Civic Intelligence

D V & Ida Mceachern Charitable Fdn

990PF • Fiscal year 2022 • EIN 91-6063710

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 13, 2023

PO Box 52007Phoenix, AZ 85072

(702) 239-9575

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$161,459

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

64th percentile

4.1%

Faster asset growth than 64% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$16,140,161

Up $634,689 (+4.1%) from 2021

Net Assets

Up

$16,140,161

Up $634,689 (+4.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,416,327

Up $423,164 (+43%) from 2021

Expenses

Down

$770,074

Down $183,904 (-19%) from 2021

Net Income

Up

$646,253

Up $607,068 (+1549%) from 2021

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

2022

Assets$16,140,161
Liabilities$0
Net Assets$16,140,161

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

2022

Revenue$1,416,327
Expenses$770,074
Net Income$646,253
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 13, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ATrustee-$161,459-$161,459
Filing and Contact Details

Filer

Filer Name
Dv & Ida Mceachern Charitable Tr
EIN
91-6063710
Phone
7022399575
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
7022399575
Signed
2023-01-13
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/StockNm60LAZARD EMERG MKTS INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MFS INTERNATIONAL GROWTH R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NUVEEN REAL EST SECS CL R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64SCHWAB STRATEGIC TR US SML CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SPDR S&P 500 ETF TR UNIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SPDR S&P INTER DVD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STANLEY BLACK & DECKER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68T ROWE PRICE GWTH STK CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70V F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VANGUARD FTSE EMRG MRKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD SMALL-CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WELLS FARGO & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WORKDAY INCCL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78AMERICAN BEACON AHL MGD FUTS #
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79BLACKROCK TACTICAL OPPORTUNITI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81DFA COMMODITY STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83HARTFORD SCHRODERS EMRG MKT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84META PLATFORMS, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VANGUARD REAL ESTATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VANGUARD SMALL CAP GR VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ACCENTURE PLC IRELAND SHS CLAS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92EQUINOR ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93FISERVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95NATIXIS ASG MGD FUT CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100SIMON PPTY GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101SIGNATURE BK NEW YORK NY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102WEYERHAEUSER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103WYNN RESORTS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104VICCI PPTYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106BOOKING HLDGS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0492923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11170780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2323461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3224512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4940480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5525385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6292297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7260732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8429899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt958471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10463883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11560000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12176478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13192810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14198553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VNGRD ST INVMT GRADE ADM #539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PIMCO HIGH YIELD INSTL #108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES US PREFERRED STOCK ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO INCOME FUND INSTL #1821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PIMCO TOTAL RETURN INSTL #35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WESTERN ASSET MAC OPP IS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES BROAD USD INV GRDE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD ULT-S/T ADMIRAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES CORE US AGGREGATE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11CS FLOATING RATE HIGH INCM I #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PUBLIC STORAGE 1.950%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14SOUTHERN CALF GAS 2.950%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15UNITED STATES TREAS BILLS 12/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0490258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11116088
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2284249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3193082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4846017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5443867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6252099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7242584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8385168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt950355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10447132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11463178
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12175570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13190474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14198548
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0525658
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0890669
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01416327
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01416327
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0890669
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040365
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0121094
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0161459
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0575865
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0575865
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0524989
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0525658
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0646253
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03091546
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0890669
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01280797
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05554
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023512
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0617255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0134861

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