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Nonprofiteer
← MCGUIRE MEMORIAL FOUNDATION

Form 990 for tax year 2023

Filed by MCGUIRE MEMORIAL FOUNDATION.

Totals

Total revenue
$1,636,109
Total expenses
$1,065,263
Contributions and grants received
$1,288,110
Grants paid
$444,718
Program service revenue
$0
Investment income
$203,352
Other revenue
$144,647
Total assets, end of year
$11,747,985
Total liabilities, end of year
$157,385
Net assets or fund balances, end of year
$11,590,600
Program services expenses (Part IX)
$444,718
Management and general expenses
$393,266
Fundraising expenses
$227,279
Program service expenses (Part III)
$444,718

Program services were 41.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $54,904

  • 1c · Fundraising events

    $280,221

  • 1f · All other contributions, gifts and grants

    $952,985

  • 1g · Noncash contributions included above

    $67,271

  • 3 · Investment income

    total $203,352 · excluded $203,352

  • 8a · Fundraising events: gross income

    $383,261

  • 8a · Fundraising events: contributions included on line 1c

    $280,221

  • 8b · Fundraising events: direct expenses

    $238,731

  • 8c · Net income from fundraising events

    total $144,530 · excluded $144,530

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $117 · excluded $117

  • 11e · Other revenue, total

    $117

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $444,718 · program services $444,718

  • 11a · Fees: management

    total $346,800 · management and general $150,202 · fundraising $196,598

  • 11c · Fees: accounting

    total $2,917 · management and general $2,917

  • 11f · Fees: investment management

    total $81,195 · management and general $81,195

  • 11g · Fees: other

    total $34,922 · management and general $34,922

  • 13 · Office expenses

    total $66,095 · management and general $38,329 · fundraising $27,766

  • 14 · Information technology

    total $28,537 · management and general $28,537

  • 16 · Occupancy

    total $23,028 · management and general $23,028

  • 22 · Depreciation, depletion and amortization

    total $7,764 · management and general $7,764

  • 23 · Insurance

    total $20,939 · management and general $20,039 · fundraising $900

  • 24a · Other expenses: EQUIPMENT REPAIRS AND M

    total $2,383 · management and general $2,383

  • 24e · All other expenses

    total $5,965 · management and general $3,950 · fundraising $2,015

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $535,914 · end of year $915,153

  • 2 · Savings and temporary cash investments

    beginning of year $283,043 · end of year $131,391

  • 3 · Pledges and grants receivable

    beginning of year $8,337 · end of year $375

  • 4 · Accounts receivable

    beginning of year $214,368 · end of year $63,330

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,500 · end of year $6,000

  • 10a · Land, buildings and equipment: cost or other basis

    $94,902

  • 10b · Land, buildings and equipment: accumulated depreciation

    $91,172

  • 10c · Land, buildings and equipment, net

    beginning of year $11,494 · end of year $3,730

  • 11 · Investments: publicly traded securities

    beginning of year $8,739,358 · end of year $10,599,965

  • 12 · Investments: other securities

    beginning of year $25,935 · end of year $28,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,115 · end of year $53,943

  • 25 · Other liabilities

    beginning of year $135,823 · end of year $103,442

  • 27 · Net assets without donor restrictions

    beginning of year $6,880,733 · end of year $8,852,386

  • 28 · Net assets with donor restrictions

    beginning of year $2,774,278 · end of year $2,738,214

Mission and programs · 2023

Mission

THE FOUNDATION PROVIDES CHILDREN AND ADULTS WITH DISABILITIES THE RESOURCES THEY NEED TO ACHIEVE A FULLNESS OF LIFE AND REACH THEIR FULL POTENTIAL BY ESTABLISHING AND BUILDING RELATIONSHIPS WITH THOSE WHO HAVE RESOURCES TO REACH FAMILIES IN NEED AND TO TRANSFORM LIVES.

Activities or mission (Part I)

TO PROVIDE COMPREHENSIVE FUNDING THAT ENHANCES SERVICES TO PEOPLE WITH COMPLEX DISABILITIES.

  • THE PURPOSE OF MCGUIRE MEMORIAL FOUNDATION IS TO SOLICIT AND RECEIVE FUNDS AND OTHER PROPERTY OR INTEREST IN PROPERTY BY GIFT, GRANT OR BEQUEST AND TO ADMINISTER, INVEST OR DISBURSE SUCH FUNDS AND PROPERTY EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF MCGUIRE MEMORIAL.

    Expenses $444,718 · Grants $444,718

As filed on the 2023 return.

Listed in Part VII

  • SR MARY ROSITA BRENNAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEITH CASSIDY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY GRACE BELCULFINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN MCCARL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GREGORY MIOCIC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • MARCIA WALLANDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CLAY SAFTNER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • DAN NAHAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN SWEENEY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY WOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TIM RUBRITZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTIN WESTERHOFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KATHLEEN DANIELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • AMY KENNEWEG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTOPHER SHAY

    CEO, PRESIDENT

    Total calculated
    $314,261
    From this org
    $0
    From related orgs
    $266,340
    Other
    $47,921
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $266,340 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,870 related
    Nontaxable benefits
    $0 + $32,051 related
    Filer's total
    $0 + $314,261 related

  • JEFFREY MATRAZZO

    CFO

    Total calculated
    $186,184
    From this org
    $0
    From related orgs
    $145,634
    Other
    $40,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $145,634 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,499 related
    Nontaxable benefits
    $0 + $32,051 related
    Filer's total
    $0 + $186,184 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • MCGUIRE MEMORIAL

    $442,308

    ICF/ID LIFE ENRICHMENT RENOVATIONS, PRIVATE SCHOOL BEHAVIOR THERAPY SERVICES, ACQUISITION COSTS OF NEW COMMUNITY HOME, FUNDS TO COVER OPERATING LOSS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202510159349302376

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