Civic Intelligence

Charles E Marshall & Shirley S Marshall Charitable Trust

990PF • Fiscal year 2017 • EIN 25-6697119

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 28, 2017

Organization Profile
4600 East West HighwayBethesda, MD 20814

(215) 886-3274

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

7th percentile

-69%

Higher net margin than 7% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

$826,862

No earlier filing loaded for comparison.

Net Assets

$826,862

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin7th percentile

Revenue

$27,706

No earlier filing loaded for comparison.

Expenses

$46,905

No earlier filing loaded for comparison.

Net Income

-$19,199

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2017

Assets$826,862
Liabilities$0
Net Assets$826,862
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$27,706
Expenses$46,905
Net Income-$19,199
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TODD W WATKINSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles E Marshall & Shirley S Marshall Charitable Trust
EIN
25-6697119
Phone
2158863274
Address
4600 EAST WEST HIGHWAY, BETHESDA, MD 20814

Signing Officer

Name
Todd R Watkins
Title
Trustee
Phone
2158863274
Signed
2017-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Chernow Kurtzman & Copc
Address
101 WEST AVENUE SUITE 306, JENKINTOWN, PA 19046
Preparer
Morris Kurtzman
Phone
2158863274
Raw XML Appendix244 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0749587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt177275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MONEY MARKET
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
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IRS990PF/FMVAssetsEOYAmt0912698
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0846061
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0826862
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020814
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02000-05-03
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.000000
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0905
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0905
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0905
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0LINE 4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST DIVIDENDS ANDCAPITAL GAIN DISTRIBUTIONS EARNED ON FUND BALANCES
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SPELMAN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CURRENTLYENROLLEDSTU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 SPELMAN LANE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0875
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0905
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ReturnHeader/BusinessOfficerGrp/PhoneNum02158863274
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES E MARSHALL & SHIRLEY S MARSHALL CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0256697119
ReturnHeader/Filer/PhoneNum02158863274
ReturnHeader/Filer/USAddress/AddressLine1Txt04600 EAST WEST HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0BETHESDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020814
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.99.234.138
ReturnHeader/FilingSecurityInformation/IPDt02017-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:55:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERNOW KURTZMAN & COPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 WEST AVENUE SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JENKINTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019046
ReturnHeader/PreparerPersonGrp/PhoneNum02158863274
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MORRIS KURTZMAN
ReturnHeader/ReturnTs02017-09-06T07:55:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$826,862
Liabilities
$0
Net assets
$826,862
Revenue
$27,706
Expenses
$46,905
Net income
-$19,199
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
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
Peer Organizations

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