Civic Intelligence

Phil and Amy Mickelson Charitable Foundation

990PF • Fiscal year 2020 • EIN 20-3565192

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
C/O GMAG 400 Broadhollow Rd 301Melville, NY 11747

(631) 227-3900

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

75%

Higher net margin than 82% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-43%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$2,120,054

Up $381,186 (+22%) from 2019

Net Assets

Up

$2,120,054

Up $381,186 (+22%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin82nd percentile

Revenue

Down

$505,364

Down $380,168 (-43%) from 2019

Expenses

Down

$124,178

Down $717,597 (-85%) from 2019

Net Income

Up

$381,186

Up $337,429 (+771%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $162,467Liabilities 2010: $0Net Assets 2010: $162,4672010Assets 2011: $84,049Liabilities 2011: $0Net Assets 2011: $84,0492011Assets 2012: $222,162Liabilities 2012: $0Net Assets 2012: $222,1622012Assets 2013: $102,934Liabilities 2013: $0Net Assets 2013: $102,9342013Assets 2014: $264,851Liabilities 2014: $0Net Assets 2014: $264,8512014Assets 2015: $48,114Liabilities 2015: $0Net Assets 2015: $48,1142015Assets 2016: $374,853Liabilities 2016: $0Net Assets 2016: $374,8532016Assets 2017: $1,856,640Liabilities 2017: $0Net Assets 2017: $1,856,6402017Assets 2018: $1,695,111Liabilities 2018: $0Net Assets 2018: $1,695,1112018Assets 2019: $1,738,868Liabilities 2019: $0Net Assets 2019: $1,738,8682019Assets 2020: $2,120,054Liabilities 2020: $0Net Assets 2020: $2,120,0542020Assets 2021: $1,577,774Liabilities 2021: $0Net Assets 2021: $1,577,7742021Assets 2022: $1,198,926Liabilities 2022: $0Net Assets 2022: $1,198,9262022Assets 2023: $1,156,549Liabilities 2023: $0Net Assets 2023: $1,156,5492023Assets 2024: $1,134,236Liabilities 2024: $0Net Assets 2024: $1,134,2362024

Highlighted filing

2020

Assets$2,120,054
Liabilities$0
Net Assets$2,120,054
Open 2020 Filing

Operations Trend

Revenue Growth26th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $485,4492010Expenses 2011: $628,7312011Expenses 2012: $565,3472012Revenue 2013: $100,929Expenses 2013: $220,157Net Income 2013: -$119,2282013Revenue 2014: $476,527Expenses 2014: $314,610Net Income 2014: $161,9172014Revenue 2015: $155,051Expenses 2015: $371,788Net Income 2015: -$216,7372015Revenue 2016: $588,019Expenses 2016: $261,280Net Income 2016: $326,7392016Revenue 2017: $1,952,341Expenses 2017: $470,554Net Income 2017: $1,481,7872017Revenue 2018: $1,133,139Expenses 2018: $1,294,668Net Income 2018: -$161,5292018Revenue 2019: $885,532Expenses 2019: $841,775Net Income 2019: $43,7572019Revenue 2020: $505,364Expenses 2020: $124,178Net Income 2020: $381,1862020Revenue 2021: $350,594Expenses 2021: $892,874Net Income 2021: -$542,2802021Revenue 2022: $25,569Expenses 2022: $404,417Net Income 2022: -$378,8482022Revenue 2023: $27,596Expenses 2023: $79,102Net Income 2023: -$51,5062023Revenue 2024: $37,710Expenses 2024: $73,562Net Income 2024: -$35,8522024

Highlighted filing

2020

Revenue$505,364
Expenses$124,178
Net Income$381,186
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY MCBRIDEPresident-$0--
PHILIP A MICKELSONVice President-$0--
AMY MCBRIDE MICKELSONVice President-$0--
PHIL MICKELSON SRDirector-$0--
RENEE MCBRIDESecretary-$0--
MARY SANTOS MICKELSONDirector-$0--
STEPHEN L TAYLORTreasurer-$0--
R STEVE LOYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phil And Amy Mickelson Charitable Foundation
EIN
20-3565192
In Care Of
% GM ADVISORY GROUP
Phone
6312273900
Address
C/O GMAG 400 Broadhollow Rd 301, Melville, NY 11747

Signing Officer

Name
Gary Mcbride
Title
President
Phone
6312273900
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Frankel Loughran Starr & Vallone
Address
1475 FRANKLIN AVENUE, GARDEN CITY, NY 11530
Preparer
Seth L Starr
Phone
5168748800
Raw XML Appendix334 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GARY MCBRIDE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011747
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GM ADVISORY GROUP
IRS990PF/StatementsRegardingActyGrp/PhoneNum06312273900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARLEY HOFFMAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN JUNIOR GOLF ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHECK #1243 - NEED DETAILS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03914 MURPHY CANYON RD SUITE A170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11980 SPORTS CLUB DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21475 FRANKLIN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BRASELTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GARDEN CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211530
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt094500
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/AppliedToCurrentYearAmt094500
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02673194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01284140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0456054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0256500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0366500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0363571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04669888
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02673194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01284140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0456054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0256500
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt094500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05033459
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05036388
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THE ALBERTSONS COMPANIES FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011555 DUBLIN CANYON WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PLEASANTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094588
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUND
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0THE ALBERTSONS COMPANIES FOUNDATION
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt011555 DUBLIN CANYON WAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PLEASANTON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094588
TaxesSchedule/TaxesDetail/Amt0678
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES & LICENSES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0678
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY MCBRIDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06312273900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phil And Amy Mickelson Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0203565192
ReturnHeader/Filer/InCareOfNm0% GM ADVISORY GROUP
ReturnHeader/Filer/PhoneNum06312273900
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GMAG 400 Broadhollow Rd 301
ReturnHeader/Filer/USAddress/CityNm0Melville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANKEL LOUGHRAN STARR & VALLONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 FRANKLIN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05168748800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SETH L STARR
ReturnHeader/ReturnTs02021-11-15T11:16:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCBRIDE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,120,054
Liabilities
$0
Net assets
$2,120,054
Revenue
$505,364
Expenses
$124,178
Net income
$381,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.03$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.40$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.35$0.89$0.54
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.51$0.12$0.38
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.89$0.84$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$1.13$1.29$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$1.95$0.47$1.48
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.59$0.26$0.33
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.16$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.48$0.31$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.22$0.12
2012Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.57
2011Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.63
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.49