Civic Intelligence

Robert L and Kathrina H Maclellan Foundation

990T • Fiscal year 2020 • EIN 23-7159802

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
820 Broad Street No 300Chattanooga, TN 37402-2604

(423) 755-1857

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2016: $50,177,756Liabilities 2016: $0Net Assets 2016: $50,177,7562016Assets 2017: $50,105,018Liabilities 2017: $0Net Assets 2017: $50,105,0182017Assets 2019: $47,217,581Liabilities 2019: $0Net Assets 2019: $47,217,5812019Assets 2020: $43,597,188Liabilities 2020: $0Net Assets 2020: $43,597,1882020Assets 2021: $56,774,475Liabilities 2021: $189,143Net Assets 2021: $56,585,3322021Assets 2022: $52,621,038Liabilities 2022: $0Net Assets 2022: $52,621,0382022Assets 2024: $54,035,930Liabilities 2024: $0Net Assets 2024: $54,035,9302024

Latest loaded filing

2024

Assets$54,035,930
Liabilities$0
Net Assets$54,035,930
Open 2024 Filing

Operations Trend

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

$20M$10M$0-$10MRevenue 2016: $1,217,724Expenses 2016: $4,192,049Net Income 2016: -$2,974,3252016Revenue 2017: $3,304,686Expenses 2017: $3,377,424Net Income 2017: -$72,7382017Revenue 2019: $2,870,345Expenses 2019: $4,369,815Net Income 2019: -$1,499,4702019Revenue 2020: $956,618Expenses 2020: $4,577,011Net Income 2020: -$3,620,3932020Revenue 2021: $16,836,659Expenses 2021: $3,848,515Net Income 2021: $12,988,1442021Revenue 2022: $579,908Expenses 2022: $4,544,202Net Income 2022: -$3,964,2942022Revenue 2024: $2,697,737Expenses 2024: $4,709,372Net Income 2024: -$2,011,6352024

Latest loaded filing

2024

Revenue$2,697,737
Expenses$4,709,372
Net Income-$2,011,635
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
Robert L & Kathrina H Maclellan Founda
EIN
23-7159802
Phone
4237551857
Address
820 BROAD STREET NO 300, CHATTANOOGA, TN 37402-2604

Signing Officer

Name
Robert H Maclellan
Title
President
Phone
4237551857
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amy Thomas
Address
7 WILLINGHAM LN, LOOKOUT MOUNTAIN, TN 37350
Preparer
Amy Thomas
Phone
2055340209
Raw XML Appendix91 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt051010
IRS1120ScheduleD/Form4797GainOrLossAmt051010
IRS1120ScheduleD/NetCapitalGainAmt051010
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt051010
IRS990T/BooksInCareOfDetail/PersonNm0R H MACLELLAN PRESIDENT TREASUR
IRS990T/BooksInCareOfDetail/PhoneNum04237551857
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 BROAD STREET SUITE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd037402
IRS990T/BookValueAssetsEOYAmt043597188
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt012628
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt051010
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherIncomeAmt039093
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-77475
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt012628
IRS990TScheduleA/TotUnrltTrdBusIncmAmt012628
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INCOME (LOSS) FROM PARTNERSHIP INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt012628
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt012628
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt012628
IRS990T/TotalUBTIComputedAmt012628
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT H MACLELLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04237551857
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT L & KATHRINA H MACLELLAN FOUNDA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0237159802
ReturnHeader/Filer/PhoneNum04237551857
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 BROAD STREET NO 300
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0374022604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY THOMAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07 WILLINGHAM LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOOKOUT MOUNTAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037350
ReturnHeader/PreparerPersonGrp/PhoneNum02055340209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY THOMAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T12:00:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACLELLAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$2.70$4.71$2.01
2022Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$0.58$4.54$3.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.8$0.19$56.6$16.8$3.85$13.0
2020Detailed filing. Detailed filing data is available for this year.$43.6$0.00$43.6$0.96$4.58$3.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.2$0.00$47.2$2.87$4.37$1.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.1$0.00$50.1$3.30$3.38$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.2$0.00$50.2$1.22$4.19$2.97