Civic Intelligence

George a Macpherson Fund 25241970

990 • Fiscal year 2019 • EIN 41-6010888

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization ProfileN/A
PO Box 0634Milwaukee, WI 53201-0634

(651) 466-8040

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-100%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$27,451

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 47.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

24th percentile

-3.7%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,521,974

Down $57,897 (-3.7%) from 2018

Net Assets

Down

$1,521,974

Down $57,897 (-3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin3rd percentile

Revenue

Down

$57,780

Down $10,745 (-16%) from 2018

Expenses

Down

$115,520

Down $4,308 (-3.6%) from 2018

Net Income

Down

-$57,740

Down $6,437 (-13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,773,138Liabilities 2010: $0Net Assets 2010: $1,773,1382010Assets 2011: $1,692,826Liabilities 2011: $0Net Assets 2011: $1,692,8262011Assets 2012: $1,634,041Liabilities 2012: $0Net Assets 2012: $1,634,0412012Assets 2013: $1,644,023Liabilities 2013: $0Net Assets 2013: $1,644,0232013Assets 2014: $1,853,984Liabilities 2014: $0Net Assets 2014: $1,853,9842014Assets 2015: $1,691,976Liabilities 2015: $0Net Assets 2015: $1,691,9762015Assets 2016: $1,667,815Liabilities 2016: $0Net Assets 2016: $1,667,8152016Assets 2017: $1,632,527Liabilities 2017: $0Net Assets 2017: $1,632,5272017Assets 2018: $1,579,871Liabilities 2018: $0Net Assets 2018: $1,579,8712018Assets 2019: $1,521,974Liabilities 2019: $0Net Assets 2019: $1,521,9742019Assets 2020: $1,449,428Liabilities 2020: $0Net Assets 2020: $1,449,4282020Assets 2021: $1,470,513Liabilities 2021: $0Net Assets 2021: $1,470,5132021Assets 2022: $1,437,010Liabilities 2022: $0Net Assets 2022: $1,437,0102022Assets 2023: $1,349,914Liabilities 2023: $0Net Assets 2023: $1,349,9142023Assets 2024: $1,307,311Liabilities 2024: $0Net Assets 2024: $1,307,3112024

Highlighted filing

2019

Assets$1,521,974
Liabilities$0
Net Assets$1,521,974
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$400K$200K$0-$200KExpenses 2010: $108,3802010Expenses 2011: $112,3912011Revenue 2012: $47,031Expenses 2012: $105,816Net Income 2012: -$58,7852012Revenue 2013: $124,625Expenses 2013: $114,643Net Income 2013: $9,9822013Revenue 2014: $330,506Expenses 2014: $120,543Net Income 2014: $209,9632014Revenue 2015: -$44,362Expenses 2015: $116,488Net Income 2015: -$160,8502015Revenue 2016: $98,955Expenses 2016: $123,104Net Income 2016: -$24,1492016Revenue 2017: $84,427Expenses 2017: $120,744Net Income 2017: -$36,3172017Revenue 2018: $68,525Expenses 2018: $119,828Net Income 2018: -$51,3032018Revenue 2019: $57,780Expenses 2019: $115,520Net Income 2019: -$57,7402019Revenue 2020: $44,722Expenses 2020: $117,069Net Income 2020: -$72,3472020Revenue 2021: $147,313Expenses 2021: $127,022Net Income 2021: $20,2912021Revenue 2022: $87,682Expenses 2022: $121,661Net Income 2022: -$33,9792022Revenue 2023: $33,388Expenses 2023: $119,112Net Income 2023: -$85,7242023Revenue 2024: $78,182Expenses 2024: $120,785Net Income 2024: -$42,6032024

Highlighted filing

2019

Revenue$57,780
Expenses$115,520
Net Income-$57,740
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Gross Receipts
$147,291
Mission and Program Overview

Mission

To support the minnesota historical society, macalester college, saint john's university, and the charitable organizations selected by the individual trustees who are appointed by these supported organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,579,871$1,521,974▼ $57,897
Investments in Publicly Traded Securities$1,457,111$1,405,389▼ $51,722
Savings and Temporary Cash Investments$119,493$116,148▼ $3,345
Cash and Non-Interest-Bearing Accounts$3,267--
Total Assets$1,579,871$1,521,974▼ $57,897
Other Assets Total-$437-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,579,871$1,521,974▼ $57,897
Total Liabilities and Net Assets / Fund Balance$1,579,871$1,521,974▼ $57,897
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$27,451$27,451

Board Members and Trustees

NameTitle
Gary D MartinTrustee
Jennifer MeyerTrustee
Peggy IngisonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,780
Other Revenue
$0
Change in Net Assets
$-57,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,081
Salaries, Compensation, and Employee Benefits$27,451
Other Expenses$1,988
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,081--$86,081
Current Officers, Directors, Trustees, and Key Employees$2,745$24,706-$27,451
Fees for Services Accounting$750--$750
Fees for Services Legal$160--$160
Other Expenses$25$4-$4
Total Functional Expenses$89,761$25,759$0$115,520
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Macalester CollegeSaint Paul, MN501(c)(3)General Operating Support$28,694
Minnesota Historical SocietySaint Paul, MN501(c)(3)General Operating Support$28,694
St Johns UniversityCollegeville, MN501(c)(3)General Operating Support$28,694
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
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
No
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

“There are no committees that act on behalf of the governing body”

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

“No review has or will be conducted”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
George a Macpherson Fund
EIN
41-6010888
Phone
6514668040
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
6514668040
Signed
2020-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
1956
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
3
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj (87.01) roc on cy sales adj (22.93) cost basis adj (47.07)”

Raw XML Appendix398 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW HAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING ADJ (87.01) ROC ON CY SALES ADJ (22.93) COST BASIS ADJ (47.07)
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/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06514668040
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE A MACPHERSON FUND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-12T23:57:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,521,974
Liabilities
$0
Net assets
$1,521,974
Revenue
$57,780
Expenses
$115,520
Net income
-$57,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.03$0.12$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.04$0.12$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.12$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.12$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.12$0.04
2016Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.10$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04$0.12$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.33$0.12$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.12$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.05$0.11$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.11