Civic Intelligence

Katherine and Louise Mckean Memorial Scholarship Fund

990EZ • Fiscal year 2013 • EIN 63-1261672

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

Organization ProfileN/A
41 W I-65 Service Rd NRoom/Suite 22036608

(251) 470-1060

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

97th percentile

263%

Faster revenue growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$28,974

Up $2,756 (+11%) from 2012

Net Assets

Up

$28,974

Up $2,756 (+11%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$3,776

Up $2,735 (+263%) from 2012

Expenses

Down

$1,021

Down $1,159 (-53%) from 2012

Net Income

Up

$2,755

Up $3,894 (+342%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$60K$40K$20K$0Assets 2010: $29,414Net Assets 2010: $29,4142010Assets 2011: $27,356Net Assets 2011: $27,3562011Assets 2012: $26,218Net Assets 2012: $26,2182012Assets 2013: $28,974Net Assets 2013: $28,9742013Assets 2014: $29,502Liabilities 2014: $0Net Assets 2014: $29,5022014Assets 2018: $20,901Liabilities 2018: $02018Assets 2019: $19,410Liabilities 2019: $02019Assets 2020: $37,655Liabilities 2020: $0Net Assets 2020: $37,6552020Assets 2021: $52,488Liabilities 2021: $0Net Assets 2021: $52,4882021Assets 2022: $49,454Liabilities 2022: $0Net Assets 2022: $49,4542022Assets 2023: $46,838Liabilities 2023: $0Net Assets 2023: $46,8382023Assets 2024: $42,044Liabilities 2024: $0Net Assets 2024: $42,0442024

Highlighted filing

2013

Assets$28,974
Liabilities-
Net Assets$28,974
Open 2013 Filing

Operations Trend

Revenue Growth97th percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $5,513Expenses 2010: $2,821Net Income 2010: $2,6922010Revenue 2011: $889Expenses 2011: $2,948Net Income 2011: -$2,0592011Revenue 2012: $1,041Expenses 2012: $2,180Net Income 2012: -$1,1392012Revenue 2013: $3,776Expenses 2013: $1,021Net Income 2013: $2,7552013Revenue 2014: $763Expenses 2014: $235Net Income 2014: $5282014Revenue 2018: $971Expenses 2018: $2,525Net Income 2018: -$1,5542018Revenue 2019: $1,359Expenses 2019: $2,850Net Income 2019: -$1,4912019Revenue 2020: $22,093Expenses 2020: $3,848Net Income 2020: $18,2452020Revenue 2021: $19,893Expenses 2021: $5,060Net Income 2021: $14,8332021Revenue 2022: -$155Expenses 2022: $2,879Net Income 2022: -$3,0342022Revenue 2023: $1,749Expenses 2023: $4,365Net Income 2023: -$2,6162023Revenue 2024: -$4Expenses 2024: $4,790Net Income 2024: -$4,7942024

Highlighted filing

2013

Revenue$3,776
Expenses$1,021
Net Income$2,755
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.1
Gross Receipts
$18,529
Mission and Program Overview

Mission

Provide catholic school scholarships

Program Services

DescriptionGrantsExpenses
TO PROVIDE SCHOLARSHIP FUNDS SO THAT STUDENTS MAY ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF MOBILE, ALABAMA--
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID W MCKEANManaging Director-$0--
REGINALD COPELAND JRDirector-$0--
BERNARD HEGGEMAN IIIDirector-$0--
Filing and Contact Details

Filer

EIN
63-1261672

Signing Officer

Name
David W Mckean
Title
Managing Director
Signed
2014-11-12
Discuss with paid preparer
Yes

Preparer

Preparer
Lori a Blum
Phone
2514713800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses investment & advisory ser 264 total 264”

Raw XML Appendix122 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DAVID W MCKEAN
CompensationExplanation/CompensationExplanationGrp/PersonNm1REGINALD COPELAND JR
CompensationExplanation/CompensationExplanationGrp/PersonNm2BERNARD HEGGEMAN III
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID MCKEAN JR
IRS990EZ/BooksInCareOfDetail/PhoneNum02514701060
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1041 W I-65 SERVICE RD N
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine20SUITE 220
IRS990EZ/BooksInCareOfDetail/USAddress/City0MOBILE
IRS990EZ/BooksInCareOfDetail/USAddress/State0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode036608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026219
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028974
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt014753
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02755
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0757
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt026219
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028974
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03019
IRS990EZ/GrossReceiptsAmt018529
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0757
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt026219
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt026219
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID W MCKEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGINALD COPELAND JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BERNARD HEGGEMAN III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MANAGING DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0264
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE CATHOLIC SCHOOL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SCHOLARSHIP FUNDS SO THAT STUDENTS MAY ATTEND CATHOLIC SCHOOLS WITHIN THE ARCHDIOCESE OF MOBILE, ALABAMA
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt017772
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01021
IRS990EZ/TotalRevenueAmt03776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0630453702
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1630515440
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc12
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST IGNATIOUS SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11MCGILL-TOOLEN HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INVESTMENT & ADVISORY SER 264 TOTAL 264
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID W MCKEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10KATHERINE & LOUISE MCKEAN MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0631261672
ReturnHeader/Filer/USAddress/AddressLine1041 W I-65 SERVICE RD N
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 220
ReturnHeader/Filer/USAddress/City0MOBILE
ReturnHeader/Filer/USAddress/State0AL
ReturnHeader/Filer/USAddress/ZIPCode036608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630669902
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCKEAN & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103224 EXECUTIVE PARK CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MOBILE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0366062812
ReturnHeader/PreparerPersonGrp/PhoneNum02514713800
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A BLUM
ReturnHeader/ReturnTs02014-11-17T15:02:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,974
Liabilities
-
Net assets
$28,974
Revenue
$3,776
Expenses
$1,021
Net income
$2,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$0.00$4.79$4.79
2023Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$1.75$4.37$2.62
2022Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$0.16$2.88$3.03
2021Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$19.9$5.06$14.8
2020Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$22.1$3.85$18.2
2019Summary only. Only limited summary data is available for this year.$19.4$0.00$1.36$2.85$1.49
2018Summary only. Only limited summary data is available for this year.$20.9$0.00$0.97$2.53$1.55
2014Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.76$0.24$0.53
2013Detailed filing. Detailed filing data is available for this year.$29.0$29.0$3.78$1.02$2.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$26.2$1.04$2.18$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.4$27.4$0.89$2.95$2.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$29.4$5.51$2.82$2.69