Civic Intelligence

Mcdonnell Foundation Inc.

990PF • Fiscal year 2019 • EIN 43-1439173

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 01, 2020

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

11th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

90th percentile

56%

Higher net margin than 90% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

14th percentile

$12,000

Higher top officer pay than 14% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

60th percentile

7.2%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-49%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Assets

Up

$57,716,155

Up $3,881,923 (+7.2%) from 2018

Net Assets

Up

$57,716,155

Up $3,881,923 (+7.2%) from 2018

Liabilities

Down

$0

Down $53,834,232 (-100%) from 2018

Revenue

Down

$9,559,570

Down $9,112,464 (-49%) from 2018

Expenses

Up

$4,220,709

Up $1,104,634 (+35%) from 2018

Net Income

Down

$5,338,861

Down $10,217,098 (-66%) from 2018

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

2019

Assets$57,716,155
Liabilities$0
Net Assets$57,716,155

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

2019

Revenue$9,559,570
Expenses$4,220,709
Net Income$5,338,861
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 1, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C FielderDirectorPT$12,000-$12,000
Kerry McDonnellDirectorPT$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
2020-04-01
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 Appendix372 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kerry McDonnell
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt064388402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt054859092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt047232004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt049095301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt046323037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03472973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238799
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03405483
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03472973
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt067490
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03472973
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/Amt03447810
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Schedule XII attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0see Schedule XII attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03447810
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/AppliedToCurrentYearAmt01847339
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01625634
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03465765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03472973
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01618426
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01625634
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Thomas Jean McDonnell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04909 Sunset Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Kansas City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0641122039
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02543500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02543500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc020,000 shs Zoetis Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-09-09
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WENDY MARVIN LAW OFFICE, LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01163
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02322
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01163
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01456938
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT FOR ASSETS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Income from partnerships - USD Partners
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Interest income from USD Partners
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-13096
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt165
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-13096
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt165
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJUSTMENT FOR ASSETS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0TAXES PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0262267
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SCHWAB ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0262267
TaxesSchedule/TaxesDetail/Amt0261572
TaxesSchedule/TaxesDetail/Amt13614
TaxesSchedule/TaxesDetail/Amt2211676
TaxesSchedule/TaxesDetail/Amt37448
TaxesSchedule/TaxesDetail/CategoryTxt02019 ESTIMATE PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL INCOME TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt3ESTIMATED TAX PENALTY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03614
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN MCDONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08167534142
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-01
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/AtSubmissionCreationDeviceId01AD5C383FAFD004B978234DE27231F5F1C1FC7A2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0456358AEAFE97C253E52919DC2C7F9246170124C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId048086820201225000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.167.64.214
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/ReturnTs02020-05-01T14:44:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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