Civic Intelligence

George C Marshall Institute

990 • Fiscal year 2014 • EIN 22-2569466

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 05, 2015

Organization ProfileWWW.MARSHALL.ORG
1601 North Kent Street No 802Arlington, VA 22209

(571) 970-3180

Siviq Scores

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

Liabilities / Assets

46th percentile

0.03x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-53%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

85th percentile

$89,072

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-37%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$820,494

Down $159,516 (-16%) from 2013

Net Assets

Down

$792,885

Down $170,362 (-18%) from 2013

Liabilities

Up

$27,609

Up $10,846 (+65%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin5th percentile

Revenue

Down

$319,092

Down $189,851 (-37%) from 2013

Expenses

Down

$489,454

Down $8,696 (-1.7%) from 2013

Net Income

Down

-$170,362

Down $181,155 (-1678%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $156,061Liabilities 2010: $23,266Net Assets 2010: $132,7952010Assets 2011: $252,800Liabilities 2011: $98,975Net Assets 2011: $153,8252011Assets 2012: $1,219,208Liabilities 2012: $267,908Net Assets 2012: $951,3002012Assets 2013: $980,010Liabilities 2013: $16,763Net Assets 2013: $963,2472013Assets 2014: $820,494Liabilities 2014: $27,609Net Assets 2014: $792,8852014

Highlighted filing

2014

Assets$820,494
Liabilities$27,609
Net Assets$792,885
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $447,4432010Revenue 2011: $539,428Expenses 2011: $523,396Net Income 2011: $16,0322011Expenses 2012: $615,1302012Revenue 2013: $508,943Expenses 2013: $498,150Net Income 2013: $10,7932013Revenue 2014: $319,092Expenses 2014: $489,454Net Income 2014: -$170,3622014

Highlighted filing

2014

Revenue$319,092
Expenses$489,454
Net Income-$170,362
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 5, 2015
Return Version
2014v5.0
Gross Receipts
$320,838
Mission and Program Overview

Mission

Research & education on scientific developments affecting security of the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,441$624,831▲ $602,390
Cash and Non-Interest-Bearing Accounts$891,643$122,911▼ $768,732
Pledges and Grants Receivable-$30,000-
Land, Buildings, and Equipment, Net$36,780$29,327▼ $7,453
Savings and Temporary Cash Investments$15,708--
Prepaid Expenses and Deferred Charges$8,716$8,703▼ $13
Total Assets$980,010$820,494▼ $159,516
Other Assets Total$4,722$4,722→ $0
Liabilities
Other Liabilities$0$16,978▲ $16,978
Mortgage Notes Payable Secured by Investment Property$10,879$6,708▼ $4,171
Accounts Payable and Accrued Expenses$5,884$3,923▼ $1,961
Total Liabilities$16,763$27,609▲ $10,846
Net Assets / Fund Balance
Unrestricted Net Assets$903,247$734,424▼ $168,823
Temporarily Rstr Net Assets$60,000$58,461▼ $1,539
Total Net Assets Fund Balance$963,247$792,885▼ $170,362
Total Liabilities and Net Assets / Fund Balance$980,010$820,494▼ $159,516

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,207$19,026$41,233
Buildings$7,120$1,780$8,900
Other Land Buildings$0$6,581$6,581
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey KueterFormer TreasurerFT$72,916$16,156$89,072
John SheldonSecretaryFT$42,000-$42,000
WILLIAM O'KEEFECEOPT$24,000-$24,000

Board Members and Trustees

NameTitle
Will HapperChairman
Gregory CanavanDirector
John MooreDirector
Mark MillsDirector
Mitch NikolichDirector
Rodney NicholsDirector
Roy SpencerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$303,630
Program Service Revenue
$1,024
Investment Income
$2,438
Other Revenue
$12,000
All Other Contributions
$303,630
Change in Net Assets
$-170,362

Audited Revenue Reconciliation

Revenue per Audited Statements
$319,838
Revenue Not Reported on Financial Statements
$-746
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-746
Total Revenue per Audited Statements
$319,838
Total Revenue per Form 990
$319,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$270,651
Other Expenses$218,803
Total Fundraising Expense$17,812
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$115,010$25,803$14,259$155,072
Other Salaries and Wages$69,421$13,180$1,099$83,700
Occupancy$40,780$11,161-$51,941
Conferences and Meetings$46,304$90-$46,394
Fees for Services Other$31,500$6,121-$37,621
Fees for Services Accounting$16,116$4,884-$21,000
Travel$16,078$695$323$17,096
Other Employee Benefits$14,737$694$586$16,017
Payroll Taxes$10,241$5,176$445$15,862
Depreciation Depletion-$9,736-$9,736
All Other Expenses$1,653$4,415$162$6,230
Other Expenses$2,122$1,606$78$3,806
Office Expenses$730$1,802$24$2,556
Interest$263$34$14$311
Total Functional Expenses$383,410$88,232$17,812$489,454

