Civic Intelligence

MC Dougall Research & Education Foundation

990 • Fiscal year 2018 • EIN 82-0573876

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileDRMCDOUGALL.COM/ABOUT/FOUNDATION
PO Box 14039Santa Rosa, CA 95402

(800) 941-7111

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$24,955

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$687,488

Up $79,187 (+13%) from 2017

Net Assets

Up

$687,488

Up $79,187 (+13%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin95th percentile

Revenue

Down

$122,388

Down $15,828 (-11%) from 2017

Expenses

Up

$43,201

Up $38,778 (+877%) from 2017

Net Income

Down

$79,187

Down $54,606 (-41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $397,687Liabilities 2011: $0Net Assets 2011: $397,6872011Assets 2012: $251,638Liabilities 2012: $0Net Assets 2012: $251,6382012Assets 2013: $249,523Net Assets 2013: $249,5232013Assets 2014: $401,074Net Assets 2014: $401,0742014Assets 2015: $422,194Net Assets 2015: $422,1942015Assets 2016: $474,508Liabilities 2016: $02016Assets 2017: $608,301Liabilities 2017: $0Net Assets 2017: $608,3012017Assets 2018: $687,488Liabilities 2018: $0Net Assets 2018: $687,4882018Assets 2019: $660,111Liabilities 2019: $0Net Assets 2019: $660,1112019Assets 2020: $402,263Liabilities 2020: $0Net Assets 2020: $402,2632020Assets 2021: $414,358Liabilities 2021: $0Net Assets 2021: $414,3582021Assets 2022: $385,075Liabilities 2022: $0Net Assets 2022: $385,0752022Assets 2023: $396,180Liabilities 2023: $0Net Assets 2023: $396,1802023Assets 2024: $576,626Liabilities 2024: $0Net Assets 2024: $576,6262024

Highlighted filing

2018

Assets$687,488
Liabilities$0
Net Assets$687,488
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $115,024Expenses 2011: $303,453Net Income 2011: -$188,4292011Revenue 2012: $165,239Expenses 2012: $311,288Net Income 2012: -$146,0492012Revenue 2013: $71,292Expenses 2013: $73,407Net Income 2013: -$2,1152013Revenue 2014: $166,769Expenses 2014: $15,218Net Income 2014: $151,5512014Revenue 2015: $84,441Expenses 2015: $63,321Net Income 2015: $21,1202015Revenue 2016: $87,231Expenses 2016: $34,917Net Income 2016: $52,3142016Revenue 2017: $138,216Expenses 2017: $4,423Net Income 2017: $133,7932017Revenue 2018: $122,388Expenses 2018: $43,201Net Income 2018: $79,1872018Revenue 2019: $97,170Expenses 2019: $124,547Net Income 2019: -$27,3772019Revenue 2020: $61,448Expenses 2020: $319,282Net Income 2020: -$257,8342020Revenue 2021: $237,210Expenses 2021: $225,129Net Income 2021: $12,0812021Revenue 2022: $150,310Expenses 2022: $179,593Net Income 2022: -$29,2832022Revenue 2023: $153,036Expenses 2023: $141,931Net Income 2023: $11,1052023Revenue 2024: $436,807Expenses 2024: $256,360Net Income 2024: $180,4472024

Highlighted filing

2018

Revenue$122,388
Expenses$43,201
Net Income$79,187
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$122,388
Mission and Program Overview

Mission

To conduct research and provide education promoting the treatment of diseases using a high complex carbohydrate, lowfat, low-cholesterol diet, as well as exercise and a health lifestyle.

The mission of the organization is to conduct research and provide education promoting the treatment of diseases using a high complex carbohydrate, lowfat, low-cholesterol diet, as well as exercise and a healthy lifestyle.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$495,037$574,161▲ $79,124
Savings and Temporary Cash Investments$113,264$113,327▲ $63
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$608,301$687,488▲ $79,187
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$608,301$687,488▲ $79,187
Total Net Assets Fund Balance$608,301$687,488▲ $79,187
Total Liabilities and Net Assets / Fund Balance$608,301$687,488▲ $79,187
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
John McdougallPresident$24,955$24,955

