Civic Intelligence

Charles E Marshall & Shirley S Marshall Charitable Trust

990PF • Fiscal year 2022 • EIN 25-6697119

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 27, 2022

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

13th percentile

-46%

Higher net margin than 13% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-60%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$906,787

Down $22,811 (-2.5%) from 2021

Net Assets

Down

$906,787

Down $22,811 (-2.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin13th percentile

Revenue

Down

$49,135

Down $74,306 (-60%) from 2021

Expenses

Down

$71,946

Down $39,152 (-35%) from 2021

Net Income

Down

-$22,811

Down $35,154 (-285%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2022

Assets$906,787
Liabilities$0
Net Assets$906,787
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$49,135
Expenses$71,946
Net Income-$22,811
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th 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
2022-09-27
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 Appendix287 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/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029501
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt025801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015467
TaxesSchedule/TaxesDetail/Amt01751
TaxesSchedule/TaxesDetail/Amt11528
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BALANCE DUE 6/30/2021 TAX YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED EXCISE TAX PAYMENTS 6/30/2022 TAX YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD R WATKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109454300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-27
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/ReturnTs02022-09-29T11:16:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WATKINS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$906,787
Liabilities
$0
Net assets
$906,787
Revenue
$49,135
Expenses
$71,946
Net income
-$22,811
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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