Civic Intelligence

Mcgrath Family Foundation

990 • Fiscal year 2013 • EIN 73-1498286

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 14, 2014

1416 Brighton AveOklahoma City, OK 73120-1406

(405) 840-2928

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

54th percentile

3.2%

Faster asset growth than 54% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,066,852

Up $32,756 (+3.2%) from 2012

Net Assets

Up

$1,066,852

Up $32,756 (+3.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$72,586

Up $29,761 (+69%) from 2012

Expenses

Up

$39,830

Up $2,013 (+5.3%) from 2012

Net Income

Up

$32,756

Up $27,748 (+554%) from 2012

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $850,063Liabilities 2010: $0Net Assets 2010: $850,0632010Assets 2011: $1,029,088Liabilities 2011: $0Net Assets 2011: $1,029,0882011Assets 2012: $1,034,096Liabilities 2012: $0Net Assets 2012: $1,034,0962012Assets 2013: $1,066,852Liabilities 2013: $0Net Assets 2013: $1,066,8522013Assets 2014: $1,192,688Liabilities 2014: $0Net Assets 2014: $1,192,6882014Assets 2015: $1,383,081Liabilities 2015: $0Net Assets 2015: $1,383,0812015Assets 2016: $1,493,302Liabilities 2016: $0Net Assets 2016: $1,493,3022016Assets 2017: $1,765,836Liabilities 2017: $0Net Assets 2017: $1,765,8362017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2013

Assets$1,066,852
Liabilities$0
Net Assets$1,066,852

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $19,453Expenses 2010: $25,081Net Income 2010: -$5,6282010Revenue 2011: $205,662Expenses 2011: $26,637Net Income 2011: $179,0252011Revenue 2012: $42,825Expenses 2012: $37,817Net Income 2012: $5,0082012Revenue 2013: $72,586Expenses 2013: $39,830Net Income 2013: $32,7562013Revenue 2014: $141,630Expenses 2014: $15,794Net Income 2014: $125,8362014Revenue 2015: $105,346Expenses 2015: $14,180Net Income 2015: $91,1662015Revenue 2016: $75,072Expenses 2016: $22,807Net Income 2016: $52,2652016Revenue 2017: $78,996Expenses 2017: $15,911Net Income 2017: $63,0852017Revenue 2018: $90,230Expenses 2018: $61,079Net Income 2018: $29,1512018

Highlighted filing

2013

Revenue$72,586
Expenses$39,830
Net Income$32,756
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 14, 2014
Return Version
2013v3.1
Gross Receipts
$103,014
Mission and Program Overview

Mission

See Statement O Attached

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,028,895$1,056,233▲ $27,338
Cap Stk Tr Prin Current Funds$1,029,088$1,034,096▲ $5,008
Rtn Earn Endowment Incm Other Fnds$5,008$32,756▲ $27,748
Savings and Temporary Cash Investments$5,201$10,619▲ $5,418
Total Assets$1,034,096$1,066,852▲ $32,756
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,034,096$1,066,852▲ $32,756
Total Liabilities and Net Assets / Fund Balance$1,034,096$1,066,852▲ $32,756
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael J McGrathPresident
Mary C OConnorVice President
Ann Rathburn LacopIndividual Trustee
Ed RyanIndividual Trustee
Glenn J Rosswurm IIIndividual Trustee
Margaret RyanIndividual Trustee
Timothy D McGrathSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$72,584
Other Revenue
$2
Change in Net Assets
$32,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,000
Other Expenses$10,830
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,000--$29,000
Fees for Service Investment Mgmnt Fees$9,115--$9,115
Fees for Services Accounting$950--$950
Other Expenses$752--$752
Interest$13--$13
Total Functional Expenses$39,830$0$0$39,830
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--Sec501 c3-$10,000
73-0717670-Sec501 c3-$5,000
35-0868188-Sec501 c3-$5,000
36-2109717-Sec501 c3-$4,500
73-1405982-Sec501 c3-$3,500
73-1715755-Sec501 c3-$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su

Officer director etc mailing address Part VI line 9

The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su

Governing documents etc available to public Part VI line 19

The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su

Filing and Contact Details

Filer

EIN
73-1498286

Signing Officer

Name
Timothy McGrath
Title
Secretary Treas
Phone
4058402928
Signed
2014-04-14
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Ok
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Preparer
Jeffrey Stuckert
Phone
2625425200
Supplemental Narrative

Additional Explanations

General explanation attachment

Statement #1 - Inv. pub. traded sec. end yr (990-EO pg 11 Line 11b) Beginning Ending Marketable Securities @ Cost...... 1,028,895 1,056,233Total Carried to 990-EO pg 11 Line 11b...... 1,028,895 1,056,233

Raw XML Appendix392 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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IRS990ScheduleI/RecipientTable/USAddress/AddressLine106608 N Western 219
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11630 Columbus
IRS990ScheduleI/RecipientTable/USAddress/AddressLine128005 Dorset Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine13220 Main Building
IRS990ScheduleI/RecipientTable/USAddress/AddressLine14PO Box 20149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine151901 N Ellison Ave
IRS990ScheduleI/RecipientTable/USAddress/City0Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/City1Benton Harbor
IRS990ScheduleI/RecipientTable/USAddress/City2Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/City3Notre Dame
IRS990ScheduleI/RecipientTable/USAddress/City4Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/City5Oklahoma City
IRS990ScheduleI/RecipientTable/USAddress/State0OK
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IRS990ScheduleI/RecipientTable/USAddress/State2OK
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode149022
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCode346556
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode473156
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode573106
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The corporation is organized exclusively for charitable, educational, and scientific purposes and shall not afford pecuniary gain, incidentally or otherwise, to its members as such. Specifically, the corporation is organized to receive or maintain a fund or funds and to administer and apply the income and principal thereof solely for charitable, scientific, literary or educational purposes, including for such purposes, described in section 501(c)(3) of the internal revenue code of 1986, as amended from time to time, or successor provision thereto(the code), and are exempt from taxation under section 501(a) of the code, and to qualify at all times as a supporting organization section 509(a)(3) of the code by reason of being operated, supervised or controlled by the corporations publicly su
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Statement #1 - Inv. pub. traded sec. end yr (990-EO pg 11 Line 11b) Beginning Ending Marketable Securities @ Cost...... 1,028,895 1,056,233Total Carried to 990-EO pg 11 Line 11b...... 1,028,895 1,056,233
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3General explanation attachment
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01066852
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IRS990/TotalAssetsGrp/EOYAmt01066852
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039830
IRS990/TotalFunctionalExpensesGrp/TotalAmt039830
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01034096
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01066852
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt039830
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt072586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072586
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01034096
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01066852
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Timothy McGrath
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum04058402928
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10McGrath Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCGR
ReturnHeader/Filer/EIN0731498286
ReturnHeader/Filer/USAddress/AddressLine101416 Brighton Ave
ReturnHeader/Filer/USAddress/City0Oklahoma City
ReturnHeader/Filer/USAddress/State0OK
ReturnHeader/Filer/USAddress/ZIPCode0731201406
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020656520
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Financial Solutions LLC DBA MJA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101900 Airport Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625425200
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Stuckert
ReturnHeader/ReturnTs02014-04-14T17:26:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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