Civic Intelligence

Lizzi Marriott Intrepid Explorer Fund

EIN 46-1496539 • 501(c)3 • Westborough, MA

Profile

The lizzi marriott intrepid explorer fund has been established by the marriott family as a means to honor and celebrate the life and passion of lizzi marriott. It will be used as a scholarship fund for young adults looking to embrace an education and life working in marine sciences. Preference will be given to westborough high school graduates, volunteers at the new england aquarium and university of new hampshire students studying marine sciences.

3 Brook WayWestborough, MA 01581

www.remeberlizzi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

0.5%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

191%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$103,158

Up $552 (+0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin98th percentile

Revenue

Up

$587

Up $385 (+191%) from 2022

Expenses

Down

$35

Down $5,000 (-99%) from 2022

Net Income

Up

$552

Up $5,385 (+111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2013: $87,027Liabilities 2013: $0Net Assets 2013: $87,0272013Assets 2014: $86,072Liabilities 2014: $02014Assets 2015: $108,108Liabilities 2015: $0Net Assets 2015: $108,1082015Assets 2016: $106,429Liabilities 2016: $0Net Assets 2016: $106,4292016Assets 2017: $106,806Liabilities 2017: $0Net Assets 2017: $106,8062017Assets 2018: $105,656Liabilities 2018: $0Net Assets 2018: $105,6562018Assets 2019: $106,748Liabilities 2019: $0Net Assets 2019: $106,7482019Assets 2020: $106,737Liabilities 2020: $0Net Assets 2020: $106,7372020Assets 2021: $107,439Liabilities 2021: $0Net Assets 2021: $107,4392021Assets 2022: $102,606Liabilities 2022: $0Net Assets 2022: $102,6062022Assets 2023: $103,158Liabilities 2023: $02023

Highlighted filing

2023

Assets$103,158
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2013: $89,032Expenses 2013: $2,005Net Income 2013: $87,0272013Revenue 2014: $4,930Expenses 2014: $5,885Net Income 2014: -$9552014Revenue 2015: $22,351Expenses 2015: $315Net Income 2015: $22,0362015Revenue 2016: $3,483Expenses 2016: $5,162Net Income 2016: -$1,6792016Revenue 2017: $412Expenses 2017: $35Net Income 2017: $3772017Revenue 2018: $685Expenses 2018: $35Net Income 2018: $6502018Revenue 2019: $1,127Expenses 2019: $35Net Income 2019: $1,0922019Revenue 2020: $24Expenses 2020: $35Net Income 2020: -$112020Revenue 2021: $737Expenses 2021: $35Net Income 2021: $7022021Revenue 2022: $202Expenses 2022: $5,035Net Income 2022: -$4,8332022Revenue 2023: $587Expenses 2023: $35Net Income 2023: $5522023

Highlighted filing

2023

Revenue$587
Expenses$35
Net Income$552
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$103,158
Liabilities
$0
Net assets
-
Revenue
$587
Expenses
$35
Net income
$552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.03$0.00$0.01$0.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.00$0.05$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.01$0.00$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.01$0.00$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.01$0.00$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.22$0.00$0.22
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.05$0.06$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.89$0.02$0.87
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 8, 2023
Return Version
2021v4.2
Gross Receipts
$202
Mission and Program Overview

Mission

The lizzi marriott intrepid explorer fund has been established by the marriott family as a means to honor and celebrate the life and passion of lizzi marriott. It will be used as a scholarship fund for young adults looking to embrace an education and life working in marine sciences. Preference will be given to westborough high school graduates, volunteers at the new england aquarium and university of new hampshire students studying marine sciences.

Program Services

DescriptionGrantsExpenses
THE LIZZI MARRIOTT INTREPID EXPLORER FUND HAS BEEN ESTABLISHED BY THE MARRIOTT FAMILY AS A MEANS TO HONOR AND CELEBRATE THE LIFE AND PASSION OF LIZZI MARRIOTT. IT WILL BE USED AS A SCHOLARSHIP FUND FOR YOUNG ADULTS LOOKING TO EMBRACE AN EDUCATION AND LIFE WORKING IN MARINE SCIENCES. PREFERENCE WILL BE GIVEN TO WESTBOROUGH HIGH SCHOOL GRADUATES, VOLUNTEERS AT THE NEW ENGLAND AQUARIUM AND UNIVERSITY OF NEW HAMPSHIRE STUDENTS STUDYING MARINE SCIENCES.$5,000$5,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E MARRIOTT JRTrustee-$0--
DAVID SAN CLEMENTETrustee-$0--
CALEB MARRIOTTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lizzi Marriott Intrepid Explorer Fund
EIN
46-1496539
Phone
5088700785
Address
3 BROOK WAY, WESTBOROUGH, MA 01581

Signing Officer

Name
Robert E Marriott Jr
Title
Trustee
Phone
5088700785
Signed
2023-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Caitlin Limoges CPA
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: scholarships provided to 2 individuals. Amount given: 5,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: ma form pc filing fee. Amount: 35.”

Raw XML Appendix140 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE LIZZI MARRIOTT INTREPID EXPLORER FUND HAS BEEN ESTABLISHED BY THE MARRIOTT FAMILY AS A MEANS TO HONOR AND CELEBRATE THE LIFE AND PASSION OF LIZZI MARRIOTT. IT WILL BE USED AS A SCHOLARSHIP FUND FOR YOUNG ADULTS LOOKING TO EMBRACE AN EDUCATION AND LIFE WORKING IN MARINE SCIENCES. PREFERENCE WILL BE GIVEN TO WESTBOROUGH HIGH SCHOOL GRADUATES, VOLUNTEERS AT THE NEW ENGLAND AQUARIUM AND UNIVERSITY OF NEW HAMPSHIRE STUDENTS STUDYING MARINE SCIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE LIZZI MARRIOTT INTREPID EXPLORER FUND HAS BEEN ESTABLISHED BY THE MARRIOTT FAMILY AS A MEANS TO HONOR AND CELEBRATE THE LIFE AND PASSION OF LIZZI MARRIOTT. IT WILL BE USED AS A SCHOLARSHIP FUND FOR YOUNG ADULTS LOOKING TO EMBRACE AN EDUCATION AND LIFE WORKING IN MARINE SCIENCES. PREFERENCE WILL BE GIVEN TO WESTBOROUGH HIGH SCHOOL GRADUATES, VOLUNTEERS AT THE NEW ENGLAND AQUARIUM AND UNIVERSITY OF NEW HAMPSHIRE STUDENTS STUDYING MARINE SCIENCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: SCHOLARSHIPS PROVIDED TO 2 INDIVIDUALS. AMOUNT GIVEN: 5,000.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits