Civic Intelligence

The Philip G Mccarthey Family Foundation

EIN 87-0624010 • Salt Lake City, UT

610 East South Temple Suite 200Salt Lake City, UT 84102
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

124%

Faster revenue growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$800,128

Up $133,210 (+20%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$800,128

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin96th percentile

Revenue

Up

$164,141

Up $90,921 (+124%) from 2023

Expenses

Up

$30,931

Up $18,297 (+145%) from 2023

Net Income

Up

$133,210

Up $72,624 (+120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$1.0M$500K$0Assets 2011: $134,993Liabilities 2011: $0Net Assets 2011: $134,9932011Assets 2012: $157,768Liabilities 2012: $0Net Assets 2012: $157,7682012Assets 2013: $150,324Liabilities 2013: $0Net Assets 2013: $150,3242013Assets 2014: $161,646Liabilities 2014: $0Net Assets 2014: $161,6462014Assets 2015: $162,602Liabilities 2015: $0Net Assets 2015: $162,6022015Assets 2016: $185,274Liabilities 2016: $0Net Assets 2016: $185,2742016Assets 2017: $243,655Liabilities 2017: $0Net Assets 2017: $243,6552017Assets 2018: $379,247Liabilities 2018: $0Net Assets 2018: $379,2472018Assets 2019: $459,365Liabilities 2019: $0Net Assets 2019: $459,3652019Assets 2020: $488,394Liabilities 2020: $0Net Assets 2020: $488,3942020Assets 2021: $544,466Liabilities 2021: $0Net Assets 2021: $544,4662021Assets 2022: $606,332Liabilities 2022: $0Net Assets 2022: $606,3322022Assets 2023: $666,918Liabilities 2023: $12023Assets 2024: $800,128Liabilities 2024: $0Net Assets 2024: $800,1282024

Highlighted filing

2024

Assets$800,128
Liabilities$0
Net Assets$800,128
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $5,1652011Expenses 2012: $10,6192012Revenue 2013: $5,499Expenses 2013: $12,943Net Income 2013: -$7,4442013Revenue 2014: $12,181Expenses 2014: $859Net Income 2014: $11,3222014Revenue 2015: $14,693Expenses 2015: $13,737Net Income 2015: $9562015Revenue 2016: $36,480Expenses 2016: $6,841Net Income 2016: $29,6392016Revenue 2017: $63,190Expenses 2017: $4,809Net Income 2017: $58,3812017Revenue 2018: $141,265Expenses 2018: $5,673Net Income 2018: $135,5922018Revenue 2019: $135,943Expenses 2019: $18,573Net Income 2019: $117,3702019Revenue 2020: $29,548Expenses 2020: $519Net Income 2020: $29,0292020Revenue 2021: $63,654Expenses 2021: $7,582Net Income 2021: $56,0722021Revenue 2022: $103,319Expenses 2022: $41,453Net Income 2022: $61,8662022Revenue 2023: $73,220Expenses 2023: $12,634Net Income 2023: $60,5862023Revenue 2024: $164,141Expenses 2024: $30,931Net Income 2024: $133,2102024

Highlighted filing

2024

Revenue$164,141
Expenses$30,931
Net Income$133,210
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$800,128
Liabilities
$0
Net assets
$800,128
Revenue
$164,141
Expenses
$30,931
Net income
$133,210
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.00$0.00$8.00$1.64$0.31$1.33
2023Summary only. Only limited summary data is available for this year.$6.67$0.00$0.73$0.13$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.06$0.00$6.06$1.03$0.41$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.00$5.44$0.64$0.08$0.56
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.30$0.01$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.00$4.59$1.36$0.19$1.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$1.41$0.06$1.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.63$0.05$0.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.36$0.07$0.30
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.15$0.14$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.12$0.01$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.05$0.13$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip G McCartheyTrustee-$0--
Sandra McCartheyTrustee-$0--
Molly E McCarthey SpainTrustee-$0--
Mairin J McCartheyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
THE PHILIP G McCARTHEY FAMILY FOUNDATION
EIN
87-0624010
Phone
8015781240
Address
610 EAST SOUTH TEMPLE SUITE 200, SALT LAKE CITY, UT 84102

Signing Officer

Name
Philip G McCarthey
Title
Trustee
Signed
2021-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Todd F Brashear CPA
Address
610 East South Temple 200, Salt Lake City, UT 84102
Preparer
Todd F Brashear
Phone
8015781246
Raw XML Appendix253 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.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sandra McCarthey
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04438
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011088
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Philip G McCarthey
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0610 East South Temple Suite 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Salt Lake City
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084102
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0205700
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0NYLIAC Policy
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0240700
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0240700
TaxesSchedule/TaxesDetail/Amt0519
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0519
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Philip G McCarthey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHILIP G McCARTHEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHIL
ReturnHeader/Filer/EIN0870624010
ReturnHeader/Filer/PhoneNum08015781240
ReturnHeader/Filer/USAddress/AddressLine1Txt0610 EAST SOUTH TEMPLE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084102
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Todd F Brashear CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0610 East South Temple 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084102
ReturnHeader/PreparerPersonGrp/PhoneNum08015781246
ReturnHeader/PreparerPersonGrp/PreparationDt02021-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Todd F Brashear
ReturnHeader/ReturnTs02021-06-28T12:03:02-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Philip G
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0McCarthey
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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