Civic Intelligence

Marshall Foundation for Community Health

990 • Fiscal year 2020 • EIN 23-7419011

Oct 01, 2019 to Sep 30, 2020 • Filed on Sep 08, 2020

Organization ProfileMARSHALLFOUND.ORG
PO Box 1996Placerville, CA 95667

(530) 642-9984

Siviq Scores

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

Liabilities / Assets

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.14x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

82nd percentile

38%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,608,253

Up $1,258,363 (+38%) from 2019

Net Assets

Up

$4,460,263

Up $1,110,373 (+33%) from 2019

Liabilities

Up

$147,990

Up $147,990 from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin67th percentile

Revenue

Up

$1,036,246

Up $564,171 (+120%) from 2019

Expenses

Up

$877,762

Up $447,527 (+104%) from 2019

Net Income

Up

$158,484

Up $116,644 (+279%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,088,811Liabilities 2010: $61,093Net Assets 2010: $3,027,7182010Assets 2011: $2,672,341Liabilities 2011: $61,733Net Assets 2011: $2,610,6082011Assets 2013: $3,143,658Liabilities 2013: $506Net Assets 2013: $3,143,1522013Assets 2014: $3,629,153Liabilities 2014: $458Net Assets 2014: $3,628,6952014Assets 2015: $3,364,645Liabilities 2015: $456Net Assets 2015: $3,364,1892015Assets 2016: $3,360,704Liabilities 2016: $496Net Assets 2016: $3,360,2082016Assets 2017: $3,309,005Liabilities 2017: $955Net Assets 2017: $3,308,0502017Assets 2018: $3,349,890Liabilities 2018: $0Net Assets 2018: $3,349,8902018Assets 2019: $3,349,890Liabilities 2019: $0Net Assets 2019: $3,349,8902019Assets 2020: $4,608,253Liabilities 2020: $147,990Net Assets 2020: $4,460,2632020Assets 2021: $4,558,953Liabilities 2021: $145,258Net Assets 2021: $4,413,6952021Assets 2022: $4,135,037Liabilities 2022: $203,532Net Assets 2022: $3,931,5052022Assets 2023: $3,478,412Liabilities 2023: $59,999Net Assets 2023: $3,418,4132023Assets 2024: $4,353,803Liabilities 2024: $5,710Net Assets 2024: $4,348,0932024

Highlighted filing

2020

Assets$4,608,253
Liabilities$147,990
Net Assets$4,460,263
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,308,0632010Expenses 2011: $901,6802011Expenses 2013: $332,6352013Revenue 2014: $1,046,575Expenses 2014: $599,870Net Income 2014: $446,7052014Revenue 2015: $552,707Expenses 2015: $669,307Net Income 2015: -$116,6002015Revenue 2016: $534,811Expenses 2016: $627,090Net Income 2016: -$92,2792016Revenue 2017: $835,955Expenses 2017: $984,236Net Income 2017: -$148,2812017Revenue 2018: $472,075Expenses 2018: $430,235Net Income 2018: $41,8402018Revenue 2019: $472,075Expenses 2019: $430,235Net Income 2019: $41,8402019Revenue 2020: $1,036,246Expenses 2020: $877,762Net Income 2020: $158,4842020Revenue 2021: $816,100Expenses 2021: $863,482Net Income 2021: -$47,3822021Revenue 2022: -$6,689Expenses 2022: $460,650Net Income 2022: -$467,3392022Revenue 2023: $701,640Expenses 2023: $1,532,568Net Income 2023: -$830,9282023Revenue 2024: $833,547Expenses 2024: $388,795Net Income 2024: $444,7522024

Highlighted filing

2020

Revenue$1,036,246
Expenses$877,762
Net Income$158,484
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Sep 8, 2020
Return Version
2019v5.0
Gross Receipts
$1,042,751
Mission and Program Overview

Mission

The foundation promotes, receives, administers, and disburses donated funds for community health programs in and around marshall medical center in placerville, california.

The foundation encourages, receives, administers, and disburses donated funds for community health programs in and around marshall medical center in placerville, california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,916,710$2,393,483▼ $523,227
Savings and Temporary Cash Investments$880,882$562,829▼ $318,053
Land, Buildings, and Equipment, Net$352,053$351,941▼ $112
Total Assets$4,449,645$4,608,253▲ $158,608
Other Assets Total$300,000$1,300,000▲ $1,000,000
Liabilities
Other Liabilities$141,949$147,866▲ $5,917
Accounts Payable and Accrued Expenses-$124-
Total Liabilities$141,949$147,990▲ $6,041
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,236,760$3,371,835▲ $135,075
Net Assets With Donor Restrictions$1,070,936$1,088,428▲ $17,492
Total Net Assets Fund Balance$4,307,696$4,460,263▲ $152,567
Total Liabilities and Net Assets / Fund Balance$4,449,645$4,608,253▲ $158,608

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$441$652$1,093
Land$351,500--
Other Assets Org$300,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,897,909$500▲ $62,809-$1,871,277
2018$1,919,691$1,250▲ $70,462-$1,897,909
2017$1,813,037-▲ $154,508-$1,919,691
2016$1,810,216-▲ $124,758-$1,813,037
2015$1,895,072$2,025▼ $15,240-$1,810,216
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Andrea HowardPresident
Brian VeerkampTrustee
Dana RiceTrustee
David CookeTrustee
David WilliamsonTrustee
Erica BrisenoTrustee
Jake ParsonsTrustee
James OrtegaTrustee
Kathy WitherowTrustee
Kevin JamesTrustee
Kim StollTrustee
Laurel Brent-bumbTrustee
Lisa Marie SlavenTrustee
Mark StanleyTrustee
Rashini RamasubbaiahTrustee
Sandra HaskinsTrustee
Thomas CumpstonTrustee
Tim CorderoTrustee
Tracy WilsonTrustee
William KlausTrustee
Daryl WardenPast Preside
Robert W GillettPast Preside
Debi HarlowSecretary
Kurt RaffettoTreasurer
Christa CampbellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$877,171
Program Service Revenue
$0
Investment Income
$104,950
Other Revenue
$54,125
All Other Contributions
$877,171
Change in Net Assets
$158,484

