Civic Intelligence

D V & Ida Mceachern Charitable Fdn

990PF • Fiscal year 2021 • EIN 91-6063710

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 14, 2021

PO Box 52007Phoenix, AZ 85072

(206) 587-3621

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

31st percentile

3.9%

Higher net margin than 31% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$158,462

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 16.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

23rd percentile

0.0%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

141%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$15,505,472

Up $2,362 (+0.0%) from 2020

Net Assets

Up

$15,505,472

Up $2,362 (+0.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$993,163

Up $581,766 (+141%) from 2020

Expenses

Down

$953,978

Down $99,291 (-9.4%) from 2020

Net Income

Up

$39,185

Up $681,057 (+106%) from 2020

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $14,545,350Liabilities 2012: $02012Assets 2013: $14,981,416Liabilities 2013: $02013Assets 2014: $14,896,344Liabilities 2014: $02014Assets 2015: $15,635,468Liabilities 2015: $02015Assets 2019: $16,145,065Liabilities 2019: $02019Assets 2020: $15,503,110Liabilities 2020: $0Net Assets 2020: $15,503,1102020Assets 2021: $15,505,472Liabilities 2021: $0Net Assets 2021: $15,505,4722021Assets 2022: $16,140,161Liabilities 2022: $0Net Assets 2022: $16,140,1612022Assets 2023: $16,187,808Liabilities 2023: $0Net Assets 2023: $16,187,8082023Assets 2024: $15,680,975Liabilities 2024: $0Net Assets 2024: $15,680,9752024Assets 2025: $15,634,041Liabilities 2025: $0Net Assets 2025: $15,634,0412025

Highlighted filing

2021

Assets$15,505,472
Liabilities$0
Net Assets$15,505,472

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $870,617Expenses 2012: $903,136Net Income 2012: -$32,5192012Revenue 2013: $1,415,570Expenses 2013: $979,504Net Income 2013: $436,0662013Revenue 2014: $921,377Expenses 2014: $999,734Net Income 2014: -$78,3572014Revenue 2015: $1,646,353Expenses 2015: $853,931Net Income 2015: $792,4222015Revenue 2019: $1,020,069Expenses 2019: $1,185,249Net Income 2019: -$165,1802019Revenue 2020: $411,397Expenses 2020: $1,053,269Net Income 2020: -$641,8722020Revenue 2021: $993,163Expenses 2021: $953,978Net Income 2021: $39,1852021Revenue 2022: $1,416,327Expenses 2022: $770,074Net Income 2022: $646,2532022Revenue 2023: $830,943Expenses 2023: $783,961Net Income 2023: $46,9822023Revenue 2024: $902,299Expenses 2024: $1,434,129Net Income 2024: -$531,8302024Revenue 2025: $1,463,139Expenses 2025: $1,515,035Net Income 2025: -$51,8962025

Highlighted filing

2021

Revenue$993,163
Expenses$953,978
Net Income$39,185
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 14, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrusteePT$158,462-$158,462
Filing and Contact Details

Filer

Filer Name
Dv & Ida Mceachern Charitable Tr
EIN
91-6063710
Phone
2065873621
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
2065873621
Signed
2021-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MFS INTERNATIONAL GROWTH R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70NUVEEN REAL EST SECS CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SCHWAB STRATEGIC TR US SML CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73SPDR S&P 500 ETF TR UNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SPDR S&P INTER DVD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76T ROWE PRICE GWTH STK CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VANGUARD FTSE EMRG MRKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83WELLS FARGO & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WORKDAY INCCL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86AMERICAN BEACON AHL MGD FUTS #
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87BLACKROCK TACTICAL OPPORTUNITI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89DFA COMMODITY STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91HARTFORD SCHRODERS EMRG MKT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92META PLATFORMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95VANGUARD SMALL CAP GR VIPERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0492923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11487927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2323462
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3224512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4949941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5525385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6204504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7209391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8429899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9340794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10163720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12560000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VNGRD ST INVMT GRADE ADM #539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PIMCO HIGH YIELD INSTL #108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EATON VANCE EMER MKTS LOC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE FLTG RT & HI INC R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EATON VANCE GLBL MACR ABSOL RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES US PREFERRED STOCK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7PIMCO INCOME FUND INSTL #1821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PIMCO TOTAL RETURN INSTL #35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9EATON VANCE GLBL MACRO ABS R6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WESTERN ASSET MAC OPP IS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12ISHARES BROAD USD INV GRDE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD ULT-S/T ADMIRAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES CORE US AGGREGATE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15CS FLOATING RATE HIGH INCM I #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0561909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11535772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2333207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3228520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4952459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5520087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6230886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7213664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8463600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9343634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10162484
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11301366
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12552897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0426579
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0566584
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0993163
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0993163
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0566584
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt039616
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0118847
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0158462
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0767197
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0767197
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0414470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0426579
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039185
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03215351
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0566584
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0851024
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05859
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05884
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05324
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021435
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0807838
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0130030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0953978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0981054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0993163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040641
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0130030
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0186781
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-06-27

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