Mount Pleasant Foundation

990PF • Fiscal year 2023 • EIN 87-6826312

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile

300 EAST RANDOLPH STREET Suite 3850Chicago, IL 60601

(847) 205-5000

Siviq Scores

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

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

93%

Higher net margin than 97% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

75%

Faster asset growth than 95% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

41%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets19th percentile

Assets

$22,677,286

Up $9,697,053 (+75%) from 2022

Net Assets

$22,677,286

Up $9,697,053 (+75%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue17th percentile Net Margin97th percentile

Revenue

$7,461,500

Up $2,172,664 (+41%) from 2022

Expenses

$535,628

Up $473,243 (+759%) from 2022

Net Income

$6,925,872

Up $1,699,421 (+33%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

Highlighted filing

2023

Assets$22,677,286

Liabilities$0

Net Assets$22,677,286

Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

Highlighted filing

2023

Revenue$7,461,500

Expenses$535,628

Net Income$6,925,872

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 15, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay24th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Harreld N Kirkpatrick III	Co-Trustee	-	$0	-	-
Sara R Kirkpatrick	Co-Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	The Barack Obama Foundation	Charity	PC	Chicago, IL, US	$460,000

Filing and Contact Details

Filer

Filer Name: Mount Pleasant Foundation
EIN: 87-6826312
In Care Of: % HARRELD KIRKPATRICK III
Phone: 8472055000
Address: 300 EAST RANDOLPH STREET Suite 3850, CHICAGO, IL 60601

Signing Officer

Name: Harreld Kirkpatrick III
Title: Co-trustee
Phone: 3126261120
Signed: 2024-05-15
Discuss with paid preparer: Yes

Preparer

Firm: Miller Cooper & Co Ltd
Address: 1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Phone: 8472055000

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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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	464208
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	695910
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	439394
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Harreld Sara Kirkpatrick
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	300 EAST RANDOLPH STREET SUITE 385
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	60601
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	7000000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	6973040
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	JP MORGAN SECURITIES - SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2023-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	53470
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	53470
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	2771181
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt	0	6973
TaxesSchedule/TaxesDetail/Amt	1	6770
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6973
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Harreld Kirkpatrick III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3126261120
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Mount Pleasant Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	MOUN
ReturnHeader/Filer/EIN	0	876826312
ReturnHeader/Filer/InCareOfNm	0	% HARRELD KIRKPATRICK III
ReturnHeader/Filer/PhoneNum	0	8472055000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	300 EAST RANDOLPH STREET Suite 3850
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60015
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8472055000
ReturnHeader/ReturnTs	0	2024-05-13T11:12:16-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Harreld
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Kirkpatrick III
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $22,677,286
Liabilities: $0
Net assets: $22,677,286
Revenue: $7,461,500
Expenses: $535,628
Net income: $6,925,872

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$33.0	$0.00	$33.0	$8.89	$0.82	$8.07
2023Detailed filing. Detailed filing data is available for this year.	$22.7	$0.00	$22.7	$7.46	$0.54	$6.93
2022Detailed filing. Detailed filing data is available for this year.	$13.0	$0.00	$13.0	$5.29	$0.06	$5.23
2021Detailed filing. Detailed filing data is available for this year.	$10.1	$0.00	$10.1	$10.0	$0.00	$10.0