Civic Intelligence

The Mcgregor Foundation

990PF • Fiscal year 2013 • EIN 35-2166848

May 01, 2012 to Apr 30, 2013 • Filed on Mar 10, 2014

14900 Private DriveSuite44112
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Balance Sheet

Assets

Up

$21,720,117

Up $1,717,341 (+8.6%) from 2012

Net Assets

Up

$21,330,763

Up $1,365,332 (+6.8%) from 2012

Liabilities

Up

$389,354

Up $352,009 (+943%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,148,635

Up $13,661 (+1.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $20,024,243Liabilities 2010: $43,834Net Assets 2010: $19,980,4092010Assets 2011: $21,253,941Liabilities 2011: $45,591Net Assets 2011: $21,208,3502011Assets 2012: $20,002,776Liabilities 2012: $37,345Net Assets 2012: $19,965,4312012Assets 2013: $21,720,117Liabilities 2013: $389,354Net Assets 2013: $21,330,7632013Assets 2014: $22,738,707Liabilities 2014: $42,340Net Assets 2014: $22,696,3672014

Highlighted filing

2013

Assets$21,720,117
Liabilities$389,354
Net Assets$21,330,763

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Expenses 2010: $1,126,6812010Expenses 2011: $1,110,6342011Expenses 2012: $1,134,9742012Expenses 2013: $1,148,6352013Revenue 2014: $3,488,217Expenses 2014: $1,370,542Net Income 2014: $2,117,6752014

