Civic Intelligence

Mcinnes S and J Char Tr

EIN 46-3186189 • Las Vegas, NV

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$124,103

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.6%

Faster asset growth than 43% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

20%

Faster revenue growth than 65% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,689,280

Up $138,044 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,689,280

Up $138,044 (+1.6%) from 2023

Revenue

Up

$805,084

Up $136,233 (+20%) from 2023

Expenses

Up

$666,812

Up $109,131 (+20%) from 2023

Net Income

Up

$138,272

Up $27,102 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2015: $9,507,665Liabilities 2015: $0Net Assets 2015: $9,507,6652015Assets 2018: $8,625,000Liabilities 2018: $0Net Assets 2018: $8,625,0002018Assets 2019: $8,239,730Liabilities 2019: $0Net Assets 2019: $8,239,7302019Assets 2020: $8,319,634Liabilities 2020: $0Net Assets 2020: $8,319,6342020Assets 2021: $8,428,291Liabilities 2021: $0Net Assets 2021: $8,428,2912021Assets 2022: $8,434,016Liabilities 2022: $0Net Assets 2022: $8,434,0162022Assets 2023: $8,551,236Liabilities 2023: $0Net Assets 2023: $8,551,2362023Assets 2024: $8,689,280Liabilities 2024: $0Net Assets 2024: $8,689,2802024

Highlighted filing

2024

Assets$8,689,280
Liabilities$0
Net Assets$8,689,280

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $291,941Expenses 2015: $619,501Net Income 2015: -$327,5602015Revenue 2018: $431,964Expenses 2018: $596,790Net Income 2018: -$164,8262018Revenue 2019: $673,525Expenses 2019: $1,058,613Net Income 2019: -$385,0882019Revenue 2020: $516,178Expenses 2020: $432,743Net Income 2020: $83,4352020Revenue 2021: $702,136Expenses 2021: $580,488Net Income 2021: $121,6482021Revenue 2022: $632,911Expenses 2022: $615,538Net Income 2022: $17,3732022Revenue 2023: $668,851Expenses 2023: $557,681Net Income 2023: $111,1702023Revenue 2024: $805,084Expenses 2024: $666,812Net Income 2024: $138,2722024

Highlighted filing

2024

Revenue$805,084
Expenses$666,812
Net Income$138,272

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$112,783-$112,783
APRIL COORS BROWN-JENKINSCo-Trustee-$0--
SHREMAN T BROWNCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYOUNG LIFEGENERAL OPERATINGPCCOLORADO SPRINGS, CO, US$50,000
Paid GrantNEW LEGACY CHARTER HIGH SCHOOLGENERAL OPERATINGPCAURORA, CO, US$30,000
Paid GrantNATIONAL JEWISH HEALTHGENERAL OPERATINGPCDENVER, CO, US$25,000
Paid GrantJDRF INTERNATIONALROCKY MOUNTAIN CHAPTERPCNEW YORK, NY, US$25,000
Paid GrantSAVE OUR YOUTHGENERAL SUPPORT GRANTPCDENVER, CO, US$25,000
Paid GrantDENVER CHILDRENS ADVOCACY CENTERGENERAL OPERATINGPCDENVER, CO, US$25,000
Paid GrantTHE ADOPTION EXCHANGEGENERAL OPERATINGPCAURORA, CO, US$20,000
Paid GrantAURORA ARAPAHOE BATTERED WOMENS SHELTERGENERAL OPERATINGPCAURORA, CO, US$20,000
Paid GrantCASA OF PUEBLOGENERAL SUPPORT GRANTPCPUEBLO, CO, US$17,500
Paid GrantWOUNDED WARRIOR PROJECT INCGENERAL OPERATINGPCJACKSONVILLE, FL, US$15,000
Paid GrantLABORATORY TO COMBAT HUMAN TRAFFICKINGGENERAL OPERATINGPCDENVER, CO, US$15,000
Paid GrantDUMB FRIENDS LEAGUEGENERAL OPERATINGPCDENVER, CO, US$12,500
Paid GrantOPERATION HOMEFRONTGENERAL OPERATINGPCSAN ANTONIO, TX, US$10,000
Paid GrantTHE TINY TIM CENTER INCGENERAL SUPPORT GRANTPCLONGMONT, CO, US$10,000
Paid GrantCLOTHES TO KIDS OF DENVERSUPPORTPCDENVER, CO, US$5,000
Filing and Contact Details

Filer

Filer Name
Mcinnes S and J Char Tr
EIN
46-3186189
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4389151E109 TOTAL FINA ELF S.A.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4487612E106 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45405217100 HAIN CELESTIAL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4609247X101 BLACKROCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4798978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48464288489 ISHARES FTSE EPRA/NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50437076102 HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5256501R106 MANULIFE FINANCIAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5358933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5402079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt564812C0803 JPMORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57126650100 CVS/CAREMARK CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5825243Q205 DIAGEO PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5946137V589 INVESCO GLOBAL LISTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6226875P101 EOG RESOURCES, INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6394987W539 WF EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64Y2573F102 FLEXTRONICS INTL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6587234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6600206R102 AT & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6774256W485 PRINCIPAL PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6831641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6900143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71298706110 AMER FNDS EUROPAC GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7231620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73285512109 ELECTRONIC ARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7411135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7600769G188 ACADIAN EMG MRKTS PO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77891160509 TORONTO DOMINION BK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7827831R108 EV GLBL MACR ABS RTR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7946090F100 INVESCO OPTIMUM YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8027826A730 EATON VANCE FLOAT RA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8174256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82BIT990000 BLACKSTONE REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8364128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84SWR990003 STARWOOD REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8572201W394 PIMCO CRDT OPPRT BND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8690274D382 ETRACS ALERIAN INFRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87464285105 ISHARES GOLD TRUST E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8890274D374 ETRACS ALERIAN MLP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0891150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1292520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2220515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3155915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4151706
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt593592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6202278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7459500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8281543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9234390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10274991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11204240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12305748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13103340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14261015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15305626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16274738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17288819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18267370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19223554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20189646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21182423
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22122080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23129686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24184876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25162744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26311367
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27150849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28233366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2911870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30101528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3119395
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0227669
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0282772
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04738
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1999
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0516178
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0516178
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01067
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0282772
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt028196
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt084587
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0112783
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0305000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0305000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0212410
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0227669
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt083435
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02358056
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0282772
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0410481
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05622
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0334263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0432743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0500919
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0516178
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt029263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt090438
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0127743
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-01

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