Civic Intelligence

Marcella Foundation

990PF • Fiscal year 2024 • EIN 87-4084202

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 28, 2025

843 Paloma AveSouth Lake Tahoe, CA 96150

(805) 374-8555

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,179,240

Flat from 2024

Net Assets

Flat

$3,177,716

Flat from 2024

Liabilities

Flat

$1,524

Flat from 2024

Revenue And Expenses

Revenue

Flat

$288,785

Flat from 2024

Expenses

Flat

$403,475

Flat from 2024

Net Income

Flat

-$114,690

Flat from 2024

Historical Trend

Balance Sheet Trend

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: $3,177,7162024Assets 2024: $3,179,240Liabilities 2024: $1,524Net Assets 2024: $3,177,7162024

Highlighted filing

2024

Assets$3,179,240
Liabilities$1,524
Net Assets$3,177,716

Operations Trend

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: -$114,6902024Revenue 2024: $288,785Expenses 2024: $403,475Net Income 2024: -$114,6902024

Highlighted filing

2024

Revenue$288,785
Expenses$403,475
Net Income-$114,690
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sean FannanChair & Directo-$0--
Robert FannanSecretary & Director-$0--
Diane FannanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marcella Foundation
EIN
87-4084202
Phone
8053748555
Address
843 Paloma Ave, South Lake Tahoe, CA 96150

Signing Officer

Name
Sean Fannan
Title
Chair & Director
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Beebout Williams & Olds CPAs
Address
6920 Fair Oaks Blvd Ste 205, Carmichael, CA 95608
Preparer
Roger P Beebout CPA
Phone
9169212600
Raw XML Appendix345 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/PersonNm0Sean Fannan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert Fannan
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Melissa Uppendahl
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089509
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd196150
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd295667
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd395667
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd495667
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt320000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt415000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Dues and Subs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Employee Health Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Events
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5FeedTahoe App
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Grants & Scholarship Awards
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Imagination Library
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9Meals
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010344
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26879
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt322943
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt43126
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt540000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt694670
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt728166
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8789
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt91687
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt101324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010344
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26879
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322943
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt540000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt694670
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt728166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8789
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt91687
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt101324
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Cap Gain Dist
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Sec 1250 Gain
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Simple IRA Payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01524
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021340
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisory Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021340
TaxesSchedule/TaxesDetail/Amt02336
TaxesSchedule/TaxesDetail/Amt1254
TaxesSchedule/TaxesDetail/Amt210452
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0254
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sean Fannan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair & Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marcella Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0874084202
ReturnHeader/Filer/PhoneNum08053748555
ReturnHeader/Filer/USAddress/AddressLine1Txt0843 Paloma Ave
ReturnHeader/Filer/USAddress/CityNm0South Lake Tahoe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096150
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830534566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beebout Williams & Olds CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06920 Fair Oaks Blvd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmichael
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095608
ReturnHeader/PreparerPersonGrp/PhoneNum09169212600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger P Beebout CPA
ReturnHeader/ReturnTs02025-04-28T13:44:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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