Civic Intelligence

Helen Metzger Mclean Foundation

990PF • Fiscal year 2022 • EIN 38-3257148

Sep 01, 2021 to Aug 31, 2022 • Filed on Jun 22, 2023

Organization Profile
233 Lewiston RoadGrosse Pointe Farms, MI 48236

(313) 884-1780

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

82nd percentile

39%

Higher net margin than 82% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$4,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

72nd percentile

9.5%

Faster asset growth than 72% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-50%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,002,839

Up $173,460 (+9.5%) from 2021

Net Assets

Up

$2,002,819

Up $184,839 (+10%) from 2021

Liabilities

Down

$20

Down $11,379 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin82nd percentile

Revenue

Down

$475,496

Down $479,735 (-50%) from 2021

Expenses

Up

$290,657

Up $64,689 (+29%) from 2021

Net Income

Down

$184,839

Down $544,424 (-75%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,029,770Liabilities 2011: $159,0012011Assets 2012: $1,946,268Liabilities 2012: $180,8312012Assets 2013: $1,707,799Liabilities 2013: $02013Assets 2014: $1,649,882Liabilities 2014: $26,2592014Assets 2015: $1,648,031Liabilities 2015: $239,2902015Assets 2019: $1,180,907Liabilities 2019: $02019Assets 2020: $1,088,717Liabilities 2020: $1Net Assets 2020: $1,088,7172020Assets 2021: $1,829,379Liabilities 2021: $11,399Net Assets 2021: $1,817,9802021Assets 2022: $2,002,839Liabilities 2022: $20Net Assets 2022: $2,002,8192022Assets 2023: $2,015,442Liabilities 2023: $1Net Assets 2023: $2,015,4422023Assets 2024: $2,183,339Liabilities 2024: $2,019Net Assets 2024: $2,181,3202024

Highlighted filing

2022

Assets$2,002,839
Liabilities$20
Net Assets$2,002,819
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $53,300Expenses 2011: $229,130Net Income 2011: -$175,8302011Revenue 2012: $69,693Expenses 2012: $241,654Net Income 2012: -$171,9612012Revenue 2013: $179,668Expenses 2013: $237,306Net Income 2013: -$57,6382013Revenue 2014: $190,591Expenses 2014: $270,120Net Income 2014: -$79,5292014Revenue 2015: $92,417Expenses 2015: $304,799Net Income 2015: -$212,3822015Revenue 2019: $236,446Expenses 2019: $304,082Net Income 2019: -$67,6362019Revenue 2020: $162,355Expenses 2020: $254,545Net Income 2020: -$92,1902020Revenue 2021: $955,231Expenses 2021: $225,968Net Income 2021: $729,2632021Revenue 2022: $475,496Expenses 2022: $290,657Net Income 2022: $184,8392022Revenue 2023: $268,979Expenses 2023: $256,356Net Income 2023: $12,6232023Revenue 2024: $455,968Expenses 2024: $290,090Net Income 2024: $165,8782024

Highlighted filing

2022

Revenue$475,496
Expenses$290,657
Net Income$184,839
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jun 22, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN A MACLEODPres/Trustee-$4,000-$4,000
ANDREW W MACLEODSec/Trustee-$4,000-$4,000
LOIS M MACLEODV/P/Trustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Helen Metzger Mclean Foundation in
EIN
38-3257148
Phone
3138841780
Address
233 LEWISTON ROAD, GROSSE POINTE FARMS, MI 48236

Signing Officer

Name
John a Macleod
Title
Pres/trustee
Phone
3138841780
Signed
2023-06-22
Raw XML Appendix328 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE, INC. 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMGEN, INC. 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ANALOG DEVICES, INC. 2,850 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE, INC. 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CONSUMER STAPLES SEL SPDR 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DISNEY WALT CO. 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6DOW INC. (SPINOFF) 333 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON CORP 3,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HALLIBURTON COMPANY 5,550 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HEALTH CARE SEL SECT 900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HONEYWELL INTERNL, INC. 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11INDUSTRIAL SEL SECT SPDR 700 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12INTEL CORP 3,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES S&P 500 775 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JP MORGAN CHASE & CO. 9,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MERCK & CO., INC. 300 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16META PLATFORMS, INC. 50 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20UNION PACIFIC CORP 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD CONS DISC ETF 270 SHS
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN A MACLEOD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0233 LEWISTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GROSSE POINTE FARMS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03138841780
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0234728
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING EXP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALPHA CHI OMEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05635 CASTLE CREEK PKWY N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0234728
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/AppliedToCurrentYearAmt0184732
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055503
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt076293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt040934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt040934
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0247190
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt064921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055503
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt076293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037483
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0249653
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064921
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0288124
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0223203
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01575
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01575
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MNGT AND INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02494
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024941
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt16125
TaxesSchedule/TaxesDetail/CategoryTxt0MI ANNUAL RPT
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A MACLEOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03138841780
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN METZGER MCLEAN FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0383257148
ReturnHeader/Filer/PhoneNum03138841780
ReturnHeader/Filer/USAddress/AddressLine1Txt0233 LEWISTON ROAD
ReturnHeader/Filer/USAddress/CityNm0GROSSE POINTE FARMS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048236
ReturnHeader/ReturnTs02023-06-22T10:10:32-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACLEOD
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,002,839
Liabilities
$20
Net assets
$2,002,819
Revenue
$475,496
Expenses
$290,657
Net income
$184,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.46$0.29$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.27$0.26$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.48$0.29$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.01$1.82$0.96$0.23$0.73
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.16$0.25$0.09
2019Summary only. Only limited summary data is available for this year.$1.18$0.00$0.24$0.30$0.07
2015Summary only. Only limited summary data is available for this year.$1.65$0.24$0.09$0.30$0.21
2014Summary only. Only limited summary data is available for this year.$1.65$0.03$0.19$0.27$0.08
2013Summary only. Only limited summary data is available for this year.$1.71$0.00$0.18$0.24$0.06
2012Summary only. Only limited summary data is available for this year.$1.95$0.18$0.07$0.24$0.17
2011Summary only. Only limited summary data is available for this year.$2.03$0.16$0.05$0.23$0.18