Civic Intelligence

Laurie C Mcgrath Foundation

990PF • Fiscal year 2022 • EIN 84-3696962

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 27, 2023

Organization Profile
4855 Ruffner Street Suite BSan Diego, CA 92111

(858) 292-6000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

100th percentile

1422%

Higher net margin than 100% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

35th percentile

-4.9%

Faster asset growth than 35% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$62,804,656

Down $3,270,440 (-4.9%) from 2021

Net Assets

Down

$62,802,156

Down $3,272,940 (-5.0%) from 2021

Liabilities

Up

$2,500

Up $2,499 (+249900%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$271,479

Down $62,697,825 (-100%) from 2021

Expenses

Up

$3,588,955

Up $1,001,512 (+39%) from 2021

Net Income

Down

-$3,860,434

Down $63,699,337 (-106%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$80M$60M$40M$20M$0Assets 2019: $5,596,698Liabilities 2019: $02019Assets 2020: $5,653,963Liabilities 2020: $1Net Assets 2020: $5,653,9632020Assets 2021: $66,075,096Liabilities 2021: $1Net Assets 2021: $66,075,0962021Assets 2022: $62,804,656Liabilities 2022: $2,500Net Assets 2022: $62,802,1562022Assets 2023: $61,208,492Liabilities 2023: $1Net Assets 2023: $61,208,4922023Assets 2024: $61,094,554Liabilities 2024: $0Net Assets 2024: $61,094,5542024

Highlighted filing

2022

Assets$62,804,656
Liabilities$2,500
Net Assets$62,802,156
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MRevenue 2019: $5,596,698Expenses 2019: $0Net Income 2019: $5,596,6982019Revenue 2020: $387,354Expenses 2020: $330,089Net Income 2020: $57,2652020Revenue 2021: $62,426,346Expenses 2021: $2,587,443Net Income 2021: $59,838,9032021Revenue 2022: -$271,479Expenses 2022: $3,588,955Net Income 2022: -$3,860,4342022Revenue 2023: $1,143,349Expenses 2023: $3,619,140Net Income 2023: -$2,475,7912023Revenue 2024: $2,175,566Expenses 2024: $3,148,919Net Income 2024: -$973,3532024

