Civic Intelligence

H Richard Mcfarland Charitable Tr

990PF • Fiscal year 2020 • EIN 35-6479692

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

Organization Profile
1109 Westvield Court West Apt IIndianapolis, IN 46220

(317) 432-3871

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

95th percentile

90%

Faster asset growth than 95% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,099,468

Up $5,268,762 (+90%) from 2019

Net Assets

Up

$11,099,468

Up $5,268,762 (+90%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin96th percentile

Revenue

Up

$6,903,671

Up $1,593,049 (+30%) from 2019

Expenses

Up

$984,936

Up $799,444 (+431%) from 2019

Net Income

Up

$5,918,735

Up $793,605 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$15M$10M$5.0M$0Assets 2019: $5,830,706Liabilities 2019: $0Net Assets 2019: $5,830,7062019Assets 2020: $11,099,468Liabilities 2020: $0Net Assets 2020: $11,099,4682020Assets 2021: $11,787,631Liabilities 2021: $0Net Assets 2021: $11,787,6312021Assets 2022: $11,631,292Liabilities 2022: $0Net Assets 2022: $11,631,2922022Assets 2023: $7,974,277Liabilities 2023: $0Net Assets 2023: $7,974,2772023Assets 2024: $7,026,893Liabilities 2024: $0Net Assets 2024: $7,026,8932024

Highlighted filing

2020

Assets$11,099,468
Liabilities$0
Net Assets$11,099,468
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2019: $5,310,622Expenses 2019: $185,492Net Income 2019: $5,125,1302019Revenue 2020: $6,903,671Expenses 2020: $984,936Net Income 2020: $5,918,7352020Revenue 2021: $1,764,866Expenses 2021: $1,076,703Net Income 2021: $688,1632021Revenue 2022: $630,149Expenses 2022: $786,488Net Income 2022: -$156,3392022Revenue 2023: -$2,922,013Expenses 2023: $735,002Net Income 2023: -$3,657,0152023Revenue 2024: $21,656Expenses 2024: $969,040Net Income 2024: -$947,3842024

Highlighted filing

2020

Revenue$6,903,671
Expenses$984,936
Net Income$5,918,735
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID P SIMSCo-Trustee-$0--
MARIAN SIMSCo-Trustee-$0--
MICHAEL MCFARLANDCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantH RICHARD MCFARLAND EARLY AMERICANAEDUCATIONAL-INDIANAPOLIS, IN, US$450,000
Paid GrantOVERDOSE LIFELINE INCADDICTION INTERVENTION/PREVENTION-INDIANAPOLIS, IN, US$250,000
Paid GrantINDY YOGA MOVEMENTEDUCATIONAL-CARMEL, IN, US$50,000
Paid GrantGLEANERS FOOD BANK OF INDIANABENEVOLENT-INDIANAPOLIS, IN, US$15,000
Filing and Contact Details

Filer

Filer Name
H Richard Mcfarland Charitable Tr
EIN
35-6479692
Phone
3174323871
Address
1109 WESTVIELD COURT WEST APT I, INDIANAPOLIS, IN 46220

Signing Officer

Name
David P Sims
Title
Co-trustee
Phone
3174323871
Signed
2021-11-04
Discuss with paid preparer
Yes

Preparer

Firm
CROWDER CPA'S LTD
Address
424 N GILBERT ST, DANVILLE, IL 61832-5632
Preparer
William R Nohmer Ea
Phone
2174432727
Raw XML Appendix334 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/PersonNm0DAVID P SIMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIAN SIMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MICHAEL MCFARLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INDY YOGA MOVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2H RICHARD MCFARLAND EARLY AMERICANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GLEANERS FOOD BANK OF INDIANA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07331 LAKESIDE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113243 DUMBARTON LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 80021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33737 WALDEMERE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CARMEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1460327321
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2462800021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3462417234
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0765000
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/AppliedToCurrentYearAmt0280019
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0280019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt027807
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0512788
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0484981
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt027807
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0765000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0484981
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0512788
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt027807
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0H RICHARD MCFARLAND ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1H RICHARD MCFARLAND ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0615 3RD STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1615 3RD STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COVINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1COVINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd047932
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd147932
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0894148
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15509409
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt05509409
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0FARMLAND
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-04-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt05509409
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FARMLAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05509409
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt05509409
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt040293
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARMLAND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM FERTILIZER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3GLOBAL RETURN VAL INV K-1 POR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4TRUST FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TRUSTEE RESIGNATION RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt040293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt040293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141182
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3575
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt498
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-649973
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS/LOSSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt072355
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GLOBAL RETURN VAL INV K-1 MGT FE
TaxesSchedule/TaxesDetail/Amt0282
TaxesSchedule/TaxesDetail/Amt1479
TaxesSchedule/TaxesDetail/CategoryTxt02019 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1GLOBAL RETURN VALUE FOR TX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID P SIMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03174323871
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H RICHARD MCFARLAND CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0HRIC
ReturnHeader/Filer/EIN0356479692
ReturnHeader/Filer/PhoneNum03174323871
ReturnHeader/Filer/USAddress/AddressLine1Txt01109 WESTVIELD COURT WEST APT I
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046220
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371389453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CROWDER CPA'S LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0424 N GILBERT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0618325632
ReturnHeader/PreparerPersonGrp/PhoneNum02174432727
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R NOHMER EA
ReturnHeader/ReturnTs02021-11-12T13:25:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMS
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
$11,099,468
Liabilities
$0
Net assets
$11,099,468
Revenue
$6,903,671
Expenses
$984,936
Net income
$5,918,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.02$0.97$0.95
2023Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$2.92$0.74$3.66
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.63$0.79$0.16
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.76$1.08$0.69
2020Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$6.90$0.98$5.92
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$5.31$0.19$5.13