Civic Intelligence

The Margot Macdougall Family Foundation

EIN 26-3376649 • San Rafael, CA

Pub. 78 Eligible
98 Convent CourtSan Rafael, CA 94901
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-6.5%

Higher net margin than 28% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-1.0%

Faster asset growth than 35% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

100%

Faster revenue growth than 87% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,578,054

Down $15,792 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,578,054

Down $15,792 (-1.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin28th percentile

Revenue

Up

$122,053

Up $61,031 (+100%) from 2023

Expenses

Down

$129,944

Down $693,032 (-84%) from 2023

Net Income

Up

-$7,891

Up $754,063 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2013: $171,057Liabilities 2013: $0Net Assets 2013: $171,0572013Assets 2014: $2,605,296Liabilities 2014: $0Net Assets 2014: $2,605,2962014Assets 2015: $2,518,696Liabilities 2015: $0Net Assets 2015: $2,518,6962015Assets 2016: $2,200,930Liabilities 2016: $0Net Assets 2016: $2,200,9302016Assets 2017: $1,896,127Liabilities 2017: $0Net Assets 2017: $1,896,1272017Assets 2018: $1,995,215Liabilities 2018: $0Net Assets 2018: $1,995,2152018Assets 2019: $2,015,546Liabilities 2019: $0Net Assets 2019: $2,015,5462019Assets 2020: $2,064,658Liabilities 2020: $0Net Assets 2020: $2,064,6582020Assets 2021: $2,355,762Liabilities 2021: $0Net Assets 2021: $2,355,7622021Assets 2022: $2,355,769Liabilities 2022: $0Net Assets 2022: $2,355,7692022Assets 2023: $1,593,846Liabilities 2023: $0Net Assets 2023: $1,593,8462023Assets 2024: $1,578,054Liabilities 2024: $0Net Assets 2024: $1,578,0542024

Highlighted filing

2024

Assets$1,578,054
Liabilities$0
Net Assets$1,578,054
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $6,989Expenses 2013: $53,415Net Income 2013: -$46,4262013Revenue 2014: $2,752,951Expenses 2014: $318,712Net Income 2014: $2,434,2392014Revenue 2015: -$30,319Expenses 2015: $56,281Net Income 2015: -$86,6002015Revenue 2016: $61,386Expenses 2016: $379,152Net Income 2016: -$317,7662016Revenue 2017: $186,758Expenses 2017: $491,561Net Income 2017: -$304,8032017Revenue 2018: $144,729Expenses 2018: $43,659Net Income 2018: $101,0702018Revenue 2019: $43,996Expenses 2019: $23,891Net Income 2019: $20,1052019Revenue 2020: $67,777Expenses 2020: $18,719Net Income 2020: $49,0582020Revenue 2021: $312,655Expenses 2021: $21,254Net Income 2021: $291,4012021Revenue 2022: $38,473Expenses 2022: $35,192Net Income 2022: $3,2812022Revenue 2023: $61,022Expenses 2023: $822,976Net Income 2023: -$761,9542023Revenue 2024: $122,053Expenses 2024: $129,944Net Income 2024: -$7,8912024

Highlighted filing

2024

Revenue$122,053
Expenses$129,944
Net Income-$7,891
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,578,054
Liabilities
$0
Net assets
$1,578,054
Revenue
$122,053
Expenses
$129,944
Net income
-$7,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.12$0.13$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.82$0.76
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.04$0.04$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.31$0.02$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.02$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.04$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14$0.04$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.19$0.49$0.30
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.38$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.03$0.06$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$2.75$0.32$2.43
2013Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE PREGERSecretary/CFO-$0--
ALLEN SCOTT PREGERPresident/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Margot Macdougall Family Foundation
EIN
26-3376649
Phone
4159100292
Address
98 CONVENT COURT, SAN RAFAEL, CA 94901

Signing Officer

Name
Allen Preger
Title
President
Phone
4159100292
Signed
2025-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Sensiba Llp
Address
1900 S NORFOLK ST STE 330, SAN MATEO, CA 94403
Preparer
Clifford Kupperberg
Phone
6503589000
Raw XML Appendix311 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.

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DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE MARGOT MACDOUGALL FAMILY FOUNDATION HERBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AND THE AMOUNT NEEDED TO SATISFY THE CURRENT YEAR DISTRIBUTION REQUIREMENTS AS BEING MADE OUT OF CORPUS.
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08668205263
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE MISSION OF CHIRP.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT THE MISSION OF LEADERFLOW.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA HERITAGE INDIGENOUS RESEARCH PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LEADERFLOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) ORGANIZATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12630 BISSONNET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEVADA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095959
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0105000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0105440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0707833
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0707393
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0707393
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0707393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0707833
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07901
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR BROKER BASIS ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SOS FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OVERDRAFT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019474
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY AND XFER FEES ML
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0336
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0336
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN PREGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04159100292
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARGOT MACDOUGALL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0263376649
ReturnHeader/Filer/PhoneNum04159100292
ReturnHeader/Filer/USAddress/AddressLine1Txt098 CONVENT COURT
ReturnHeader/Filer/USAddress/CityNm0SAN RAFAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942370906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SENSIBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 S NORFOLK ST STE 330
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094403
ReturnHeader/PreparerPersonGrp/PhoneNum06503589000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLIFFORD KUPPERBERG
ReturnHeader/ReturnTs02025-05-12T18:43:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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