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$490,200
Expenses per Audited Statements$489,454
Total Expenses per Form 990$489,454
Expenses Not Reported on Form 990$746
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey KueterService ProviderWILLIAM O'KEEFE IS AN OFFICER OF GEORGE MARSHALL INSTITUTE AND IS ALSO THE SOLE OWNER OF SOLUTIONS CONSULTING. SOLUTIONS CONSULTING PROVIDED CONSULTING SERVICES TO GEORGE C. MARSHALL INSTITUTE. THOSE SERVICES INCLUDED MR. O'KEEFE FUNCTIONING AS CHIEF EXECUTIVE OFFICER OF GEORGE MARSHALL INSTITUTE AND REPRESENTING THE INSTITUTE ON MATTERS RELATED TO THE INSTITUTE'S PROGRAMS.No$24,000
-Service ProviderJeffery Kueter Was an Officer of George Marshall Institute Until August 2014. After That Time He Continue to Provide Consulting Services to the Institute Through December 2014.No$10,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Rent Credits$16,978
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The institute engaged a consulting firm to provide daily oversight of programs and administrative activities. Financial information and program activity are monitored on a weekly basis by a member of the board.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the president and chief executive officer. A copy is then provided to all members of the board of directors. Board members are given a period of time to review the form 990 and respond with any questions as needed. Once the period of review has ended, the president signs and mails the return.”

Form 990, Part VI, Section B, Line 12C

“Officers and directors are required to sign an acknowledgement each year that they have received the conflict of interest policy. Each officer and director is asked to notify the board of any conflicts of interest. Officers and directors abstain from any approval of salaries or other forms of compensation for themselves.”

Form 990, Part VI, Section B, Line 15

“Compensation to officers and directors is evaluated on an annual basis by the board of directors' compensation committee. Compensation is based upon the level of skill required for the position, comparison of compensation to similar positions in the non-profit industry, and an evaluation of the individual's achievements during the year. Determination of the compensation is documented by the compensation committee.”

Form 990, Part VI, Section C, Line 18

“Copies of documents are available for review upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes the following documents available to the public as they are requested: charitable registration statement federal form 990 conflict of interest policy financial statements”

Filing and Contact Details

Filer

Filer Name
George C Marshall Institute
EIN
22-2569466
Phone
5719703180
Address
1601 NORTH KENT STREET NO 802, ARLINGTON, VA 22209

Signing Officer

Name
MR WILLIAM O'KEEFE
Title
Chief Executive Officer
Phone
5719703180
Signed
2015-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
WILLIAM O'KEEFE
Formed
1985
Legal Domicile
Nh
Voting Board Members
10
Independent Board Members
7
Employees
5
Volunteers
0

Preparer

Firm
Secker & Associates Pc
Address
51 MONROE PLACE SUITE 1900, ROCKVILLE, MD 20850
Preparer
Geoffrey Secker
Phone
3013406300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The institute is a nonprofit organization, which is exempt from federal income taxes under the provision of section 501(c)(3) of the internal revenue code, except on net income derived from unrelated business income. The institute did not conduct any unrelated business activities during the year. The institute believes that it does not have any uncertain tax positions. The income tax returns for each of the institute for the years ended december 31, 2012, 2011 and 2010 are subject to examination by the internal revenue service, generally for three years after they were filed.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Loss on disposal of assets -746.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of assets 746.”

