Civic Intelligence

The Grant Mcdonald Foundation

990PF • Fiscal year 2018 • EIN 47-7253754

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 14, 2019

Organization Profile
2003 Harper StNewberry, SC 29108

(575) 776-9858

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-308%

Higher net margin than 2% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

26th percentile

-4.1%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,598,306

Down $68,600 (-4.1%) from 2017

Net Assets

Down

$1,598,306

Down $68,600 (-4.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin2nd percentile

Revenue

Down

$22,264

Down $6,385 (-22%) from 2017

Expenses

Down

$90,864

Down $34,521 (-28%) from 2017

Net Income

Up

-$68,600

Up $28,136 (+29%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,816,907Liabilities 2015: $0Net Assets 2015: $1,816,9072015Assets 2016: $1,763,642Liabilities 2016: $0Net Assets 2016: $1,763,6422016Assets 2017: $1,666,906Liabilities 2017: $0Net Assets 2017: $1,666,9062017Assets 2018: $1,598,306Liabilities 2018: $0Net Assets 2018: $1,598,3062018Assets 2019: $1,528,346Liabilities 2019: $0Net Assets 2019: $1,528,3462019Assets 2020: $1,401,000Liabilities 2020: $0Net Assets 2020: $1,401,0002020Assets 2021: $1,379,722Liabilities 2021: $0Net Assets 2021: $1,379,7222021Assets 2022: $1,227,427Liabilities 2022: $0Net Assets 2022: $1,227,4272022Assets 2023: $1,157,402Liabilities 2023: $0Net Assets 2023: $1,157,4022023Assets 2024: $1,104,581Liabilities 2024: $0Net Assets 2024: $1,104,5812024

Highlighted filing

2018

Assets$1,598,306
Liabilities$0
Net Assets$1,598,306
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,825,031Expenses 2015: $8,124Net Income 2015: $1,816,9072015Revenue 2016: $29,124Expenses 2016: $82,389Net Income 2016: -$53,2652016Revenue 2017: $28,649Expenses 2017: $125,385Net Income 2017: -$96,7362017Revenue 2018: $22,264Expenses 2018: $90,864Net Income 2018: -$68,6002018Revenue 2019: $49,012Expenses 2019: $118,972Net Income 2019: -$69,9602019Revenue 2020: -$4,890Expenses 2020: $122,457Net Income 2020: -$127,3472020Revenue 2021: $97,709Expenses 2021: $118,987Net Income 2021: -$21,2782021Revenue 2022: -$29,260Expenses 2022: $123,035Net Income 2022: -$152,2952022Revenue 2023: $44,799Expenses 2023: $114,824Net Income 2023: -$70,0252023Revenue 2024: $74,071Expenses 2024: $126,892Net Income 2024: -$52,8212024

Highlighted filing

2018

Revenue$22,264
Expenses$90,864
Net Income-$68,600
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph A McDonaldTrustee-$0--
Mary G McDonaldTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Grant McDonald Foundation
EIN
47-7253754
Address
2003 Harper St, Newberry, SC 29108

Signing Officer

Name
Joseph McDonald
Title
Trustee
Phone
8032765341
Signed
2019-10-14
Discuss with paid preparer
No

Preparer

Firm
Respess and Respess PC
Address
PO Box 1378, El Prado, NM 87529
Preparer
Andrew Respess
Phone
5757769858
Raw XML Appendix306 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/PersonNm0Joseph A McDonald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary G McDonald
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029108
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08032765341
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Sponsorhsip of five performances
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Summer camp scholarships and facility upgrades
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Sponsor 2 week seminar for high school seniors
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Constructino of new tennis facility
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Newberry Opera House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1St Nicholas Orthodox Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Newberry College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ELCA World Hunger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01201 McKibben St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18220 Jollystreet Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22100 College St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 538
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Newberry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Newberry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Newberry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Newberry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd129108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd329108
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072000
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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/AppliedToCurrentYearAmt072000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020264
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018864
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment advisor fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018864
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph McDonald
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08032765341
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Grant McDonald Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GRAN
ReturnHeader/Filer/EIN0477253754
ReturnHeader/Filer/USAddress/AddressLine1Txt02003 Harper St
ReturnHeader/Filer/USAddress/CityNm0Newberry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581394226
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Respess and Respess PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1378
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Prado
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087529
ReturnHeader/PreparerPersonGrp/PhoneNum05757769858
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Respess
ReturnHeader/ReturnTs02019-11-15T00:26:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,598,306
Liabilities
$0
Net assets
$1,598,306
Revenue
$22,264
Expenses
$90,864
Net income
-$68,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.03$0.12$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.00$0.12$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.02$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.13$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$1.83$0.01$1.82