Civic Intelligence

Marion Gislason Obernauer Memorial Fund Tr Ua 011196

EIN 06-6422269 • Stamford, CT

Cummings Lockwood PO Box 120Stamford, CT 06904
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-224%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

22nd percentile

-7.3%

Faster asset growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$704,337

Down $55,608 (-7.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$704,337

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin3rd percentile

Revenue

Down

$24,794

Down $142,255 (-85%) from 2023

Expenses

Up

$80,401

Up $12,005 (+18%) from 2023

Net Income

Down

-$55,607

Down $154,260 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $286,958Liabilities 2011: $02011Assets 2012: $284,481Liabilities 2012: $02012Assets 2013: $294,281Liabilities 2013: $02013Assets 2014: $301,808Liabilities 2014: $02014Assets 2015: $307,570Liabilities 2015: $02015Assets 2019: $437,620Liabilities 2019: $02019Assets 2020: $423,081Liabilities 2020: $1Net Assets 2020: $423,0812020Assets 2021: $564,091Liabilities 2021: $12021Assets 2022: $661,292Liabilities 2022: $1Net Assets 2022: $661,2922022Assets 2023: $759,945Liabilities 2023: $12023Assets 2024: $704,337Liabilities 2024: $0Net Assets 2024: $704,3372024

Highlighted filing

2024

Assets$704,337
Liabilities$0
Net Assets$704,337
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $11,044Expenses 2011: $23,420Net Income 2011: -$12,3762011Revenue 2012: $23,548Expenses 2012: $26,025Net Income 2012: -$2,4772012Revenue 2013: $36,688Expenses 2013: $26,888Net Income 2013: $9,8002013Revenue 2014: $39,017Expenses 2014: $31,490Net Income 2014: $7,5272014Revenue 2015: $38,461Expenses 2015: $32,615Net Income 2015: $5,8462015Revenue 2019: $26,868Expenses 2019: $52,117Net Income 2019: -$25,2492019Revenue 2020: $31,130Expenses 2020: $45,669Net Income 2020: -$14,5392020Revenue 2021: $200,357Expenses 2021: $59,347Net Income 2021: $141,0102021Revenue 2022: $158,929Expenses 2022: $61,728Net Income 2022: $97,2012022Revenue 2023: $167,049Expenses 2023: $68,396Net Income 2023: $98,6532023Revenue 2024: $24,794Expenses 2024: $80,401Net Income 2024: -$55,6072024

Highlighted filing

2024

Revenue$24,794
Expenses$80,401
Net Income-$55,607
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$704,337
Liabilities
$0
Net assets
$704,337
Revenue
$24,794
Expenses
$80,401
Net income
-$55,607
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.25$0.80$0.56
2023Detailed filing. Detailed filing data is available for this year.$7.60$0.00$1.67$0.68$0.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.61$0.00$6.61$1.59$0.62$0.97
2021Detailed filing. Detailed filing data is available for this year.$5.64$0.00$2.00$0.59$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.31$0.46$0.15
2019Summary only. Only limited summary data is available for this year.$4.38$0.00$0.27$0.52$0.25
2015Summary only. Only limited summary data is available for this year.$3.08$0.00$0.38$0.33$0.06
2014Summary only. Only limited summary data is available for this year.$3.02$0.00$0.39$0.31$0.08
2013Summary only. Only limited summary data is available for this year.$2.94$0.00$0.37$0.27$0.10
2012Summary only. Only limited summary data is available for this year.$2.84$0.00$0.24$0.26$0.02
2011Summary only. Only limited summary data is available for this year.$2.87$0.00$0.11$0.23$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marne Obernauer JrTrustee-$0--
Matthew G ObernauerTrustee-$0--
Michael S ObernauerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marion Gislason Obernauer Memorial Fund
EIN
06-6422269
Phone
2033514343
Address
Cummings Lockwood PO Box 120, Stamford, CT 06904

Signing Officer

Name
Marne Obernauer Jr
Title
Trustee
Phone
2033514343
Signed
2025-09-29
Discuss with paid preparer
Yes

Preparer

Firm
Cummings & Lockwood LLC
Address
PO Box 120, Stamford, CT 06904-0120
Preparer
Leslie Anstett
Phone
2033271700
Raw XML Appendix305 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
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02658
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021401
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0704338
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0759945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0704337
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt086064
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marne Obernauer Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Matthew G Obernauer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Michael S Obernauer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2315 West 106th Street Apt 6B
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Marne Obernauer Jr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt059000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIFT Inc (EIN 52-2168409)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0999 N Capitol St NE Ste 310
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt059000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02684
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt058974
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061658
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt083380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt058974
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Cummings & Lockwood, LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02238
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05596
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03358
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment for rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0New York Law Journal, publication of legal notice
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY Dept of Law Charities Bureau
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Neuberger Berman, advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015374
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marne Obernauer Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02033514343
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Marion Gislason Obernauer Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0066422269
ReturnHeader/Filer/PhoneNum02033514343
ReturnHeader/Filer/USAddress/AddressLine1Txt0Cummings Lockwood PO Box 120
ReturnHeader/Filer/USAddress/CityNm0Stamford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cummings & Lockwood LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stamford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0069040120
ReturnHeader/PreparerPersonGrp/PhoneNum02033271700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Leslie Anstett
ReturnHeader/ReturnTs02025-09-29T12:19:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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