Highlighted filing

2013

Revenue-
Expenses$1,148,635
Net Income-
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Mar 10, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA EGBERTDirector-$0--
ANDREW L FABENS IIIDirector-$0--
DAVID P HANDKE JRVice-Chair-$0--
JANE K MEYERChairman-$0--
BRUCE D MURPHYDirector-$0--
R ROBERTSON HILTONPresident/CEO-$0--
DAVID N SMITHTreasurer-$0--
WILLIAM D BUSS IIDirector-$0--
D KIRK NEISWANDERDirector-$0--
LINDA WARRENDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFairfax Renaissance Development CorporationFor the intergenerational housing projectpublic charityCleveland, OH, US$60,000
Paid GrantCase Western Reserve UniversityFor the School of Dental Medicine's Geriatric Dentistry Mobile Van Program and for the nursing educational program for the communityPublic CharityCleveland, OH, US$55,000
Paid GrantSENIOR TRANSPORTATION CONNECTION OF CUY COUNTFOR CAPACITY BUILDINGPUBLIC CHARITYCLEVELAND, OH, US$50,000
Paid GrantGreater Cleveland Sports CommissionFor Year of Vitality, community impact programming in conjunction with the 2013 Summer National Senior GamesPublic CharityCleveland, OH, US$50,000
Paid GrantEnvironmental Health Watchto conduct outreach, education, and home modifications to make seniors' homes universally accessiblepublic charityCleveland, OH, US$37,500
Paid GrantLegal Aid Society of ClevelandFOR THE ELDER LAW AND COMMUNITY ENGAGEMENT PROJECTPublic CharityCleveland, OH, US$35,000
Paid GrantCity of Clevelandto provide economic case management and service coordination for low-income seniorsGovernmentCleveland, OH, US$31,200
Paid GrantSenior Outreach Services IncFor home care services.PUBLIC CHARITYCleveland, OH, US$30,000
Paid GrantGOLDEN AGE CENTERS OF GREATER CLEVELANDFOR THE HOME DELIVERED MEAL PROGRAMPUBLIC CHARITYCLEVELAND, OH, US$30,000
Paid GrantLUTHERAN METROPOLITAN MINISTRYFOR ADULT GUARDIANSHIP SERVICESPUBLIC CHARITYCLEVELAND, OH, US$30,000
Paid GrantIAHSAFOR THE 2013 APPLIED RESEARCH IN GLOBAL AGEING CONFERENCEPUBLIC CHARITYWASHINGTON, DC, US$25,000
Paid GrantCity of East Clevelandfor program support at the Helen S. Brown CentergovernmentEast Cleveland, OH, US$25,000
Paid GrantEnterprise Community Partners IncFor the Senior Housing Learning Collaborativepublic charityCleveland, OH, US$25,000
Paid GrantNeighborhood Progress IncFor the Saint Luke's Manor projectPublic CharityCleveland, OH, US$25,000
Paid GrantFairhill PartnersFor the senior guest house.public charityCleveland, OH, US$20,000
Paid GrantMAY DUGAN CENTERFor the Health & Wellness program expansionPUBLIC CHARITYCLEVELAND, OH, US$20,000
Paid GrantBURTEN BELL CARR DEVELOPMENT INCFor the Bridgeport Mobile Market which provides seniors with access to fresh producePUBLIC CHARITYCLEVELAND, OH, US$20,000
Paid GrantEmpowering and Strengthening Ohio's PeopleTo expand community organizing and wealth preservation services with seniors throughout the city and first-ring suburbsPublic CharityCleveland, OH, US$20,000
Paid GrantUniversity Settlement IncFor wellness programming for seniorspublic charityCleveland, OH, US$20,000
Paid GrantCENTER FOR COMMUNITY SOLUTIONSFOR THE COUNCIL ON OLDER PERSONSPUBLIC CHARITYCLEVELAND, OH, US$17,500
Paid GrantCLEVELAND HEARING AND SPEECH CENTERFOR THE AUDIOLOGY PATIENT ASSISTANCE PROGRAM TO PROVIDE SERVICES AND DEVICES TO ECONOMICALLY DISADVANTAGED SENIORS.PUBLIC CHARITYCLEVELAND, OH, US$15,000
Paid GrantCARE ALLIANCE HEALTH CENTERFor the Restoring Smiles, a restorative dental care program for seniorsPUBLIC CHARITYCLEVELAND, OH, US$15,000
Paid GrantTOWARDS EMPLOYMENTTo achieve a job retention program for long-term care direct care workers.PUBLIC CHARITYCLEVELAND, OH, US$10,000
Paid GrantCLEVELAND TOPS SWINGBAND FOUNDATIONFor the senior outreach programming.PUBLIC CHARITYWESTLAKE, OH, US$10,000
Paid GrantIDEASTREAMFor physical and mental health programmingPUBLIC CHARITYCLEVELAND, OH, US$10,000
Paid GrantGrantmakers in AgingFOR PROGRAM SUPPORTPublic CharityDayton, OH, US$10,000
Paid GrantASIAN SERVICES IN ACTION INCFOR SENIOR SUCCESS, A PROGRAM TO TRAIN OLDER BILINGUAL ASIAN LEADERS TO HELP THEIR PEERS ACCESS BENEFITS AND RESOURCESPUBLIC CHARITYCLEVELAND, OH, US$10,000
Paid GrantALL FAITHS PANTRYFor food delivery services to the elderlyPUBLIC CHARITYCLEVELAND, OH, US$10,000
Paid GrantHOME REPAIR RESOURCE CENTERTO COUNSEL SENIORS ON HOME REPAIRSPUBLIC CHARITYCLEVELAND HTS, OH, US$10,000
Paid GrantAMERICAN RED CROSSTo install smoke detectors and to conduct fire prevention educationPUBLIC CHARITYCLEVELAND, OH, US$10,000
Paid GrantCatholic Charities Community ServicesFor St. Martin de Porres Family Center to provide congregate and home delivered meals to seniorsReligiousCleveland, OH, US$10,000
Paid GrantWest Side Community HouseFor the Healthy Bodies - Healthy Minds wellness programpublic charityCleveland, OH, US$10,000
Paid GrantHarvard Community Services CenterFor the senior services programPublic CharityCleveland, OH, US$8,460
Paid GrantThe AM McGregor HomeFor professional developmentPUBLIC CHARITYEast Cleveland, OH, US$7,200
Paid GrantBusiness volunteers UnlimitedFor capacity building consultations for nonprofit organizations.Public CharityCleveland, OH, US$5,000
Paid GrantVerb BalletsFor the Moving Connections programpublic charityShaker Heights, OH, US$5,000
Paid GrantFoundation Centerfor operating supportpublic charityCleveland, OH, US$3,000
Filing and Contact Details

