Civic Intelligence

James S Mcdonnell Family Foundation Inc.

EIN 36-4507175 • Lincoln, MA

Pub. 78 Eligible
16 Weston RoadLincoln, MA 01773-2002
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

13th percentile

$6,000

Higher top officer pay than 13% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2024

Asset Growth

83rd percentile

16%

Faster asset growth than 83% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

160%

Faster revenue growth than 94% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$131,096,064

Up $18,542,615 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$131,096,064

Up $18,542,615 (+16%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin89th percentile

Revenue

Up

$35,408,845

Up $21,768,764 (+160%) from 2023

Expenses

Up

$16,847,666

Up $7,383,790 (+78%) from 2023

Net Income

Up

$18,561,179

Up $14,384,974 (+344%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$150M$100M$50M$0Assets 2020: $102,000,728Liabilities 2020: $0Net Assets 2020: $102,000,7282020Assets 2021: $112,136,511Liabilities 2021: $181Net Assets 2021: $112,136,3302021Assets 2022: $108,371,962Liabilities 2022: $0Net Assets 2022: $108,371,9622022Assets 2023: $112,553,449Liabilities 2023: $0Net Assets 2023: $112,553,4492023Assets 2024: $131,096,064Liabilities 2024: $0Net Assets 2024: $131,096,0642024

Highlighted filing

2024

Assets$131,096,064
Liabilities$0
Net Assets$131,096,064
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2020: $10,647,681Expenses 2020: $7,277,178Net Income 2020: $3,370,5032020Revenue 2021: $18,539,492Expenses 2021: $8,381,360Net Income 2021: $10,158,1322021Revenue 2022: $5,066,635Expenses 2022: $8,824,399Net Income 2022: -$3,757,7642022Revenue 2023: $13,640,081Expenses 2023: $9,463,876Net Income 2023: $4,176,2052023Revenue 2024: $35,408,845Expenses 2024: $16,847,666Net Income 2024: $18,561,1792024

Highlighted filing

2024

Revenue$35,408,845
Expenses$16,847,666
Net Income$18,561,179
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$131,096,064
Liabilities
$0
Net assets
$131,096,064
Revenue
$35,408,845
Expenses
$16,847,666
Net income
$18,561,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$131$0.00$131$35.4$16.8$18.6
2023Detailed filing. Detailed filing data is available for this year.$113$0.00$113$13.6$9.46$4.18
2022Detailed filing. Detailed filing data is available for this year.$108$0.00$108$5.07$8.82$3.76
2021Detailed filing. Detailed filing data is available for this year.$112$0.00$112$18.5$8.38$10.2
2020Detailed filing. Detailed filing data is available for this year.$102$0.00$102$10.6$7.28$3.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE M ROGERSPresident/Treasurer-$6,000-$6,000
KIMBERLY ROGERSDirector/Clerk-$3,000-$3,000
MARCELLA M STEVENSDirector-$0--
GREGORY T STEVENSDirector-$0--
JEFFREY M MCDONNELLDirector-$0--
JENNIFER C MCDONNELLDirector-$0--
ALICIA S MCDONNELLDirector-$0--
HOLLY M JAMESDirector-$0--
JEANNE M CHAMPERDirector-$0--
MARY E ABBOTTDirector-$0--
KATHERINE H MCDONNELLDirector-$0--
ANTONIO PIPOLIDirector-$0--
Filing and Contact Details

Filer

Filer Name
James S Mcdonnell Family Foundation
EIN
36-4507175
Phone
3148621040
Address
16 WESTON ROAD, LINCOLN, MA 01773-2002

Signing Officer

Name
Catherine Rogers
Title
President/treasurer
Phone
3148621040
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
J & J Management Services Inc
Address
1034 S BRENTWOOD 1860, ST LOUIS, MO 63117-1229
Preparer
Scott a Pinkowski
Phone
3148621040
Raw XML AppendixShowing 400 of 752 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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