Civic Intelligence

Mceachern Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 58-1895449

Jun 01, 2021 to May 31, 2022 • Filed on Apr 18, 2023

Organization ProfileN/A

View Organization Page

PO Box 488Powder Springs, GA 30127

(770) 362-6005

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$146,875

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

62nd percentile

5.4%

Faster asset growth than 62% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,981,287

Up $713,622 (+5.4%) from 2021

Net Assets

Up

$13,981,287

Up $713,632 (+5.4%) from 2021

Liabilities

Down

$0

Down $10 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin88th percentile

Revenue

Up

$6,848,994

Up $1,406,511 (+26%) from 2021

Expenses

Up

$3,549,213

Up $1,469,466 (+71%) from 2021

Net Income

Down

$3,299,781

Down $62,955 (-1.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0-$10MAssets 2011: $974,490Liabilities 2011: $1,455,973Net Assets 2011: -$481,4832011Assets 2012: $1,491,971Liabilities 2012: $950,005Net Assets 2012: $541,9662012Assets 2014: $3,654,518Liabilities 2014: $158Net Assets 2014: $3,654,3602014Assets 2015: $1,624,201Liabilities 2015: $18,335Net Assets 2015: $1,605,8662015Assets 2016: $2,796,418Liabilities 2016: $17Net Assets 2016: $2,796,4012016Assets 2017: $3,256,551Liabilities 2017: $5Net Assets 2017: $3,256,5462017Assets 2018: $5,091,021Liabilities 2018: $260Net Assets 2018: $5,090,7612018Assets 2019: $6,960,856Liabilities 2019: $3Net Assets 2019: $6,960,8532019Assets 2020: $8,356,149Liabilities 2020: $0Net Assets 2020: $8,356,1492020Assets 2021: $13,267,665Liabilities 2021: $10Net Assets 2021: $13,267,6552021Assets 2022: $13,981,287Liabilities 2022: $0Net Assets 2022: $13,981,2872022Assets 2023: $17,573,923Liabilities 2023: $0Net Assets 2023: $17,573,9232023Assets 2024: $22,466,442Liabilities 2024: $1,324Net Assets 2024: $22,465,1182024Assets 2025: $27,095,824Liabilities 2025: $0Net Assets 2025: $27,095,8242025

Highlighted filing

2022

Assets$13,981,287
Liabilities$0
Net Assets$13,981,287
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $11,170,9662011Expenses 2012: $3,218,9802012Revenue 2014: $4,392,130Expenses 2014: $3,262,740Net Income 2014: $1,129,3902014Revenue 2015: $4,416,529Expenses 2015: $6,465,023Net Income 2015: -$2,048,4942015Revenue 2016: $4,422,066Expenses 2016: $3,231,531Net Income 2016: $1,190,5352016Revenue 2017: $4,480,021Expenses 2017: $4,019,876Net Income 2017: $460,1452017Revenue 2018: $4,478,424Expenses 2018: $2,644,209Net Income 2018: $1,834,2152018Revenue 2019: $4,604,862Expenses 2019: $3,060,739Net Income 2019: $1,544,1232019Revenue 2020: $4,457,540Expenses 2020: $3,288,286Net Income 2020: $1,169,2542020Revenue 2021: $5,442,483Expenses 2021: $2,079,747Net Income 2021: $3,362,7362021Revenue 2022: $6,848,994Expenses 2022: $3,549,213Net Income 2022: $3,299,7812022Revenue 2023: $7,398,629Expenses 2023: $3,805,993Net Income 2023: $3,592,6362023Revenue 2024: $6,938,353Expenses 2024: $5,033,254Net Income 2024: $1,905,0992024Revenue 2025: $7,545,343Expenses 2025: $2,914,637Net Income 2025: $4,630,7062025

Highlighted filing

2022

Revenue$6,848,994
Expenses$3,549,213
Net Income$3,299,781
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 18, 2023
Return Version
2021v4.2
Gross Receipts
$6,848,994
Mission and Program Overview

Mission

Support of McEachern High School.

Support of mceachern high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$12,299,154$12,940,073▲ $640,919
Cash and Non-Interest-Bearing Accounts$968,511$1,041,214▲ $72,703
Total Assets$13,267,665$13,981,287▲ $713,622
Liabilities
Other Liabilities$10$0▼ $10
Total Liabilities$10$0▼ $10
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,267,655$13,981,287▲ $713,632
Total Net Assets Fund Balance$13,267,655$13,981,287▲ $713,632
Total Liabilities and Net Assets / Fund Balance$13,267,665$13,981,287▲ $713,622

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,940,073--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry JohnsonEndowment DirectorFT$146,875$146,875
Kenneth CantrellSecretary-$50,000$50,000
Patricia StillAssistant Treasurer-$50,000$50,000
Steve PuckettTreasurer-$50,000$50,000
Terry PendleyChairman-$50,000$50,000
Jimmy CantrellTrustee-$9,400$9,400
Regina MontgomeryHighschool Principal-$7,500$7,500
Revenue and Support

Revenue Composition

Contributions and Grants
$5,640,212
Program Service Revenue
$0
Investment Income
$1,208,782
Other Revenue
$0
All Other Contributions
$5,640,212
Change in Net Assets
$3,299,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,774,316
Salaries, Compensation, and Employee Benefits$419,445
Other Expenses$355,452
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,746,466--$2,746,466
Current Officers, Directors, Trustees, and Key Employees$242,517$121,258-$363,775
Fees for Service Investment Mgmnt Fees-$106,716-$106,716
Payroll Taxes$18,901$9,450-$28,351
Grants to Domestic Individuals$27,850--$27,850
Pension Plan Contributions$12,081$6,041-$18,122
Other Salaries and Wages$9,197--$9,197
Office Expenses-$1,853-$1,853
Other Expenses$1,067$533-$1,600
Information Technology-$80-$80
Total Functional Expenses$3,058,079$491,134$0$3,549,213
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mceachern High SchoolPowder Springs, GA-Support$2,746,466
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
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section B, Line 12C

“The board of directors adopted a conflict of interest policy in september if 2019. The board members and executive director are subject to the policy. All members are required to disclose annually interests that are conflicting with the business of mceachern endowment fund, inc. The executive director and the treasurer are tasked with regularly monitoring each vote and to enforce the policy. If a conflict of interest is disclosed, the member(s) must recuse themselves from all discussion and voting regarding the subject. Additionally, there is a financial spending policy limiting the amount that can be spent without two board signatures. Thus, the financial spending policy serves as an additional control to prevent anyone from acting underneath the guise of the conflict of interest policy. Discovery after non-disclosure can result in punishment up to termination for the executive director and removal for a board member.”

Form 990, Part VI, Section B, Line 15

“Mceachern endowment fund, inc. Utilized the 2016 national council on foundations: grantmakers salary and benefits report: board compensation tables to set policy on compensation for board members and the employees of the endowment fund. The national council on foundations includes compatibility informaon for endowments of similar size and function. The board reviewed the comparability data and voted to set compensation at a resonable level below the national average. All information was reviwed by a compensation committe including anon-compensated member of the board and an outside forensic accounting professional reviewed the data.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Mceachern Endowment Fund Inc
EIN
58-1895449
Phone
7703626005
Address
PO BOX 488, POWDER SPRINGS, GA 30127

