Civic Intelligence

Mcpherson Family Foundation Dated 12-19-18

EIN 83-6612761 • Naples, FL

Pub. 78 Eligible
1865 Veterans Park Drive 203Naples, FL 34109
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$15,353

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,528,919

Down $52,464 (-3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,528,919

Down $52,464 (-3.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$50,476

Up $290,689 (+121%) from 2023

Expenses

Down

$103,628

Down $9,295 (-8.2%) from 2023

Net Income

Up

-$53,152

Up $299,984 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2019: $1,942,365Liabilities 2019: $0Net Assets 2019: $1,942,3652019Assets 2020: $1,996,735Liabilities 2020: $0Net Assets 2020: $1,996,7352020Assets 2021: $2,012,797Liabilities 2021: $0Net Assets 2021: $2,012,7972021Assets 2022: $1,935,741Liabilities 2022: $0Net Assets 2022: $1,935,7412022Assets 2023: $1,581,383Liabilities 2023: $0Net Assets 2023: $1,581,3832023Assets 2024: $1,528,919Liabilities 2024: $0Net Assets 2024: $1,528,9192024

Highlighted filing

2024

Assets$1,528,919
Liabilities$0
Net Assets$1,528,919
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2019: $1,957,783Expenses 2019: $15,418Net Income 2019: $1,942,3652019Revenue 2020: $166,437Expenses 2020: $108,035Net Income 2020: $58,4022020Revenue 2021: $169,659Expenses 2021: $151,580Net Income 2021: $18,0792021Revenue 2022: $55,757Expenses 2022: $134,603Net Income 2022: -$78,8462022Revenue 2023: -$240,213Expenses 2023: $112,923Net Income 2023: -$353,1362023Revenue 2024: $50,476Expenses 2024: $103,628Net Income 2024: -$53,1522024

Highlighted filing

2024

Revenue$50,476
Expenses$103,628
Net Income-$53,152
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,528,919
Liabilities
$0
Net assets
$1,528,919
Revenue
$50,476
Expenses
$103,628
Net income
-$53,152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.05$0.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.24$0.11$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.06$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.17$0.15$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.17$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.96$0.02$1.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 26, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES R NICITrustee-$15,353-$15,353
Filing and Contact Details

Filer

Filer Name
Mcpherson Family Foundation
EIN
83-6612761
Phone
2394496150
Address
1865 VETERANS PARK DRIVE 203, NAPLES, FL 34109

Signing Officer

Name
James Nici
Title
Trustee
Phone
2394496150
Signed
2025-03-26
Discuss with paid preparer
Yes

Preparer

Firm
The CPA Group of Naples Pllc
Address
999 VANDERBILT BEACH RD SUITE 200, NAPLES, FL 34108
Preparer
Julie K Pisarri CPA
Phone
2392699626
Raw XML Appendix261 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0836612761
ReturnHeader/Filer/PhoneNum02394496150
ReturnHeader/Filer/USAddress/AddressLine1Txt01865 VETERANS PARK DRIVE 203
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831006259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CPA GROUP OF NAPLES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 VANDERBILT BEACH RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034108
ReturnHeader/PreparerPersonGrp/PhoneNum02392699626
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE K PISARRI CPA
ReturnHeader/ReturnTs02025-03-26T12:13:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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