Civic Intelligence

Mckee Group Foundation

990PF • Fiscal year 2017 • EIN 27-4528533

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization Profile
19124 Peninsula Point DrCornelius, NC 28031

(704) 552-0553

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

2017 filings • NTEE T21 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.00x

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

20%

Higher net margin than 67% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T21 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

5.5%

Faster asset growth than 69% of similar nonprofits.

2017 filings • NTEE T21 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-39%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$430,966

Up $22,339 (+5.5%) from 2016

Net Assets

Up

$430,966

Up $22,339 (+5.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin67th percentile

Revenue

Down

$109,111

Down $69,352 (-39%) from 2016

Expenses

Up

$86,828

Up $31,364 (+57%) from 2016

Net Income

Down

$22,283

Down $100,716 (-82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2012: $164,219Liabilities 2012: $0Net Assets 2012: $164,2192012Assets 2013: $163,866Liabilities 2013: $0Net Assets 2013: $163,8662013Assets 2014: $216,810Liabilities 2014: $0Net Assets 2014: $216,8102014Assets 2015: $286,460Liabilities 2015: $0Net Assets 2015: $286,4602015Assets 2016: $408,627Liabilities 2016: $0Net Assets 2016: $408,6272016Assets 2017: $430,966Liabilities 2017: $0Net Assets 2017: $430,9662017Assets 2018: $418,503Liabilities 2018: $0Net Assets 2018: $418,5032018Assets 2019: $445,426Liabilities 2019: $0Net Assets 2019: $445,4262019Assets 2020: $394,327Liabilities 2020: $0Net Assets 2020: $394,3272020Assets 2021: $448,030Liabilities 2021: $0Net Assets 2021: $448,0302021Assets 2022: $681,909Liabilities 2022: $0Net Assets 2022: $681,9092022Assets 2023: $734,747Liabilities 2023: $0Net Assets 2023: $734,7472023Assets 2024: $784,602Liabilities 2024: $0Net Assets 2024: $784,6022024

Highlighted filing

2017

Assets$430,966
Liabilities$0
Net Assets$430,966
Open 2017 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $12,6722012Revenue 2013: $27,436Expenses 2013: $27,789Net Income 2013: -$3532013Revenue 2014: $103,487Expenses 2014: $50,543Net Income 2014: $52,9442014Revenue 2015: $88,213Expenses 2015: $18,720Net Income 2015: $69,4932015Revenue 2016: $178,463Expenses 2016: $55,464Net Income 2016: $122,9992016Revenue 2017: $109,111Expenses 2017: $86,828Net Income 2017: $22,2832017Revenue 2018: $43,170Expenses 2018: $55,157Net Income 2018: -$11,9872018Revenue 2019: $102,557Expenses 2019: $75,536Net Income 2019: $27,0212019Revenue 2020: -$42,974Expenses 2020: $8,445Net Income 2020: -$51,4192020Revenue 2021: $260,192Expenses 2021: $392Net Income 2021: $259,8002021Revenue 2022: $50,672Expenses 2022: $15,503Net Income 2022: $35,1692022Revenue 2023: $59,329Expenses 2023: $11,150Net Income 2023: $48,1792023Revenue 2024: $66,841Expenses 2024: $6,031Net Income 2024: $60,8102024

Highlighted filing

2017

Revenue$109,111
Expenses$86,828
Net Income$22,283
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER MCKEEDirector-$0--
TRACEY MCKEEDirector-$0--
JEAN MCKEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mckee Group Foundation
EIN
27-4528533
Address
19124 PENINSULA POINT DR, CORNELIUS, NC 28031

Signing Officer

Name
Christopher Mckee
Title
Director
Signed
2018-10-25

Preparer

Firm
Bgw CPA Pllc
Address
1616 CAMDEN RD STE 510, CHARLOTTE, NC 28203-4756
Preparer
Adam C Boatsman
Phone
7045520553
Raw XML Appendix353 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/RecipientUSAddress/ZIPCd028031
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROVIDE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PROVIDE ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY SCHOOL OF DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ADA JENKINS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST JUDE CHILDREN'S RESEARCH HOSPIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HABITAT FOR HUMMANITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HOSPICE & PALLIATIVE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0404 ARMOUR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1842
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33815 LATROBE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41420 EAST SEVENTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2381051942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428204
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt086000
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/AppliedToCurrentYearAmt029188
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017522
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0196607
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt056812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019278
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt056812
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205988
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0149176
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE JEAN MCKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019915 SHEARWATER POINT DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CORNELIUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028031
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt082
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1602
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LINK MIXSON CO-INVESTMENT LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1602
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt155
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE FROM K-1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE FROM 1099
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0533
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1145
TaxesSchedule/TaxesDetail/Amt0533
TaxesSchedule/TaxesDetail/Amt1145
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0533
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1145
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER MCKEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCKEE GROUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCKE
ReturnHeader/Filer/EIN0274528533
ReturnHeader/Filer/USAddress/AddressLine1Txt019124 PENINSULA POINT DR
ReturnHeader/Filer/USAddress/CityNm0CORNELIUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDB904E5149EC3AD668E2B8CC3F07141FF93D775
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDB904E5149EC3AD668E2B8CC3F07141FF93D775
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.151.139.168
ReturnHeader/FilingSecurityInformation/IPDt02018-10-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:05:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461302809
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGW CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01616 CAMDEN RD STE 510
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282034756
ReturnHeader/PreparerPersonGrp/PhoneNum07045520553
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C BOATSMAN
ReturnHeader/ReturnTs02018-10-29T08:05:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$430,966
Liabilities
$0
Net assets
$430,966
Revenue
$109,111
Expenses
$86,828
Net income
$22,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.67$0.06$0.61
2023Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.59$0.11$0.48
2022Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.51$0.16$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$2.60$0.00$2.60
2020Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.43$0.08$0.51
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$1.03$0.76$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.43$0.55$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$1.09$0.87$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.78$0.55$1.23
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.88$0.19$0.69
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.03$0.51$0.53
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.27$0.28$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13