Civic Intelligence

Mcmurry Foundation

990PF • Fiscal year 2020 • EIN 83-0323982

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$69,326

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.2%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,374,501

Down $1,034,149 (-4.2%) from 2019

Net Assets

$23,373,986

No earlier filing loaded for comparison.

Liabilities

Up

$515

Up $515 from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Up

$2,321,595

Up $727,653 (+46%) from 2019

Expenses

Down

$3,356,259

Down $1,386,136 (-29%) from 2019

Net Income

Up

-$1,034,664

Up $2,113,789 (+67%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$60M$40M$20M$0Assets 2011: $47,436,289Liabilities 2011: $02011Assets 2012: $44,929,959Liabilities 2012: $02012Assets 2013: $44,009,988Liabilities 2013: $02013Assets 2014: $45,313,414Liabilities 2014: $02014Assets 2015: $45,317,172Liabilities 2015: $02015Assets 2019: $24,408,650Liabilities 2019: $02019Assets 2020: $23,374,501Liabilities 2020: $515Net Assets 2020: $23,373,9862020Assets 2021: $22,715,341Liabilities 2021: $1,560Net Assets 2021: $22,714,8212021Assets 2022: $20,587,502Liabilities 2022: $961Net Assets 2022: $20,586,5412022Assets 2023: $33,416,936Liabilities 2023: $642Net Assets 2023: $33,416,2942023Assets 2024: $21,959,717Liabilities 2024: $5,867Net Assets 2024: $21,953,8502024

Highlighted filing

2020

Assets$23,374,501
Liabilities$515
Net Assets$23,373,986
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $2,651,106Expenses 2011: $6,870,624Net Income 2011: -$4,219,5182011Revenue 2012: $2,563,697Expenses 2012: $5,075,313Net Income 2012: -$2,511,6162012Revenue 2013: $4,577,712Expenses 2013: $5,498,106Net Income 2013: -$920,3942013Revenue 2014: $8,938,555Expenses 2014: $7,636,129Net Income 2014: $1,302,4262014Revenue 2015: $7,495,611Expenses 2015: $7,549,853Net Income 2015: -$54,2422015Revenue 2019: $1,593,942Expenses 2019: $4,742,395Net Income 2019: -$3,148,4532019Revenue 2020: $2,321,595Expenses 2020: $3,356,259Net Income 2020: -$1,034,6642020Revenue 2021: $3,200,044Expenses 2021: $3,860,249Net Income 2021: -$660,2052021Revenue 2022: $1,567,264Expenses 2022: $3,694,504Net Income 2022: -$2,127,2402022Revenue 2023: $21,115,402Expenses 2023: $8,285,649Net Income 2023: $12,829,7532023Revenue 2024: $8,071,191Expenses 2024: $19,553,635Net Income 2024: -$11,482,4442024

Highlighted filing

2020

Revenue$2,321,595
Expenses$3,356,259
Net Income-$1,034,664
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trudi HolthouseDir, SecFT$61,144$8,182$69,326
Scott NeuDir, TreasPT$28,642-$28,642
Tayla DavisDirector-$0--
Tyler HolthouseDir, VPPT$0--
Susan McMurryDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
The McMurry Foundation
EIN
83-0323982
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
trudi holthouse
Title
secretary
Phone
8008391754
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 1,701 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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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FURNITURE & FIXTUR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1ELKHORN CREEK
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2PHONE SYSTEM
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I LINE 6A (990-PF)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART I LINE 25 AND PART XV LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Part I line 6a
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1IN-KIND GRANTS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,835,985 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $64,463 ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): TOTAL PART I, LINE 6A: $1,900,448 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $7,720,090 BOOK BASIS: $7,849,973 NET GAIN/(LOSS): $(129,883) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,831,185 DISTRIBUTION IN EXCESS OF BASIS NET GAIN/(LOSS): $134,683
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION METHOD FOR DETERMINING VALUE OF CLOTHING & TOILETRY: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $3,200 TOTAL BOOK VALUE OF PROPERTY: $3,200 TOTAL AMOUNT OF GRANTS: $3,200 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: CLOTHING & TOILETRY UNITS: 1 DATE OF DISTRIBUTION: 12/2/2020 GRANT RECIPIENT: ROOSEVELT HIGH SCHOOL FMV OF PROPERTY: $40 BOOK VALUE OF PROPERTY: $40 TOTAL AMOUNT OF GRANT: $40 DESCRIPTION OF PROPERTY: CLOTHING & TOILETRY UNITS: 1 DATE OF DISTRIBUTION: 12/24/2020 GRANT RECIPIENT: NATRONA COUNTY SCHOOL DISTRICT NO.1 FMV OF PROPERTY: $3,160 BOOK VALUE OF PROPERTY: $3,160 TOTAL AMOUNT OF GRANT: $3,160
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29GENERAL ELECTRIC CO - 2.700% -
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOSTON SCIENTIFIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ELANCO ANIMAL HEALTH INCORPORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EPAM SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FORTINET INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MONSTER BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NEUROCRINE BIOSCIENCES, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PAYPAL HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23SIRIUS XM RADIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26TENCENT HOLDINGS LIMITED
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARES SPECIAL OPPORTUNITIES ACC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BROAD ST RE CREDIT PTNRS II OF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GS MEZZANINE PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9KKR PRINCIPAL OPPORTUNITIES AC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10LIBERTY HARBOR SPV II, LTD.
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00

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Filings

Displayed year

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

Open filing
Assets
$23,374,501
Liabilities
$515
Net assets
$23,373,986
Revenue
$2,321,595
Expenses
$3,356,259
Net income
-$1,034,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$0.01$22.0$8.07$19.6$11.5
2023Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$21.1$8.29$12.8
2022Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$1.57$3.69$2.13
2021Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$3.20$3.86$0.66
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.32$3.36$1.03
2019Summary only. Only limited summary data is available for this year.$24.4$0.00$1.59$4.74$3.15
2015Summary only. Only limited summary data is available for this year.$45.3$0.00$7.50$7.55$0.05
2014Summary only. Only limited summary data is available for this year.$45.3$0.00$8.94$7.64$1.30
2013Summary only. Only limited summary data is available for this year.$44.0$0.00$4.58$5.50$0.92
2012Summary only. Only limited summary data is available for this year.$44.9$0.00$2.56$5.08$2.51
2011Summary only. Only limited summary data is available for this year.$47.4$0.00$2.65$6.87$4.22