Civic Intelligence

Thomas and Frances Mcgregor Foundation

990PF • Fiscal year 2020 • EIN 52-6041498

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 08, 2021

PO Box 6157Kamuela, HI 96743

(720) 560-2857

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

35th percentile

-3.1%

Higher net margin than 35% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$1,400

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

85%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$520,301

Down $2,852 (-0.5%) from 2019

Net Assets

Down

$520,301

Down $2,852 (-0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$93,066

Up $42,792 (+85%) from 2019

Expenses

Down

$95,918

Down $4,201 (-4.2%) from 2019

Net Income

Up

-$2,852

Up $46,993 (+94%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $02012Assets 2013: $1Liabilities 2013: $02013Assets 2014: $1Liabilities 2014: $02014Assets 2015: $368,601Liabilities 2015: $117,3782015Assets 2016: $206,448Liabilities 2016: $0Net Assets 2016: $206,4482016Assets 2017: $573,016Liabilities 2017: $0Net Assets 2017: $573,0162017Assets 2018: $572,998Liabilities 2018: $0Net Assets 2018: $572,9982018Assets 2019: $523,153Liabilities 2019: $0Net Assets 2019: $523,1532019Assets 2020: $520,301Liabilities 2020: $0Net Assets 2020: $520,3012020Assets 2021: $491,087Liabilities 2021: $0Net Assets 2021: $491,0872021Assets 2022: $466,827Liabilities 2022: $0Net Assets 2022: $466,8272022Assets 2023: $267,387Liabilities 2023: $0Net Assets 2023: $267,3872023Assets 2024: $240,682Liabilities 2024: $0Net Assets 2024: $240,6822024

Highlighted filing

2020

Assets$520,301
Liabilities$0
Net Assets$520,301

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $0Expenses 2011: $27,671Net Income 2011: -$27,6712011Revenue 2012: $0Expenses 2012: $25,475Net Income 2012: -$25,4752012Revenue 2013: $1,000Expenses 2013: $33,019Net Income 2013: -$32,0192013Revenue 2014: $0Expenses 2014: $30,084Net Income 2014: -$30,0842014Revenue 2015: $0Expenses 2015: $29,500Net Income 2015: -$29,5002015Revenue 2016: $26,484Expenses 2016: $39,086Net Income 2016: -$12,6022016Revenue 2017: $250,583Expenses 2017: $19,769Net Income 2017: $230,8142017Revenue 2018: $25,146Expenses 2018: $25,164Net Income 2018: -$182018Revenue 2019: $50,274Expenses 2019: $100,119Net Income 2019: -$49,8452019Revenue 2020: $93,066Expenses 2020: $95,918Net Income 2020: -$2,8522020Revenue 2021: $158,314Expenses 2021: $133,094Net Income 2021: $25,2202021Revenue 2022: $373,417Expenses 2022: $397,677Net Income 2022: -$24,2602022Revenue 2023: -$3,041Expenses 2023: $196,399Net Income 2023: -$199,4402023Revenue 2024: $250,029Expenses 2024: $276,734Net Income 2024: -$26,7052024

Highlighted filing

2020

Revenue$93,066
Expenses$95,918
Net Income-$2,852
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 8, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINSTON S BYRONPresident/Treasurer/DirectorPT$1,400-$1,400
ROBYN OWENSVice President/Secretary/Director-$0--
TOM BYRONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas and Frances Mcgregor Foundation
EIN
52-6041498
Phone
7205602857
Address
PO BOX 6157, KAMUELA, HI 96743

Signing Officer

Name
Winston S Byron
Title
President/tresurer/director
Phone
7205602857
Signed
2021-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
2950 E HARMONY RD STE 290, FORT COLLINS, CO 80528-3429
Preparer
Kyle Fritch CPA
Phone
9702238825
Raw XML Appendix343 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GEMERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DURHAM ACADEMY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JAMES' EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NORTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PARKER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NORTH HAWAII HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03130 PICKETT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165-1237 KAWAIHAE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt365-1224 LINDSEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt465-1328 KAWAIHAE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KAMUELA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KAMUELA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4KAMUELA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027705
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd196743
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2275140309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd396743
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496743
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt01
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt095092
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0132201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt095093
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0132200
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt095092
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WINSTON AND BRIDGET BYRON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt067-1216 HALALENA PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KAMUELA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0HI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd096743
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt030000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0522
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0522
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0156
TaxesSchedule/TaxesDetail/Amt0825
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WINSTON S BYRON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TRESURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07205602857
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS AND FRANCES MCGREGOR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0526041498
ReturnHeader/Filer/PhoneNum07205602857
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6157
ReturnHeader/Filer/USAddress/CityNm0KAMUELA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096743
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 E HARMONY RD STE 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0805283429
ReturnHeader/PreparerPersonGrp/PhoneNum09702238825
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KYLE FRITCH CPA
ReturnHeader/ReturnTs02021-03-15T11:16:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WINSTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BYRON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$2.50$2.77$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.03$1.96$1.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$3.73$3.98$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$1.58$1.33$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.93$0.96$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.50$1.00$0.50
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$0.25$0.25$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.73$0.00$5.73$2.51$0.20$2.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.26$0.39$0.13
2015Summary only. Only limited summary data is available for this year.$3.69$1.17$0.00$0.30$0.30
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.30$0.30
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.01$0.33$0.32
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.25$0.25
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.28$0.28