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$216,388
Total Noncash Contributions2$216,388

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,036,246
Total Revenue per Audited Statements
$1,036,246
Total Revenue per Form 990
$1,036,246
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$529,824
Other Expenses$347,938
Total Fundraising Expense$36,914
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$486,600--$486,600
Grants to Domestic Individuals$43,224--$43,224
All Other Expenses-$20,799$14,711$35,510
Fees for Services Accounting-$13,730-$13,730
Other Expenses-$6,091$5,183$11,274
Occupancy-$6,397-$6,397
Travel-$1,423-$1,423
Depreciation Depletion-$111-$111
Total Functional Expenses$529,824$311,024$36,914$877,762

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$877,762
Total Expenses per Audited Statements$877,762
Total Expenses per Form 990$877,762
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshall Medical CenterPlacerville, CA501c3Cancer Grdn/kitchen$367,137
Mother Lode Rehab EntPlacerville, CA501c3Walk-in Refrigerator$25,400
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,630
Fundraising Direct Expenses$6,505
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bob West Drive$57,530$57,530$4,831$52,699
Total Events$57,530$57,530$4,831$52,699
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$147,866
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed by president and executive director”

Form 990, Page 6, Part VI, Line 12C

“Regularly reviewed by president and executive director”

Form 990, Page 6, Part VI, Line 15A

“All members of the board serve without compensation. The board relies on their contacts and positions in the non-profit environment to make prudent deliberations and decisions in this area.”

Form 990, Page 6, Part VI, Line 15B

“Marshall medical center performs compensation review and marshall foundation abides by standards in the industry.”

Form 990, Page 6, Part VI, Line 19

“Available at the organization's office upon request.”

Filing and Contact Details

Filer

Filer Name
Marshall Foundation
EIN
23-7419011
Phone
5306429984
Address
PO BOX 1996, PLACERVILLE, CA 95667

Signing Officer

Name
Andrea Howard
Title
President
Phone
5306429984
Signed
2020-09-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrea Howard
Formed
1974
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
100

Preparer

Firm
Roberts & Company Inc
Address
3182 CEDAR RAVINE RD, PLACERVILLE, CA 95667
Preparer
Stephen W Miller CPA
Phone
5306225445
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net income from agency funds -7,621”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Nursing support and education, cardiac and cancer care services, and other community health support programs and services.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt22PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24PAST PRESIDE
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IRS990/FundraisingActivitiesInd0true
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0352593
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION ENCOURAGES, RECEIVES, ADMINISTERS, AND DISBURSES DONATED FUNDS FOR THE COMMUNITY HEALTH PROGRAMS IN AND AROUND MARSHALL MEDICAL CENTER IN PLACERVILLE, CALIFORNIA.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt054125
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03371835
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0216388
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06397
IRS990/OccupancyGrp/TotalAmt06397
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300000
IRS990/OtherAssetsTotalGrp/EOYAmt01300000
IRS990/OtherChangesInNetAssetsAmt0-7621
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1OFFICE EXPENSE
IRS990/OtherExpensesGrp/Desc2DONOR RECOGNITION
IRS990/OtherExpensesGrp/Desc3PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/FundraisingAmt017020
IRS990/OtherExpensesGrp/FundraisingAmt15183
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0236927
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125546
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26091
IRS990/OtherExpensesGrp/TotalAmt0236927
IRS990/OtherExpensesGrp/TotalAmt125546
IRS990/OtherExpensesGrp/TotalAmt217020
IRS990/OtherExpensesGrp/TotalAmt311274
IRS990/OtherLiabilitiesGrp/BOYAmt0141949
IRS990/OtherLiabilitiesGrp/EOYAmt0147866
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANDREA HOWARD
IRS990/PriorPeriodAdjustmentsAmt01704
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0322363
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0294761
IRS990/PYInvestmentIncomeAmt072820
IRS990/PYOtherExpensesAmt0135474
IRS990/PYOtherRevenueAmt076892
IRS990/PYRevenuesLessExpensesAmt041840
IRS990/PYTotalExpensesAmt0430235
IRS990/PYTotalRevenueAmt0472075
IRS990/ReconcilationRevenueExpnssAmt0158484
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0880882
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0562829
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0NET INCOME FROM SPECIAL EVENTS 339,704
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt093497
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01813037

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,608,253
Liabilities
$147,990
Net assets
$4,460,263
Revenue
$1,036,246
Expenses
$877,762
Net income
$158,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$0.01$4.35$0.83$0.39$0.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.06$3.42$0.70$1.53$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.20$3.93$0.01$0.46$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.15$4.41$0.82$0.86$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.61$0.15$4.46$1.04$0.88$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.47$0.43$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.47$0.43$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.31$0.00$3.31$0.84$0.98$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.53$0.63$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.55$0.67$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.05$0.60$0.45
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.00$3.14$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.06$2.61$0.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.06$3.03$1.31