Civic Intelligence

Loren Marshall Foundation

990EZ • Fiscal year 2017 • EIN 20-5978069

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 10, 2018

Organization ProfileLORENMARSHALLFOUNDATION.ORG
PO Box 190474Anchorage, AK 99519

(907) 267-4922

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-81%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$108,654

Up $1,064 (+1.0%) from 2016

Net Assets

Up

$108,654

Up $1,064 (+1.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin53rd percentile

Revenue

Down

$22,465

Down $95,373 (-81%) from 2016

Expenses

Down

$21,401

Down $54,564 (-72%) from 2016

Net Income

Down

$1,064

Down $40,809 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$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

2017

Assets$108,654
Liabilities$0
Net Assets$108,654
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$22,465
Expenses$21,401
Net Income$1,064
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$22,465
Mission and Program Overview

Mission

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

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.-$18,381
Compensation and Service Providers
Top Officer Pay76th 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
2018-11-10
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:234”

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/BOYAmt094630
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019065
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01064
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03020
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0107590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0108654
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt022465
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt0151
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt021249
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107590
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0108654
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107590
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0108654
IRS990EZ/OccupancyRentUtltsAndMaintAmt0402
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/BOYAmt012809
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021249
IRS990EZ/OtherExpensesTotalAmt016503
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/PrintingPublicationsPostageAmt01476
IRS990EZ/ProgramServiceRevenueAmt03400
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/ProgramServiceExpensesAmt018381
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021401
IRS990EZ/TotalProgramServiceExpensesAmt018381
IRS990EZ/TotalRevenueAmt022465
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://LORENMARSHALLFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019065
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt09231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0179464
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0287903
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt096
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0181045
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91467
IRS990ScheduleA/PublicSupportPY170Pct00.92722
IRS990ScheduleA/PublicSupportTotal170Amt0263423
IRS990ScheduleA/SubstantialContributorsTotAmt024480
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019065
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058694
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt09231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0179464
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0287903
IRS990ScheduleA/TotalSupportAmt0287999
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt021249
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Travel Advance
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt021249
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAMES FOSTER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0VICE-PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt021249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK FEES Amount:234
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 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/SignatureDt02018-11-10
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/AtSubmissionCreationDeviceId04EBC7170525EB4FC7C474F7439B4976EBECAC6FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EBC7170525EB4FC7C474F7439B4976EBECAC6FA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId092085320183165000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.161.24.166
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/PreparerPersonNm0Nayyir Rawhani CPA
ReturnHeader/ReturnTs02018-11-12T16:11:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,654
Liabilities
$0
Net assets
$108,654
Revenue
$22,465
Expenses
$21,401
Net income
$1,064
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
2017Detailed filing. Detailed filing data is available for this year.$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