Civic Intelligence

Valerye H Mccarthy Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-3514407

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 15, 2021

Organization Profile
77 W Washington St Ste 1405Chicago, IL 60602

(312) 236-8386

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-325%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$389,088

Down $54,521 (-12%) from 2019

Net Assets

$389,088

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Up

$10,146

Up $11,445 (+881%) from 2019

Expenses

Up

$43,132

Up $667 (+1.6%) from 2019

Net Income

Up

-$32,986

Up $10,778 (+25%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600K$400K$200K$0Assets 2019: $443,609Liabilities 2019: $02019Assets 2020: $389,088Liabilities 2020: $1Net Assets 2020: $389,0882020Assets 2021: $346,980Liabilities 2021: $1Net Assets 2021: $346,9802021Assets 2022: $302,103Liabilities 2022: $1Net Assets 2022: $302,1032022Assets 2023: $297,890Liabilities 2023: $1Net Assets 2023: $297,8902023Assets 2024: $287,541Liabilities 2024: $0Net Assets 2024: $287,5412024

Highlighted filing

2020

Assets$389,088
Liabilities$1
Net Assets$389,088
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2019: -$1,299Expenses 2019: $42,465Net Income 2019: -$43,7642019Revenue 2020: $10,146Expenses 2020: $43,132Net Income 2020: -$32,9862020Revenue 2021: -$5,251Expenses 2021: $36,047Net Income 2021: -$41,2982021Revenue 2022: -$7,337Expenses 2022: $33,600Net Income 2022: -$40,9372022Revenue 2023: $50,511Expenses 2023: $40,199Net Income 2023: $10,3122023Revenue 2024: $9,888Expenses 2024: $35,237Net Income 2024: -$25,3492024

Highlighted filing

2020

Revenue$10,146
Expenses$43,132
Net Income-$32,986
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAUREEN J KELLYPresident-$0--
WALTER ROBINSONTreasurer-$0--
RYUN KELLY IVORYDirector-$0--
PATRICK POPEDirector-$0--
BENJAMIN KELLY IVORYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Valerye H Mccarthy
EIN
81-3514407
Phone
3122368386
Address
77 W WASHINGTON ST STE 1405, CHICAGO, IL 60602

Signing Officer

Name
Maureen J Kelly
Title
President
Phone
3122368386
Signed
2021-06-15

Preparer

Firm
Law Officies of Kelly Kelly & Kelly LLC
Address
77 W WASHINGTON ST STE 1405, CHICAGO, IL 60602-4113
Preparer
Maureen J Kelly Ivory
Phone
3122368386
Raw XML Appendix350 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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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt021669
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt021669
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt021669
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAUREEN J KELLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RYUN KELLY IVORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICK POPE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BENJAMIN KELLY IVORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAUREEN J KELLY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03122368386
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt077 W WASHINGTON ST STE 1405
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060602
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FIRST PURPOSE SHALL BE THE SUPPORT OF THE RETIREMENT FUNDS OF RETIRED CATHOLIC RELIGIOUS SISTERS WHO DEDICATED THEMSELVES OVER MANY DECADES TO GRADE SCHOOL, HIGH SCHOOL, AND COLLEGE EDUCATION OF CATHOLIC YOUNG WOMAN IN THE CHICAGO ARCHDIOCESE, INCLUDING BUT NOT LIMITED TO THE SISTERS OF THE BVM, (BLESSED VIRGIN MARY). THE SECOND PURPOSE SHALL BE THE SUPPORT OF NOT-FOR-PROFITS TO SUPPORT THE EDUCATION OF LOWER INCOME GIRLS WHO WOULD NOT OTHERWISE BE ABLE TO AFFORD A FIRST CLASS GRADE SCHOOL AND HIGH SCHOOL EDUCATION IN MATH AND THE SCIENCES SUCH AS IS OFFERED BY PRIVATE GRADE AND HIGH SCHOOLS OR CHARTER SCHOOLS THAT EMPHASIZE PREPARE COLLEGE PREPARATORY FOR FUTURE SCIENTISTS, MEDICAL DOCTORS, NURSES, AND ENGINEERS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0REQUESTS ACCEPTED DURING THE FIRST THREE QUARTERS, REVIEWED DURING FOURTH QUARTER, AWARDED IN DECEMB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FD NOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GIFT OF ADOPTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOWARD AREA COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OPEN STUDIO PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4REGINA DOMINICAN HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SISTERS OF CHARITY OF THE BVM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01170 GREEN KNOLLS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 567
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27648 NORTH PAULINA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3903 SHERMAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4701 LOCUST RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51100 CARMEL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BUFFALO GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TECHNY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WILMETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DUBUQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160082
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260626
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460091
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552003
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021669
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021669
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012595
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03159
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt056963
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012595
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038742
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017073
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt056963
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039890
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LAW OFFICES OF KELLY, KELLY, & K
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010080
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014400
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04320
OtherDecreasesSchedule/OtherDecreasesDetail/Amt021535
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02019 GRANT CHECKS CASHED IN 2020/PYA
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ILLINOIS CHARITABLE BUREAU FU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DEPOSITORY BANK (ADR) FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CASH IN LIEU
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH - ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY , 2009 EXCISE TAX ON
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt043
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN J KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03122368386
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE VALERYE H MCCARTHY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0813514407
ReturnHeader/Filer/PhoneNum03122368386
ReturnHeader/Filer/USAddress/AddressLine1Txt077 W WASHINGTON ST STE 1405
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363707287
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICIES OF KELLY KELLY & KELLY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 W WASHINGTON ST STE 1405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606024113
ReturnHeader/PreparerPersonGrp/PhoneNum03122368386
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAUREEN J KELLY IVORY
ReturnHeader/ReturnTs02021-07-01T15:33:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MAUREEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KELLY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,088
Liabilities
$1
Net assets
$389,088
Revenue
$10,146
Expenses
$43,132
Net income
-$32,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.10$0.35$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.51$0.40$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.07$0.34$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.05$0.36$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.10$0.43$0.33
2019Summary only. Only limited summary data is available for this year.$4.44$0.00$0.01$0.42$0.44