Civic Intelligence

The Mackenzie Foundation Inc.

990PF • Fiscal year 2021 • EIN 31-1647069

Dec 01, 2020 to Nov 30, 2021 • Filed on Apr 18, 2022

Organization Profile
1107 Heatherstone DriveFredericksburg, VA 22407

(301) 986-6718

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

5th percentile

-325%

Higher net margin than 5% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

27th percentile

-8.1%

Faster asset growth than 27% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

20th percentile

-39%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$106,817

Down $19,570 (-15%) from 2019

Net Assets

Down

$106,817

Down $19,570 (-15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$3,087

Down $5,252 (-63%) from 2019

Expenses

Down

$13,130

Down $1,769 (-12%) from 2019

Net Income

Down

-$10,043

Down $3,483 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$400K$300K$200K$100K$0Assets 2011: $139,383Liabilities 2011: $0Net Assets 2011: $139,3832011Assets 2013: $155,973Liabilities 2013: $0Net Assets 2013: $155,9732013Assets 2015: $143,767Liabilities 2015: $0Net Assets 2015: $143,7672015Assets 2016: $137,465Liabilities 2016: $0Net Assets 2016: $137,4652016Assets 2017: $135,379Liabilities 2017: $0Net Assets 2017: $135,3792017Assets 2019: $126,387Liabilities 2019: $0Net Assets 2019: $126,3872019Assets 2021: $106,817Liabilities 2021: $0Net Assets 2021: $106,8172021Assets 2022: $309,724Liabilities 2022: $0Net Assets 2022: $309,7242022Assets 2023: $288,412Liabilities 2023: $0Net Assets 2023: $288,4122023Assets 2024: $274,568Liabilities 2024: $0Net Assets 2024: $274,5682024

Highlighted filing

2021

Assets$106,817
Liabilities$0
Net Assets$106,817
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $10,0092011Expenses 2013: $9,8382013Revenue 2015: $7,566Expenses 2015: $15,895Net Income 2015: -$8,3292015Revenue 2016: $6,488Expenses 2016: $12,708Net Income 2016: -$6,2202016Revenue 2017: $9,404Expenses 2017: $11,404Net Income 2017: -$2,0002017Revenue 2019: $8,339Expenses 2019: $14,899Net Income 2019: -$6,5602019Revenue 2021: $3,087Expenses 2021: $13,130Net Income 2021: -$10,0432021Revenue 2022: $235,324Expenses 2022: $32,417Net Income 2022: $202,9072022Revenue 2023: $4,088Expenses 2023: $25,400Net Income 2023: -$21,3122023Revenue 2024: $9,563Expenses 2024: $23,407Net Income 2024: -$13,8442024

Highlighted filing

2021

Revenue$3,087
Expenses$13,130
Net Income-$10,043
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Apr 18, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EUGENIA C MACKENZIE BARRYPres/Boardchair-$0--
JOHN MACKENZIEBrd Of Director-$0--
HARRY WRIGHTBrd Of Director-$0--
TIMOTHY B BROOKSHIRESecretary/Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Mackenzie Foundation Inc
EIN
31-1647069
Phone
3019866718
Address
1107 HEATHERSTONE DRIVE, FREDERICKSBURG, VA 22407

Signing Officer

Name
Eugenia C Mackenzie Barry
Title
Pres/boardchair
Signed
2022-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Poole & Associates CPA LLC
Address
1107 Heatherstone Dr, Fredericksburg, VA 22407
Preparer
Michelle L Poole
Phone
5403221531
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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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ReturnHeader/BusinessOfficerGrp/PersonNm0EUGENIA C MACKENZIE BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/BOARDCHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MACKENZIE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO POOLE & ASSOCIATES CPA LLC
ReturnHeader/Filer/BusinessNameControlTxt0MACK
ReturnHeader/Filer/EIN0311647069
ReturnHeader/Filer/PhoneNum03019866718
ReturnHeader/Filer/USAddress/AddressLine1Txt01107 HEATHERSTONE DRIVE
ReturnHeader/Filer/USAddress/CityNm0FREDERICKSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022407
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831750819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Poole & Associates CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01107 Heatherstone Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fredericksburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022407
ReturnHeader/PreparerPersonGrp/PhoneNum05403221531
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle L Poole
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-17T23:30:11-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EUGENIA C MACKENZIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRY
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,817
Liabilities
$0
Net assets
$106,817
Revenue
$3,087
Expenses
$13,130
Net income
-$10,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.10$0.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.04$0.25$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$2.35$0.32$2.03
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.13$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.09$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.13$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.08$0.16$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10