Civic Intelligence

Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2021 • EIN 65-6062921

Oct 01, 2020 to Sep 30, 2021 • Filed on Nov 22, 2021

11891 US Highway One 100North 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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-116%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,000

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-4.8%

Faster asset growth than 31% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-3.8%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$326,762

Down $16,576 (-4.8%) from 2020

Net Assets

Down

$326,762

Down $16,576 (-4.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$14,278

Down $568 (-3.8%) from 2020

Expenses

Down

$30,854

Down $15,359 (-33%) from 2020

Net Income

Up

-$16,576

Up $14,791 (+47%) from 2020

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

2021

Assets$326,762
Liabilities$0
Net Assets$326,762

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

2021

Revenue$14,278
Expenses$30,854
Net Income-$16,576
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Nov 22, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH M FLEMINGTrustee-$2,000-$2,000
Filing and Contact Details

Filer

Filer Name
Mcdermott Private Foundation Trust
EIN
65-6062921
Phone
5616222700
Address
11891 US HIGHWAY ONE 100, NORTH PALM BEACH, FL 33408

Signing Officer

Name
Joseph M Fleming
Title
Trustee
Signed
2021-11-22
Discuss with paid preparer
Yes

Preparer

Firm
Weinberg & Co WPB LLC
Address
1800 S Australian Ave Ste 302, West Palm Beach, FL 33409
Preparer
Bruce Weinberg
Phone
5616870700
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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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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014498
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010149
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt033
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03384
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt147
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-22
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 100
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/AddressLine1Txt01800 S Australian Ave Ste 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033409
ReturnHeader/PreparerPersonGrp/PhoneNum05616870700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce Weinberg
ReturnHeader/ReturnTs02021-11-22T12:38:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FLEMING
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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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