Civic Intelligence

D V & Ida Mceachern Charitable Fdn

990PF • Fiscal year 2023 • EIN 91-6063710

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 11, 2024

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(206) 340-8044

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

55th percentile

5.7%

Higher net margin than 55% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$150,097

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

35th percentile

0.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,187,808

Up $47,647 (+0.3%) from 2022

Net Assets

Up

$16,187,808

Up $47,647 (+0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin55th percentile

Revenue

Down

$830,943

Down $585,384 (-41%) from 2022

Expenses

Up

$783,961

Up $13,887 (+1.8%) from 2022

Net Income

Down

$46,982

Down $599,271 (-93%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

2023

Assets$16,187,808
Liabilities$0
Net Assets$16,187,808
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

2023

Revenue$830,943
Expenses$783,961
Net Income$46,982
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 11, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$150,097-$150,097
Filing and Contact Details

Filer

Filer Name
Dv & Ida Mceachern Charitable Tr
EIN
91-6063710
Phone
2063408044
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
2063408044
Signed
2024-07-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NATIXIS ASG MGD FUT CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SIMON PPTY GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SIGNATURE BK NEW YORK NY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87WEYERHAEUSER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88WYNN RESORTS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89VICCI PPTYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91BOOKING HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9200724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9302079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95026874784 AMERICAN INTERNATION
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10209857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104125523100 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105125896100 C M S ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10817275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11020030N101 COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111219350105 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11222052L104 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11322160K105 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115281020107 EDISON INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11730231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11830303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12138141G104 GOLDMAN SACHS GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12546625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128548661107 LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12957636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13158933Y105 MERCK AND CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13568389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136718172109 PHILIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137742718109 PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13874340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14075513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142828806109 SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143854502101 STANLEY BLACK DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14591324P102 UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14692343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147925652109 VICI PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14892939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm150949746101 WELLS FARGO CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151983134107 WYNN RESORTS LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15298956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153G1151C101 ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154G54950103 LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156G6095L109 APTIV PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34254499
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/CategoryOrItemTxt9ISHARES CORE US AGGREGATE BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10CS FLOATING RATE HIGH INCM I #
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12PUBLIC STORAGE 1.950%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SOUTHERN CALF GAS 2.950%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14UNITED STATES TREAS BILLS 12/0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500191K849 AQR STYLE PREMIA ALT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16024525669 AHL MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1709258N570 BLACKROCK TACTICAL O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1809260B374 BLACKROCK STRATEGIC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2022540S836 CREDIT SUISSE FL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21256206103 DODGE COX INTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22256210105 DODGE COX INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23256219106 DODGE COX STOCK FUN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27464287234 ISHARES MSCI EMERGIN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29464288620 ISHARES BROAD USD IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32552746356 MFS INTERNATIONAL GR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3978462F103 SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4078463X772 SPDR S P INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41808524607 SCHWAB US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43922031836 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45922908595 VANGUARD SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46922908611 VANGUARD SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47922908736 VANGUARD GROWTH INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48922908751 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4992835M414 ALPHASIMPLEX MGD FUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0322733

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,187,808
Liabilities
$0
Net assets
$16,187,808
Revenue
$830,943
Expenses
$783,961
Net income
$46,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$1.46$1.52$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$0.90$1.43$0.53
2023Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.83$0.78$0.05
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.42$0.77$0.65
2021Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.99$0.95$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$0.41$1.05$0.64
2019Summary only. Only limited summary data is available for this year.$16.1$0.00$1.02$1.19$0.17
2015Summary only. Only limited summary data is available for this year.$15.6$0.00$1.65$0.85$0.79
2014Summary only. Only limited summary data is available for this year.$14.9$0.00$0.92$1.00$0.08
2013Summary only. Only limited summary data is available for this year.$15.0$0.00$1.42$0.98$0.44
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$0.87$0.90$0.03