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
Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

68th percentile

8.6%

Faster asset growth than 68% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

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

-

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
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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
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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
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2837500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2960000
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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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