Civic Intelligence

The Roger I & Ruth B Macfarlane Foundation

990PF • Fiscal year 2019 • EIN 26-6157610

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

515 S Flower St 27th floorLos Angeles, CA 90071

(213) 861-5183

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-15%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$32,959,500

Up $5,943,136 (+22%) from 2018

Net Assets

Up

$32,934,101

Up $5,923,582 (+22%) from 2018

Liabilities

Up

$25,399

Up $19,554 (+335%) from 2018

Revenue

Down

$2,736,069

Down $491,556 (-15%) from 2018

Expenses

Up

$1,510,418

Up $258,700 (+21%) from 2018

Net Income

Down

$1,225,651

Down $750,256 (-38%) from 2018

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2013: $21,159,745Liabilities 2013: $160Net Assets 2013: $21,159,5852013Assets 2014: $22,375,366Liabilities 2014: $10Net Assets 2014: $22,375,3562014Assets 2015: $22,127,562Liabilities 2015: $10Net Assets 2015: $22,127,5522015Assets 2016: $23,697,166Liabilities 2016: $160Net Assets 2016: $23,697,0062016Assets 2017: $27,916,123Liabilities 2017: $190Net Assets 2017: $27,915,9332017Assets 2018: $27,016,364Liabilities 2018: $5,845Net Assets 2018: $27,010,5192018Assets 2019: $32,959,500Liabilities 2019: $25,399Net Assets 2019: $32,934,1012019Assets 2020: $33,568,543Liabilities 2020: $34,733Net Assets 2020: $33,533,8102020Assets 2021: $38,946,065Liabilities 2021: $20,772Net Assets 2021: $38,925,2932021Assets 2022: $34,868,801Liabilities 2022: $20,702Net Assets 2022: $34,848,0992022Assets 2023: $39,435,471Liabilities 2023: $20,738Net Assets 2023: $39,414,7332023Assets 2024: $42,287,328Liabilities 2024: $61Net Assets 2024: $42,287,2672024

Highlighted filing

2019

Assets$32,959,500
Liabilities$25,399
Net Assets$32,934,101

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $1,872,521Expenses 2013: $1,010,659Net Income 2013: $861,8622013Revenue 2014: $2,681,181Expenses 2014: $1,107,460Net Income 2014: $1,573,7212014Revenue 2015: $2,151,273Expenses 2015: $1,186,949Net Income 2015: $964,3242015Revenue 2016: $3,083,491Expenses 2016: $1,105,290Net Income 2016: $1,978,2012016Revenue 2017: $3,211,396Expenses 2017: $1,197,631Net Income 2017: $2,013,7652017Revenue 2018: $3,227,625Expenses 2018: $1,251,718Net Income 2018: $1,975,9072018Revenue 2019: $2,736,069Expenses 2019: $1,510,418Net Income 2019: $1,225,6512019Revenue 2020: $1,530,150Expenses 2020: $2,772,298Net Income 2020: -$1,242,1482020Revenue 2021: $3,760,097Expenses 2021: $1,782,353Net Income 2021: $1,977,7442021Revenue 2022: $2,896,948Expenses 2022: $1,458,686Net Income 2022: $1,438,2622022Revenue 2023: $2,962,314Expenses 2023: $1,714,237Net Income 2023: $1,248,0772023Revenue 2024: $1,094,398Expenses 2024: $2,150,871Net Income 2024: -$1,056,4732024

Highlighted filing

2019

Revenue$2,736,069
Expenses$1,510,418
Net Income$1,225,651
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger I MacFarlaneTrustee-$0--
Ruth B MacFarlaneTrustee-$0--
TARYN MACFARLANEBoard Chair, Trustee-$0--
ANDREW EGYHAZITrustee-$0--
ALEX MACFARLANEVice Chair, Trustee-$0--
KATHERINE MEYERTrustee-$0--
JESSICA MACFARLANETrustee-$0--
NICOLE MACFARLANETrustee-$0--
JOSH MEYERTrustee (As Of 1/1/2019)-$0--
Filing and Contact Details

Filer

Filer Name
The Roger I & Ruth B MacFarlane Foundation
EIN
26-6157610
In Care Of
% STANISLAWSKI & COMPANY INC
Phone
2138615183
Address
515 S Flower St 27th floor, LOS ANGELES, CA 90071

Signing Officer

Name
Alex Macfarlane
Title
Vice Chair
Phone
3234644640
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
515 S Flower Street 7th Floor, Los Angeles, CA 90071
Preparer
Qi Wen Liang
Phone
2136271717
Raw XML AppendixShowing 400 of 577 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ALEX MACFARLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KATHERINE MEYER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JESSICA MACFARLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7NICOLE MACFARLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8JOSH MEYER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD CHAIR, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE CHAIR, TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE (AS OF 1/1/2019)
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7515 S Flower St 27th floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8515 S Flower St 27th floor
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8LOS ANGELES
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0729 MISSION STREET SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTH PASADENA
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STANISLAWSKI & COMPANY INC
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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BY WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROGER I RUTH B MARCFARLANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03104187414
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01909 VIA VISALIA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Palos Verdes Estates
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090274
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROGER I RUTH B MACFARLANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9100000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To help people get access to safe water and sanitation through affordable financing to empower people in need.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To inspire children through experience of music, generating creativity, academic success, and cultural understanding.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General operating support - kitchen equip Donation/To serve the needs of the elderly residents within Collin County by providing transportation, meals and other services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Donations Treatment in Guinea, to raise awareness of and funding for fistula treatment, prevention, and educational programs worldwide.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To empower people who are blind and visually impaired to live with greater confidence, mobility, and independence by providing expertly matched guide dog partners.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To fulfill the needs of higher education and cultural enrichment in the Eastern Sierra.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Private post secondary institution for high potential students with learning differences such as Dyslexia, Attention Deficit Disorder, or Autism Spectrum Disorders providing educational services, leading to an Associate or Bachelor's degree.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Seeking to put God's love into action by bringing people together to build homes, community, and hope.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Providing places and programs that care for the people of Roseland's emotional, physical, and spiritual needs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9To create dynamic opportunities through urban farming for community empowerment.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10To increase the number of economically disadvantaged children receiving high-quality early childhood education.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11To empower low-income students to gain admission, succeed, and graduate from four-year colleges by providing a comprehensive conseling and support system throughout their high school and college years.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12To provide education to any person with the will and promise to learn and succeed and ensuring that Lasallian intellectual, spiritual, and social values are always part of the university's education.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13To provide holistic legal advocacy and combating the criminalization of poverty and state violence against poor people and people of color.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Waterorg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Classics 4 kids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Collin County Meals on Wheels
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Fistula Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Tender Loving Canines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Mammoth Lakes Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Landmark College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Roseland Christian Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Alma Backyard Farms
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Educational First Steps
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Bright Prospect
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Saint Mary's College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13ArchCity Defenders
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0117 W 20th Street Suite 203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13740 Fourth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2600 N Tennessee St

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