Raw XML AppendixShowing 400 of 506 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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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11644
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31606
IRS990/OtherExpensesGrp/ProgramServicesAmt08612
IRS990/OtherExpensesGrp/ProgramServicesAmt14256
IRS990/OtherExpensesGrp/ProgramServicesAmt25587
IRS990/OtherExpensesGrp/ProgramServicesAmt32122
IRS990/OtherExpensesGrp/TotalAmt010145
IRS990/OtherExpensesGrp/TotalAmt16131
IRS990/OtherExpensesGrp/TotalAmt25836
IRS990/OtherExpensesGrp/TotalAmt33806
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt016978
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01099
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013180
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt069421
IRS990/OtherSalariesAndWagesGrp/TotalAmt083700
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0445
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05176
IRS990/PayrollTaxesGrp/ProgramServicesAmt010241
IRS990/PayrollTaxesGrp/TotalAmt015862
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt030000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08716
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08703
IRS990/PrincipalOfficerNm0WILLIAM O'KEEFE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01024
IRS990/ProgSrvcAccomActy2Grp/Desc0GLOBAL CLIMATE CHANGE - INVOLVES A CRITICAL EXAMINATION OF GLOBAL CLIMATE CHANGE POLICY THROUGH COMMUNICATING THE FINDINGS TO POLICY MAKERS, THE MEDIA, AND THE PUBLIC COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0110844
IRS990/ProgSrvcAccomActy3Grp/Desc0NATIONAL MISSLE DEFENSE - PROGRAM TO EXAMINE THE US MISSILE DEFENSE SYSTEM THROUGH PUBLICATION OF ANALYSES, EDUCATIONAL ROUNDTABLE DISCUSSIONS AND THE PUBLIC MEDIA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt090094
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01024
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENERGY POLICY - PERFORM RESEARCH AND PROVIDE A FORUM FOR DISCUSSING ENERGY POLICY AND ITS EFFECT ON THE ENVIRONMENT, NATIONAL SECURITY, AND THE ECONOMY.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1CYBERSECURITY - PERFORM RESEARCH AND PROVIDE A FORUM FOR DISCUSSING CYBERSECURITY AND ITS EFFECT ON THE WORLD ON INFORMATION SYSTEMS FOR COMMERCE, NATIONAL SECURITY, SOCIAL, AND INDIVIDUAL PURPOSES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt062332
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt131539
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0496182
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0472
IRS990/PYOtherExpensesAmt0214384
IRS990/PYOtherRevenueAmt012000
IRS990/PYProgramServiceRevenueAmt0289
IRS990/PYRevenuesLessExpensesAmt010793
IRS990/PYSalariesCompEmpBnftPaidAmt0283766
IRS990/PYTotalExpensesAmt0498150
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0508943
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-170362
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0304630
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0496182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01379421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0473330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0535838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03189401
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015184
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013626
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt066098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06259
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0128167
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05125
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45640
IRS990ScheduleA/PublicSupportPY170Pct00.45370
IRS990ScheduleA/PublicSupportTotal170Amt01514060
IRS990ScheduleA/SubstantialContributorsTotAmt01675341
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0304630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0496182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01379421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0473330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0535838
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03189401
IRS990ScheduleA/TotalSupportAmt03317568
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt07120
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01780
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08900
IRS990ScheduleD/EquipmentGrp/BookValueAmt022207
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019026
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt041233
IRS990ScheduleD/ExpensesNotReportedAmt0746
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0489454
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt0746
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06581
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06581
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED RENT CREDITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-746
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-746
IRS990ScheduleD/RevenueSubtotalAmt0319838
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTE IS A NONPROFIT ORGANIZATION, WHICH IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS INCOME. THE INSTITUTE DID NOT CONDUCT ANY UNRELATED BUSINESS ACTIVITIES DURING THE YEAR. THE INSTITUTE BELIEVES THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE INCOME TAX RETURNS FOR EACH OF THE INSTITUTE FOR THE YEARS ENDED DECEMBER 31, 2012, 2011 AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1LOSS ON DISPOSAL OF ASSETS -746.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2LOSS ON DISPOSAL OF ASSETS 746.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt029327
IRS990ScheduleD/TotalExpensesPerForm990Amt0489454
IRS990ScheduleD/TotalLiabilityAmt016978
IRS990ScheduleD/TotalRevenuePerForm990Amt0319092
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0319838
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0490200
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0WILLIAM O'KEEFE - SOLUTIONS CONSULTING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JEFFREY KUETER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SERVICE PROVIDER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SERVICE PROVIDER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt024000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt110000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WILLIAM O'KEEFE IS AN OFFICER OF GEORGE MARSHALL INSTITUTE AND IS ALSO THE SOLE OWNER OF SOLUTIONS CONSULTING. SOLUTIONS CONSULTING PROVIDED CONSULTING SERVICES TO GEORGE C. MARSHALL INSTITUTE. THOSE SERVICES INCLUDED MR. O'KEEFE FUNCTIONING AS CHIEF EXECUTIVE OFFICER OF GEORGE MARSHALL INSTITUTE AND REPRESENTING THE INSTITUTE ON MATTERS RELATED TO THE INSTITUTE'S PROGRAMS.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1JEFFERY KUETER WAS AN OFFICER OF GEORGE MARSHALL INSTITUTE UNTIL AUGUST 2014. AFTER THAT TIME HE CONTINUE TO PROVIDE CONSULTING SERVICES TO THE INSTITUTE THROUGH DECEMBER 2014.

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$820,494
Liabilities
$27,609
Net assets
$792,885
Revenue
$319,092
Expenses
$489,454
Net income
-$170,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.03$0.79$0.32$0.49$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.02$0.96$0.51$0.50$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.27$0.95$0.62
2011Summary only. Only limited summary data is available for this year.$0.25$0.10$0.15$0.54$0.52$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.02$0.13$0.45
Peer Organizations

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