Civic Intelligence

Margaret Ford Leonard and Marion E Mckinney Charitable Foundation

990PF • Fiscal year 2018 • EIN 16-1573609

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

Organization Profile
6 Ford AveOneonta, NY 13820

(607) 432-6724

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,311,120

Flat from 2018

Net Assets

Flat

$1,276,120

Flat from 2018

Liabilities

Flat

$35,000

Flat from 2018

Revenue And Expenses

Revenue

Flat

$47,771

Flat from 2018

Expenses

Flat

$114,949

Flat from 2018

Net Income

Flat

-$67,178

Flat from 2018

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: $1,581,903Liabilities 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 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

2018

Assets$1,311,120
Liabilities$35,000
Net Assets$1,276,120
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$47,771
Expenses$114,949
Net Income-$67,178
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY DUNLEAVYTrusteePT$15,000-$15,000
THOMAS E F WOLEKTrustee-$5,000-$5,000
SUE ANNE DEBERGHTrustee-$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
Sally Dunleavy
Title
Trustee
Signed
2019-04-16
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 Appendix322 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PRIMARILY IN ONEONTA, NY AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DETAIL LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06 FORD AVENUE
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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/AppliedToCurrentYearAmt066682
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086624
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt088712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022030
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER TECH SUPPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DISABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INTERNET AND TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6NYS DEPT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7NYS UNEMPLOYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10STATE INSURANCE FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0501
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1972
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2251
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31399
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41324
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt51027
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt7174
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8404
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt961
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0501
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1972
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31399
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51027
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8404
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt961
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10345
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CASH IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
TaxesSchedule/TaxesDetail/Amt0335
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SALLY DUNLEAVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-16
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/PreparerFirmEIN0150625503
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/ReturnTs02019-04-16T10:40:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,311,120
Liabilities
$35,000
Net assets
$1,276,120
Revenue
$47,771
Expenses
$114,949
Net income
-$67,178
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
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.28$0.05$0.11$0.07
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. 2018 filings • $1M-$5M nonprofits