Civic Intelligence

Loren Marshall Foundation

EIN 20-5978069 • 501(c)3 • Anchorage, AK

Profile

To achieve excellence in the delivery of emergency medicine, to provide education/training, and to supply venue for networking and support for the emergency medical service community

PO Box 190474Anchorage, AK 99519

lorenmarshallfoundation.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

60th percentile

3.2%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$112,178

Up $3,524 (+3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$112,178

Up $3,524 (+3.2%) from 2017

Operations
Liabilities / Revenue62nd percentileNet Margin68th percentile

Revenue

Up

$26,064

Up $3,599 (+16%) from 2017

Expenses

Up

$22,540

Up $1,139 (+5.3%) from 2017

Net Income

Up

$3,524

Up $2,460 (+231%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$200K$150K$100K$50K$0Assets 2010: $68,876Liabilities 2010: $0Net Assets 2010: $68,8762010Assets 2011: $133,939Liabilities 2011: $0Net Assets 2011: $133,9392011Assets 2012: $153,127Liabilities 2012: $0Net Assets 2012: $153,1272012Assets 2013: $126,374Liabilities 2013: $0Net Assets 2013: $126,3742013Assets 2014: $137,832Liabilities 2014: $0Net Assets 2014: $137,8322014Assets 2015: $65,717Liabilities 2015: $0Net Assets 2015: $65,7172015Assets 2016: $107,590Liabilities 2016: $0Net Assets 2016: $107,5902016Assets 2017: $108,654Liabilities 2017: $0Net Assets 2017: $108,6542017Assets 2018: $112,178Liabilities 2018: $0Net Assets 2018: $112,1782018

Highlighted filing

2018

Assets$112,178
Liabilities$0
Net Assets$112,178
Open 2018 Filing

Operations Trend

Revenue Growth69th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $118,3112010Revenue 2011: $168,180Expenses 2011: $103,117Net Income 2011: $65,0632011Revenue 2012: $114,301Expenses 2012: $95,113Net Income 2012: $19,1882012Revenue 2013: $215,220Expenses 2013: $241,973Net Income 2013: -$26,7532013Revenue 2014: $52,860Expenses 2014: $42,650Net Income 2014: $10,2102014Revenue 2015: $59,413Expenses 2015: $131,528Net Income 2015: -$72,1152015Revenue 2016: $117,838Expenses 2016: $75,965Net Income 2016: $41,8732016Revenue 2017: $22,465Expenses 2017: $21,401Net Income 2017: $1,0642017Revenue 2018: $26,064Expenses 2018: $22,540Net Income 2018: $3,5242018

Highlighted filing

2018

Revenue$26,064
Expenses$22,540
Net Income$3,524
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$112,178
Liabilities
$0
Net assets
$112,178
Revenue
$26,064
Expenses
$22,540
Net income
$3,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.26$0.23$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.22$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.18$0.76$0.42
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.59$1.32$0.72
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.53$0.43$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$2.15$2.42$0.27
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$1.14$0.95$0.19
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$1.68$1.03$0.65
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$26,064
Mission and Program Overview

Mission

To achieve excellence in the delivery of emergency medicine, to provide education/training, and to supply a venue for networking and support for the emergency medical service community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION OFFERED ITS ANNUAL EMERGENCY MEDICAL SERVICES CONFERENCE, PROVIDING HIGH QUALITY CONTINUING EDUCATION TO FIRE FIGHTERS, EMERGENCY MEDICAL TECHNICIANS, CLINICAL PHYSICIANS, NURSES, PHYSICIANS ASSISTANTS, AND OTHERS THROUGH PROFESSIONAL SEMINARS AND PANEL DISCUSSIONS, AND A PARAMEDIC REFRESHER COURSE.-$18,040
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE LEVYPresident-$0--
JAMES K FOSTERVice-President/TreasurerPT$0--
KATHY BELLSecretary-$0--
BRIAN WALLACEMember-At-Large-$0--
LISA SAUDERMember-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Loren Marshall Foundation
EIN
20-5978069
In Care Of
% BDO USA LLP
Phone
9072674922
Address
PO BOX 190474, ANCHORAGE, AK 99519

Signing Officer

Name
James Foster
Title
Vice President
Phone
9072674922
Signed
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
3601 C STREET STE 600, ANCHORAGE, AK 99503
Preparer
Nayyir Rawhani CPA
Phone
9072788878
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:130”

Form 990EZ Part I Line 16

“Description:LICENSE Amount:25”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BDO USA LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum09072788878
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03601 C ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANCHORAGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd099503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt074329
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020864
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03524
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0108654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112178
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt026064
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt037849
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0108654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112178
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0108654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112178
IRS990EZ/OccupancyRentUtltsAndMaintAmt0321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE LEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES K FOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LISA SAUDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER-AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER-AT-LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021249
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037849
IRS990EZ/OtherExpensesTotalAmt017192
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ACHIEVE EXCELLENCE IN THE DELIVERY OF EMERGENCY MEDICINE, TO PROVIDE EDUCATION/TRAINING, AND TO SUPPLY A VENUE FOR NETWORKING AND SUPPORT FOR THE EMERGENCY MEDICAL SERVICE COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0527
IRS990EZ/ProgramServiceRevenueAmt05200
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION OFFERED ITS ANNUAL EMERGENCY MEDICAL SERVICES CONFERENCE, PROVIDING HIGH QUALITY CONTINUING EDUCATION TO FIRE FIGHTERS, EMERGENCY MEDICAL TECHNICIANS, CLINICAL PHYSICIANS, NURSES, PHYSICIANS ASSISTANTS, AND OTHERS THROUGH PROFESSIONAL SEMINARS AND PANEL DISCUSSIONS, AND A PARAMEDIC REFRESHER COURSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018040
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022540
IRS990EZ/TotalProgramServiceExpensesAmt018040
IRS990EZ/TotalRevenueAmt026064
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LORENMARSHALLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt09231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt021449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0129303
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt060
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0150525
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72713
IRS990ScheduleA/PublicSupportPY170Pct00.91467
IRS990ScheduleA/PublicSupportTotal170Amt094064
IRS990ScheduleA/SubstantialContributorsTotAmt035239
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt09231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt021449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0129303
IRS990ScheduleA/TotalSupportAmt0129363
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt037848
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Travel Advance
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt037848
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES FOSTER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0VICE-PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt037848
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK FEES Amount:130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:LICENSE Amount:25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FOSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09072674922
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Loren Marshall Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LORE
ReturnHeader/Filer/EIN0205978069
ReturnHeader/Filer/InCareOfNm0% BDO USA LLP
ReturnHeader/Filer/PhoneNum09072674922
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 190474
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099519
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07AFBD2E76A66ACEC023C0961F207E6CC2434C745
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07A09E6590481EBD14363A65F7596C3B8412AAF78
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId092085320192885000126
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.67.61.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03601 C STREET STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099503
ReturnHeader/PreparerPersonGrp/PhoneNum09072788878
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nayyir Rawhani CPA
ReturnHeader/ReturnTs02019-10-15T19:16:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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