Civic Intelligence

Donna Catherine Macdonald Charitable Tr

990PF • Fiscal year 2019 • EIN 61-6449625

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

720 Pearl Street No 2BBoulder, CO 80302

(413) 822-6101

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

7th percentile

-82%

Higher net margin than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2017 to 2019

Assets

Up

$5,376,829

Up $42,897 (+0.8%) from 2017

Net Assets

Up

$5,376,829

Up $176,403 (+3.4%) from 2017

Liabilities

Down

$0

Down $133,506 (-100%) from 2017

Revenue

Down

$413,654

Down $210,005 (-34%) from 2017

Expenses

Up

$754,750

Up $395,641 (+110%) from 2017

Net Income

Down

-$341,096

Down $605,646 (-229%) from 2017

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

2019

Assets$5,376,829
Liabilities$0
Net Assets$5,376,829

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

2019

Revenue$413,654
Expenses$754,750
Net Income-$341,096
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
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
Address
720 PEARL STREET NO 2B, BOULDER, CO 80302

Signing Officer

Name
Compass Bank
Title
Trustee
Signed
2020-11-10
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 416 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05959
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05959
AppliedToPriorYearElection/ElectionDesc0ACCORDING TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO APPLY ALL OF THE 2019 QUALIFYING DISTRIBUTIONS REMAINING AFTER REDUCING THE 2018 UNDISTRIBUTED INCOME TO ZERO TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2018.
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt091646
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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.
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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/SubjToTaxRmnrtnExPrchtPymtInd00
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/AddressLine1Txt0720 PEARL STREET UNIT 2B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080302
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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/Amt0625295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST LUKE'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01213 HERMANN DRIVE SUITE 855
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0625295
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09426
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt0307344
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0314484
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0335678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0310811
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0631254
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0307344
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0326252
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0314484
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL & PROFESSIONAL FEES
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt058
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1234
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt058
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt1234
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OIL & GAS ROYALTY EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2122
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt332754
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt332754
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt065810
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt065810
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt065810
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0136938
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0133506
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CONDEMNATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt058942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PROFESSIONAL FEES - NON RENTAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt058942
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt186
ReductionExplanationStatement/ShortExplanationTxt011359 REEDER RD CONDEMNATION LIABILITY
TaxesSchedule/TaxesDetail/Amt03386
TaxesSchedule/TaxesDetail/Amt12989
TaxesSchedule/TaxesDetail/Amt21356
TaxesSchedule/TaxesDetail/Amt3587
TaxesSchedule/TaxesDetail/Amt47314
TaxesSchedule/TaxesDetail/Amt5525
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/CategoryTxt5REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt50
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03386
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12989
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21356
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3587
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt47314
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt5525
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COMPASS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONNA CATHERINE MACDONALD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0616449625
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PEARL STREET NO 2B
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C511050866FBDF77DFF22B8B5387966796EB70B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C165BFFAEFF604E422A27714A0D08010A46A92B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.213.51.46

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