Civic Intelligence

Donna & Harry B Mcdonald Charitable Tr

990PF • Fiscal year 2020 • EIN 47-6599329

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(216) 694-5656

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$67,768

Higher top officer pay than 65% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

45th percentile

1.8%

Faster asset growth than 45% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,645,009

Up $84,026 (+1.8%) from 2019

Net Assets

$4,645,009

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin71st percentile

Revenue

Up

$438,968

Up $138 (+0.0%) from 2019

Expenses

Up

$353,432

Up $36,770 (+12%) from 2019

Net Income

Down

$85,536

Down $36,632 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $4,479,046Liabilities 2014: $02014Assets 2015: $4,770,656Liabilities 2015: $02015Assets 2019: $4,560,983Liabilities 2019: $02019Assets 2020: $4,645,009Liabilities 2020: $0Net Assets 2020: $4,645,0092020Assets 2021: $4,600,198Liabilities 2021: $0Net Assets 2021: $4,600,1982021Assets 2022: $4,542,727Liabilities 2022: $0Net Assets 2022: $4,542,7272022Assets 2023: $4,485,022Liabilities 2023: $0Net Assets 2023: $4,485,0222023Assets 2024: $4,325,049Liabilities 2024: $0Net Assets 2024: $4,325,0492024

Highlighted filing

2020

Assets$4,645,009
Liabilities$0
Net Assets$4,645,009
Open 2020 Filing

Operations Trend

Revenue Growth51st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $4,480,545Expenses 2014: $1,499Net Income 2014: $4,479,0462014Revenue 2015: $522,910Expenses 2015: $230,395Net Income 2015: $292,5152015Revenue 2019: $438,830Expenses 2019: $316,662Net Income 2019: $122,1682019Revenue 2020: $438,968Expenses 2020: $353,432Net Income 2020: $85,5362020Revenue 2021: $340,540Expenses 2021: $395,090Net Income 2021: -$54,5502021Revenue 2022: $368,263Expenses 2022: $406,571Net Income 2022: -$38,3082022Revenue 2023: $373,948Expenses 2023: $430,540Net Income 2023: -$56,5922023Revenue 2024: $272,911Expenses 2024: $445,695Net Income 2024: -$172,7842024

Highlighted filing

2020

Revenue$438,968
Expenses$353,432
Net Income$85,536
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$67,768-$67,768
Filing and Contact Details

Filer

Filer Name
Donna & Harry B Mcdonald Charitable Tr
EIN
47-6599329
Phone
2166945656
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
2166945656
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74478160104 JOHNSON JOHNSON
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-03-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142013-07-12
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172013-07-12

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,645,009
Liabilities
$0
Net assets
$4,645,009
Revenue
$438,968
Expenses
$353,432
Net income
$85,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.27$0.45$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.37$0.43$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.37$0.41$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.34$0.40$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.44$0.35$0.09
2019Summary only. Only limited summary data is available for this year.$4.56$0.00$0.44$0.32$0.12
2015Summary only. Only limited summary data is available for this year.$4.77$0.00$0.52$0.23$0.29
2014Summary only. Only limited summary data is available for this year.$4.48$0.00$4.48$0.00$4.48