Civic Intelligence

Edeltraud Mccarthy Foundation Inc

990PF • Fiscal year 2021 • EIN 26-2804772

Jan 01, 2021 to Dec 31, 2021 • Filed on May 18, 2022

75483 14th Green DriveIndian Wells, CA 92210

(760) 346-9773

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

71st percentile

33%

Higher net margin than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

43rd percentile

5.4%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

473%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$8,523,041

Up $438,088 (+5.4%) from 2020

Net Assets

Up

$8,523,041

Up $438,088 (+5.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$797,318

Up $658,117 (+473%) from 2020

Expenses

Down

$537,913

Down $100,830 (-16%) from 2020

Net Income

Up

$259,405

Up $758,947 (+152%) from 2020

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2020: $8,084,953Liabilities 2020: $0Net Assets 2020: $8,084,9532020Assets 2021: $8,523,041Liabilities 2021: $0Net Assets 2021: $8,523,0412021Assets 2022: $9,298,261Liabilities 2022: $0Net Assets 2022: $9,298,2612022Assets 2023: $8,949,730Liabilities 2023: $0Net Assets 2023: $8,949,7302023Assets 2024: $9,332,630Liabilities 2024: $0Net Assets 2024: $9,332,6302024

Highlighted filing

2021

Assets$8,523,041
Liabilities$0
Net Assets$8,523,041

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $139,201Expenses 2020: $638,743Net Income 2020: -$499,5422020Revenue 2021: $797,318Expenses 2021: $537,913Net Income 2021: $259,4052021Revenue 2022: $1,481,323Expenses 2022: $738,659Net Income 2022: $742,6642022Revenue 2023: $162,010Expenses 2023: $549,544Net Income 2023: -$387,5342023Revenue 2024: $501,081Expenses 2024: $597,891Net Income 2024: -$96,8102024

Highlighted filing

2021

Revenue$797,318
Expenses$537,913
Net Income$259,405
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 18, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Edeltraud McCarthyTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Edeltraud McCarthy Foundation Inc
EIN
26-2804772
Phone
7603469773
Address
75483 14th Green Drive, Indian Wells, CA 92210

Signing Officer

Name
Edeltraud McCarthy
Title
Trustee
Phone
7603469773
Signed
2022-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Lund & Guttry LLP
Address
36917 Cook Street Ste 102, Palm Desert, CA 92211
Preparer
Keith H Lyrla
Phone
7605682242
Raw XML Appendix373 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/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt047-900 portola av
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt136917 cook st
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt273000 FRED WARING DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 RAPTOR WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt483791 DATE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51 EUNICE KENNEDY SHRIVER WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt647470 Van Buren St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt725455 Barton Road 102B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt836917 cook st
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9101 N Museum Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1036917 cook st
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1136917 cook st
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1236917 cook st
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Palm Desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SITKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4INDIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LAWRENCEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Indio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Loma Linda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8palm desert
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11palm desert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12palm desert
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd892211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd992262
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1092211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1192211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1292211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0432112
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0544744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt027802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt027802
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0432112
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027802
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084830
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0172040
OtherIncreasesSchedule/OtherIncreasesDetail/Amt16643
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0alternative investment distributions
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1non dividend distributions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096086
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1legal fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt096086
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0297
TaxesSchedule/TaxesDetail/Amt11500
TaxesSchedule/TaxesDetail/Amt21491
TaxesSchedule/TaxesDetail/CategoryTxt0Corp tax
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2foreign tax paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0297
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01491
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Edeltraud McCarthy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07603469773
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edeltraud McCarthy Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0262804772
ReturnHeader/Filer/PhoneNum07603469773
ReturnHeader/Filer/USAddress/AddressLine1Txt075483 14th Green Drive
ReturnHeader/Filer/USAddress/CityNm0Indian Wells
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952101327
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lund & Guttry LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036917 Cook Street Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Palm Desert
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092211
ReturnHeader/PreparerPersonGrp/PhoneNum07605682242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Keith H Lyrla
ReturnHeader/ReturnTs02022-05-31T09:59:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Edeltraud
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCarthy
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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