Filer

EIN
35-2166848
Raw XML AppendixShowing 400 of 761 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARCIA EGBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ANDREW L FABENS III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID P HANDKE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JANE K MEYER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4BRUCE D MURPHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5R ROBERTSON HILTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6DAVID N SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7WILLIAM D BUSS II
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8D KIRK NEISWANDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9LINDA WARREN
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE MCGREGOR FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02168518200
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1014900 PRIVATE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0EAST CLEVELAND
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0www.mcgregorfoundation.org
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING THE YEAR.
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS SHOULD BE CONCISE AND INCLUDE TWO COPIES OF: A SUMMARY SIGNED BY THE ORGANIZATIONS CEO AND CHIEF VOLUNTEER OFFICERS, AN EXPLANATION OF THE SPECIFIC PROJECT FOR WHICH FUNDING IS REQUESTED, A SUMMARY OF SERVICES OFFERED, A LIST OF THE BOARD OF DIRECTORS, A STATEMENT OF INCOME AND EXPENSES FOR THE PREVIOUS YEAR AND A CURRENT YEAR BUDGET, MOST RECENT AUDITED FINANCIAL STATEMENT, MOST RECENT ANNUAL REPORT, AND A COPY OF THE IRS LETTER VERIFYING TAX-EXEMPT STATUS. GRANTS ARE MADE PRIMARILY FOR CHARITABLE PROJECTS THAT ASSIST OR AID SENIORS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0SUSAN O ALTHANS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02166212901
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101422 EUCLID AVENUE SUITE 627
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0CLEVELAND
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode044115
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0APPLICATIONS ARE PRIMARILY ACCEPTED FROM TAX-EXEMPT NONPROFIT ORGANIZATIONS LOCATED WITHIN CUYAHOGA COUNTY, OHIO.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APPLICATION DEADLINES ARE FEBRUARY 1ST AND SEPTEMBER 1ST OF EACH YEAR.
IRS990PF/SupplementaryInformation/ContributingManager0NA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2525000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2620000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2725000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2837500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2960000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount303000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount328460
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3325000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3420000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To achieve a job retention program for long-term care direct care workers.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1For the senior outreach programming.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2For physical and mental health programming
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3For capacity building consultations for nonprofit organizations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4FOR PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5FOR THE ELDER LAW AND COMMUNITY ENGAGEMENT PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6For the senior guest house.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7For home care services.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8FOR SENIOR SUCCESS, A PROGRAM TO TRAIN OLDER BILINGUAL ASIAN LEADERS TO HELP THEIR PEERS ACCESS BENEFITS AND RESOURCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9FOR THE HOME DELIVERED MEAL PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10FOR ADULT GUARDIANSHIP SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11FOR THE AUDIOLOGY PATIENT ASSISTANCE PROGRAM TO PROVIDE SERVICES AND DEVICES TO ECONOMICALLY DISADVANTAGED SENIORS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12For food delivery services to the elderly
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13For the Restoring Smiles, a restorative dental care program for seniors
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14For the Health & Wellness program expansion
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15FOR CAPACITY BUILDING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16FOR THE COUNCIL ON OLDER PERSONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17For the Bridgeport Mobile Market which provides seniors with access to fresh produce
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18FOR THE 2013 APPLIED RESEARCH IN GLOBAL AGEING CONFERENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19TO COUNSEL SENIORS ON HOME REPAIRS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20To install smoke detectors and to conduct fire prevention education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21For professional development
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22For the School of Dental Medicine's Geriatric Dentistry Mobile Van Program and for the nursing educational program for the community
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23For St. Martin de Porres Family Center to provide congregate and home delivered meals to seniors
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24to provide economic case management and service coordination for low-income seniors
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25for program support at the Helen S. Brown Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26To expand community organizing and wealth preservation services with seniors throughout the city and first-ring suburbs
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution27For the Senior Housing Learning Collaborative
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28to conduct outreach, education, and home modifications to make seniors' homes universally accessible
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution29For the intergenerational housing project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution30for operating support
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution31For Year of Vitality, community impact programming in conjunction with the 2013 Summer National Senior Games
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution32For the senior services program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution33For the Saint Luke's Manor project
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution34For wellness programming for seniors
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution35For the Moving Connections program
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution36For the Healthy Bodies - Healthy Minds wellness program

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