Civic Intelligence

Jim and Diane Mccarthy Foundation

990PF • Fiscal year 2012 • EIN 41-1957943

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 02, 2013

Organization Profile
4801 Bonita Bay Blvd Est 110234134
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

36th percentile

-4.8%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$295,848

Down $14,837 (-4.8%) from 2011

Net Assets

$295,848

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$15,814

Up $218 (+1.4%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$400K$300K$200K$100K$0Assets 2011: $310,685Liabilities 2011: $02011Assets 2012: $295,848Liabilities 2012: $0Net Assets 2012: $295,8482012Assets 2013: $295,655Liabilities 2013: $0Net Assets 2013: $295,6552013Assets 2014: $295,893Liabilities 2014: $1,394Net Assets 2014: $294,4992014Assets 2015: $292,448Liabilities 2015: $1,380Net Assets 2015: $291,0682015Assets 2016: $285,806Liabilities 2016: $25Net Assets 2016: $285,7812016Assets 2018: $257,969Liabilities 2018: $0Net Assets 2018: $257,9692018Assets 2019: $242,604Liabilities 2019: $0Net Assets 2019: $242,6042019Assets 2020: $225,985Liabilities 2020: $2,5552020Assets 2021: $198,907Liabilities 2021: $0Net Assets 2021: $198,9072021Assets 2022: $174,579Liabilities 2022: $0Net Assets 2022: $174,5792022Assets 2023: $151,987Liabilities 2023: $12023

Highlighted filing

2012

Assets$295,848
Liabilities$0
Net Assets$295,848
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $13,022Expenses 2011: $15,596Net Income 2011: -$2,5742011Expenses 2012: $15,8142012Revenue 2013: $17,630Expenses 2013: $17,021Net Income 2013: $6092013Revenue 2014: $14,548Expenses 2014: $15,704Net Income 2014: -$1,1562014Revenue 2015: $10,431Expenses 2015: $15,255Net Income 2015: -$4,8242015Revenue 2016: $12,280Expenses 2016: $17,567Net Income 2016: -$5,2872016Revenue 2018: $10,765Expenses 2018: $23,805Net Income 2018: -$13,0402018Revenue 2019: $13,241Expenses 2019: $28,606Net Income 2019: -$15,3652019Revenue 2020: $6,418Expenses 2020: $25,592Net Income 2020: -$19,1742020Revenue 2021: $8,574Expenses 2021: $33,097Net Income 2021: -$24,5232021Revenue 2022: $6,495Expenses 2022: $30,823Net Income 2022: -$24,3282022Revenue 2023: $6,502Expenses 2023: $29,094Net Income 2023: -$22,5922023

Highlighted filing

2012

Revenue-
Expenses$15,814
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 2, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM MCCARTHYPresident-$0--
DIANE MCCARTHYSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CHURCH OF ST THERESE OF DEEPHAVENDONATION-DEEPHAVEN, MN, US$6,000
Paid GrantTHE BASILICA OF ST MARYDONATION-MINNEAPOLIS, MN, US$4,000
Paid GrantFRIST PRESBYTERIANDONATION-BONITA SPRINGS, FL, US$1,500
Paid GrantMAYO CLINICDONATION-ROCHESTER, MN, US$1,000
Paid GrantDISABLED AMERICAN VETERANSDONATION-CINCINNATI, OH, US$500
Paid GrantHERITAGE FOUNDATIONDONATION-WASHINGTON, DC, US$500
Paid GrantPARK NICOLLET FOUNDATIONDONATION-ST LOUIS PARK, MN, US$500
Paid GrantTHE TAXPAYERS LEAGUE OF MINNESOTADONATION-ST PAUL, MN, US$500
Paid GrantAQUA VIVADONATION-LAKEVILLE, MN, US$200
Paid GrantMOTHERS TO BE BABY CENTER - ABBOTT NORTHWESTERN HOSPITAL FOUNDATIONDONATION-MINNEAPOLIS, MN, US$200
Paid GrantOUR LADY OF SORROWSDONATION-LADYSMITH, WI, US$100
Filing and Contact Details

