 2015: $127,750Net Income 2015: -$63,9002015Revenue 2016: $90,733Expenses 2016: $126,228Net Income 2016: -$35,4952016Revenue 2017: $60,225Expenses 2017: $122,793Net Income 2017: -$62,5682017Revenue 2018: $47,771Expenses 2018: $114,949Net Income 2018: -$67,1782018Revenue 2019: $66,088Expenses 2019: $126,965Net Income 2019: -$60,8772019Revenue 2020: $64,072Expenses 2020: $102,449Net Income 2020: -$38,3772020Revenue 2021: $170,345Expenses 2021: $106,286Net Income 2021: $64,0592021Revenue 2022: $155,550Expenses 2022: $107,147Net Income 2022: $48,4032022Revenue 2023: $51,410Expenses 2023: $97,253Net Income 2023: -$45,8432023

Highlighted filing

2015

Revenue$63,850
Expenses$127,750
Net Income-$63,900
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 15, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY ANNE DUNLEAVYFoundation Mgr.PT$15,000-$15,000
MAUREEN P HULBERTTrustee-$5,000-$5,000
THOMAS WOLEKTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Margaret Ford Leonard & Marion E
EIN
16-1573609
Phone
6074326724
Address
6 FORD AVE, ONEONTA, NY 13820

Signing Officer

Name
Sallyann Dunleavy
Title
Foundation Mgr.
Signed
2016-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Mostert Manzanero & Scott LLP
Address
4 Associate Dr, Oneonta, NY 13820
Preparer
Deborah L Mostert
Phone
6074328700
Raw XML Appendix318 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 FORD AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ONEONTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd013820
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06074326724
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FOR SCHOLARSHIPS - SCHOLARSHIP APPLICATION WITH ONEONTA HIGH SCHOOL EVALUATIONFOR OTHER GRANTS - IN LETTER FORM FROM LOCAL CHARITIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARGARET FORD LEONARD MARY E MCKINN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06074326724
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06 FORD AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRIMARILY IN ONEONTA, NY AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 FORD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 FORD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ONEONTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013820
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd113820
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt055483
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt045288
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt095615
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100771
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040132
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt045288
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SEE ATTACHED LISTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06638
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC PRINCIPAL RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt08
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
TaxesSchedule/TaxesDetail/Amt01087
TaxesSchedule/TaxesDetail/Amt11322
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0661
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0661
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLYANN DUNLEAVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Mgr.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET FORD LEONARD & MARION E
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCKINNEY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0161573609
ReturnHeader/Filer/PhoneNum06074326724
ReturnHeader/Filer/USAddress/AddressLine1Txt06 FORD AVE
ReturnHeader/Filer/USAddress/CityNm0ONEONTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mostert Manzanero & Scott LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 Associate Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Oneonta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013820
ReturnHeader/PreparerPersonGrp/PhoneNum06074328700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L MOSTERT
ReturnHeader/ReturnTs02016-04-15T08:53:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,480,361
Liabilities
$40,000
Net assets
$1,440,361
Revenue
$63,850
Expenses
$127,750
Net income
-$63,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.20$0.02$0.05$0.10$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.02$1.23$0.16$0.11$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.02$1.18$0.17$0.11$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.03$1.18$0.06$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$0.07$0.13$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.04$1.28$0.05$0.11$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.04$1.34$0.06$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.04$1.41$0.09$0.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.48$0.04$1.44$0.06$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.03$1.50$0.07$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.57$0.03$0.11$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$1.58$0.02$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.58$0.02$0.07$0.06$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits