Civic Intelligence

Lizzi Marriott Intrepid Explorer Fund C/O Robert E Marriott Jr

990EZ • Fiscal year 2021 • EIN 46-1496539

Oct 01, 2020 to Sep 30, 2021 • Filed on May 04, 2022

Organization ProfileWWW.REMEMBERLIZZI.ORG
3 Brook WayWestborough, MA 01581

(508) 870-0785

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2971%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$107,439

Up $702 (+0.7%) from 2020

Net Assets

Up

$107,439

Up $702 (+0.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

Up

$737

Up $713 (+2971%) from 2020

Expenses

Flat

$35

Flat from 2020

Net Income

Up

$702

Up $713 (+6482%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2021

Assets$107,439
Liabilities$0
Net Assets$107,439
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$737
Expenses$35
Net Income$702
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
May 4, 2022
Return Version
2020v4.2
Gross Receipts
$737
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. If it is determined that there are no potential recipients from the preferential group as defined above, or any other potential recipient, then the organization shall make the gift of the designated scholarship amount to a charitable organization that promotes the protection of the world's ocean and habitats of marine life and or the fine arts of music, art or photography.

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.$0$0
Compensation and Service Providers
Top Officer Pay77th 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
2022-05-04
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

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

Raw XML Appendix137 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT E MARRIOTT JR
IRS990EZ/BooksInCareOfDetail/PhoneNum05088700785
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 BROOK WAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTBOROUGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001581
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107439
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0737
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0702
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106737
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107439
IRS990EZ/GrossReceiptsAmt0737
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107439
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0106737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107439
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT E MARRIOTT JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID SAN CLEMENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CALEB MARRIOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0737
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.REMEMBERLIZZI.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02985
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt02985
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0412
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02985
IRS990ScheduleA/TotalSupportAmt02985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MA FORM PC FILING FEE. AMOUNT: 35.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E MARRIOTT JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05088700785
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIZZI MARRIOTT INTREPID EXPLORER FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBERT E MARRIOTT JR
ReturnHeader/Filer/BusinessNameControlTxt0LIZZ
ReturnHeader/Filer/EIN0461496539
ReturnHeader/Filer/PhoneNum05088700785
ReturnHeader/Filer/USAddress/AddressLine1Txt03 BROOK WAY
ReturnHeader/Filer/USAddress/CityNm0WESTBOROUGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001581
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COURTNEY MCFARLAND CPA
ReturnHeader/ReturnTs02022-05-05T09:18:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARRIOTT JR
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$107,439
Liabilities
$0
Net assets
$107,439
Revenue
$737
Expenses
$35
Net income
$702
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
2021Detailed filing. Detailed filing data is available for this year.$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