Civic Intelligence

The John D Marshall Foundation Inc

990 • Fiscal year 2015 • EIN 46-4545582

Jan 01, 2015 to Dec 31, 2015 • Filed on May 07, 2016

PO Box 190778Miami Beach, FL 33119

(404) 532-6950

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

55th percentile

1.8%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,705,014

Up $30,932 (+1.8%) from 2014

Net Assets

Up

$1,705,014

Up $30,932 (+1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$141,153

Up $36,600 (+35%) from 2014

Expenses

Up

$110,221

Up $24,217 (+28%) from 2014

Net Income

Up

$30,932

Up $12,383 (+67%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,655,533Liabilities 2013: $0Net Assets 2013: $1,655,5332013Assets 2014: $1,674,082Liabilities 2014: $0Net Assets 2014: $1,674,0822014Assets 2015: $1,705,014Liabilities 2015: $0Net Assets 2015: $1,705,0142015Assets 2016: $1,610,163Liabilities 2016: $0Net Assets 2016: $1,610,1632016Assets 2017: $1,509,004Liabilities 2017: $0Net Assets 2017: $1,509,0042017Assets 2018: $3,591,688Liabilities 2018: $0Net Assets 2018: $3,591,6882018Assets 2019: $3,473,431Liabilities 2019: $0Net Assets 2019: $3,473,4312019Assets 2020: $3,342,470Liabilities 2020: $0Net Assets 2020: $3,342,4702020Assets 2021: $3,139,428Liabilities 2021: $0Net Assets 2021: $3,139,4282021Assets 2022: $2,952,179Liabilities 2022: $0Net Assets 2022: $2,952,1792022Assets 2023: $2,836,675Liabilities 2023: $0Net Assets 2023: $2,836,6752023Assets 2024: $2,821,151Liabilities 2024: $0Net Assets 2024: $2,821,1512024

Highlighted filing

2015

Assets$1,705,014
Liabilities$0
Net Assets$1,705,014

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $1,655,533Expenses 2013: $0Net Income 2013: $1,655,5332013Revenue 2014: $104,553Expenses 2014: $86,004Net Income 2014: $18,5492014Revenue 2015: $141,153Expenses 2015: $110,221Net Income 2015: $30,9322015Revenue 2016: $984Expenses 2016: $95,835Net Income 2016: -$94,8512016Revenue 2017: $954Expenses 2017: $102,113Net Income 2017: -$101,1592017Revenue 2018: $2,251,112Expenses 2018: $168,428Net Income 2018: $2,082,6842018Revenue 2019: $1,296Expenses 2019: $119,553Net Income 2019: -$118,2572019Revenue 2020: $1,081Expenses 2020: $132,042Net Income 2020: -$130,9612020Revenue 2021: $828Expenses 2021: $203,870Net Income 2021: -$203,0422021Revenue 2022: $5,424Expenses 2022: $192,673Net Income 2022: -$187,2492022Revenue 2023: $43,244Expenses 2023: $158,748Net Income 2023: -$115,5042023Revenue 2024: $41,991Expenses 2024: $57,515Net Income 2024: -$15,5242024

Highlighted filing

2015

Revenue$141,153
Expenses$110,221
Net Income$30,932
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 7, 2016
Return Version
2015v2.1
Gross Receipts
$141,153
Mission and Program Overview

Mission

To hold gifts, grants, and contributions for the benefit of the supported organizations and to make distributions to or for the use of one or more supported organizations.

To hold gifts, grants, and contributions for the benefit of the supported organizations and to make distributions to or for the use of one or more supported organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,674,082$1,705,014▲ $30,932
Rtn Earn Endowment Incm Other Fnds$1,674,082$1,705,014▲ $30,932
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,674,082$1,705,014▲ $30,932
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,674,082$1,705,014▲ $30,932
Total Liabilities and Net Assets / Fund Balance$1,674,082$1,705,014▲ $30,932
Compensation and Service Providers

Board Members and Trustees

NameTitle
John D MarshallPresident & Director
Alan DabbeireDirector
David DabbiereDirector
Brandi HerringdineTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$141,153
Other Revenue
$0
Change in Net Assets
$30,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$45,221
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Fees for Services Legal-$36,221-$36,221
Fees for Services Accounting-$8,150-$8,150
Other Expenses-$850-$850
Total Functional Expenses$65,000$45,221$0$110,221
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Georgia Institute of TechnologyAtlanta, GA501(c)3support$65,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Section A Line 2

Alan j. Dabbiere and david k. Dabbiere have a family relationship. John marshall, alan j. Dabbiere, david k. Dabbiere, and brandi herringdine have a business relationship.

Part VI Section B Line 11B

The form 990 is reviewed by the president and treasurer and then provided to the board for review and approval prior to filing.

PART VI SECTION B LINE 12C

Each director, principal officer, and member of the committee with governing board delegated powers shall sign an acknowledgement that each member has received and read a copy of the conflict of interest policy. Members have a duty to disclose all material facts of any identified conflict to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternative to the proposed transaction or arrangement.

Part VI Section C Line 19

The organization's governing documents, conflict of interest policy, and finanical statements are available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
The John D Marshall Foundation Inc
EIN
46-4545582
In Care Of
% BRANDI HERRINGDINE
Phone
4045326950
Address
PO Box 190778, Miami Beach, FL 33119

Signing Officer

Name
John Marshall
Title
President & Director
Phone
4045326950
Signed
2016-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Marshall
Formed
2013
Legal Domicile
Ga
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Grant Thornton Llp
Address
1100 PEACHTREE STREET SUITE 1200, ATLANTA, GA 30309
Preparer
Michele N Melchior
Phone
4045326950
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Corporation's officers and directors maintain a close and continuous working relationship with the officers and directors of the Supported Organizations, especially Georgia Tech. Part of that relationship involves keeping the organizations informed about the Corporation and the support provided to them by the Corporation. Members of the Board of Directors have met with Georgia Tech on numerous occasions to discuss projects. The Board has also discussed projects with The Humane Society and Wounded Warrior Project. In addition, for each taxable year, the Corporation will provide the following documents to each of the Supported Organizations: (a) A written notice addressed to a principal officer of the supported organization describing the type and amount of all the support the Corporation provided to the supported organization during the taxable year immediately preceding the taxable year in which the written notice is provided. (b) A copy of the Corporation's Form 990, Return of Organization Exempt from Income Tax, that was most recently filed as of the date the notification is provided; and (c) A copy of the Corporation's Articles of Incorporation and Bylaws as in effect on the date the notification is provided, unless such documents have been previously provided and not subsequently amended.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Corporation's directors and officers have arranged to have face-to-face or telephonic meetings, on a regular basis, at least quarterly, with officers and/or directors of Georgia Tech, GTISC, and IPaT including, but not limited to Georgia Tech's Vice President for Development, Directors of GTISC and IPaT, and/or other representatives of GTISC and IPaT. The purpose of such meeting is to discuss the progress of the research programs, projected needs for the earmarked programs, ways in which Georgia Tech, GTISC, and IPat would like the Corporation to use its assets, and the Corporations future investments and plans for distributions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The Corporation has earmarked funds to support a technically-focused research and prototype project to be undertaken by The Georgia Tech Information Security Center (GTISC). GTISC was established by the Georgia Institute of Technology in 1998. It focuses on research, education, and outreach programs for securing information technology-based systems. The corporation is also supporting a patient centered project in breast cancer through the Georgia Tech Institute for People and Technology (IPaT). IPaT was established by the Georgia Institute of Technology in 2011. It connects Georgia Tech researchers and a network of industry, government, and nonprofit partners to create game-changing ideas and new technologies that drive economic growth and empower people. The corporation provides 100% of the funding for both research programs, which represent a significant and substantial part of Georgia Techs work through GTISC and IPaT. Without the corporations support, GTISC and IPaT would be unable to undertake these research programs at this time.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part V, Section D, Line 8
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt025522
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt026105
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GEORGIA INSTITUTE OF TECHNOLOGY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE HUMANE SOCIETY OF THE UNITED STATES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WOUNDED WARRIOR PROJECT
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Georgia Institute of Technology
IRS990ScheduleI/RecipientTable/RecipientEIN0586002023
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0500 Tech Parkway
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Atlanta
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030332
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WORKS CLOSELY WITH THE SUPPORTED ORGANIZATIONS TO DISCUSS AND MONITOR THE USE OF FUNDS PROVIDED, AS DISCUSSED IN MORE DETAIL IN THE NARRATIVE TO SCHEDULE A, INCLUDING, BUT NOT LIMITED TO, MEETING WITH OFFICERS AND DIRECTORS OF THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I Supplemental Info
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALAN J. DABBIERE AND DAVID K. DABBIERE HAVE A FAMILY RELATIONSHIP. JOHN MARSHALL, ALAN J. DABBIERE, DAVID K. DABBIERE, AND BRANDI HERRINGDINE HAVE A BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER AND THEN PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF THE COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN AN ACKNOWLEDGEMENT THAT EACH MEMBER HAS RECEIVED AND READ A COPY OF THE CONFLICT OF INTEREST POLICY. MEMBERS HAVE A DUTY TO DISCLOSE ALL MATERIAL FACTS OF ANY IDENTIFIED CONFLICT TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVE TO THE PROPOSED TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION A LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI SECTION B LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI SECTION C LINE 19
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