Civic Intelligence

Mcgrath Family Foundation

990 • Fiscal year 2015 • EIN 73-1498286

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 29, 2016

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

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,383,081

Up $190,393 (+16%) from 2014

Net Assets

Up

$1,383,081

Up $190,393 (+16%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$105,346

Down $36,284 (-26%) from 2014

Expenses

Down

$14,180

Down $1,614 (-10%) from 2014

Net Income

Down

$91,166

Down $34,670 (-28%) from 2014

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

2015

Assets$1,383,081
Liabilities$0
Net Assets$1,383,081

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

2015

Revenue$105,346
Expenses$14,180
Net Income$91,166
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 29, 2016
Return Version
2015v2.1
Gross Receipts
$105,346
Mission and Program Overview

Mission

See Statement O Attached

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,177,042$1,375,969▲ $198,927
Cap Stk Tr Prin Current Funds$1,066,852$1,192,688▲ $125,836
Rtn Earn Endowment Incm Other Fnds$125,836$190,393▲ $64,557
Savings and Temporary Cash Investments$15,646$7,112▼ $8,534
Total Assets$1,192,688$1,383,081▲ $190,393
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,192,688$1,383,081▲ $190,393
Total Liabilities and Net Assets / Fund Balance$1,192,688$1,383,081▲ $190,393
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
$105,346
Other Revenue
$0
Change in Net Assets
$91,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,180
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$10,570--$10,570
Grants to Domestic Orgs$2,000--$2,000
Fees for Services Accounting$950--$950
Other Expenses$654--$654
Fees for Services Other$6--$6
Total Functional Expenses$14,180$0$0$14,180
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
Subject to proxy tax
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

Filer Name
McGrath Family Foundation
EIN
73-1498286
Address
1416 Brighton Ave, Oklahoma City, OK 73120-1406

Signing Officer

Name
Mary C OConnor
Title
Secretary Treas
Phone
4058402928
Signed
2016-03-29
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Financial Solutions LLC DBA MJA LLC
Address
1900 Airport Road Suite A, Waukesha, WI 53188
Preparer
Kenneth Stuckert
Phone
2625425200
Supplemental Narrative

Additional Explanations

General explanation attachment

Statement #1 - Inv. pub. traded sec. end yr (990 pg 11 Line 11) Beginning Ending Marketable Securities @ FMV...... 1,177,042 1,375,969Total Carried to 990 pg 11 Line 11....... 1,177,042 1,375,969

Raw XML Appendix389 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3Organization has the option to make grants to foreign supported organizations.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6No support provided to others than those listed in Schedule A Line 11.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7Organization was not controlled directly or indirectly by any disqualified persons.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt13None of the directors or trustees are directors or trustees of any of the supported organizations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt14None of the supported organizations had a voice in any decision making. No supported organization had a significant voice in any of the investment policies or the use of income or assets.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Supported Organizations listed Part IV line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Supported Organization without IRS determinationPart IV line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Organization used exclusively for section 170c2b Part IV 3c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Grants to foreign supported organization Part IV line 4b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Foreign supported organization without IRS determinationPart IV 4c
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Classen SAS Community
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Oklahoma Aids Care
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Catholic Community Center
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Christ the King Church
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4University of Notre Dame
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5Impact of Oklahoma
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6Discalced Carmelites Of Maryla
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7Wisconsin Province of the Soci
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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 pg 11 Line 11) Beginning Ending Marketable Securities @ FMV...... 1,177,042 1,375,969Total Carried to 990 pg 11 Line 11....... 1,177,042 1,375,969
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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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary C OConnor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary Treas
ReturnHeader/BusinessOfficerGrp/PhoneNum04058402928
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McGrath Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCGR
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ReturnHeader/Filer/USAddress/AddressLine1Txt01416 Brighton Ave
ReturnHeader/Filer/USAddress/CityNm0Oklahoma City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Financial Solutions LLC DBA MJA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 Airport Road Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waukesha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053188
ReturnHeader/PreparerPersonGrp/PhoneNum02625425200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kenneth Stuckert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-14T13:10:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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