Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 46-1496539

Oct 01, 2018 to Sep 30, 2019 • Filed on May 13, 2020

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

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$106,748

Up $1,092 (+1.0%) from 2018

Net Assets

Up

$106,748

Up $1,092 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin98th percentile

Revenue

Up

$1,127

Up $442 (+65%) from 2018

Expenses

Flat

$35

Flat from 2018

Net Income

Up

$1,092

Up $442 (+68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2019

Assets$106,748
Liabilities$0
Net Assets$106,748
Open 2019 Filing

Operations Trend

Revenue Growth89th 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

2019

Revenue$1,127
Expenses$35
Net Income$1,092
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 13, 2020
Return Version
2018v3.1
Gross Receipts
$1,127
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--
SUSAN MAHONEYTrustee-$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
2020-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
Joshua England
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 Appendix142 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/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
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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/PreparerPersonGrp/PreparerPersonNm0JOSHUA ENGLAND
ReturnHeader/ReturnTs02020-07-14T07:42:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,748
Liabilities
$0
Net assets
$106,748
Revenue
$1,127
Expenses
$35
Net income
$1,092
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
2019Detailed filing. Detailed filing data is available for this year.$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