Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2022 • EIN 65-6062921

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 23, 2022

Organization Profile

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.

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

4.4%

Higher net margin than 51% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

0.4%

Faster asset growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

129%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

$328,190

Up $1,428 (+0.4%) from 2021

Net Assets

$328,190

Up $1,428 (+0.4%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin51st percentile

Revenue

$32,630

Up $18,352 (+129%) from 2021

Expenses

$31,202

Up $348 (+1.1%) from 2021

Net Income

$1,428

Up $18,004 (+109%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2022

Assets$328,190

Liabilities$0

Net Assets$328,190

Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2022

Revenue$32,630

Expenses$31,202

Net Income$1,428

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2021 to Sep 30, 2022
Signed: Nov 23, 2022
Return Version: 2021v4.0

Compensation and Service Providers

Top Officer Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSEPH M FLEMING	Trustee	-	$5,000	-	$5,000

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: 2022-11-23
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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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6696
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-11-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MCDERMOTT PRIVATE FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO JOSEPH M FLEMING ESQ TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt	0	MCDE
ReturnHeader/Filer/EIN	0	656062921
ReturnHeader/Filer/PhoneNum	0	5616222700
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	11891 US HIGHWAY ONE 100
ReturnHeader/Filer/USAddress/CityNm	0	NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	452695247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Weinberg & Co WPB LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1800 S Australian Ave Ste 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33409
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5616870700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bruce Weinberg
ReturnHeader/ReturnTs	0	2022-11-23T07:44:56-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOSEPH M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FLEMING
ReturnHeader/TaxPeriodBeginDt	0	2021-10-01
ReturnHeader/TaxPeriodEndDt	0	2022-09-30
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $328,190
Liabilities: $0
Net assets: $328,190
Revenue: $32,630
Expenses: $31,202
Net income: $1,428

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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