Filer

EIN
41-1957943
Raw XML Appendix389 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/PersonName0JIM MCCARTHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DIANE MCCARTHY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY/TREASURER
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE FOUNDATION CURRENTLY HOLDS STOCKS OF VARIOUS COMPANIES. THE INCOME FROM THESE SECURITIES IS USED TO MAKE DONATIONS TO CHARITABLE ORGANIZATIONS.
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JAMES R OR DIANE M MCCARTHY
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IRS990PF/SupplementaryInformation/ContributingManager0JIM MCCARTHY
IRS990PF/SupplementaryInformation/ContributingManager1DIANE MCCARTHY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10DONATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AQUA VIVA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DISABLED AMERICAN VETERANS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FRIST PRESBYTERIAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HERITAGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MAYO CLINIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15MOTHERS TO BE BABY CENTER - ABBOTT NORTHWESTERN HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16OUR LADY OF SORROWS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17PARK NICOLLET FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18THE BASILICA OF ST MARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE CHURCH OF ST THERESE OF DEEPHAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110THE TAXPAYERS LEAGUE OF MINNESOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1023955 BEAR AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 14301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine129751 BONITA BEACH ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13214 MASSACHUSETTS AVE NE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14200 FIST ST SW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15800 EAST 28TH ST MAIL ROUTE 16509
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16105 WASHINGTON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine173800 PARK NICOLLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1816TH STREET HENNEPIN AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1918323 MINNETONKA BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1101402 CONCORDIA AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LAKEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CINCINNATI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BONITA SPRINGS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ROCHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6LADYSMITH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7ST LOUIS PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8MINNEAPOLIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9DEEPHAVEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10ST PAUL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10MN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode055044
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1452500301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode234135
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3200024999
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode455902
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode555407
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode654848
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode755416
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode8554050010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode955391
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1055104
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear015000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear082
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1014918
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted014767
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions015000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY014685
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear014918
OtherAssetsSchedule/OtherAssets/Description0DUE FROM BERNSTEIN
OtherAssetsSchedule/OtherAssets/EOYBookValue0806
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0772
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0772
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0772
TaxesSchedule/Taxes/AdjustedNetIncome042
TaxesSchedule/Taxes/Amount042
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome042
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0411957943
ReturnHeader/Filer/Name/BusinessNameLine10JIM AND DIANE MCCARTHY FOUNDATION
ReturnHeader/Filer/NameControl0JIMA
ReturnHeader/Filer/Phone02399488440
ReturnHeader/Filer/USAddress/AddressLine104801 BONITA BAY BLVD EST 1102
ReturnHeader/Filer/USAddress/City0BONITA SPRINGS
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034134
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-02
ReturnHeader/Officer/Name0DIANE MCCARTHY
ReturnHeader/Officer/Phone02399488440
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-02
ReturnHeader/PreparerFirm/EIN0411437543
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOHNSON AND COMPANY LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103255 FERNBROOK LANE N
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MINNEAPOLIS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055447
ReturnHeader/Preparer/Name0DWAINE C JOHNSON CPA
ReturnHeader/Preparer/Phone09525259500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-15T16:29:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$295,848
Liabilities
$0
Net assets
$295,848
Revenue
-
Expenses
$15,814
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.52$0.00$0.07$0.29$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.06$0.31$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.09$0.33$0.25
2020Summary only. Only limited summary data is available for this year.$2.26$0.03$0.06$0.26$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$0.13$0.29$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.11$0.24$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.12$0.18$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.01$2.91$0.10$0.15$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.94$0.15$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.18$0.17$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.16
2011Summary only. Only limited summary data is available for this year.$3.11$0.00$0.13$0.16$0.03