Civic Intelligence

Michael J and Vicki L Mcclelland Family Foundation

990PF • Fiscal year 2020 • EIN 35-2093969

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization Profile
120 Airplane CTMooresville, NC 28117

(864) 710-1771

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

18%

Higher net margin than 64% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$230,969

Down $59,657 (-21%) from 2013

Net Assets

Down

$230,969

Down $59,657 (-21%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin64th percentile

Revenue

Up

$23,171

Up $15,152 (+189%) from 2013

Expenses

Up

$19,022

Up $879 (+4.8%) from 2013

Net Income

Up

$4,149

Up $14,273 (+141%) from 2013

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $310,578Liabilities 2011: $2,767Net Assets 2011: $307,8112011Assets 2012: $303,517Liabilities 2012: $2,767Net Assets 2012: $300,7502012Assets 2013: $290,626Liabilities 2013: $0Net Assets 2013: $290,6262013Assets 2020: $230,969Liabilities 2020: $0Net Assets 2020: $230,9692020Assets 2021: $340,125Liabilities 2021: $0Net Assets 2021: $340,1252021Assets 2022: $320,490Liabilities 2022: $0Net Assets 2022: $320,4902022Assets 2023: $323,017Liabilities 2023: $0Net Assets 2023: $323,0172023Assets 2024: $328,386Liabilities 2024: $0Net Assets 2024: $328,3862024

Highlighted filing

2020

Assets$230,969
Liabilities$0
Net Assets$230,969
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2011: $17,0752011Expenses 2012: $18,0462012Revenue 2013: $8,019Expenses 2013: $18,143Net Income 2013: -$10,1242013Revenue 2020: $23,171Expenses 2020: $19,022Net Income 2020: $4,1492020Revenue 2021: $131,307Expenses 2021: $22,151Net Income 2021: $109,1562021Revenue 2022: $8,573Expenses 2022: $28,208Net Income 2022: -$19,6352022Revenue 2023: $26,170Expenses 2023: $23,643Net Income 2023: $2,5272023Revenue 2024: $27,981Expenses 2024: $22,612Net Income 2024: $5,3692024

Highlighted filing

2020

Revenue$23,171
Expenses$19,022
Net Income$4,149
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J MCCLELLANDTrustee-$0--
VICKI L MCCLELLANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael J & Vicki L Mcclelland
EIN
35-2093969
Phone
8647101771
Address
120 AIRPLANE CT, MOORESVILLE, NC 28117

Signing Officer

Name
Michael J Mcclelland
Title
Trustee
Phone
8647101771
Signed
2021-04-22

Preparer

Firm
Ladd Mccall & Associates Cpas Pa
Address
PO BOX 3185 - 532 WILLIAMSON ROAD, MOORESVILLE, NC 28117
Preparer
W Kelly Hill
Phone
7046647201
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7440 WHEATLAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt820 POPE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9208 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10137 MOSEMAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111600 S WAYNE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13117 WM HILTON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 21733
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15384 N BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHERRILLS FORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KOKOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KOKOMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KOKOMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WARREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5STATESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7LOGANSPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8HILTON HEAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9KOKOMO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10YORKTOWN HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13HILTON HEAD ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14HILTON HEAD ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15MOORESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028673
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1469042188
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd446792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528687
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd746947
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd829928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd946901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1010598
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1146706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd12101634777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1329925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1429925
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1528115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075938
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018920
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019113
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017770
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02310
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018920
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018920
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078162
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt059242
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0470
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0470
TaxesSchedule/TaxesDetail/Amt0101
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0101
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J MCCLELLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08647101771
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL J & VICKI L MCCLELLAND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0352093969
ReturnHeader/Filer/PhoneNum08647101771
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 AIRPLANE CT
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562226954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 3185 - 532 WILLIAMSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOORESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028117
ReturnHeader/PreparerPersonGrp/PhoneNum07046647201
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KELLY HILL
ReturnHeader/ReturnTs02021-05-07T09:53:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCLELLAND
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,969
Liabilities
$0
Net assets
$230,969
Revenue
$23,171
Expenses
$19,022
Net income
$4,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.28$0.23$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.26$0.24$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$0.09$0.28$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$1.31$0.22$1.09
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.23$0.19$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.08$0.18$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.03$3.01$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.11$0.03$3.08$0.17