Civic Intelligence

Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2019 • EIN 65-6062921

Oct 01, 2018 to Sep 30, 2019 • Filed on Dec 23, 2019

Organization Profile
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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

82nd percentile

34%

Faster asset growth than 82% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

354%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$374,705

Up $94,873 (+34%) from 2018

Net Assets

Up

$374,705

Up $94,873 (+34%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$134,190

Up $104,657 (+354%) from 2018

Expenses

Down

$39,317

Down $16,263 (-29%) from 2018

Net Income

Up

$94,873

Up $120,920 (+464%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2019

Assets$374,705
Liabilities$0
Net Assets$374,705
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

2019

Revenue$134,190
Expenses$39,317
Net Income$94,873
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Dec 23, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M FLEMINGTrustee-$4,500-$4,500
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
2019-12-23
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 Appendix290 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/RecipientUSAddress/AddressLine1Txt12455 VISITATION DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21759 JUPITER CREEK PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3821 PROSPERITY FARMS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MENDOTA HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JUPITER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333408
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09099
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/AppliedToCurrentYearAmt07728
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09099
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015838
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016827
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08110
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09099
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05051
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt016837
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011786
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04460
TaxesSchedule/TaxesDetail/Amt01419
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0426
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0993
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-23
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/PreparerFirmEIN0452695247
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/ReturnTs02019-12-23T12:27:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$374,705
Liabilities
$0
Net assets
$374,705
Revenue
$134,190
Expenses
$39,317
Net income
$94,873
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