Civic Intelligence

Mcfarlane Foundation Inc.

990PF • Fiscal year 2023 • EIN 46-4257215

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 08, 2024

Organization Profile
118 Sweet Bay CircleJupiter, FL 33458

(561) 379-9045

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

9.9%

Higher net margin than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-19%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$316,404

Up $3,427 (+1.1%) from 2022

Net Assets

Up

$316,404

Up $3,427 (+1.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin62nd percentile

Revenue

Down

$34,681

Down $8,015 (-19%) from 2022

Expenses

Down

$31,254

Down $3,143 (-9.1%) from 2022

Net Income

Down

$3,427

Down $4,872 (-59%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2013: $105,056Liabilities 2013: $02013Assets 2014: $198,648Liabilities 2014: $0Net Assets 2014: $198,6482014Assets 2015: $299,052Liabilities 2015: $0Net Assets 2015: $299,0522015Assets 2016: $291,665Liabilities 2016: $0Net Assets 2016: $291,6652016Assets 2017: $279,304Liabilities 2017: $0Net Assets 2017: $279,3042017Assets 2018: $260,926Liabilities 2018: $0Net Assets 2018: $260,9262018Assets 2019: $276,963Liabilities 2019: $0Net Assets 2019: $276,9632019Assets 2020: $294,396Liabilities 2020: $0Net Assets 2020: $294,3962020Assets 2021: $338,062Liabilities 2021: $0Net Assets 2021: $338,0622021Assets 2022: $312,977Liabilities 2022: $0Net Assets 2022: $312,9772022Assets 2023: $316,404Liabilities 2023: $0Net Assets 2023: $316,4042023Assets 2024: $294,557Liabilities 2024: $808Net Assets 2024: $293,7492024

Highlighted filing

2023

Assets$316,404
Liabilities$0
Net Assets$316,404
Open 2023 Filing

Operations Trend

Revenue Growth26th percentile

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

$150K$100K$50K$0-$50KRevenue 2013: $106,906Expenses 2013: $1,850Net Income 2013: $105,0562013Revenue 2014: $106,278Expenses 2014: $12,686Net Income 2014: $93,5922014Revenue 2015: $113,744Expenses 2015: $13,340Net Income 2015: $100,4042015Revenue 2016: $6,750Expenses 2016: $14,137Net Income 2016: -$7,3872016Revenue 2017: $12,936Expenses 2017: $25,297Net Income 2017: -$12,3612017Revenue 2018: $8,488Expenses 2018: $26,866Net Income 2018: -$18,3782018Revenue 2019: $42,691Expenses 2019: $26,654Net Income 2019: $16,0372019Revenue 2020: $40,233Expenses 2020: $22,800Net Income 2020: $17,4332020Revenue 2021: $61,730Expenses 2021: $18,064Net Income 2021: $43,6662021Revenue 2022: $42,696Expenses 2022: $34,397Net Income 2022: $8,2992022Revenue 2023: $34,681Expenses 2023: $31,254Net Income 2023: $3,4272023Revenue 2024: $16,251Expenses 2024: $38,906Net Income 2024: -$22,6552024

Highlighted filing

2023

Revenue$34,681
Expenses$31,254
Net Income$3,427
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN L MCFARLANEPres/Treas-$0--
NEIL F MCFARLANEV Pres/Secr-$0--
EMILY MCFARLANEDirector-$0--
KELLY A MCFARLANEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcfarlane Foundation Inc
EIN
46-4257215
Phone
5613799045
Address
118 SWEET BAY CIRCLE, JUPITER, FL 33458

Signing Officer

Name
Karen L Mcfarlane
Title
President
Phone
5613799045
Signed
2024-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
David S Donten
Phone
5618329292
Raw XML Appendix358 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL ATHLETIC EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PATH TO COLLEGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12014 UNIVERSITY OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22014 UNIVERSITY OF FLORIDA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GAINESVILLE
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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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06837
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02902
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02902
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030906
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08547
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06837
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08547
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033808
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025261
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1200
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/Amt1443
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TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt083
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN L MCFARLANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05613799045
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCFARLANE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MCFA
ReturnHeader/Filer/EIN0464257215
ReturnHeader/Filer/PhoneNum05613799045
ReturnHeader/Filer/USAddress/AddressLine1Txt0118 SWEET BAY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033458
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S DONTEN
ReturnHeader/ReturnTs02024-07-08T13:10:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCFARLANE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,404
Liabilities
$0
Net assets
$316,404
Revenue
$34,681
Expenses
$31,254
Net income
$3,427
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.94$0.16$0.39$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.35$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.43$0.34$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.62$0.18$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.40$0.23$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.43$0.27$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.08$0.27$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.13$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.14$0.13$1.00
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$1.06$0.13$0.94
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$1.07$0.02$1.05