Civic Intelligence

Lowe-Marshall Trust

990PF • Fiscal year 2021 • EIN 31-6084154

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2023

Organization Profile
5301 C Huffman LnChesterhill, OH 43728

(740) 554-7012

Siviq Scores

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

Liabilities / Assets

57th percentile

0.10x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.28x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

$5,989,962

No earlier filing loaded for comparison.

Net Assets

$5,417,421

No earlier filing loaded for comparison.

Liabilities

$572,541

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin10th percentile

Revenue

$447,463

No earlier filing loaded for comparison.

Expenses

$578,408

No earlier filing loaded for comparison.

Net Income

-$130,945

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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2021: $6,012,815Liabilities 2021: $0Net Assets 2021: $6,012,8152021Assets 2021: $5,989,962Liabilities 2021: $572,541Net Assets 2021: $5,417,4212021Assets 2022: $5,459,741Liabilities 2022: $450,644Net Assets 2022: $5,009,0972022Assets 2023: $5,240,207Liabilities 2023: $580,000Net Assets 2023: $4,660,2072023Assets 2024: $4,339,965Liabilities 2024: $20,000Net Assets 2024: $4,319,9662024

Highlighted filing

2021

Assets$5,989,962
Liabilities$572,541
Net Assets$5,417,421
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2021: $183,890Expenses 2021: $576,009Net Income 2021: -$392,1192021Revenue 2021: $447,463Expenses 2021: $578,408Net Income 2021: -$130,9452021Revenue 2022: $319,769Expenses 2022: $711,002Net Income 2022: -$391,2332022Revenue 2023: $245,297Expenses 2023: $587,661Net Income 2023: -$342,3642023Revenue 2024: $253,116Expenses 2024: $586,859Net Income 2024: -$333,7432024

Highlighted filing

2021

Revenue$447,463
Expenses$578,408
Net Income-$130,945
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LOWEChairman-$0--
Filing and Contact Details

Filer

Filer Name
Lowe-Marshall Trust
EIN
31-6084154
In Care Of
% David Lowe
Phone
7405547012
Address
5301 C Huffman Ln, Chesterhill, OH 43728

Signing Officer

Name
David Lowe
Title
Chairman
Phone
3039866506
Signed
2023-05-09
Raw XML Appendix345 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03459
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0201281
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt13468
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-130945
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0204749
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0175
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Foundation for Appalachian Ohi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Nelsonville First Presbyterian Churc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3no
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04245 North Fairfax Drive Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19030 Hocking Hills Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 456 35 Public Square
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt369 E Washington St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1The Plains
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Nelsonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Nelsonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0222031606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145780
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345764
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0500000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0572341
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0578408
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0635276
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0578408
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt056868
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03193
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Oil Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03193
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03193
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0176
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt12223
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt33468
TaxesSchedule/TaxesDetail/Amt0176
TaxesSchedule/TaxesDetail/Amt12223
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/Amt33468
TaxesSchedule/TaxesDetail/CategoryTxt0Mineral Property Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt2State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt3Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0176
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12223
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2200
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt33468
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0176
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12223
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2200
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LOWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03039866506
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lowe-Marshall Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0316084154
ReturnHeader/Filer/InCareOfNm0% David Lowe
ReturnHeader/Filer/PhoneNum07405547012
ReturnHeader/Filer/USAddress/AddressLine1Txt05301 C Huffman Ln
ReturnHeader/Filer/USAddress/CityNm0Chesterhill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043728
ReturnHeader/ReturnTs02023-05-09T12:11:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOWE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,989,962
Liabilities
$572,541
Net assets
$5,417,421
Revenue
$447,463
Expenses
$578,408
Net income
-$130,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.02$4.32$0.25$0.59$0.33
2023Detailed filing. Detailed filing data is available for this year.$5.24$0.58$4.66$0.25$0.59$0.34
2022Detailed filing. Detailed filing data is available for this year.$5.46$0.45$5.01$0.32$0.71$0.39
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.18$0.58$0.39
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.57$5.42$0.45$0.58$0.13