Civic Intelligence

Mccormick Charitable Trust

EIN 84-1458182 • Denver, CO

3200 Cherry Creek South Drive 230Denver, CO 80209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-168%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-21%

Faster asset growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,704,713

Down $1,880,687 (-52%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$1,704,713

Down $1,880,687 (-52%) from 2021

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Down

$264,228

Down $743,723 (-74%) from 2021

Expenses

Up

$708,610

Up $429,442 (+154%) from 2021

Net Income

Down

-$444,382

Down $1,173,165 (-161%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,221,353Liabilities 2012: $0Net Assets 2012: $4,221,3532012Assets 2013: $6,772,607Liabilities 2013: $0Net Assets 2013: $6,772,6072013Assets 2016: $3,920,383Liabilities 2016: $0Net Assets 2016: $3,920,3832016Assets 2017: $2,396,656Liabilities 2017: $0Net Assets 2017: $2,396,6562017Assets 2018: $1,710,513Liabilities 2018: $0Net Assets 2018: $1,710,5132018Assets 2020: $2,856,617Liabilities 2020: $0Net Assets 2020: $2,856,6172020Assets 2021: $3,585,400Liabilities 2021: $0Net Assets 2021: $3,585,4002021Assets 2024: $1,704,713Liabilities 2024: $0Net Assets 2024: $1,704,7132024

Highlighted filing

2024

Assets$1,704,713
Liabilities$0
Net Assets$1,704,713
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $65,0862012Revenue 2013: $2,588,006Expenses 2013: $36,752Net Income 2013: $2,551,2542013Revenue 2016: $812,264Expenses 2016: $1,502,442Net Income 2016: -$690,1782016Revenue 2017: $2,906,876Expenses 2017: $4,430,603Net Income 2017: -$1,523,7272017Revenue 2018: $1,041,993Expenses 2018: $1,728,136Net Income 2018: -$686,1432018Revenue 2020: $1,673,958Expenses 2020: $89,825Net Income 2020: $1,584,1332020Revenue 2021: $1,007,951Expenses 2021: $279,168Net Income 2021: $728,7832021Revenue 2024: $264,228Expenses 2024: $708,610Net Income 2024: -$444,3822024

Highlighted filing

2024

Revenue$264,228
Expenses$708,610
Net Income-$444,382
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,704,713
Liabilities
$0
Net assets
$1,704,713
Revenue
$264,228
Expenses
$708,610
Net income
-$444,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.26$0.71$0.44
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$1.01$0.28$0.73
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$1.67$0.09$1.58
2018Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.04$1.73$0.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$2.91$4.43$1.52
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.81$1.50$0.69
2013Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$2.59$0.04$2.55
2012Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD D MCCORMICKTrustee-$0--
MARY PATRICIA MCCORMICKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPACIFIC REPERTORY THEATREPERFORMING ARTS-CARMELBYTHESEA, CA, US$500,000
Paid GrantEMMAUS CATHOLIC HOSPICEMEDICARE CARE AND EDUCATION-DENVER, CO, US$125,000
Paid GrantCARMELITE MONASTERY OF OUR LADYRELGIOUS EDUCATION-CARMELBYTHESEA, CA, US$25,000
Paid GrantST EDMOND CATHOLIC SCHOOLEDUCATION-FORT DODGE, IA, US$5,000
Paid GrantYOUNG AMERICA'S FOUNDATIONEDUCATION-RESTON, VA, US$5,000
Paid GrantNATIONAL CHRIST CHILD SOCIETYCHILDREN'S EDUCATION-ROCKVILLE, MD, US$1,000
Filing and Contact Details

Filer

Filer Name
Richard and Mary Pat
EIN
84-1458182
Phone
7205782300
Address
3200 CHERRY CREEK SOUTH DRIVE 230, DENVER, CO 80209

Signing Officer

Name
Richard D Mccormick
Title
Trustee
Phone
7205782300
Signed
2025-05-02

Preparer

Firm
Ascentia Financial LLC
Address
16267 THUNDER CAT WAY, MONUMENT, CO 80132-6143
Preparer
Krista W Kikumoto
Phone
7206040040
Raw XML Appendix308 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD D MCCORMICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY PATRICIA MCCORMICK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHILDREN'S EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PERFORMING ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARMELITE MONASTERY OF OUR LADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EMMAUS CATHOLIC HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NATIONAL CHRIST CHILD SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PACIFIC REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST EDMOND CATHOLIC SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5YOUNG AMERICA'S FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt027601 HIGHWAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15290 E YALE CIR 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26110 EXECUTIVE BLVD 504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34SW 8TH MONTE VERDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42220 4TH AVENUE NORTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511480 COMMERCE PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt06TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARMELBYTHESEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CARMELBYTHESEA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4FORT DODGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093923
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220852
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd520191
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0661000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0232039
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0232039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01482679
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01404586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01092746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01092746
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03316412
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0428961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01482679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01404586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0186
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0661000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0428961
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04409158
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03980197
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LITIGATION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0127
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018000
TaxesSchedule/TaxesDetail/Amt020035
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020035
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD D MCCORMICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07205782300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD AND MARY PAT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MCCORMICK CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0841458182
ReturnHeader/Filer/PhoneNum07205782300
ReturnHeader/Filer/USAddress/AddressLine1Txt03200 CHERRY CREEK SOUTH DRIVE 230
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460467164
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASCENTIA FINANCIAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016267 THUNDER CAT WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONUMENT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801326143
ReturnHeader/PreparerPersonGrp/PhoneNum07206040040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTA W KIKUMOTO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-07T11:46:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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