Civic Intelligence

T a & Annabelle Mcdonald Endowment Fund

990PF • Fiscal year 2019 • EIN 74-6320746

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$41,797

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,674,632

Up $137,363 (+5.4%) from 2018

Net Assets

Up

$2,674,632

Up $137,363 (+5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Up

$343,704

Up $177,938 (+107%) from 2018

Expenses

Up

$197,098

Up $2,643 (+1.4%) from 2018

Net Income

Up

$146,606

Up $175,295 (+611%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,757,977Liabilities 2011: $02011Assets 2012: $2,827,703Liabilities 2012: $02012Assets 2013: $2,766,952Liabilities 2013: $02013Assets 2014: $2,740,445Liabilities 2014: $02014Assets 2015: $2,661,888Liabilities 2015: $02015Assets 2018: $2,537,269Liabilities 2018: $0Net Assets 2018: $2,537,2692018Assets 2019: $2,674,632Liabilities 2019: $0Net Assets 2019: $2,674,6322019Assets 2020: $2,683,688Liabilities 2020: $0Net Assets 2020: $2,683,6882020Assets 2021: $2,808,458Liabilities 2021: $0Net Assets 2021: $2,808,4582021Assets 2022: $2,598,104Liabilities 2022: $0Net Assets 2022: $2,598,1042022Assets 2023: $2,426,079Liabilities 2023: $0Net Assets 2023: $2,426,0792023Assets 2024: $2,321,260Liabilities 2024: $0Net Assets 2024: $2,321,2602024

Highlighted filing

2019

Assets$2,674,632
Liabilities$0
Net Assets$2,674,632
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $85,063Expenses 2011: $183,807Net Income 2011: -$98,7442011Revenue 2012: $103,465Expenses 2012: $38,134Net Income 2012: $65,3312012Revenue 2013: $107,597Expenses 2013: $168,799Net Income 2013: -$61,2022013Revenue 2014: $171,018Expenses 2014: $193,479Net Income 2014: -$22,4612014Revenue 2015: $117,535Expenses 2015: $196,434Net Income 2015: -$78,8992015Revenue 2018: $165,766Expenses 2018: $194,455Net Income 2018: -$28,6892018Revenue 2019: $343,704Expenses 2019: $197,098Net Income 2019: $146,6062019Revenue 2020: $214,853Expenses 2020: $194,561Net Income 2020: $20,2922020Revenue 2021: $312,350Expenses 2021: $196,056Net Income 2021: $116,2942021Revenue 2022: -$58,884Expenses 2022: $215,434Net Income 2022: -$274,3182022Revenue 2023: $21,466Expenses 2023: $194,176Net Income 2023: -$172,7102023Revenue 2024: $82,403Expenses 2024: $186,950Net Income 2024: -$104,5472024

Highlighted filing

2019

Revenue$343,704
Expenses$197,098
Net Income$146,606
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$41,797-$41,797
Filing and Contact Details

Filer

Filer Name
Mcdonald T a & a Endow Fund-main
EIN
74-6320746
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2020-11-04
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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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11487234N765 TCW EMRG MKTS INCM-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11506367WMQ3 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116891160509 TORONTO DOMINION BK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11731641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118285512109 ELECTRONIC ARTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119036752AB9 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121755111507 RAYTHEON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122GTC996442 CORBIN MULTI STRATEG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123922908629 VANGUARD MIDCAP VIPE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1259128286X3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126277923264 EATON VANCE GLOB MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127256677AC9 DOLLAR GENERAL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12846434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1299128286T2 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1309128285M8 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131254687FL5 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13231620M106 FIDELITY NATL INFORM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13311135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1349128286A3 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13574256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13746625HRV4 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13806051GGA1 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13925389JAR7 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140867914BS1 SUNTRUST BANKS INC
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Filings

Displayed year

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

Open filing
Assets
$2,674,632
Liabilities
$0
Net assets
$2,674,632
Revenue
$343,704
Expenses
$197,098
Net income
$146,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.19$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.02$0.19$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.06$0.22$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.31$0.20$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.21$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.34$0.20$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.17$0.19$0.03
2015Summary only. Only limited summary data is available for this year.$2.66$0.00$0.12$0.20$0.08
2014Summary only. Only limited summary data is available for this year.$2.74$0.00$0.17$0.19$0.02
2013Summary only. Only limited summary data is available for this year.$2.77$0.00$0.11$0.17$0.06
2012Summary only. Only limited summary data is available for this year.$2.83$0.00$0.10$0.04$0.07
2011Summary only. Only limited summary data is available for this year.$2.76$0.00$0.09$0.18$0.10