Civic Intelligence

Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2016 • EIN 61-6449625

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 10, 2017

445 Pine StreetBoulder, CO 80302

(512) 480-5625

Siviq Scores

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

Liabilities / Assets

34th percentile

0.03x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.46x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-51%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$5,073,809

Up $149,850 (+3.0%) from 2015

Net Assets

$4,940,303

No earlier filing loaded for comparison.

Liabilities

Flat

$133,506

Flat from 2015

Revenue

Down

$292,716

Down $310,718 (-51%) from 2015

Expenses

Up

$376,483

Up $342,041 (+993%) from 2015

Net Income

Down

-$83,767

Down $652,759 (-115%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $15,015Liabilities 2014: $0Net Assets 2014: $15,0152014Assets 2015: $4,923,959Liabilities 2015: $133,5062015Assets 2016: $5,073,809Liabilities 2016: $133,506Net Assets 2016: $4,940,3032016Assets 2017: $5,333,932Liabilities 2017: $133,506Net Assets 2017: $5,200,4262017Assets 2019: $5,376,829Liabilities 2019: $0Net Assets 2019: $5,376,8292019Assets 2020: $5,431,789Liabilities 2020: $0Net Assets 2020: $5,431,7892020Assets 2021: $5,828,621Liabilities 2021: $0Net Assets 2021: $5,828,6212021Assets 2022: $5,839,017Liabilities 2022: $0Net Assets 2022: $5,839,0172022Assets 2023: $5,710,783Liabilities 2023: $0Net Assets 2023: $5,710,7832023Assets 2024: $6,012,505Liabilities 2024: $0Net Assets 2024: $6,012,5052024

Highlighted filing

2016

Assets$5,073,809
Liabilities$133,506
Net Assets$4,940,303

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $13Expenses 2014: $0Net Income 2014: $132014Revenue 2015: $603,434Expenses 2015: $34,442Net Income 2015: $568,9922015Revenue 2016: $292,716Expenses 2016: $376,483Net Income 2016: -$83,7672016Revenue 2017: $623,659Expenses 2017: $359,109Net Income 2017: $264,5502017Revenue 2019: $413,654Expenses 2019: $754,750Net Income 2019: -$341,0962019Revenue 2020: $587,606Expenses 2020: $537,107Net Income 2020: $50,4992020Revenue 2021: $844,195Expenses 2021: $452,605Net Income 2021: $391,5902021Revenue 2022: $560,389Expenses 2022: $444,914Net Income 2022: $115,4752022Revenue 2023: $377,756Expenses 2023: $473,778Net Income 2023: -$96,0222023Revenue 2024: $631,021Expenses 2024: $490,501Net Income 2024: $140,5202024

Highlighted filing

2016

Revenue$292,716
Expenses$376,483
Net Income-$83,767
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANSING E CRANETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Donna Catherine Macdonald
EIN
61-6449625
Phone
5124805625
Address
445 PINE STREET, BOULDER, CO 80302

Signing Officer

Name
Compass Bank
Title
Trustee
Phone
5124805625
Signed
2017-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Compton & Wendler Pc
Address
909 FANNIN STREET SUITE 3275, HOUSTON, TX 77010-1011
Preparer
Allen W Wendler
Phone
7136595080
Raw XML AppendixShowing 400 of 414 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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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0286650
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL NET INCOME OF THE TRUST SHALL BE PAID TO ST. LUKE'S EPISCOPAL HOSPITAL, HOUSTON, TEXAS. THE FUNDS SHALL BE USED TO PROMOTE, ENCOURAGE AND FACILITATE STUDY, INVESTIGATION OR RESEARCH IN THE FIELD OF BACTERIOLOGY AND CLINICAL PATHOLOTY IN THE LABORATORY OF ST. LUKE'S EPISCOPAL HOSPITAL.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LANSING E CRANE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0445 PINE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04138226101
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0281895
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01213 HERMANN DRIVE SUITE 855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0281895
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04755
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0281895
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0297798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0286650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0293043
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0281895
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL & PROFESSIONAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01077
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02155
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1187
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01078
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1187
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OIL & GAS ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE - NON RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER RENTAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03984
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31011
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4178
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03984
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt218
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4178
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt022536
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022536
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022536
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0233617
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER FROM ESTATE OF DONNA C MACDONALD
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0133506
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CONDEMNATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0133506
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt063259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt063259
ReductionExplanationStatement/ShortExplanationTxt011359 REEDER RD CONDEMNATION LIABILITY
TaxesSchedule/TaxesDetail/Amt01239
TaxesSchedule/TaxesDetail/Amt12329
TaxesSchedule/TaxesDetail/Amt2710
TaxesSchedule/TaxesDetail/Amt3162
TaxesSchedule/TaxesDetail/Amt411870
TaxesSchedule/TaxesDetail/CategoryTxt0OIL & GAS PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1AD VALOREM TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3REAL ESTATE TAXES - NON RENTAL
TaxesSchedule/TaxesDetail/CategoryTxt4FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01239
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12329
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2710
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3162
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt411870
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COMPASS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05124805625
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONNA CATHERINE MACDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0616449625
ReturnHeader/Filer/PhoneNum05124805625
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E143005753A2F47BD32644490C37CE988257ED67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E143005753A2F47BD32644490C37CE988257ED67
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.213.51.46
ReturnHeader/FilingSecurityInformation/IPDt02017-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD

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