Civic Intelligence

Alvina E Mckenna Charitable Trust #2409

990 • Fiscal year 2017 • EIN 74-6191561

Jan 01, 2017 to Dec 31, 2017

San Antonio, TX
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

3rd percentile

-83%

Higher net margin than 3% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

29th percentile

-2.9%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Assets

Down

$975,532

Down $29,513 (-2.9%) from 2016

Net Assets

Down

$975,532

Down $29,513 (-2.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$35,494

Up $37,203 (+2177%) from 2016

Expenses

Up

$65,007

Up $1,480 (+2.3%) from 2016

Net Income

Up

-$29,513

Up $35,723 (+55%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,158,458Liabilities 2011: $0Net Assets 2011: $1,158,4582011Assets 2012: $1,214,092Liabilities 2012: $0Net Assets 2012: $1,214,0922012Assets 2013: $1,056,738Liabilities 2013: $0Net Assets 2013: $1,056,7382013Assets 2014: $1,054,793Liabilities 2014: $0Net Assets 2014: $1,054,7932014Assets 2015: $1,070,281Liabilities 2015: $0Net Assets 2015: $1,070,2812015Assets 2016: $1,005,045Liabilities 2016: $0Net Assets 2016: $1,005,0452016Assets 2017: $975,532Liabilities 2017: $0Net Assets 2017: $975,5322017Assets 2018: $962,932Liabilities 2018: $0Net Assets 2018: $962,9322018Assets 2020: $958,029Liabilities 2020: $0Net Assets 2020: $958,0292020Assets 2021: $952,048Liabilities 2021: $0Net Assets 2021: $952,0482021Assets 2022: $929,159Liabilities 2022: $0Net Assets 2022: $929,1592022Assets 2023: $893,223Liabilities 2023: $0Net Assets 2023: $893,2232023Assets 2024: $869,108Liabilities 2024: $0Net Assets 2024: $869,1082024

Highlighted filing

2017

Assets$975,532
Liabilities$0
Net Assets$975,532

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $63,629Expenses 2011: $9,121Net Income 2011: $54,5082011Revenue 2012: $67,946Expenses 2012: $12,312Net Income 2012: $55,6342012Revenue 2013: $91,518Expenses 2013: $248,872Net Income 2013: -$157,3542013Revenue 2014: $63,826Expenses 2014: $65,771Net Income 2014: -$1,9452014Revenue 2015: $82,590Expenses 2015: $67,102Net Income 2015: $15,4882015Revenue 2016: -$1,709Expenses 2016: $63,527Net Income 2016: -$65,2362016Revenue 2017: $35,494Expenses 2017: $65,007Net Income 2017: -$29,5132017Revenue 2018: $59,481Expenses 2018: $70,990Net Income 2018: -$11,5092018Revenue 2020: $40,678Expenses 2020: $73,350Net Income 2020: -$32,6722020Revenue 2021: $74,571Expenses 2021: $80,552Net Income 2021: -$5,9812021Revenue 2022: $62,175Expenses 2022: $85,065Net Income 2022: -$22,8902022Revenue 2023: $36,016Expenses 2023: $71,952Net Income 2023: -$35,9362023Revenue 2024: $52,676Expenses 2024: $76,791Net Income 2024: -$24,1152024

Highlighted filing

2017

Revenue$35,494
Expenses$65,007
Net Income-$29,513
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Mission and Program Overview

Mission

As set foth in the trust instrument and followed by the trustee, the trust shall distribute 5% of the net fair market value of the trust in each calendar year as determined on the last business day in the preceding calendar year to the mckenna foundation, as long as the foundation remains an organization described under code section 501(c)(3).

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings