Civic Intelligence

Joseph F Mccarthy III Legacy Foundation

990EZ • Fiscal year 2017 • EIN 47-3671590

Jun 01, 2016 to May 31, 2017 • Filed on Apr 10, 2018

Organization ProfileN/A
4483 Parade StreetPittsburgh, PA 15207

(919) 768-3699

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

$129,398

No earlier filing loaded for comparison.

Net Assets

$129,398

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

$73,974

No earlier filing loaded for comparison.

Expenses

$5,593

No earlier filing loaded for comparison.

Net Income

$68,381

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2017: $129,398Liabilities 2017: $0Net Assets 2017: $129,3982017Assets 2018: $119,132Liabilities 2018: $0Net Assets 2018: $119,1322018Assets 2019: $125,979Liabilities 2019: $0Net Assets 2019: $125,9792019Assets 2020: $114,625Liabilities 2020: $0Net Assets 2020: $114,6252020Assets 2021: $113,760Liabilities 2021: $0Net Assets 2021: $113,7602021

Highlighted filing

2017

Assets$129,398
Liabilities$0
Net Assets$129,398
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2017: $73,974Expenses 2017: $5,593Net Income 2017: $68,3812017Revenue 2018: $7,891Expenses 2018: $18,157Net Income 2018: -$10,2662018Revenue 2019: $18,300Expenses 2019: $11,453Net Income 2019: $6,8472019Revenue 2020: $0Expenses 2020: $11,354Net Income 2020: -$11,3542020Revenue 2021: $0Expenses 2021: $865Net Income 2021: -$8652021

Highlighted filing

2017

Revenue$73,974
Expenses$5,593
Net Income$68,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 10, 2018
Return Version
2016v3.0
Gross Receipts
$119,605
Mission and Program Overview

Mission

The goal of the foundation is to raise funds by holding events and soliciting contributions to support and provide opportunities for youths through education, enrichment, and sports.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS BY HOLDING EVENTS AND SOLICITING CONTRIBUTIONS TO SUPPORT AND PROVIDE OPPORTUNITIES FOR YOUTHS THROUGH EDUCATION, ENRICHMENT, AND SPORTS.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN GULDINPresident-$0--
JOSEPH MCCARTHYTreasurer-$0--
MICHAEL MCCARTHYVice President/Director-$0--
KELLIE MCCAFFREYAssistant Treasurer/Director-$0--
ELLEN DEASYSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$119,605$101,186$43,770$57,416
Total Events$119,605$101,186$45,631$55,555
Filing and Contact Details

Filer

Filer Name
Joseph F Mccarthy Iii Legacy Foundation
EIN
47-3671590
Phone
9197683699
Address
4483 PARADE STREET, PITTSBURGH, PA 15207

Signing Officer

Name
Kellie Mccaffrey
Title
Assistant Treasurer
Phone
9197683699
Signed
2018-04-10
Discuss with paid preparer
Yes

Preparer

Firm
H2r CPA
Address
875 GREENTREE RD BLDG 7 STE 1000, PITTSBURGH, PA 15220
Preparer
Edward G Scherer
Phone
4123912920
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 3,120. Description: meals & entertainment. Amount: 981. Description: administrative expenses. Amount: 398. Description: contributions. Amount: 50. Description: travel. Amount: 443. Description: miscellaneous expense. Amount: 326. Total to form 990-ez, line 16: 5,318.”

Raw XML Appendix164 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLIE MCCAFFREY
IRS990EZ/BooksInCareOfDetail/PhoneNum09197683699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04483 PARADE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129398
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt018419
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt068381
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0275
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061017
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129398
IRS990EZ/FundraisingGrossIncomeAmt0101186
IRS990EZ/GrossReceiptsAmt0119605
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061017
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129398
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061017
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129398
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0COLLEEN GULDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLIE MCCAFFREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELLEN DEASY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT TREASURER/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE GOAL OF THE FOUNDATION IS TO RAISE FUNDS BY HOLDING EVENTS AND SOLICITING CONTRIBUTIONS TO SUPPORT AND PROVIDE OPPORTUNITIES FOR YOUTHS THROUGH EDUCATION, ENRICHMENT, AND SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS BY HOLDING EVENTS AND SOLICITING CONTRIBUTIONS TO SUPPORT AND PROVIDE OPPORTUNITIES FOR YOUTHS THROUGH EDUCATION, ENRICHMENT, AND SPORTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt045631
IRS990EZ/SpecialEventsNetIncomeLossAmt055555
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05593
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt073974
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0119605
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt032200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0234185
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0234185
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0119605
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt032200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0234185
IRS990ScheduleA/TotalSupportAmt0234185
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt018419
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt018419
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt045631
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01361
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01361
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0119605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0119605
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0101186
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0101186
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt055555
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt043770
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt043770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 3,120. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 981. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 398. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 50. DESCRIPTION: TRAVEL. AMOUNT: 443. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 326. TOTAL TO FORM 990-EZ, LINE 16: 5,318.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLIE MCCAFFREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09197683699
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH F MCCARTHY III LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0473671590
ReturnHeader/Filer/PhoneNum09197683699
ReturnHeader/Filer/USAddress/AddressLine1Txt04483 PARADE STREET
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId072921BE61C7AE997990BFCB909261B5B7BC3728C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CEB255479A9B6291AC95686A8BF75C96278B3362
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.52.234.194
ReturnHeader/FilingSecurityInformation/IPDt02018-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:36:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251031723
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H2R CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0875 GREENTREE RD BLDG 7 STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015220
ReturnHeader/PreparerPersonGrp/PhoneNum04123912920
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD G SCHERER
ReturnHeader/ReturnTs02018-04-17T11:05:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,398
Liabilities
$0
Net assets
$129,398
Revenue
$73,974
Expenses
$5,593
Net income
$68,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.00$0.11$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.18$0.11$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.08$0.18$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.74$0.06$0.68