Civic Intelligence

Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2017 • EIN 65-6062921

Oct 01, 2016 to Sep 30, 2017 • Filed on Oct 24, 2017

11891 US Highway OneNorth Palm Beach, FL 33408

(561) 622-2700

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

35th percentile

-4.5%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$305,879

Down $14,446 (-4.5%) from 2016

Net Assets

Down

$305,879

Down $14,446 (-4.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$29,134

Up $5,489 (+23%) from 2016

Expenses

Up

$43,580

Up $5,831 (+15%) from 2016

Net Income

Down

-$14,446

Down $342 (-2.4%) from 2016

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

2017

Assets$305,879
Liabilities$0
Net Assets$305,879

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

2017

Revenue$29,134
Expenses$43,580
Net Income-$14,446
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M FLEMINGTrustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Mcdermott Private Foundation Trust
EIN
65-6062921
Phone
5616222700
Address
11891 US HIGHWAY ONE, NORTH PALM BEACH, FL 33408

Signing Officer

Name
Joseph M Fleming
Title
Trustee
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Weinberg & Co WPB LLC
Address
1764 N CONGRESS AVE STE 200, WEST PALM BEACH, FL 33409
Preparer
Elliott Weinberg
Phone
5616870700
Raw XML Appendix302 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/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02004 RANDOLPH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12455 VISITATION DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21759 JUPITER CREEK PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3319 MARTINGALE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4821 PROSPERITY FARMS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MENDOTA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OLD HICKORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd337138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014848
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/AppliedToCurrentYearAmt07072
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014848
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020480
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021920
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013408
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014848
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04335
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014449
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010114
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05160
TaxesSchedule/TaxesDetail/Amt0328
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt098
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0230
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCDERMOTT PRIVATE FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO JOSEPH M FLEMING ESQ TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MCDE
ReturnHeader/Filer/EIN0656062921
ReturnHeader/Filer/PhoneNum05616222700
ReturnHeader/Filer/USAddress/AddressLine1Txt011891 US HIGHWAY ONE
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weinberg & Co WPB LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01764 N CONGRESS AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033409
ReturnHeader/PreparerPersonGrp/PhoneNum05616870700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOTT WEINBERG
ReturnHeader/ReturnTs02017-10-24T09:36:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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