Civic Intelligence

D V & Ida Mceachern Charitable Fdn

990PF • Fiscal year 2024 • EIN 91-6063710

Sep 01, 2023 to Aug 31, 2024 • Filed on Mar 23, 2025

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-59%

Higher net margin than 7% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$157,374

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 17.4% of source-year revenue.

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

19th percentile

-3.1%

Faster asset growth than 19% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

49th percentile

8.6%

Faster revenue growth than 49% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,680,975

Down $506,833 (-3.1%) from 2023

Net Assets

Down

$15,680,975

Down $506,833 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$902,299

Up $71,356 (+8.6%) from 2023

Expenses

Up

$1,434,129

Up $650,168 (+83%) from 2023

Net Income

Down

-$531,830

Down $578,812 (-1232%) from 2023

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

2024

Assets$15,680,975
Liabilities$0
Net Assets$15,680,975

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

2024

Revenue$902,299
Expenses$1,434,129
Net Income-$531,830
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Mar 23, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$157,374-$157,374
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
2025-03-23
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15525385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16328818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17940480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18229008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19560000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20169241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21282937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22325485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23300883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24159430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25208214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26274003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27254499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29856234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30111657
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31403598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3376608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt34210000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt000191K849 AQR STYLE PREMIA ALT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1024525669 AHL MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt209258N570 BLACKROCK TACTICAL O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt309260B374 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt419766B240 COLUMBIA SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt522540S836 CREDIT SUISSE FL RT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6256206103 DODGE COX INTERNATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7256210105 DODGE COX INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8256219106 DODGE COX STOCK FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt941665X859 HARTFORD SCHRODERS E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287200 ISHARES CORE S P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464288620 ISHARES BROAD USD IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464288687 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1652106N889 LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17552746356 MFS INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18670678119 NUVEEN REAL ESTATE S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19693390700 PIMCO TOTAL RETURN F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20693390841 P I M C O HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2172201F490 PIMCO INCOME FUND IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22741479406 PRICE T ROWE GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2374440B884 PGIM TOTAL RETURN BO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2478462F103 SPDR S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2578463X772 SPDR S P INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26808524607 SCHWAB US SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28922031836 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30922908595 VANGUARD SMALL CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31922908611 VANGUARD SMALL CAP V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32922908736 VANGUARD GROWTH INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33922908751 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3492835M414 ALPHASIMPLEX MGD FUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3522544R305 CREDIT SUISSE COMMOD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36464287499 ISHARES RUSSELL MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3746432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3846434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39524686524 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40808524847 SCHWAB US REIT ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0225582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1246602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2299085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3293852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4539798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5501941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6827997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71382870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8350875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt986740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10829800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11394288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12187688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13354483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14292152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15435399
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16301634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17843651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18761195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19455327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20507312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21408960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22471510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23297589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24169936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25300587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26402650
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27186889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28186283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29987240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30115785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31435680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32211414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33101655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt34216007
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0620191
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0282108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0902299
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0902299
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0282108
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015737
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0141637
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0157374
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01205257
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01205257
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0619118
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0620191
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-531830
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03374082
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0282108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0753204
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt062974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt062974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00

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