Civic Intelligence

The Macfarlane Foundation

990PF • Fiscal year 2022 • EIN 94-1701568

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 01, 2023

132 Winding WaySan Carlos, CA 94070

(480) 575-9529

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-20%

Higher net margin than 21% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

39th percentile

-4.5%

Faster asset growth than 39% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

77%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$215,857

Down $10,235 (-4.5%) from 2021

Net Assets

Down

$215,857

Down $10,235 (-4.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$49,996

Up $21,798 (+77%) from 2021

Expenses

Up

$60,231

Up $4,787 (+8.6%) from 2021

Net Income

Up

-$10,235

Up $17,011 (+62%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $350,203Liabilities 2012: $02012Assets 2013: $350,327Liabilities 2013: $02013Assets 2014: $347,035Liabilities 2014: $02014Assets 2015: $337,586Liabilities 2015: $02015Assets 2019: $254,476Liabilities 2019: $02019Assets 2020: $253,338Liabilities 2020: $0Net Assets 2020: $253,3382020Assets 2021: $226,092Liabilities 2021: $0Net Assets 2021: $226,0922021Assets 2022: $215,857Liabilities 2022: $0Net Assets 2022: $215,8572022Assets 2023: $321,022Liabilities 2023: $0Net Assets 2023: $321,0222023Assets 2024: $752,336Liabilities 2024: $0Net Assets 2024: $752,3362024

Highlighted filing

2022

Assets$215,857
Liabilities$0
Net Assets$215,857

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $23,792Expenses 2012: $25,839Net Income 2012: -$2,0472012Revenue 2013: $28,440Expenses 2013: $28,316Net Income 2013: $1242013Revenue 2014: $29,290Expenses 2014: $32,582Net Income 2014: -$3,2922014Revenue 2015: $24,631Expenses 2015: $34,080Net Income 2015: -$9,4492015Revenue 2019: $14,813Expenses 2019: $45,476Net Income 2019: -$30,6632019Revenue 2020: $46,260Expenses 2020: $47,398Net Income 2020: -$1,1382020Revenue 2021: $28,198Expenses 2021: $55,444Net Income 2021: -$27,2462021Revenue 2022: $49,996Expenses 2022: $60,231Net Income 2022: -$10,2352022Revenue 2023: $72,057Expenses 2023: $41,297Net Income 2023: $30,7602023Revenue 2024: $490,929Expenses 2024: $58,535Net Income 2024: $432,3942024

Highlighted filing

2022

Revenue$49,996
Expenses$60,231
Net Income-$10,235
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 1, 2023
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S MACFARLANE JRPresident-$0--
JANET C MACFARLANESecretary &-$0--
DUNCAN C MACFARLANETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Macfarlane Foundation
EIN
94-1701568
Phone
4805759529
Address
132 WINDING WAY, SAN CARLOS, CA 94070

Signing Officer

Name
Robert S Macfarlane Jr
Title
President
Phone
4805759529
Signed
2023-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Walker & Armstrong Llp
Address
3838 N CENTRAL AVE STE 1700, PHOENIX, AZ 85012-1994
Preparer
Steven L Tait
Phone
6022301040
Raw XML Appendix362 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/PersonNm0ROBERT S MACFARLANE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET C MACFARLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DUNCAN C MACFARLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY &
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18049 E CAREFREE DR
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE PURPOSES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt058000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT S MACFARLANE JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01069
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013202
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06361
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01069
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt014834
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt014834
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058436
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06361
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014451
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt014834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt125
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2960
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt2960
TaxesSchedule/TaxesDetail/CategoryTxt0CALIFORNIA FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY INCOME EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2960
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S MACFARLANE JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04805759529
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MACFARLANE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MACF
ReturnHeader/Filer/EIN0941701568
ReturnHeader/Filer/PhoneNum04805759529
ReturnHeader/Filer/USAddress/AddressLine1Txt0132 WINDING WAY
ReturnHeader/Filer/USAddress/CityNm0SAN CARLOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094070
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860257194
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALKER & ARMSTRONG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03838 N CENTRAL AVE STE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850121994
ReturnHeader/PreparerPersonGrp/PhoneNum06022301040
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN L TAIT
ReturnHeader/ReturnTs02023-02-01T21:10:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACFARLANE
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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