Civic Intelligence

The Mclaughlin Whipple Trust

990PF • Fiscal year 2023 • EIN 23-7444444

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 25, 2023

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-34%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$7,800

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.0%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

134%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$318,382

Down $9,918 (-3.0%) from 2022

Net Assets

Down

$318,382

Down $9,918 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin17th percentile

Revenue

Up

$29,082

Up $16,630 (+134%) from 2022

Expenses

Up

$38,906

Up $3,556 (+10%) from 2022

Net Income

Up

-$9,824

Up $13,074 (+57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$600K$400K$200K$0Assets 2012: $415,568Liabilities 2012: $0Net Assets 2012: $415,5682012Assets 2019: $373,924Liabilities 2019: $0Net Assets 2019: $373,9242019Assets 2020: $364,084Liabilities 2020: $0Net Assets 2020: $364,0842020Assets 2021: $351,239Liabilities 2021: $0Net Assets 2021: $351,2392021Assets 2022: $328,300Liabilities 2022: $0Net Assets 2022: $328,3002022Assets 2023: $318,382Liabilities 2023: $0Net Assets 2023: $318,3822023Assets 2024: $349,935Liabilities 2024: $0Net Assets 2024: $349,9352024Assets 2025: $338,944Liabilities 2025: $0Net Assets 2025: $338,9442025

Highlighted filing

2023

Assets$318,382
Liabilities$0
Net Assets$318,382
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20K-$40KExpenses 2012: $28,5242012Revenue 2019: $34,201Expenses 2019: $29,804Net Income 2019: $4,3972019Revenue 2020: $19,260Expenses 2020: $29,247Net Income 2020: -$9,9872020Revenue 2021: $16,862Expenses 2021: $29,721Net Income 2021: -$12,8592021Revenue 2022: $12,452Expenses 2022: $35,350Net Income 2022: -$22,8982022Revenue 2023: $29,082Expenses 2023: $38,906Net Income 2023: -$9,8242023Revenue 2024: $56,788Expenses 2024: $25,185Net Income 2024: $31,6032024Revenue 2025: $20,303Expenses 2025: $31,355Net Income 2025: -$11,0522025

Highlighted filing

2023

Revenue$29,082
Expenses$38,906
Net Income-$9,824
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$7,800-$7,800
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST CHARLES BORROMEO SEMINARYGENERAL OPERATINGPCWynnewood, PA, US$30,000
Filing and Contact Details

Filer

Filer Name
The Mclaughlin Whipple Trust
EIN
23-7444444
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2023-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Raw XML Appendix344 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.

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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032920
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06124
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017443
OtherDecreasesSchedule/OtherDecreasesDetail/Amt094
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033
TaxesSchedule/TaxesDetail/Amt0115
TaxesSchedule/TaxesDetail/Amt17
TaxesSchedule/TaxesDetail/Amt214
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt214
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MCLAUGHLIN WHIPPLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MCLA
ReturnHeader/Filer/EIN0237444444
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-10T01:00:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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
$318,382
Liabilities
$0
Net assets
$318,382
Revenue
$29,082
Expenses
$38,906
Net income
-$9,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.20$0.31$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.00$3.50$0.57$0.25$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.29$0.39$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.12$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.17$0.30$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.19$0.29$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.34$0.30$0.04
2012Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits