Civic Intelligence

The Violet H Mclendon Educational Fund

990PF • Fiscal year 2019 • EIN 63-6160114

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 07, 2020

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

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

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

35th percentile

$33,410

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

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

Asset Growth

27th percentile

-2.1%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-50%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,694,184

Down $123,502 (-2.1%) from 2018

Net Assets

Down

$5,694,184

Down $123,502 (-2.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin10th percentile

Revenue

Down

$249,287

Down $252,532 (-50%) from 2018

Expenses

Up

$374,116

Up $18,944 (+5.3%) from 2018

Net Income

Down

-$124,829

Down $271,476 (-185%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,922,959Liabilities 2011: $12011Assets 2012: $5,712,432Liabilities 2012: $0Net Assets 2012: $5,712,4322012Assets 2013: $5,881,245Liabilities 2013: $02013Assets 2014: $5,904,810Liabilities 2014: $02014Assets 2015: $5,981,283Liabilities 2015: $02015Assets 2018: $5,817,686Liabilities 2018: $0Net Assets 2018: $5,817,6862018Assets 2019: $5,694,184Liabilities 2019: $0Net Assets 2019: $5,694,1842019Assets 2020: $5,552,850Liabilities 2020: $0Net Assets 2020: $5,552,8502020Assets 2021: $5,832,706Liabilities 2021: $0Net Assets 2021: $5,832,7062021Assets 2022: $5,572,950Liabilities 2022: $0Net Assets 2022: $5,572,9502022Assets 2023: $5,464,904Liabilities 2023: $0Net Assets 2023: $5,464,9042023Assets 2024: $5,478,053Liabilities 2024: $0Net Assets 2024: $5,478,0532024

Highlighted filing

2019

Assets$5,694,184
Liabilities$0
Net Assets$5,694,184
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $181,063Expenses 2011: $289,762Net Income 2011: -$108,6992011Expenses 2012: $288,6892012Revenue 2013: $485,954Expenses 2013: $314,834Net Income 2013: $171,1202013Revenue 2014: $396,151Expenses 2014: $359,812Net Income 2014: $36,3392014Revenue 2015: $430,217Expenses 2015: $366,367Net Income 2015: $63,8502015Revenue 2018: $501,819Expenses 2018: $355,172Net Income 2018: $146,6472018Revenue 2019: $249,287Expenses 2019: $374,116Net Income 2019: -$124,8292019Revenue 2020: $210,937Expenses 2020: $353,668Net Income 2020: -$142,7312020Revenue 2021: $649,225Expenses 2021: $367,402Net Income 2021: $281,8232021Revenue 2022: $186,542Expenses 2022: $446,300Net Income 2022: -$259,7582022Revenue 2023: $291,712Expenses 2023: $396,486Net Income 2023: -$104,7742023Revenue 2024: $450,956Expenses 2024: $436,201Net Income 2024: $14,7552024

Highlighted filing

2019

Revenue$249,287
Expenses$374,116
Net Income-$124,829
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$33,410-$33,410
Filing and Contact Details

Filer

Filer Name
Violet H Mclendon Educational Trust
EIN
63-6160114
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-04-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9792927K102 WABCO HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9820605P101 CONCHO RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99064159FL5 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100912828F21 US TREASURY NOTE 2.1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101912828XQ8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102912828NT3 US TREASURY NOTE 2.6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103912828U24 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105518439104 ESTEE LAUDER COMPANI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107G0177J108 ALLERGAN PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10879466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109893641100 TRANSDIGM GROUP INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11387234N765 TCW EMRG MKTS INCM-I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116872540109 TJX COS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11726875P101 EOG RESOURCES, INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119848574109 SPIRIT AEROSYTSEMS H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120892356106 TRACTOR SUPPLY CO CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12192532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122981558109 WORLDPAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12315135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12434964C106 FORTUNE BRANDS HOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125617446448 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12667066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12790385D107 ULTIMATE SOFTWARE GR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129683974604 OPPENHEIMER DEVELOPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13089155T649 TOUCHSTONE MID CAP-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131375558103 GILEAD SCIENCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132594918104 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134771195104 ROCHE HOLDINGS LTD -
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136040413106 ARISTA NETWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13711135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13873278L105 POOL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13906367T7H7 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140912828WJ5 US TREASURY NOTE 2.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141913017BV0 UNITED TECHNOLOGIES
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14325243Q205 DIAGEO PLC - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145911312106 UNITED PARCEL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14602079K107 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147H84989104 TE CONNECTIVITY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148172967424 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14906051GHT9 VR BANK OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15046625HRV4 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1519128286A3 US TREASURY NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1539128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154867914BS1 SUNTRUST BANKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155036752AB9 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15606367WMQ3 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158550021109 LULULEMON ATHLETICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16025389JAR7 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161464287309 ISHARES SP 500 GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16213645T100 CANADIAN PAC RY LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16377956H435 T ROWE PR OVERSEAS S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16446434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16500143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16631641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1679128285M8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168891160509 TORONTO DOMINION BK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1709128286X3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17106051GGA1 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130457
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt210143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt320346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt483233
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt777666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7819687

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,694,184
Liabilities
$0
Net assets
$5,694,184
Revenue
$249,287
Expenses
$374,116
Net income
-$124,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.45$0.44$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.29$0.40$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.57$0.00$5.57$0.19$0.45$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$0.00$5.83$0.65$0.37$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.21$0.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.25$0.37$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$0.50$0.36$0.15
2015Summary only. Only limited summary data is available for this year.$5.98$0.00$0.43$0.37$0.06
2014Summary only. Only limited summary data is available for this year.$5.90$0.00$0.40$0.36$0.04
2013Summary only. Only limited summary data is available for this year.$5.88$0.00$0.49$0.31$0.17
2012Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.29
2011Summary only. Only limited summary data is available for this year.$5.92$0.00$0.18$0.29$0.11