Civic Intelligence

The Malcolm and Dorothy Warner Mceachren

EIN 36-7008405 • 501(c)3 • PO Box Chicago, IL

Profile

To support the mchenry county historical society

The Northern Trust CompanyPO Box Chicago, IL 60680

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-94%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$39,585

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

21st percentile

-6.3%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,533,878

Down $478,045 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$2,533,878

Down $478,045 (-16%) from 2021

Revenue

Up

$180,429

Up $106,593 (+144%) from 2021

Expenses

Up

$349,597

Up $143,686 (+70%) from 2021

Net Income

Down

-$169,168

Down $37,093 (-28%) from 2021

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,143,998Liabilities 2020: $0Net Assets 2020: $3,143,9982020Assets 2021: $3,011,923Liabilities 2021: $0Net Assets 2021: $3,011,9232021Assets 2025: $2,533,878Liabilities 2025: $0Net Assets 2025: $2,533,8782025

Highlighted filing

2025

Assets$2,533,878
Liabilities$0
Net Assets$2,533,878

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $239,671Expenses 2020: $198,579Net Income 2020: $41,0922020Revenue 2021: $73,836Expenses 2021: $205,911Net Income 2021: -$132,0752021Revenue 2025: $180,429Expenses 2025: $349,597Net Income 2025: -$169,1682025

Highlighted filing

2025

Revenue$180,429
Expenses$349,597
Net Income-$169,168

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$362,170
Mission and Program Overview

Mission

To support the mchenry county historical society

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,702,965$2,533,878▼ $169,087
Investments in Publicly Traded Securities$2,590,774$2,440,753▼ $150,021
Savings and Temporary Cash Investments$112,191$93,125▼ $19,066
Total Assets$2,702,965$2,533,878▼ $169,087
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,702,965$2,533,878▼ $169,087
Total Liabilities and Net Assets / Fund Balance$2,702,965$2,533,878▼ $169,087
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$39,585$39,585
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$180,429
Other Revenue
$0
Change in Net Assets
$-169,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$305,709
Salaries, Compensation, and Employee Benefits$39,585
Other Expenses$4,303
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$305,709--$305,709
Current Officers, Directors, Trustees, and Key Employees$24,095$15,490-$39,585
Fees for Services Accounting-$2,500-$2,500
Other Expenses-$15-$15
Total Functional Expenses$329,804$19,793$0$349,597
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mchenry County Historical SocietyUnion, IL501(c)(3)General Support$305,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

NOT APPLICABLE

Form 990, Page 6, Part VI, Line 11-description of Process for Review

A copy of form 990 is sent to the trustee for review and comments

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Annual acknowledgement by trustee

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Malcolm and Dorothy Warner Mceachren
EIN
36-7008405
Phone
3126306000
Address
THE NORTHERN TRUST COMPANY, PO BOX CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Officer
Phone
3126306000
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
SAME AS 'C' ABOVE
Formed
1974
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

2023 Transactions Posted in 2024 $483; 2024 Transactions Posted in 2025 ($325); 2023 Sales Posted in 2024 ($4); Cost Basis Adjustment ($73)

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LINES 2 AND 3 OF SECTION D OF PART IV OF THIS SCHEDULE A ARE DESIGNED TO ELICIT CONFIRMATION THAT THE SUPPORTING ORGANIZATION SAISFIES THE TWO ELEMENTS OF THE "RESPONSIVENESS TEST," i,e., THAT THE TRUSTEES OF THE SUPPORTING ORGANIZATION AND ITS SUPPORTED CHARITY(IES) HAVE A CLOSE AND CONTINUOUS RELATIONSHIP (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(ii)), AND THAT, AS A RESULT OF THAT RELATIONSHIP,
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED CHARITY(IES) HAVE A SIGNIFICANT VOICE IN THE OPERATION OF THE SUPPORTING ORGANIZATION (TREASURY REGULATION SECTION 1.509(a)-4(i)(3)(iii)).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WE BELIEVE THIS ORGANIZATION MEETS THE RESPONSIVENESS TEST DESCRIBED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(3). THE MALCOLM & DOROTHY WARNER MCEACHREN CHARITABLE TRUST (THE TRUST) IS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 501(c)(3). IT IS A TRUST AND WAS CREATED IN 1992 UPON THE DEATH OF MCEACHREN THE CREATOR OF THE DECLARATION OF TRUST ORIGINALLY DATED 1/30/1974 FOR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3THE EXCLUSIVE BENEFIT OF THE MCHENRY COUNTY HISTORICAL SOCIETY, A CHARITABLE INSTITUTION DESCRIBED IN SECTION 509(a)(1), IN PERPETUITY. THE SOCIETY IS THE SOLE BENEFICIARY AND RECEIVES INCOME IN CONVENIENT INSTALLMENTS AND SUCH SUMS FROM PRINCIPAL THAT THE TRUSTEE DEEMS APPROPRIATE IN RESPONSE TO AN ANNUAL WRITTEN REQUEST CONSIDERING THE LONG TERM GOALS OF AN ENDOWMENT FUND AS WELL AS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE BENEFITS FOR CAPITAL IMPROVEMENTS. THE NORTHERN TRUST COMPANY ("TRUSTEE"), A BANK, IS THE SOLE SUCCESSOR TRUSTEE OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5REPRESENTATIVES OF THE TRUSTEE AND THE FINANCE COMMITTEE OF THE OF THE SOCIETY, DESIGNATED BY THEIR BOARD OF DIRECTORS, HAVE ANNUAL INVESTMENT REVIEW MEETINGS DURING WHICH THEY DISCUSS THE TRUST'S INVESTMENT PERFORMANCE AND POLICIES. THE SOCIETY'S REPRESENTATIVES ARE GIVEN THE OPPORTUNITY TO ASK QUESTIONS REGARDING THE INVESTMENTS AND DISTRIBUTIONS. THE TERMS OF THE DISTRIBUTIONS ARE DETERMINED BY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE SOCIETY'S REPRESENTATIVES WITH REGULAR INVESTMENT STATEMENTS AND PERFORMANCE REPORTS AND THE INFORMATION REQIURED UNDER TREASURY REGULATION SECTION 1.509(a)-4(i)(2).
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5PART IV, SECTION D, LINE 2 & 3 CONT'D
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MCHENRY COUNTY HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientEIN0840631786
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060180
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW AND COMMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT BY TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 Transactions Posted in 2024 $483; 2024 Transactions Posted in 2025 ($325); 2023 Sales Posted in 2024 ($4); Cost Basis Adjustment ($73)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalRevenueGrp/ExclusionAmt0180429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0180429
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MALCOLM AND DOROTHY WARNER MCEACHREN
ReturnHeader/Filer/BusinessNameControlTxt0MCEA
ReturnHeader/Filer/EIN0367008405
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0THE NORTHERN TRUST COMPANY
ReturnHeader/Filer/USAddress/CityNm0PO BOX CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
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