Civic Intelligence

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

990EZ • Fiscal year 2016 • EIN 46-1496539

Oct 01, 2015 to Sep 30, 2016 • Filed on May 18, 2017

Organization ProfileWWW.REMEBERLIZZI.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

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-48%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-84%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$106,429

Down $1,679 (-1.6%) from 2015

Net Assets

Down

$106,429

Down $1,679 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin8th percentile

Revenue

Down

$3,483

Down $18,868 (-84%) from 2015

Expenses

Up

$5,162

Up $4,847 (+1539%) from 2015

Net Income

Down

-$1,679

Down $23,715 (-108%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$106,429
Liabilities$0
Net Assets$106,429
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$3,483
Expenses$5,162
Net Income-$1,679
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 18, 2017
Return Version
2015v3.0
Gross Receipts
$3,483
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 Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E MARRIOTT JRTrustee-$0--
DAVID SAN CLEMENTETrustee-$0--
SUSAN MAHONEYTrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event----
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
2017-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Alexander Aronson Finning & Co Pc
Address
21 EAST MAIN STREET, WESTBOROUGH, MA 01581
Preparer
Joshua England
Phone
5083669100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 13.”

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

“Description: scholarship . Amount: 5,000. Description: tax fees. Amount: 135. Description: other expense. Amount: 27. Total to form 990-ez, line 16: 5,162.”

Raw XML Appendix141 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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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
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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/BusinessOfficerGrp/PhoneNum05088700785
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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
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA ENGLAND
ReturnHeader/ReturnTs02017-06-09T11:51:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,429
Liabilities
$0
Net assets
$106,429
Revenue
$3,483
Expenses
$5,162
Net income
-$1,679
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits