Civic Intelligence

Mceachern Endowment Fund Inc.

990 • Fiscal year 2025 • EIN 58-1895449

Jun 01, 2024 to May 31, 2025 • Filed on Jan 26, 2026

Organization ProfileN/A

View Organization Page

PO Box 488Powder Springs, GA 30127

(770) 527-2094

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

94th percentile

61%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

29th percentile

$176,957

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

8.7%

Faster revenue growth than 55% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$27,095,824

Up $4,629,382 (+21%) from 2024

Net Assets

Up

$27,095,824

Up $4,630,706 (+21%) from 2024

Liabilities

Down

$0

Down $1,324 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin94th percentile

Revenue

Up

$7,545,343

Up $606,990 (+8.7%) from 2024

Expenses

Down

$2,914,637

Down $2,118,617 (-42%) from 2024

Net Income

Up

$4,630,706

Up $2,725,607 (+143%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2025

Assets$27,095,824
Liabilities$0
Net Assets$27,095,824
Open 2025 Filing

Operations Trend

Revenue Growth55th 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

2025

Revenue$7,545,343
Expenses$2,914,637
Net Income$4,630,706
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$7,545,343
Mission and Program Overview

Mission

Support of McEachern High School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$19,220,685$22,126,881▲ $2,906,196
Other Notes and Loans Receivable, Net$2,900,000$2,900,000→ $0
Cash and Non-Interest-Bearing Accounts$345,757$2,068,943▲ $1,723,186
Total Assets$22,466,442$27,095,824▲ $4,629,382
Liabilities
Accounts Payable and Accrued Expenses$1,324--
Total Liabilities$1,324$0▼ $1,324
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,465,118$27,095,824▲ $4,630,706
Total Net Assets Fund Balance$22,465,118$27,095,824▲ $4,630,706
Total Liabilities and Net Assets / Fund Balance$22,466,442$27,095,824▲ $4,629,382

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,126,881--
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry JohnsonEndowment DirectorFT$152,625$24,332$176,957
Kenneth CantrellSecretary-$64,000-$64,000
Patricia StillTreasurer-$64,000-$64,000
Steve PuckettCo-Chairman-$64,000-$64,000
Terry PendleyChairman-$64,000-$64,000
Jimmy CantrellTrustee-$9,400-$9,400
Regina MontgomeryHighSchool Principal-$7,500-$7,500
Revenue and Support

Revenue Composition

Contributions and Grants
$5,600,656
Program Service Revenue
$0
Investment Income
$1,944,687
Other Revenue
$0
All Other Contributions
$5,600,656
Change in Net Assets
$4,630,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,649,161
Salaries, Compensation, and Employee Benefits$701,214
Other Expenses$564,262
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,616,161--$1,616,161
Current Officers, Directors, Trustees, and Key Employees$318,367$156,808-$475,175
Other Salaries and Wages$123,414$60,786-$184,200
Fees for Service Investment Mgmnt Fees-$147,747-$147,747
Payroll Taxes$22,213$10,942-$33,155
Grants to Domestic Individuals$33,000--$33,000
Office Expenses-$23,122-$23,122
Fees for Services Legal-$16,808-$16,808
Pension Plan Contributions$5,786$2,849-$8,635
Fees for Services Management$363--$363
Other Employee Benefits$32$17-$49
Other Expenses$376,212$10-$10
Total Functional Expenses$2,495,548$419,089$0$2,914,637
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
McEachern High SchoolPower Spring, GA501c3Support$1,616,161
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
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
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 of 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 information for endowments of similar size and function. The board reviewed the comparability data and voted to set compensation at a reasonable level below the national average. All information was reviewed by a compensation committee including non-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
7705272094
Address
PO Box 488, Powder Springs, GA 30127

Signing Officer

Name
Patricia Still
Title
Treasurer
Phone
7705272094
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Johnson
Formed
1992
Legal Domicile
Ga
Voting Board Members
7
Independent Board Members
0
Employees
3
Volunteers
0

Preparer

Firm
Aprio Advisory Group LLC
Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Preparer
Stacy Cullen
Phone
4048929651
Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01616161
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0McEachern High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01616161
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt022126881
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Wells Fargo Investment
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt022126881
IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
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IRS990ScheduleI/RecipientTable/CashGrantAmt01616161
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0McEachern High School
IRS990ScheduleI/RecipientTable/RecipientEIN0586000214
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02400 New Macland Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Power Spring
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0152625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount015500
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Terry Johnson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Endowment Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0176957
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
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 of 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 information for endowments of similar size and function. The board reviewed the comparability data and voted to set compensation at a reasonable level below the national average. All information was reviewed by a compensation committee including non-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
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt027095824
IRS990/TotalAssetsGrp/BOYAmt022466442
IRS990/TotalAssetsGrp/EOYAmt027095824
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt05600656
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0419089
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02495548
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IRS990/TotalProgramServiceExpensesAmt02495548
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07545343
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0Powder Springs
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030127
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Patricia Still
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07705272094
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0McEachern Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0MCEA
ReturnHeader/Filer/EIN0581895449
ReturnHeader/Filer/PhoneNum07705272094
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ReturnHeader/Filer/USAddress/CityNm0Powder Springs
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02002 Summit Boulevard Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Atlanta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum04048929651
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02026-02-02T13:53:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,095,824
Liabilities
$0
Net assets
$27,095,824
Revenue
$7,545,343
Expenses
$2,914,637
Net income
$4,630,706
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