Civic Intelligence

Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2014 • EIN 65-6062921

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 04, 2014

11891 US Highway One33408

(561) 622-2700

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

4th percentile

-189%

Higher net margin than 4% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$6,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

29th percentile

-7.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2012 to 2014

Assets

Down

$370,034

Down $30,722 (-7.7%) from 2013

Net Assets

Down

$370,034

Down $30,722 (-7.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$16,234

No earlier filing loaded for comparison.

Expenses

Down

$46,956

Down $7,385 (-14%) from 2013

Net Income

-$30,722

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $486,888Liabilities 2011: $02011Assets 2012: $442,019Liabilities 2012: $02012Assets 2013: $400,756Liabilities 2013: $0Net Assets 2013: $400,7562013Assets 2014: $370,034Liabilities 2014: $0Net Assets 2014: $370,0342014Assets 2015: $334,429Liabilities 2015: $0Net Assets 2015: $334,4292015Assets 2016: $320,325Liabilities 2016: $0Net Assets 2016: $320,3252016Assets 2017: $305,879Liabilities 2017: $0Net Assets 2017: $305,8792017Assets 2018: $279,832Liabilities 2018: $0Net Assets 2018: $279,8322018Assets 2019: $374,705Liabilities 2019: $0Net Assets 2019: $374,7052019Assets 2020: $343,338Liabilities 2020: $0Net Assets 2020: $343,3382020Assets 2021: $326,762Liabilities 2021: $0Net Assets 2021: $326,7622021Assets 2022: $328,190Liabilities 2022: $0Net Assets 2022: $328,1902022Assets 2023: $295,283Liabilities 2023: $0Net Assets 2023: $295,2832023Assets 2024: $274,874Liabilities 2024: $0Net Assets 2024: $274,8742024Assets 2025: $256,616Liabilities 2025: $0Net Assets 2025: $256,6162025

Highlighted filing

2014

Assets$370,034
Liabilities$0
Net Assets$370,034

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $33,348Expenses 2011: $45,720Net Income 2011: -$12,3722011Revenue 2012: $16,031Expenses 2012: $60,900Net Income 2012: -$44,8692012Expenses 2013: $54,3412013Revenue 2014: $16,234Expenses 2014: $46,956Net Income 2014: -$30,7222014Revenue 2015: $21,619Expenses 2015: $57,224Net Income 2015: -$35,6052015Revenue 2016: $23,645Expenses 2016: $37,749Net Income 2016: -$14,1042016Revenue 2017: $29,134Expenses 2017: $43,580Net Income 2017: -$14,4462017Revenue 2018: $29,533Expenses 2018: $55,580Net Income 2018: -$26,0472018Revenue 2019: $134,190Expenses 2019: $39,317Net Income 2019: $94,8732019Revenue 2020: $14,846Expenses 2020: $46,213Net Income 2020: -$31,3672020Revenue 2021: $14,278Expenses 2021: $30,854Net Income 2021: -$16,5762021Revenue 2022: $32,630Expenses 2022: $31,202Net Income 2022: $1,4282022Revenue 2023: $5,552Expenses 2023: $38,459Net Income 2023: -$32,9072023Revenue 2024: $10,602Expenses 2024: $31,011Net Income 2024: -$20,4092024Revenue 2025: $18,008Expenses 2025: $36,266Net Income 2025: -$18,2582025

Highlighted filing

2014

Revenue$16,234
Expenses$46,956
Net Income-$30,722
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M FLEMINGTrustee-$6,000-$6,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-RELIGIOUS DONATION501(C)(3)WELLINGTON, FL, US$3,432
Paid Grant-SUPPORT FOR GENERAL EDUCATIONAL PURPOSES501(C)(3)ST PAUL, MN, US$3,000
Paid Grant-RELIGIOUS DONATION501(C)(3)MENDOTA HEIGHTS, MN, US$3,000
Paid Grant-SUPPORT FOR GENERAL EDUCATIONAL PURPOSES501(C)(3)N PALM BEACH, FL, US$3,000
Paid Grant-SUPPORT FOR CHILDREN501(C)(3)LAKE PARK, FL, US$2,500
Filing and Contact Details

Filer

EIN
65-6062921
Phone
5616222700

Signing Officer

Name
Joseph M Fleming
Title
Trustee
Signed
2014-11-04
Discuss with paid preparer
Yes

Preparer

Preparer
Elliott Weinberg
Phone
5616870700
Raw XML Appendix295 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/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018762
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2528
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2528
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-30722
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0370034
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0400756
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024927
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024937
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010
IRS990PF/DistributableAmountGrp/TotalTaxAmt010
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01747
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01757
IRS990PF/FMVAssetsEOYAmt0485774
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt094413
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0290182
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01757
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0400756
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0370034
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011904
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0506335
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0487440
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024937
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH M FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1011891 US HWY ONE STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0NORTH PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR GENERAL EDUCATIONAL PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SUPPORT FOR CHILDREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST THERESE DE LISIEUX CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NATIONAL CENTER FOR MISSING EXPLOIT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine102004 RANDOLPH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112455 VISITATION DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12821 PROSPERITY FARMS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1311800 LAKE WORTH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine149176 ALT AIA SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MENDOTA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2N PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3WELLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4LAKE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode055105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode155120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode333467
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014932
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt07821
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014932
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024927
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022753
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017106
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014932
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05079
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt016929
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011850
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05955
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10MCDERMOTT PRIVATE FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO JOSEPH M FLEMING ESQ TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MCDE
ReturnHeader/Filer/EIN0656062921
ReturnHeader/Filer/PhoneNum05616222700
ReturnHeader/Filer/USAddress/AddressLine1011891 US HIGHWAY ONE
ReturnHeader/Filer/USAddress/City0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Weinberg & Co WPB LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101764 N CONGRESS AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033409
ReturnHeader/PreparerPersonGrp/PhoneNum05616870700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOTT WEINBERG
ReturnHeader/ReturnTs02014-11-07T12:14:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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.$2.57$0.00$2.57$0.18$0.36$0.18
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.11$0.31$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.06$0.38$0.33
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.33$0.31$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.31$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.15$0.46$0.31
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$1.34$0.39$0.95
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.30$0.56$0.26
2017Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.29$0.44$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.24$0.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.22$0.57$0.36
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.16$0.47$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.54
2012Summary only. Only limited summary data is available for this year.$4.42$0.00$0.16$0.61$0.45
2011Summary only. Only limited summary data is available for this year.$4.87$0.00$0.33$0.46$0.12