Civic Intelligence

Mcdonnell Foundation Inc.

990PF • Fiscal year 2018 • EIN 43-1439173

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 01, 2019

4909 Sunset DrKansas City, MO 64112-2039

(816) 753-7142

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

2.88x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$12,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2018 filings • $50M-$100M nonprofits • Source year 2018

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2015 to 2018

Revenue Growth

87th percentile

39%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • $50M-$100M nonprofits • Annualized from 2015 to 2018

Assets

Up

$53,834,232

Up $13,949,657 (+35%) from 2015

Net Assets

$53,834,232

No earlier filing loaded for comparison.

Liabilities

Up

$53,834,232

Up $53,834,232 from 2015

Revenue

Up

$18,672,034

Up $11,745,162 (+170%) from 2015

Expenses

Up

$3,116,075

Up $634,463 (+26%) from 2015

Net Income

Up

$15,555,959

Up $11,110,699 (+250%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $28,208,473Liabilities 2011: $9,0102011Assets 2012: $30,532,751Liabilities 2012: $02012Assets 2013: $35,004,353Liabilities 2013: $02013Assets 2014: $36,615,393Liabilities 2014: $02014Assets 2015: $39,884,575Liabilities 2015: $02015Assets 2018: $53,834,232Liabilities 2018: $53,834,232Net Assets 2018: $53,834,2322018Assets 2019: $57,716,155Liabilities 2019: $0Net Assets 2019: $57,716,1552019Assets 2020: $52,291,657Liabilities 2020: $0Net Assets 2020: $52,291,6572020Assets 2021: $64,677,190Liabilities 2021: $0Net Assets 2021: $64,677,4842021Assets 2022: $65,125,162Liabilities 2022: $0Net Assets 2022: $65,125,1622022Assets 2023: $65,363,652Liabilities 2023: $0Net Assets 2023: $65,363,6522023Assets 2024: $75,624,302Liabilities 2024: $0Net Assets 2024: $75,624,3022024

Highlighted filing

2018

Assets$53,834,232
Liabilities$53,834,232
Net Assets$53,834,232

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $5,377,892Expenses 2011: $1,616,793Net Income 2011: $3,761,0992011Revenue 2012: $3,260,836Expenses 2012: $927,548Net Income 2012: $2,333,2882012Revenue 2013: $6,463,630Expenses 2013: $1,992,028Net Income 2013: $4,471,6022013Revenue 2014: $6,042,097Expenses 2014: $2,445,045Net Income 2014: $3,597,0522014Revenue 2015: $6,926,872Expenses 2015: $2,481,612Net Income 2015: $4,445,2602015Revenue 2018: $18,672,034Expenses 2018: $3,116,075Net Income 2018: $15,555,9592018Revenue 2019: $9,559,570Expenses 2019: $4,220,709Net Income 2019: $5,338,8612019Revenue 2020: -$730,047Expenses 2020: $4,108,153Net Income 2020: -$4,838,2002020Revenue 2021: $20,782,993Expenses 2021: $4,726,143Net Income 2021: $16,056,8502021Revenue 2022: $4,983,563Expenses 2022: $3,915,324Net Income 2022: $1,068,2392022Revenue 2023: $2,841,447Expenses 2023: $4,118,636Net Income 2023: -$1,277,1892023Revenue 2024: $13,788,844Expenses 2024: $4,609,357Net Income 2024: $9,179,4872024

Highlighted filing

2018

Revenue$18,672,034
Expenses$3,116,075
Net Income$15,555,959
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 1, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C FielderDirector-$12,000-$12,000
Kerry McDonnellDirector-$12,000-$12,000
Thomas A McDonnellDirector-$0--
Jean W McDonnellPresident & Director-$0--
Filing and Contact Details

Filer

Filer Name
McDonnell Foundation Inc
EIN
43-1439173
In Care Of
% JEAN MCDONNELL
Phone
8167537142
Address
4909 Sunset Dr, Kansas City, MO 64112-2039

Signing Officer

Name
Jean Mcdonnell
Title
President & Director
Phone
8167534142
Signed
2019-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Wendy Marvin Law Office LLC
Address
6731 W 121st St Ste 206, Leawood, KS 66209
Preparer
Wendy B Marvin
Phone
9133125667
Raw XML Appendix371 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Thomas A McDonnell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jean W McDonnell
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kerry McDonnell
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt049095301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt046323037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt039547938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02823421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.244163
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02823421
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02823421
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02823421
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04909 SUNSET DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Kansas City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEAN MCDONNELL
IRS990PF/StatementsRegardingActyGrp/PhoneNum08167534142
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS A MCDONNELL JEAN W MCDONNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02798510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Schedule XII attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see Schedule XII attached
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02798510
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/AppliedToCurrentYearAmt01332214
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01491207
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02957848
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02823421
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01625634
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01491207
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Thomas Jean McDonnell
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Thomas Jean McDonnell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04909 Sunset Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14909 Sunset Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Kansas City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Kansas City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0641122039
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd164112
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02513256
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12842400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WENDY MARVIN LAW OFFICE, LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0911
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01823
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0912
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04055659
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT FOR ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from partnerships - USD Partners
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Income from partnerships - Cedar Fair
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01566
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2476
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01566
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2476
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT FOR ASSETS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAXES PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0237592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0232592
TaxesSchedule/TaxesDetail/Amt049896
TaxesSchedule/TaxesDetail/Amt14254
TaxesSchedule/TaxesDetail/CategoryTxt02018 ESTIMATE PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04254
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MCDONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08167534142
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McDonnell Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0MCDO
ReturnHeader/Filer/EIN0431439173
ReturnHeader/Filer/InCareOfNm0% JEAN MCDONNELL
ReturnHeader/Filer/PhoneNum08167537142
ReturnHeader/Filer/USAddress/AddressLine1Txt04909 Sunset Dr
ReturnHeader/Filer/USAddress/CityNm0Kansas City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0641122039
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACCF81B492EB64E471DB69A9D09FEA7ACE51F4D0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FF7C2693A0DA732E91BD37BDBDC37FA6422C22E4
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId048086820190915000012
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-04-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.87.104.90
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wendy Marvin Law Office LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06731 W 121st St Ste 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Leawood
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066209
ReturnHeader/PreparerPersonGrp/PhoneNum09133125667
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Wendy B Marvin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-01T08:58:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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