Civic Intelligence

The Maclellan Foundation Inc

990T • Fiscal year 2021 • EIN 62-6041468

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile

View Organization Page

820 Broad Street 300Chattanooga, TN 37402

(423) 755-8142

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2011: $329,340,980Liabilities 2011: $02011Assets 2012: $315,204,454Liabilities 2012: $02012Assets 2013: $299,345,998Liabilities 2013: $02013Assets 2014: $298,041,043Liabilities 2014: $366,640Net Assets 2014: $297,674,4032014Assets 2015: $275,055,555Liabilities 2015: $211,0382015Assets 2016: $257,404,386Liabilities 2016: $158,279Net Assets 2016: $257,246,1072016Assets 2017: $241,955,435Liabilities 2017: $115,386Net Assets 2017: $241,840,0492017Assets 2018: $245,343,443Liabilities 2018: $236,492Net Assets 2018: $245,106,9512018Assets 2019: $231,168,705Liabilities 2019: $3,179Net Assets 2019: $231,165,5262019Assets 2020: $222,051,381Liabilities 2020: $49,960Net Assets 2020: $222,001,4212020Assets 2021: $225,312,680Liabilities 2021: $59,404Net Assets 2021: $225,253,2762021Assets 2022: $207,028,871Liabilities 2022: $192,079Net Assets 2022: $206,836,7922022Assets 2023: $183,339,323Liabilities 2023: $62,269Net Assets 2023: $183,277,0542023Assets 2024: $167,367,179Liabilities 2024: $34,671Net Assets 2024: $167,332,5082024

Latest loaded filing

2024

Assets$167,367,179
Liabilities$34,671
Net Assets$167,332,508
Open 2024 Filing

Operations Trend

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

$40M$20M$0-$20M-$40MRevenue 2011: $34,265,267Expenses 2011: $32,715,112Net Income 2011: $1,550,1552011Revenue 2012: $20,232,622Expenses 2012: $34,369,148Net Income 2012: -$14,136,5262012Revenue 2013: $15,976,404Expenses 2013: $31,834,860Net Income 2013: -$15,858,4562013Revenue 2014: $36,263,998Expenses 2014: $37,935,593Net Income 2014: -$1,671,5952014Revenue 2015: $21,942,941Expenses 2015: $35,552,276Net Income 2015: -$13,609,3352015Revenue 2016: $17,792,261Expenses 2016: $35,417,235Net Income 2016: -$17,624,9742016Revenue 2017: $16,875,744Expenses 2017: $32,281,802Net Income 2017: -$15,406,0582017Revenue 2018: $36,826,637Expenses 2018: $33,559,735Net Income 2018: $3,266,9022018Revenue 2019: $20,672,413Expenses 2019: $34,613,838Net Income 2019: -$13,941,4252019Revenue 2020: $20,410,052Expenses 2020: $29,575,660Net Income 2020: -$9,165,6082020Revenue 2021: $34,648,038Expenses 2021: $31,396,183Net Income 2021: $3,251,8552021Revenue 2022: $13,594,154Expenses 2022: $32,010,638Net Income 2022: -$18,416,4842022Revenue 2023: $7,801,963Expenses 2023: $31,235,363Net Income 2023: -$23,433,4002023Revenue 2024: $13,829,774Expenses 2024: $29,774,320Net Income 2024: -$15,944,5462024

Latest loaded filing

2024

Revenue$13,829,774
Expenses$29,774,320
Net Income-$15,944,546
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Maclellan Foundation Inc
EIN
62-6041468
Phone
4237558142
Address
820 BROAD STREET 300, CHATTANOOGA, TN 37402

Signing Officer

Name
David G Denmark
Title
Chief Financial Officer
Phone
4237551051
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Amy Thomas
Address
412 BRADY POINT RD, SIGNAL MOUNTAIN, TN 37377
Preparer
Amy Thomas
Phone
2055340209
Raw XML Appendix113 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt091113
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0494
IRS1120ScheduleD/NetCapitalGainAmt090619
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt090619
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0494
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt090619
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0494
IRS8827/MinimumTaxCreditCarryfowardAmt065634
IRS8827/PriorYearMinimumTaxCreditAmt065634
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt09048
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt111632
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt270015
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3-76
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GCM GROSVENOR LS POWER EQUITY II, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1PORTFOLIO ADVISORS SECONDARY FUND III, L
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2RESOURCE LAND IV
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3ALPHA KEYS DISTRESSED OPP. FUND (FORM.UB
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt090619
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0544
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-50
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PORTFOLIO ADVISORS SECONDARY FUND III, L
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ALPHA KEYS DISTRESSED OPP. FUND (FORM.UB
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0494
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt02488915
IRS990T/BooksInCareOfDetail/PersonNm0AMY THOMAS
IRS990T/BooksInCareOfDetail/PhoneNum04237551051
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0820 BROAD STREET SUITE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHATTANOOGA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd037402
IRS990T/BookValueAssetsEOYAmt0225301353
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0373795
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0619286
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/CapitalGainNetIncomeAmt091113
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0282682
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0373795
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0373795
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBTI PASS THROUGH FROM PARTNERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt0373795
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0373795
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0373795
IRS990T/TotalUBTIComputedAmt0373795
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID G DENMARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04237551051
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MACLELLAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MACL
ReturnHeader/Filer/EIN0626041468
ReturnHeader/Filer/PhoneNum04237558142
ReturnHeader/Filer/USAddress/AddressLine1Txt0820 BROAD STREET 300
ReturnHeader/Filer/USAddress/CityNm0CHATTANOOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMY THOMAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 BRADY POINT RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIGNAL MOUNTAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037377
ReturnHeader/PreparerPersonGrp/PhoneNum02055340209
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY THOMAS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T22:57:26-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DENMARK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$0.03$167$13.8$29.8$15.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$183$0.06$183$7.80$31.2$23.4
2022Detailed filing. Detailed filing data is available for this year.$207$0.19$207$13.6$32.0$18.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$225$0.06$225$34.6$31.4$3.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$222$0.05$222$20.4$29.6$9.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$231$0.00$231$20.7$34.6$13.9
2018Detailed filing. Detailed filing data is available for this year.$245$0.24$245$36.8$33.6$3.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$0.12$242$16.9$32.3$15.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$257$0.16$257$17.8$35.4$17.6
2015Summary only. Only limited summary data is available for this year.$275$0.21$21.9$35.6$13.6
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$0.37$298$36.3$37.9$1.67
2013Summary only. Only limited summary data is available for this year.$299$0.00$16.0$31.8$15.9
2012Summary only. Only limited summary data is available for this year.$315$0.00$20.2$34.4$14.1
2011Summary only. Only limited summary data is available for this year.$329$0.00$34.3$32.7$1.55