Civic Intelligence

Charles E Marshall & Shirley S Marshall Charitable Trust

990PF • Fiscal year 2020 • EIN 25-6697119

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization Profile
4600 E W Highway Suite 610Bethesda, MD 20814-3668

(610) 945-4300

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-56%

Faster revenue growth than 10% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$917,255

Down $5,147 (-0.6%) from 2019

Net Assets

Down

$917,255

Down $5,147 (-0.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin27th percentile

Revenue

Down

$47,056

Down $58,771 (-56%) from 2019

Expenses

Down

$52,203

Down $171,336 (-77%) from 2019

Net Income

Up

-$5,147

Up $112,565 (+96%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$1.0M$500K$0Assets 2017: $826,862Liabilities 2017: $0Net Assets 2017: $826,8622017Assets 2019: $922,402Liabilities 2019: $0Net Assets 2019: $922,4022019Assets 2020: $917,255Liabilities 2020: $0Net Assets 2020: $917,2552020Assets 2021: $929,598Liabilities 2021: $0Net Assets 2021: $929,5982021Assets 2022: $906,787Liabilities 2022: $0Net Assets 2022: $906,7872022Assets 2025: $914,183Liabilities 2025: $0Net Assets 2025: $914,1832025

Highlighted filing

2020

Assets$917,255
Liabilities$0
Net Assets$917,255
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2017: $27,706Expenses 2017: $46,905Net Income 2017: -$19,1992017Revenue 2019: $105,827Expenses 2019: $223,539Net Income 2019: -$117,7122019Revenue 2020: $47,056Expenses 2020: $52,203Net Income 2020: -$5,1472020Revenue 2021: $123,441Expenses 2021: $111,098Net Income 2021: $12,3432021Revenue 2022: $49,135Expenses 2022: $71,946Net Income 2022: -$22,8112022Revenue 2025: $83,070Expenses 2025: $16,875Net Income 2025: $66,1952025

Highlighted filing

2020

Revenue$47,056
Expenses$52,203
Net Income-$5,147
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD R WATKINSTrustee-$0--
SAMARA V WATKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles E Marshall and Shirley S
EIN
25-6697119
Phone
6109454300
Address
4600 E W HIGHWAY SUITE 610, BETHESDA, MD 20814-3668

Signing Officer

Name
Todd R Watkins
Title
Trustee
Phone
6109454300
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Fiduciary Trust Co Intl of Pa
Address
FIVE RADNOR CORP CTR STE 450, RADNOR, PA 19087
Preparer
Francis X Mehaffey
Phone
6109754300
Raw XML Appendix262 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06109454300
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E MARSHALL AND SHIRLEY S
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARSHALL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0256697119
ReturnHeader/Filer/PhoneNum06109454300
ReturnHeader/Filer/USAddress/AddressLine1Txt04600 E W HIGHWAY SUITE 610
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0208143668
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232413864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FIDUCIARY TRUST CO INTL OF PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0FIVE RADNOR CORP CTR STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RADNOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06109754300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCIS X MEHAFFEY
ReturnHeader/ReturnTs02021-05-14T10:07:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$917,255
Liabilities
$0
Net assets
$917,255
Revenue
$47,056
Expenses
$52,203
Net income
-$5,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.83$0.17$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$0.49$0.72$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.30$0.00$9.30$1.23$1.11$0.12
2020Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.47$0.52$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.22$0.00$9.22$1.06$2.24$1.18
2017Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.28$0.47$0.19