Civic Intelligence

David and Kathryn Mccartney Foundation

990PF • Fiscal year 2016 • EIN 46-5452633

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 07, 2017

Organization Profile
308 N Main St No 400Chalfont, PA 18914

(215) 345-4301

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-51%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-3.0%

Faster asset growth than 40% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$414,586

Down $12,788 (-3.0%) from 2015

Net Assets

$414,586

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Up

$25,256

Up $3,735 (+17%) from 2015

Expenses

Up

$38,044

Up $30,284 (+390%) from 2015

Net Income

Down

-$12,788

Down $26,549 (-193%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$600K$400K$200K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $427,374Liabilities 2015: $02015Assets 2016: $414,586Liabilities 2016: $0Net Assets 2016: $414,5862016Assets 2017: $422,992Liabilities 2017: $0Net Assets 2017: $422,9922017Assets 2018: $403,913Liabilities 2018: $0Net Assets 2018: $403,9132018Assets 2019: $385,010Liabilities 2019: $0Net Assets 2019: $385,0102019Assets 2020: $347,602Liabilities 2020: $0Net Assets 2020: $347,6022020Assets 2021: $324,914Liabilities 2021: $0Net Assets 2021: $324,9142021Assets 2022: $307,940Liabilities 2022: $0Net Assets 2022: $307,9402022Assets 2023: $283,509Liabilities 2023: $0Net Assets 2023: $283,5092023Assets 2024: $239,163Liabilities 2024: $0Net Assets 2024: $239,1632024

Highlighted filing

2016

Assets$414,586
Liabilities$0
Net Assets$414,586
Open 2016 Filing

Operations Trend

Revenue Growth73rd percentile

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

$100K$50K$0-$50KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $21,521Expenses 2015: $7,760Net Income 2015: $13,7612015Revenue 2016: $25,256Expenses 2016: $38,044Net Income 2016: -$12,7882016Revenue 2017: $17,715Expenses 2017: $16,108Net Income 2017: $1,6072017Revenue 2018: $26,375Expenses 2018: $45,454Net Income 2018: -$19,0792018Revenue 2019: $25,265Expenses 2019: $44,168Net Income 2019: -$18,9032019Revenue 2020: -$891Expenses 2020: $36,517Net Income 2020: -$37,4082020Revenue 2021: $14,113Expenses 2021: $36,801Net Income 2021: -$22,6882021Revenue 2022: $16,283Expenses 2022: $33,257Net Income 2022: -$16,9742022Revenue 2023: $12,952Expenses 2023: $37,383Net Income 2023: -$24,4312023Revenue 2024: $22,528Expenses 2024: $66,874Net Income 2024: -$44,3462024

Highlighted filing

2016

Revenue$25,256
Expenses$38,044
Net Income-$12,788
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN R VEIT JRPresident And Treasurer-$0--
LOIS ANN C VEITVice President And Secreta-$0--
Filing and Contact Details

Filer

Filer Name
David and Kathryn Mccartney Foundation
EIN
46-5452633
Phone
2153454301
Address
308 N MAIN ST NO 400, CHALFONT, PA 18914

Signing Officer

Name
Norman R Veit Jr
Title
President
Phone
2153454301
Signed
2017-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Dunlap & Associates Pc
Address
1300 HORIZON DRIVE SUITE 106, CHALFONT, PA 18914
Preparer
Julia L Davis
Phone
2159975600
Raw XML Appendix337 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/PersonNm0NORMAN R VEIT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOIS ANN C VEIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT AND SECRETA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAPITAL PURCHASES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MICHIGAN SCHOOL FOR THE DEAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01235 W COURT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FLINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048503
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09751
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020620
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01764
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01764
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030371
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01764
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012647
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020620
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03106
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03106
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISING AND MARKETING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12368
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22710
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06782
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06782
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12368
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22710
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1765
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0826
TaxesSchedule/TaxesDetail/Amt165
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/CategoryTxt1OTHER
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0826
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt165
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN R VEIT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02153454301
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID AND KATHRYN MCCARTNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0465452633
ReturnHeader/Filer/PhoneNum02153454301
ReturnHeader/Filer/USAddress/AddressLine1Txt0308 N MAIN ST NO 400
ReturnHeader/Filer/USAddress/CityNm0CHALFONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018914
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C1331CEE3375DAD6229E5F7391752132CF28ED0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08A256E2D5A48EC6DB908D013E05C26D407A632DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.114.182.202
ReturnHeader/FilingSecurityInformation/IPDt02017-08-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:29:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0233018514
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DUNLAP & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 HORIZON DRIVE SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHALFONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd018914
ReturnHeader/PreparerPersonGrp/PhoneNum02159975600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA L DAVIS
ReturnHeader/ReturnTs02017-10-18T11:56:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,586
Liabilities
$0
Net assets
$414,586
Revenue
$25,256
Expenses
$38,044
Net income
-$12,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.23$0.67$0.44
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.13$0.37$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.16$0.33$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.14$0.37$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.01$0.37$0.37
2019Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.25$0.44$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.26$0.45$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.18$0.16$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.25$0.38$0.13
2015Summary only. Only limited summary data is available for this year.$4.27$0.00$0.22$0.08$0.14
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00