Civic Intelligence

Mcgrath Investment Foundation

990PF • Fiscal year 2012 • EIN 84-1307861

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

P O Box 1284Suite80150-1284
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

42nd percentile

-0.8%

Faster asset growth than 42% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,728,791

Down $21,049 (-0.8%) from 2011

Net Assets

Down

$2,728,791

Down $21,049 (-0.8%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$176,234

Up $11,250 (+6.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

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

2012

Assets$2,728,791
Liabilities$0
Net Assets$2,728,791

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

2012

Revenue-
Expenses$176,234
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN PENAPresident-$0--
BRUCE K MCGRATHDirector-$0--
BARBARA L MCGRATHDirector-$0--
TRACEY MCGRATHDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATURE CONSERVANCY OF COLORADONATURE CONSERVANCY501(C)(3)BOULDER, CO, US$38,000
Paid GrantOREGON FOOD BANKHUNGER RELIEF501(c)(3)PORTLAND, OR, US$15,000
Paid GrantCFIDS ASSOCIATION OF AMERICADEDICATED TO EDUCATION AND TREATMENT OF CHRONIC FATIGUE AND IMMUNE DYSFUNCTION SYNDROME501(C)(3)CHARLOTTE, NC, US$15,000
Paid GrantORGANIC CONSUMERS ASSOCIATIONFOOD SAFETY AND ENVIRONMENTAL SUSTAINABILITY501(C)(30FINLAND, MN, US$15,000
Paid GrantNATURAL RESOURCE DEFENSE COUNCILWORK TO PROTECT WILDLIFE AND WILD PLACES AND TO ENSURE A HEALTHY ENVIRONMENT FOR ALL LIFE ON EARTH501(C)(3)NEW YORK, NY, US$11,000
Paid GrantKENT DENVER SCHOOLEDUCATION501(C)(3)ENGLEWOOD, CO, US$10,000
Paid GrantNATURE CONSERVANCY OF OREGONNATURE CONSERVANCYCHARITABLEPORTLAND, OR, US$10,000
Paid GrantCLEAN WATER ACTION FUNDRESTORE AND PROTECT CLEAN WATER. ADVANCE CLEAN ENERGY FUTURE THAT CREATES JOBS AND DOES NOT HARM OUR WATER. PREVENT TOXIC POLLUTION & HEALTH HARM.501(C)(3)WASHINGTON DC, DC, US$10,000
Paid GrantPLANNED PARENTHOODHEALTHCARE501(C)(3)DENVER, CO, US$8,000
Paid GrantDENVER ZOOTO SECURE A BETTER WORLD FOR AMINMALS THROUGH HUMAN UNDERSTANDING.501(C)(3)DENVER, CO, US$7,697
Paid GrantPLANNED PARENTHOOD OF OREGONHEALTHCARE 501(C)(3)501(C)(3)PORTLAND, OR, US$5,152
Paid GrantSOLAR LIVING INSTITUTESOLAR TRAINING AND SUSTAINABILITY ORGANIZATION501(C)(3)HOPLAND, CA, US$5,000
Paid GrantCOLORADO PUBLIC RADIOPUBLIC RADIO501(C)(3)CENTENNIAL, CO, US$2,500
Paid GrantBREAKTHROUGH KENT DENVERTO INCREASE EDUCATIONAL AND SOCIAL OPPORTUNITIES OF MOTIVATED, UNDER-RESOURCED, URBAN MIDDLE SCHOOL STUDENTS, HIGH SCHOOL AND COLLEGE STUDENTS501(C)(3)ENGLEWOOD, CO, US$1,000
Paid GrantMORGAN ADAMS FOUNDATIONCANCER RESEARCH AND THERAPIES TO IMPROVE SURVIVAL RATES & REDUCE THE DEVASTATING SIDE-EFFECTS CANCER TREATMENTS HAVE ON CHILDREN501(C)(3)DENVER, CO, US$1,000
Paid GrantSUMMIT FOUNDATIONCOMMUNITY FOUNDATION DEDICATED TO IMPROVING THE QUALITY OF LIFE OF THE RESIDENTS OF SUMMIT COUNTY.501(C)(3)BRECKENRIDGE, CO, US$652
Paid GrantMICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCHRESEARCH TO FIND A CURE FOR PARKINSON'S DISEASE501(C)(3)NEW YORK, NY, US$543
Paid GrantGREENWOOD WILDLIFE REHAB CENTERREHABILITATION AND RELEASE OF ORPHANED AND INJURED WILDLIFE.501(C)(3)BOULDER, CO, US$152
Filing and Contact Details

Filer

EIN
84-1307861
Raw XML AppendixShowing 400 of 687 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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AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0250
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01800
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue00
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-05-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-09-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-05-11
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132012-09-24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired171997-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-05-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-08-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-02
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold172012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold182012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202012-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212012-11-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232012-11-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0GREATER BAY BANK
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8666.667 SH DODGE & COX INCM
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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