The Mckelvey-daugherty Family Foundation is a 501(c)(3) organization based in Newport Beach, California, registered in 1989, with $31,151 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$31K
▲ 2.5% vs prior year
Expenses (FY2024)
$45K
Net assets
$635K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for The Mckelvey-daugherty Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Mckelvey-daugherty Family Foundation: 170 mo reserves · -44% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for The Mckelvey-daugherty Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Mckelvey-daugherty Family Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $46K (FY2013) to $31K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-43.8%
Spent more than it raised in the latest fiscal year.
Total assets
$635K
Total liabilities
$0
Net assets
$635K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $31,151▲2.5% | $44,805▲6.2% | $634,912▼2.1% | $634,912▼2.1% | 990PF |
| 2023 | $30,388▲890% | $42,202▲9.5% | $648,566▼1.8% | $648,566▼1.8% | 990PF |
| 2022 | $3,068▼89.7% | $38,539▼17.4% | $660,380▼5.1% | $660,380▼5.1% | 990PF |
| 2021 | $29,718▲235% | $46,664▲10.2% | $695,851▼2.4% | $695,851▼2.4% | 990PF |
| 2020 | $8,862▼54.4% | $42,327▼0.4% | $712,797▼4.5% | $712,797▼4.5% | 990PF |
| 2019 | $19,436▲141% | $42,511▼29.4% | $746,262▼3.0% | $746,262▼3.0% | 990PF |
| 2018 | -$47,175▼206% | $60,255▲18.0% | $769,337▼12.3% | $769,337▼12.3% | 990PF |
| 2017 | $44,453▲683% | $51,069▼0.9% | $876,767▼0.7% | $876,767▼0.7% | 990PF |
| 2016 | -$7,626▲82.6% | $51,527▼22.9% | $883,383▼6.3% | $883,383▼6.3% | 990PF |
| 2015 | -$43,716▼182% | $66,833▲18.1% | $942,536▼10.5% | $942,536▼10.5% | 990PF |
| 2014 | $53,019▲16.3% | $56,587▼1.0% | $1,053,085▼0.3% | $1,053,085▼0.3% | 990PF |
| 2013 | $45,597 | $57,170▲146% | $1,056,653▼1.1% | $1,056,653▼1.1% | 990PF |
| 2012 | — | $23,241▼28.3% | $1,068,226▲3.0% | $1,068,354▲3.0% | 990PF |
| 2011 | — | $32,410▼36.1% | $1,037,206▼0.5% | $1,037,234▼0.5% | 990PF |
| 2010 | — | $50,755 | $1,042,393 | $1,042,393 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for The Mckelvey-daugherty Family Foundation (EIN 95-4210203) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.