Civic Intelligence

Mckim Family Charitable Foundation

EIN 26-1313546 • Norwell, MA

40 Turners WayNorwell, MA 02061
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

46th percentile

1.6%

Faster asset growth than 46% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

19%

Faster revenue growth than 63% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,174,300

Up $1,559 (+0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,174,300

Up $1,559 (+0.1%) from 2022

Operations
Liabilities / Revenue33rd percentileNet Margin66th percentile

Revenue

Up

$153,152

Up $62,341 (+69%) from 2022

Expenses

Down

$128,288

Down $1,625 (-1.3%) from 2022

Net Income

Up

$24,864

Up $63,966 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $43,769Liabilities 2010: $0Net Assets 2010: $43,7692010Assets 2012: $1,159,574Liabilities 2012: $0Net Assets 2012: $1,159,5742012Assets 2013: $1,156,644Liabilities 2013: $0Net Assets 2013: $1,156,6442013Assets 2021: $1,220,851Liabilities 2021: $0Net Assets 2021: $1,220,8512021Assets 2022: $1,172,741Liabilities 2022: $0Net Assets 2022: $1,172,7412022Assets 2024: $1,174,300Liabilities 2024: $0Net Assets 2024: $1,174,3002024

Highlighted filing

2024

Assets$1,174,300
Liabilities$0
Net Assets$1,174,300
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2010: $12,2532010Expenses 2012: $74,5982012Revenue 2013: $64,080Expenses 2013: $66,121Net Income 2013: -$2,0412013Revenue 2021: $120,209Expenses 2021: $105,807Net Income 2021: $14,4022021Revenue 2022: $90,811Expenses 2022: $129,913Net Income 2022: -$39,1022022Revenue 2024: $153,152Expenses 2024: $128,288Net Income 2024: $24,8642024

Highlighted filing

2024

Revenue$153,152
Expenses$128,288
Net Income$24,864
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,174,300
Liabilities
$0
Net assets
$1,174,300
Revenue
$153,152
Expenses
$128,288
Net income
$24,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.13$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.07$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07
2010Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN S MCKIMTrustee-$0--
MELISSA A MCKIMTrustee-$0--
MONICA L SMITHTrustee-$0--
JACLYN D MCKIMTrustee-$0--
WILLIAM A MCKIMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mckim Family Charitable Foundation
EIN
26-1313546
Phone
6172931355
Address
40 TURNERS WAY, NORWELL, MA 02061

Signing Officer

Name
Alan McKim
Title
Trustee
Phone
6172931355
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Cunningham Macey & Heshion Pc
Address
175 DERBY STREET SUITE 19, HINGHAM, MA 02043
Preparer
Eric A Heshion CPA
Phone
7817408810
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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/InfluenceElectionInd00
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0118 SOUTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1119 MYRTLE STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016019
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03528
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029241
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt06528
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11852
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TRUST NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME/ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11852
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11852
TaxesSchedule/TaxesDetail/Amt01100
TaxesSchedule/TaxesDetail/Amt1814
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TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1814
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan McKim
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172931355
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKIM FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCKI
ReturnHeader/Filer/EIN0261313546
ReturnHeader/Filer/PhoneNum06172931355
ReturnHeader/Filer/USAddress/AddressLine1Txt040 TURNERS WAY
ReturnHeader/Filer/USAddress/CityNm0NORWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043301533
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CUNNINGHAM MACEY & HESHION PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0175 DERBY STREET SUITE 19
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002043
ReturnHeader/PreparerPersonGrp/PhoneNum07817408810
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric A Heshion CPA
ReturnHeader/ReturnTs02025-11-05T12:47:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01

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