Civic Intelligence

John and Cree Marshall Foundation

990PF • Fiscal year 2024 • EIN 31-6589811

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

Organization Profile
10482 Gulf Shore Dr 263Naples, FL 34108

(614) 655-8850

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

4.2%

Faster asset growth than 58% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

263%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$242,932

Down $61,133 (-20%) from 2022

Net Assets

Down

$242,932

Down $61,133 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$10,010

Up $3,802 (+61%) from 2022

Expenses

Down

$318

Down $7,553 (-96%) from 2022

Net Income

Up

$9,692

Up $11,355 (+683%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2010: $658,029Liabilities 2010: $0Net Assets 2010: $658,0292010Assets 2011: $633,957Liabilities 2011: $0Net Assets 2011: $633,9572011Assets 2012: $629,911Liabilities 2012: $0Net Assets 2012: $629,9112012Assets 2015: $545,816Liabilities 2015: $0Net Assets 2015: $545,8162015Assets 2016: $498,824Liabilities 2016: $0Net Assets 2016: $498,8242016Assets 2018: $409,971Liabilities 2018: $0Net Assets 2018: $409,9712018Assets 2019: $355,601Liabilities 2019: $0Net Assets 2019: $355,6012019Assets 2020: $285,537Liabilities 2020: $0Net Assets 2020: $285,5372020Assets 2022: $304,065Liabilities 2022: $0Net Assets 2022: $304,0652022Assets 2024: $242,932Liabilities 2024: $0Net Assets 2024: $242,9322024

Highlighted filing

2024

Assets$242,932
Liabilities$0
Net Assets$242,932
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $50,6652010Expenses 2011: $48,2382011Expenses 2012: $52,1652012Revenue 2015: $26,755Expenses 2015: $69,568Net Income 2015: -$42,8132015Revenue 2016: $18,370Expenses 2016: $65,311Net Income 2016: -$46,9412016Revenue 2018: $31,464Expenses 2018: $76,042Net Income 2018: -$44,5782018Revenue 2019: $19,435Expenses 2019: $73,805Net Income 2019: -$54,3702019Revenue 2020: $13,245Expenses 2020: $83,309Net Income 2020: -$70,0642020Revenue 2022: $6,208Expenses 2022: $7,871Net Income 2022: -$1,6632022Revenue 2024: $10,010Expenses 2024: $318Net Income 2024: $9,6922024

Highlighted filing

2024

Revenue$10,010
Expenses$318
Net Income$9,692
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW KIRKTrustee-$0--
KAREN LUTHERTrustee-$0--
JOHN F MARSHALLPresident-$0--
JAMES H WYLANDTrustee-$0--
CHRISTINE C GIRARDTrustee-$0--
CHERYL LUTMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John and Cree Marshall Foundation
EIN
31-6589811
Phone
6146558850
Address
10482 Gulf Shore Dr 263, Naples, FL 34108

Signing Officer

Name
John Marshall
Title
Trustee
Phone
6146558850
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Wealthstone Tax Advisors
Address
5475 Rings Road Ste 475, Dublin, OH 43017
Preparer
Nancy B Donner CPA
Phone
6146558850
Raw XML Appendix327 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Schwab Portfolio
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN F MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES H WYLAND
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt55475 Rings Road Suite 475
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES H WYLAND CO-TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010482 Gulf Shore Dr Apt 263
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034108
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06142672600
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043220
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN F MARSHALL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01402
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt070198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01402
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043844
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0121594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051036
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt070198
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0166840
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0211
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06146558850
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John and Cree Marshall Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o James H Wyland
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0316589811
ReturnHeader/Filer/PhoneNum06146558850
ReturnHeader/Filer/USAddress/AddressLine1Txt010482 Gulf Shore Dr 263
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920918550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEALTHSTONE TAX ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05475 Rings Road Ste 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dublin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043017
ReturnHeader/PreparerPersonGrp/PhoneNum06146558850
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nancy B Donner CPA
ReturnHeader/ReturnTs02025-05-09T11:14:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,932
Liabilities
$0
Net assets
$242,932
Revenue
$10,010
Expenses
$318
Net income
$9,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.10$0.00$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.06$0.08$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.13$0.83$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.19$0.74$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.31$0.76$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.18$0.65$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.27$0.70$0.43
2012Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$0.52
2011Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.48
2010Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.51