Civic Intelligence

Marcella Foundation

990PF • Fiscal year 2021 • EIN 87-4084202

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

Organization Profile
843 Paloma AveSouth Lake Tahoe, CA 96150

(805) 374-8555

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$2,994,910

No earlier filing loaded for comparison.

Net Assets

$2,994,910

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin100th percentile

Revenue

$2,999,584

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$2,999,584

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2021: $2,994,910Liabilities 2021: $1Net Assets 2021: $2,994,9102021Assets 2022: $2,508,404Liabilities 2022: $1Net Assets 2022: $2,508,4042022Assets 2023: $2,818,512Liabilities 2023: $1Net Assets 2023: $2,818,5122023Assets 2024: $3,179,240Liabilities 2024: $1,524Net Assets 2024: $3,177,7162024

Highlighted filing

2021

Assets$2,994,910
Liabilities$1
Net Assets$2,994,910
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,999,584Expenses 2021: $0Net Income 2021: $2,999,5842021Revenue 2022: -$118,410Expenses 2022: $35,913Net Income 2022: -$154,3232022Revenue 2023: $118,062Expenses 2023: $364,618Net Income 2023: -$246,5562023Revenue 2024: $288,785Expenses 2024: $403,475Net Income 2024: -$114,6902024

Highlighted filing

2021

Revenue$2,999,584
Expenses$0
Net Income$2,999,584
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN FANNANChair & Director-$0--
ROBERT FANNANSecretary & Director-$0--
DIANE FANNANTreasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
The Marcella Foundation
EIN
87-4084202
In Care Of
% MATTHEW BOWDEN
Phone
8053748555
Address
843 PALOMA AVE, SOUTH LAKE TAHOE, CA 96150

Signing Officer

Name
Sean Fannan
Title
Chair & Director
Phone
6507668573
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
3011 TOWNSGATE ROAD SUITE 400, WESTLAKE VILLAGE, CA 91361
Preparer
Stephanie Wilkinson
Phone
8053748555
Raw XML Appendix259 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/TitleTxt1SECRETARY & DIRECTOR
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES - SEE ATTACHED
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt04674
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENT
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0843 PALOMA AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SOUTH LAKE TAHOE
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR & DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06507668573
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARCELLA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0874084202
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ReturnHeader/Filer/PhoneNum08053748555
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ReturnHeader/Filer/USAddress/CityNm0SOUTH LAKE TAHOE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096150
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03011 TOWNSGATE ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTLAKE VILLAGE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091361
ReturnHeader/PreparerPersonGrp/PhoneNum08053748555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie Wilkinson
ReturnHeader/ReturnTs02022-11-15T18:31:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FANNAN
ReturnHeader/TaxPeriodBeginDt02021-12-13
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,994,910
Liabilities
$1
Net assets
$2,994,910
Revenue
$2,999,584
Expenses
$0
Net income
$2,999,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.29$0.40$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.12$0.36$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.12$0.04$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.00$0.00$3.00