Signing Officer

Name
Patricia Still
Title
Treasurer
Phone
7703626005
Signed
2023-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Puckett
Formed
1992
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Nichols Cauley & Associates LLC
Address
1825 BARRETT LAKES BLVD NW SUITE, 200, KENNESAW, GA 30144
Preparer
DENISE A O'CONNELL
Phone
7704220598
Raw XML Appendix378 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF MCEACHERN HIGH SCHOOL
IRS990/AllOtherContributionsAmt05640212
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TERRY JOHNSON
IRS990/BooksInCareOfDetail/PhoneNum07702223719
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 NEW MACLAND ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0POWDER SPRINGS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030127
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0968511
IRS990/CashNonInterestBearingGrp/EOYAmt01041214
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0121258
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0242517
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0363775
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05640212
IRS990/CYGrantsAndSimilarPaidAmt02774316
IRS990/CYInvestmentIncomeAmt01208782
IRS990/CYOtherExpensesAmt0355452
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03299781
IRS990/CYSalariesCompEmpBnftPaidAmt0419445
IRS990/CYTotalExpensesAmt03549213
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06848994
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF MCEACHERN HIGH SCHOOL, POWDER SPRINGS GEORGIA - TO ENABLE THE SCHOOL TO PURCHASE EQUIPMENT, CONSTRUCT AND MAINTAIN BUILDINGS, MAINTAIN GROUNDS, BUY SUPPLIES AND MATERIALS FOR THE SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03058079
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0106716
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0106716
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0TERRY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JIMMY CANTRELL
IRS990/Form990PartVIISectionAGrp/PersonNm2TERRY PENDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE PUCKETT
IRS990/Form990PartVIISectionAGrp/PersonNm4KENNETH CANTRELL
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICIA STILL
IRS990/Form990PartVIISectionAGrp/PersonNm6REGINA MONTGOMERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0146875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt450000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt550000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt67500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0ENDOWMENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6HIGHSCHOOL PRINCIPAL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt02774316
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt027850
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt027850
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02746466
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02746466
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06848994
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt080
IRS990/InformationTechnologyGrp/TotalAmt080
IRS990/InvestmentIncomeGrp/ExclusionAmt01208782
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01208782
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012299154
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012940073
IRS990/IRPDocumentCnt091
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OF MCEACHERN HIGH SCHOOL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013267655
IRS990/NetAssetsOrFundBalancesEOYAmt013981287
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2586149
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013267655
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013981287
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01853
IRS990/OfficeExpensesGrp/TotalAmt01853
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRUST EXPENSE
IRS990/OtherExpensesGrp/Desc1RETIREMENT PLAN MANAGEM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0245203
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1533
IRS990/OtherExpensesGrp/ProgramServicesAmt01067
IRS990/OtherExpensesGrp/TotalAmt0245203
IRS990/OtherExpensesGrp/TotalAmt11600
IRS990/OtherLiabilitiesGrp/BOYAmt010
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09197
IRS990/OtherSalariesAndWagesGrp/TotalAmt09197
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09450
IRS990/PayrollTaxesGrp/ProgramServicesAmt018901
IRS990/PayrollTaxesGrp/TotalAmt028351
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06041
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012081
IRS990/PensionPlanContributionsGrp/TotalAmt018122
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE PUCKETT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05093252
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01393590
IRS990/PYInvestmentIncomeAmt0349231
IRS990/PYOtherExpensesAmt0273368
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03362736
IRS990/PYSalariesCompEmpBnftPaidAmt0412789
IRS990/PYTotalExpensesAmt02079747
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05442483
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03299781
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0586000214
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02774316
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MCEACHERN HIGH SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02774316
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012940073
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WELLS FARGO INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt012940073
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027850
