Civic Intelligence

Mcgrath Investment Foundation

990PF • Fiscal year 2019 • EIN 84-1307861

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

431 Cook StreetDenver, CO 80206

(303) 377-8900

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

56th percentile

4.1%

Faster asset growth than 56% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,428,425

Up $95,113 (+4.1%) from 2018

Net Assets

Up

$2,428,425

Up $95,113 (+4.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$201,531

Down $25,643 (-11%) from 2018

Expenses

Down

$106,418

Down $415 (-0.4%) from 2018

Net Income

Down

$95,113

Down $25,228 (-21%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,718,926Liabilities 2010: $0Net Assets 2010: $2,718,9262010Assets 2011: $2,749,840Liabilities 2011: $0Net Assets 2011: $2,749,8402011Assets 2012: $2,728,791Liabilities 2012: $0Net Assets 2012: $2,728,7912012Assets 2013: $2,710,437Liabilities 2013: $0Net Assets 2013: $2,710,4372013Assets 2014: $2,663,569Liabilities 2014: $0Net Assets 2014: $2,663,5692014Assets 2015: $2,602,306Liabilities 2015: $19,306Net Assets 2015: $2,583,0002015Assets 2016: $2,451,079Liabilities 2016: $0Net Assets 2016: $2,451,0792016Assets 2017: $2,212,971Liabilities 2017: $0Net Assets 2017: $2,212,9712017Assets 2018: $2,333,312Liabilities 2018: $0Net Assets 2018: $2,333,3122018Assets 2019: $2,428,425Liabilities 2019: $0Net Assets 2019: $2,428,4252019Assets 2020: $2,448,308Liabilities 2020: $88,639Net Assets 2020: $2,359,6692020Assets 2021: $1,939,506Liabilities 2021: $5,000Net Assets 2021: $1,934,5062021Assets 2022: $1,721,691Liabilities 2022: $44,000Net Assets 2022: $1,677,6912022Assets 2023: $1,028,026Liabilities 2023: $25,000Net Assets 2023: $1,003,0262023Assets 2024: $319,322Liabilities 2024: $0Net Assets 2024: $319,3222024

Highlighted filing

2019

Assets$2,428,425
Liabilities$0
Net Assets$2,428,425

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $146,9032010Expenses 2011: $164,9842011Expenses 2012: $176,2342012Revenue 2013: $166,016Expenses 2013: $184,370Net Income 2013: -$18,3542013Revenue 2014: $130,507Expenses 2014: $177,375Net Income 2014: -$46,8682014Revenue 2015: $106,320Expenses 2015: $186,889Net Income 2015: -$80,5692015Revenue 2016: $46,672Expenses 2016: $178,593Net Income 2016: -$131,9212016Revenue 2017: $311,116Expenses 2017: $549,224Net Income 2017: -$238,1082017Revenue 2018: $227,174Expenses 2018: $106,833Net Income 2018: $120,3412018Revenue 2019: $201,531Expenses 2019: $106,418Net Income 2019: $95,1132019Revenue 2020: $668,937Expenses 2020: $737,693Net Income 2020: -$68,7562020Revenue 2021: $277,799Expenses 2021: $702,962Net Income 2021: -$425,1632021Revenue 2022: $50,685Expenses 2022: $307,500Net Income 2022: -$256,8152022Revenue 2023: $173,500Expenses 2023: $848,165Net Income 2023: -$674,6652023Revenue 2024: -$103,468Expenses 2024: $580,236Net Income 2024: -$683,7042024

Highlighted filing

2019

Revenue$201,531
Expenses$106,418
Net Income$95,113
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PENAPresident-$0--
BARBARA L MCGRATHDirector-$0--
TRACEY MCGRATHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcgrath Family Foundation
EIN
84-1307861
In Care Of
% ANN PENA
Phone
3033778900
Address
431 COOK STREET, DENVER, CO 80206

Signing Officer

Name
Ann Pena
Title
President
Phone
3037628448
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Marrs Sevier & Company LLC
Address
230 SOUTH HOLLAND STREET, LAKEWOOD, CO 80226
Preparer
Melinda Brewer
Phone
3039226654
Raw XML AppendixShowing 400 of 457 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA L MCGRATH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TRACEY MCGRATH
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVISION OF FUNDING TO 10 CHARITIES FOR CONTINUATION OF THEIR CHARITABLE ACTIVITIES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt76000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt84000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2WORK TO PROTECT WILDLIFE AND WILD PLACES AND TO ENSURE A HEALTHY ENVIRONMENT FOR ALL LIFE ON EARTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE HIGHER AVAILABILITY AND MORE AFFORDABLE STD TREATMENT AND ABORTION OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO ENFORCE ENVIRONMENTAL LAWS THAT PROTECT WILDLIFE AND WILD PLACES, BAN CERTAIN POLLUTANTS AND CHEMICALS, PROMOTE CLEAN ENERGY, AND OPPOSE GLOBAL CLIMATE CHANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROVIDE HIGHER AVAILABILITY AND MORE AFFORDABLE STD TREATMENT AND ABORTION OPTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ENVIRONMENTAL CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLORADO PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NATURE CONSERVANCY OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NATURAL RESOURCE DEFENSE COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DESCHUTES BASIN LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PLANNED PARENTHOOD COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5OREGON FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6EARTH JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7PLANNED PARENTHOOD OF THE ROCKY MTNS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8JANE GOODALL INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BRIDGES BROADCASTING CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12424 SPRUCE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt240 WEST 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3210 NW IRVING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43727 NE MARTIN LUTHER KING JR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57900 NE 33RD DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt650 CALIFORNIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt77155 E 38TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81595 SPRING HILL ROAD SUITE 550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt07409 SOUTH ALTON COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1SET 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CENTENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BEND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8VIENNA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd497212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd597211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6941119846
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd822182
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
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/AppliedToCurrentYearAmt090719
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.10$0.58$0.68
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.17$0.85$0.67
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.04$1.68$0.05$0.31$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$0.28$0.70$0.43
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.09$2.36$0.67$0.74$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.20$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.23$0.11$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.31$0.55$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.05$0.18$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.58$0.11$0.19$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.13$0.18$0.05
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.17$0.18$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15