Civic Intelligence

Mcgrath Family Foundation

990 • Fiscal year 2018 • EIN 73-1498286

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 28, 2019

Organization ProfileN/A
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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,765,836 (-100%) from 2017

Net Assets

Down

$0

Down $1,765,836 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin85th percentile

Revenue

Up

$90,230

Up $11,234 (+14%) from 2017

Expenses

Up

$61,079

Up $45,168 (+284%) from 2017

Net Income

Down

$29,151

Down $33,934 (-54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth67th percentile

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

2018

Revenue$90,230
Expenses$61,079
Net Income$29,151
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 28, 2019
Return Version
2018v3.1
Gross Receipts
$173,431
Mission and Program Overview

Mission

See Statement O Attached

The foundation is organized to receive or maintain funds and to administer and apply those funds for the charitable, scientific, literary or educational purposes of the supported organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,734,484--
Cap Stk Tr Prin Current Funds$1,493,302--
Rtn Earn Endowment Incm Other Fnds$272,534--
Cash and Non-Interest-Bearing Accounts$31,352--
Total Assets$1,765,836$0▼ $1,765,836
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,765,836$0▼ $1,765,836
Total Liabilities and Net Assets / Fund Balance$1,765,836$0▼ $1,765,836
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Michael J McgrathPresident
Ann Rathburn LacopIndividual T
Ed RyanIndividual T
Glenn J Rosswurm IiIndividual T
Margaret RyanIndividual T
Timothy D McgrathSecretary/tr
MARY C O'CONNORVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$90,230
Other Revenue
$0
Change in Net Assets
$29,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,979
Grants and Similar Amounts Paid$30,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,100--$30,100
Fees for Services Legal-$14,760-$14,760
Fees for Service Investment Mgmnt Fees$13,339--$13,339
Fees for Services Accounting-$1,900-$1,900
Other Expenses$980--$980
Total Functional Expenses$44,419$16,660$0$61,079
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dwight Brill Foundation-501c3Grant$10,000
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
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, Page 6, Part VI, Line 11B

“Copies of the tax return are distributed to the board memebers for review prior to the filing of the tax return.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Mcgrath Family Foundation
EIN
73-1498286
Phone
4058402928
Address
1416 BRIGHTON AVE, OKLAHOMA CITY, OK 73120-1406

Signing Officer

Name
Timothy D Mcgrath
Title
Secretary/treasurer
Phone
4058402928
Signed
2019-03-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy D Mcgrath
Formed
1996
Legal Domicile
Ok
Voting Board Members
7
Independent Board Members
4
Employees
0

Preparer

Firm
Andaloro Smith & Krueger Llp
Address
N19 W24400 RIVERWOOD DR SUITE 200, WAUKESHA, WI 53188
Preparer
Mary E Nelson
Phone
2625442000
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 3

“Foundation ceased operations in 2018 and transferred remaining assets to a donor advised fund to be used for a similar purpose.”

Form 990, Part XI, Line 9

“Disbursement to donor advised fund -1,576,824 unrealized losses -218,163 total -1,794,987”

Raw XML Appendix330 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE TAX RETURN ARE DISTRIBUTED TO THE BOARD MEMEBERS FOR REVIEW PRIOR TO THE FILING OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISBURSEMENT TO DONOR ADVISED FUND -1,576,824 UNREALIZED LOSSES -218,163 TOTAL -1,794,987
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$90,230
Expenses
$61,079
Net income
$29,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.02$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.11$0.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.14$0.02$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.04$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.21$0.03$0.18
2010Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.02$0.03$0.01