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SUPPLEMENTS & SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
IRS990ScheduleI/RecipientTable/CashGrantAmt02746466
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MCEACHERN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0586000214
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02400 NEW MACLAND ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0POWDER SPRINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030127
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPROVAL BY BOARD AND RECEIPTS FOR PURCHASES OF EQUIPMENT, CONSTRUCTION AND MAINTAINENCE OF BUILDINGS, GROUNDS, SUPPLIES AND MATERIALS FOR SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0INFORMATION WAS GATHERED INCLUDING COMPATIBILITY INFORMATION BY THE NATIONAL COUNCIL OF FOUNDATIONS. THE BOARD OF DIRECTORS USED A COMPENSATION COMMITTEE, A COMPENSATION STUDY AND REQUIRED FULL APPROVAL BY THE COMMITTEE AND THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS ADOPTED A CONFLICT OF INTEREST POLICY IN SEPTEMBER IF 2019. THE BOARD MEMBERS AND EXECUTIVE DIRECTOR ARE SUBJECT TO THE POLICY. ALL MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT ARE CONFLICTING WITH THE BUSINESS OF MCEACHERN ENDOWMENT FUND, INC. THE EXECUTIVE DIRECTOR AND THE TREASURER ARE TASKED WITH REGULARLY MONITORING EACH VOTE AND TO ENFORCE THE POLICY. IF A CONFLICT OF INTEREST IS DISCLOSED, THE MEMBER(S) MUST RECUSE THEMSELVES FROM ALL DISCUSSION AND VOTING REGARDING THE SUBJECT. ADDITIONALLY, THERE IS A FINANCIAL SPENDING POLICY LIMITING THE AMOUNT THAT CAN BE SPENT WITHOUT TWO BOARD SIGNATURES. THUS, THE FINANCIAL SPENDING POLICY SERVES AS AN ADDITIONAL CONTROL TO PREVENT ANYONE FROM ACTING UNDERNEATH THE GUISE OF THE CONFLICT OF INTEREST POLICY. DISCOVERY AFTER NON-DISCLOSURE CAN RESULT IN PUNISHMENT UP TO TERMINATION FOR THE EXECUTIVE DIRECTOR AND REMOVAL FOR A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MCEACHERN ENDOWMENT FUND, INC. UTILIZED THE 2016 NATIONAL COUNCIL ON FOUNDATIONS: GRANTMAKERS SALARY AND BENEFITS REPORT: BOARD COMPENSATION TABLES TO SET POLICY ON COMPENSATION FOR BOARD MEMBERS AND THE EMPLOYEES OF THE ENDOWMENT FUND. THE NATIONAL COUNCIL ON FOUNDATIONS INCLUDES COMPATIBILITY INFORMAON FOR ENDOWMENTS OF SIMILAR SIZE AND FUNCTION. THE BOARD REVIEWED THE COMPARABILITY DATA AND VOTED TO SET COMPENSATION AT A RESONABLE LEVEL BELOW THE NATIONAL AVERAGE. ALL INFORMATION WAS REVIWED BY A COMPENSATION COMMITTE INCLUDING ANON-COMPENSATED MEMBER OF THE BOARD AND AN OUTSIDE FORENSIC ACCOUNTING PROFESSIONAL REVIEWED THE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013267665
IRS990/TotalAssetsEOYAmt013981287
IRS990/TotalAssetsGrp/BOYAmt013267665
IRS990/TotalAssetsGrp/EOYAmt013981287
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05640212
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0491134
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03058079
IRS990/TotalFunctionalExpensesGrp/TotalAmt03549213
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt010
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013267655
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013981287
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03058079
IRS990/TotalReportableCompFromOrgAmt0363775
IRS990/TotalRevenueGrp/ExclusionAmt01208782
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06848994
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013267665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013981287
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 488
IRS990/USAddress/CityNm0POWDER SPRINGS
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030127
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA STILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07703626005
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCEACHERN ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MCEA
ReturnHeader/Filer/EIN0581895449
ReturnHeader/Filer/PhoneNum07703626005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 488
ReturnHeader/Filer/USAddress/CityNm0POWDER SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582475857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLS CAULEY & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01825 BARRETT LAKES BLVD NW SUITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KENNESAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030144
ReturnHeader/PreparerPersonGrp/PhoneNum07704220598
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE A O'CONNELL
ReturnHeader/ReturnTs02023-04-18T09:32:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STILL
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,981,287
Liabilities
$0
Net assets
$13,981,287
Revenue
$6,848,994
Expenses
$3,549,213
Net income
$3,299,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$7.55$2.91$4.63
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.00$22.5$6.94$5.03$1.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$7.40$3.81$3.59
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$6.85$3.55$3.30
2021Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$5.44$2.08$3.36
2020Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$4.46$3.29$1.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$4.60$3.06$1.54
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$4.48$2.64$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$4.48$4.02$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$4.42$3.23$1.19
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.02$1.61$4.42$6.47$2.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$4.39$3.26$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.95$0.54$3.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$1.46$0.48$11.2