Board Members and Trustees

NameTitle
Alan GoldhamerDirector
Doug LisleDirector
James Craner MdDirector
Heather McdougallTreasurer
Mary McdougallVP/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$122,325
Program Service Revenue
$0
Investment Income
$63
Other Revenue
$0
All Other Contributions
$122,325
Change in Net Assets
$79,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$24,995
Other Expenses$18,206
Total Fundraising Expense$6,249
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$12,498$6,248$6,249$24,995
Fees for Services Accounting-$225-$225
Fees for Services Legal-$220-$220
Office Expenses-$179-$179
Other Expenses$17,492$5-$5
Total Functional Expenses$29,990$6,962$6,249$43,201
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“John McDougall - family relationshipMary McDougall - family relationshipHeather McDougall - family relationship”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 was reviewed by the Organization's President, Secretary and Treasurer, and a copy of the completed Form 990 was emailed to the rest of the board members prior to filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Organization's website at www.drmcdougall.com/about/foundation/ discloses that information and financial statements of the organization are a public record and are available by request. In addition, the website discloses the mailing address and email address for inquiries and financial information.”

Filing and Contact Details

Filer

Filer Name
Mc Dougall Research & Education
EIN
82-0573876
Phone
8009417111
Address
PO Box 14039, SANTA ROSA, CA 95402

Signing Officer

Name
John Mcdougall
Title
President
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Carolyn A Mayes CPA
Address
465 Stony Point Road 237, Santa Rosa, CA 95401
Preparer
Carolyn A Mayes CPA
Phone
7075738892
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt063
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0380
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.66500
IRS990ScheduleA/PublicSupportPY509Pct00.63320
IRS990ScheduleA/PublicSupportTotal509Amt0397061
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt084604
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt035000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0199604
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0122325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0136147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt087163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt084355
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0166675
IRS990ScheduleA/Total509Grp/TotalAmt0596665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0122388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0136215
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt087231
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt084441
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0166770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0597045
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0John McDougall - family relationshipMary McDougall - family relationshipHeather McDougall - family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 was reviewed by the Organization's President, Secretary and Treasurer, and a copy of the completed Form 990 was emailed to the rest of the board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's website at www.drmcdougall.com/about/foundation/ discloses that information and financial statements of the organization are a public record and are available by request. In addition, the website discloses the mailing address and email address for inquiries and financial information.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0608301
IRS990/TotalAssetsEOYAmt0687488
IRS990/TotalAssetsGrp/BOYAmt0608301
IRS990/TotalAssetsGrp/EOYAmt0687488
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0122325
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06249
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06962
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029990
IRS990/TotalFunctionalExpensesGrp/TotalAmt043201
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0608301
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0687488
IRS990/TotalProgramServiceExpensesAmt029990
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt024955
IRS990/TotalRevenueGrp/ExclusionAmt063
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0122388
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0687488
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0608301
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0687488
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 14039
IRS990/USAddress/CityNm0SANTA ROSA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095402
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0DRMCDOUGALL.COM/ABOUT/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MCDOUGALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MC DOUGALL RESEARCH & EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MCDO
ReturnHeader/Filer/EIN0820573876
ReturnHeader/Filer/PhoneNum08009417111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 14039
ReturnHeader/Filer/USAddress/CityNm0SANTA ROSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743051073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carolyn A Mayes CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0465 Stony Point Road 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Rosa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095401
ReturnHeader/PreparerPersonGrp/PhoneNum07075738892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carolyn A Mayes CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$687,488
Liabilities
$0
Net assets
$687,488
Revenue
$122,388
Expenses
$43,201
Net income
$79,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.00$5.77$4.37$2.56$1.80
2023Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$1.53$1.42$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.50$1.80$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$2.37$2.25$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.61$3.19$2.58
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.97$1.25$0.27
2018Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$1.22$0.43$0.79
2017Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.38$0.04$1.34
2016Summary only. Only limited summary data is available for this year.$4.75$0.00$0.87$0.35$0.52
2015Detailed filing. Detailed filing data is available for this year.$4.22$4.22$0.84$0.63$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.01$4.01$1.67$0.15$1.52
2013Detailed filing. Detailed filing data is available for this year.$2.50$2.50$0.71$0.73$0.02
2012Summary only. Only limited summary data is available for this year.$2.52$0.00$2.52$1.65$3.11$1.46
2011Summary only. Only limited summary data is available for this year.$3.98$0.00$3.98$1.15$3.03$1.88
Peer Organizations

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