Highlighted filing

2022

Revenue-$271,479
Expenses$3,588,955
Net Income-$3,860,434
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURIE C MCGRATHPresident, Director-$0--
J CARLEE MCGRATHChairman, Director, Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSTANFORD BOARD OF TRUSTEES NARAYAN CARDIOLOGY RESEARCH FUNDSUPPORT CARDIOLOGY RESEARCH BY DONATION OF 1,508 SHARES OF UNITED HEALTH ON 12/20/22 (BOOK VALUE OF $596,056 - ORIGINAL COST METHOD, FMV OF $789,204 - HI/LOW METHOD) AND DONATION OF 1,200 SHARES OF PEPSICO ON 12/20/22 (BOOK VALUE OF $164,269 - ORIGINAL COST METHOD, FMV OF $217,734 - HI/LOW METHOD)PCSTANFORD, CA, US$1,006,938
Paid GrantABORTION CARE NETWORKASSISTANCE FOR ACCESS TO ABORTION & CHOICE BY DONATION OF 660 SHARES OF NORTHROP GRUM ON 12/20/22 (BOOK VALUE OF $228,132 - ORIGINAL COST METHOD, FMV OF $352,763 - HI/LOW METHOD)PCWASHINGTON, DC, US$352,763
Paid GrantPLANNED PARENTHOOD LOS ANGELESASSISTANCE OF ACCESS TO ABORTION & WOEMN'S HEALTH BY DONATION OF 555 SHARES OF COSTCO ON 12/20/22 (BOOK VALUE OF $231,880 ORIGINAL COST METHOD, FMV OF $253,269 - HI/LOW METHOD)PCLOS ANGELES, CA, US$253,269
Paid GrantPLANNED PARENTHOOD OF GREATER TEXASASSISTANCE OF SEX EDUCATION & ACCESS TO ABORTION BY DONATION OF 3,000 SHARES OF GILEAD SCIENCE ON 12/20/22 (BOOK VALUE OF $193,308 COST METHOD, FMV OF $250,605 - HI/LOW METHOD)PCDALLAS, TX, US$250,605
Paid GrantNATIONAL ABORTION FEDERATIONASSISTANCE FOR ACCESS TO ABORTION & CHOICE BY DONATION OF 445 SHARES OF COSTCO ON 12/20/22 (BOOK VALUE OF $152,069 - ORIGINAL COST METHOD, FMV OF $203,071 - HI/LOW METHOD)PCWASHINGTON, DC, US$203,071
Paid GrantNARAL PRO-CHOICE AMERICAN FOUNDATIONSUPPOORT FOR ABORTION CLINICS BY DONATION OF 290 SHARES OF CINTAS CORP ON 12/20/22 (BOOK VALUE OF $96,695 - ORIGINAL COST METHOD, FMV OF $128,596- HI/LOW METHOD)PCWASHINGTON, DC, US$128,596
Paid GrantPEOPLE FOR THE ETHICAL TREATMENT OF ANIMALSASSISTANCE OF ANIMAL WELFARE BY DONATION OF 845 SHARES OF UNITED HEALTH ON 11/22/22 (BOOK VALUE OF $46,575 - ORIGINAL COST METHOD, FMV OF $101,235 - HI/LOW METHOD)PCWASHINGTON, DC, US$101,235
Paid GrantJUNIOR ACHIEVEMENT OF SAN DIEGOFINANCIAL EDUCATONPCSAN DIEGO, CA, US$25,000
Paid GrantJUST IN TIME FOSTER YOUTHCHILDREN & FAMILY SERVICESPCSAN DIEGO, CA, US$20,000
Paid GrantPEACE HOUSEABUSED WOMEN & CHILDRENPCPARK CITY, UT, US$20,000
Paid GrantSTRAY CAT ALLIANCECAT RESCUE, SPAY & NEUTERPCLOS ANGELES, CA, US$20,000
Paid GrantPEACE HOUSEABUSED WOMEN & CHILDRENPCPARK CITY, UT, US$10,000
Paid GrantMISSION VALLEY YMCAYOUTH & FAMILY PROGRAMSPCSAN DIEGO, CA, US$10,000
Paid GrantCHULA VISTA POLICE FOUNDATIONPOLICE & COMMUNITY RELATIONSPCCHULA VISTA, CA, US$7,100
Paid GrantPEACE HOUSEABUSED WOMEN & CHILDRENPCPARK CITY, UT, US$5,000
Paid GrantSAN DIEGO HUMANE SOCIETYANIMAL WELFAREPCSAN DIEGO, CA, US$3,000
Paid GrantGROSSMONT HOSPITAL FOUNDATIONEAST COUNTY HEALTH CARE NEEDSPCLA MESA, CA, US$2,500
Paid GrantFERAL CAT COALITIONSPAY & NEUTER FOR HOMELESS CATSPCSAN DIEGO, CA, US$2,000
Paid GrantWASATCH BACKCOUNTRY RESUEWINTER RELATED RESCUEPCPARK CITY, UT, US$1,000
Paid GrantPARK CITY COMMUNITY FOUNDATIONSUPPORT LOCAL CHANGEPCPARK CITY, UT, US$1,000
Filing and Contact Details

Filer

Filer Name
Laurie C Mcgrath Foundation
EIN
84-3696962
Phone
8582926000
Address
4855 RUFFNER STREET SUITE B, SAN DIEGO, CA 92111

Signing Officer

Name
Laurie C Mcgrath
Title
President
Phone
8582926000
Signed
2023-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
4365 EXECUTIVE DRIVE 1600, SAN DIEGO, CA 92121
Preparer
Kelley L Stevens
Phone
7325164200
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,804,656
Liabilities
$2,500
Net assets
$62,802,156
Revenue
-$271,479
Expenses
$3,588,955
Net income
-$3,860,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$2.18$3.15$0.97
2023Detailed filing. Detailed filing data is available for this year.$61.2$0.00$61.2$1.14$3.62$2.48
2022Detailed filing. Detailed filing data is available for this year.$62.8$0.00$62.8$0.27$3.59$3.86
2021Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$62.4$2.59$59.8
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.39$0.33$0.06
2019Summary only. Only limited summary data is available for this year.$5.60$0.00$5.60$0.00$5.60