Civic Intelligence

Marigold Charitable Trust

990PF • Fiscal year 2023 • EIN 20-6748222

Dec 01, 2022 to Nov 30, 2023 • Filed on Aug 07, 2024

CO Nixon Peabody Llp 53 State StBoston, MA 02109-2835

(617) 345-6157

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-181%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$1,950

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

124%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,556,692

Down $430,300 (-11%) from 2022

Net Assets

Down

$3,556,692

Down $430,300 (-11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$240,095

Up $132,714 (+124%) from 2022

Expenses

Up

$673,825

Up $104,803 (+18%) from 2022

Net Income

Up

-$433,730

Up $27,911 (+6.0%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,393,602Liabilities 2010: $0Net Assets 2010: $4,393,6022010Assets 2011: $4,203,445Liabilities 2011: $0Net Assets 2011: $4,203,4452011Assets 2012: $4,154,189Liabilities 2012: $02012Assets 2013: $4,125,468Liabilities 2013: $02013Assets 2014: $4,245,043Liabilities 2014: $02014Assets 2015: $4,264,457Liabilities 2015: $02015Assets 2019: $4,823,804Liabilities 2019: $02019Assets 2020: $4,423,761Liabilities 2020: $0Net Assets 2020: $4,423,7612020Assets 2021: $4,448,633Liabilities 2021: $0Net Assets 2021: $4,448,6332021Assets 2022: $3,986,992Liabilities 2022: $0Net Assets 2022: $3,986,9922022Assets 2023: $3,556,692Liabilities 2023: $0Net Assets 2023: $3,556,6922023Assets 2024: $4,592,932Liabilities 2024: $0Net Assets 2024: $4,592,9322024

Highlighted filing

2023

Assets$3,556,692
Liabilities$0
Net Assets$3,556,692

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $207,8582010Expenses 2011: $239,9912011Revenue 2012: $224,421Expenses 2012: $273,515Net Income 2012: -$49,0942012Revenue 2013: $186,350Expenses 2013: $215,346Net Income 2013: -$28,9962013Revenue 2014: $442,192Expenses 2014: $303,446Net Income 2014: $138,7462014Revenue 2015: $314,285Expenses 2015: $294,871Net Income 2015: $19,4142015Revenue 2019: $558,273Expenses 2019: $332,246Net Income 2019: $226,0272019Revenue 2020: $346,129Expenses 2020: $574,776Net Income 2020: -$228,6472020Revenue 2021: $476,581Expenses 2021: $451,709Net Income 2021: $24,8722021Revenue 2022: $107,381Expenses 2022: $569,022Net Income 2022: -$461,6412022Revenue 2023: $240,095Expenses 2023: $673,825Net Income 2023: -$433,7302023Revenue 2024: $44,289Expenses 2024: $48,354Net Income 2024: -$4,0652024

Highlighted filing

2023

Revenue$240,095
Expenses$673,825
Net Income-$433,730
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Aug 7, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY ZAFFTrustee-$1,950-$1,950
BEVERLY G MARRAMTrusteePT$0--
MERYL RICHTrustee-$0--
SUSAN SHAMUSTrustee-$0--
SONJA CANTUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marigold Charitable Trust
EIN
20-6748222
Phone
6173456157
Address
CO NIXON PEABODY LLP 53 STATE ST, BOSTON, MA 02109-2835

Signing Officer

Name
Susan Shamus
Title
Trustee
Phone
6173451000
Signed
2024-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Nixon Peabody Llp
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Aaron Poirier
Phone
6173451000
Raw XML AppendixShowing 400 of 483 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF PROJECT SHIFA MARIGOLD FAMILIES 2023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1POST GRADUATE CLINICAL TRAINING IN CHILDHOOD TRAUMA CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHILD WITNESS TO VIOLENCE PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4NEW FULL-TIME MENTAL HEALTH CLINICIAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5PARTIAL FUNDING OF CLINICIAN AND SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SUPPORT OF PARENT/CHILD TRAUMA RECOVERY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7VARIOUS PROGRAMS AND INITIATIVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8CHILDREN'S CHARTER SOCIAL SKILLS DETECTIVES GROUP INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9FOR 2023 SMART TRAINING AND DEVELOPMENT INITIATIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HAWC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7JEANNE GEIGER CRISIS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8KEY PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9THE HOME FOR LITTLE WANDERERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 LONGWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1801 MASSACHUSETTS AVENUE 1ST FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2801 MASSACHUSETTS AVENUE 1ST FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3636 GREAT ROAD SUITE 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4989 COMMONWEALTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5989 COMMONWEALTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt627 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72 HARRIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8670 OLD CONNETICUT PATH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt910 GUEST STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd8017014599
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
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