Civic Intelligence

Marshall Legacy Foundation

990PF • Fiscal year 2021 • EIN 46-7206339

May 01, 2020 to Apr 30, 2021 • Filed on Mar 21, 2022

Organization Profile
320 Hammond Hwy Ste 406Metairie, LA 70005-1399

(504) 309-9845

Siviq Scores

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

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

1.50x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

79th percentile

44%

Higher net margin than 79% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

56th percentile

11%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.4%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$22,699,758

Up $2,166,574 (+11%) from 2020

Net Assets

$15,564,625

No earlier filing loaded for comparison.

Liabilities

Up

$7,135,133

Up $73,648 (+1.0%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin79th percentile

Revenue

Up

$4,768,428

Up $246,016 (+5.4%) from 2020

Expenses

Up

$2,675,502

Up $442,857 (+20%) from 2020

Net Income

Down

$2,092,926

Down $196,841 (-8.6%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$40M$30M$20M$10M$0Assets 2014: $11,274,378Liabilities 2014: $02014Assets 2015: $11,890,821Liabilities 2015: $02015Assets 2019: $17,947,035Liabilities 2019: $6,765,1032019Assets 2020: $20,533,184Liabilities 2020: $7,061,4852020Assets 2021: $22,699,758Liabilities 2021: $7,135,133Net Assets 2021: $15,564,6252021Assets 2022: $37,157,594Liabilities 2022: $7,680,764Net Assets 2022: $29,476,8302022Assets 2023: $31,714,020Liabilities 2023: $12023

Highlighted filing

2021

Assets$22,699,758
Liabilities$7,135,133
Net Assets$15,564,625
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$30M$20M$10M$0-$10MRevenue 2014: $1,571,696Expenses 2014: $1,000,000Net Income 2014: $571,6962014Revenue 2015: $6,495,296Expenses 2015: $6,086,928Net Income 2015: $408,3682015Revenue 2019: $4,273,072Expenses 2019: $8,421,493Net Income 2019: -$4,148,4212019Revenue 2020: $4,522,412Expenses 2020: $2,232,645Net Income 2020: $2,289,7672020Revenue 2021: $4,768,428Expenses 2021: $2,675,502Net Income 2021: $2,092,9262021Revenue 2022: $21,197,543Expenses 2022: $7,285,338Net Income 2022: $13,912,2052022Revenue 2023: $15,687,056Expenses 2023: $13,449,866Net Income 2023: $2,237,1902023

Highlighted filing

2021

Revenue$4,768,428
Expenses$2,675,502
Net Income$2,092,926
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 21, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE T MARSHALLCo-Trustee-$0--
DR STEPHEN COOKCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Legacy Foundation
EIN
46-7206339
Phone
5043099845
Address
320 HAMMOND HWY STE 406, METAIRIE, LA 70005-1399

Signing Officer

Name
Dr Stephen Cook
Title
Co-trustee
Phone
2144477456
Signed
2022-03-21

Preparer

Firm
TERRANOVA WILLIAMS KLEIN CPA'S LLC
Address
800 W BAYOU PINES DR, LAKE CHARLES, LA 70601-7077
Preparer
Christopher Klein CPA
Phone
3374333326
Raw XML Appendix337 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175379
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd578767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02600320
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0503117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0503117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09985647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02835604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03153879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06427202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06427202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019615028
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02097203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09985647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02835604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03153879
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02600320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02097203
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026042230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023945027
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0EPM TESTAMENTARY LEAD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07001 PRESTON RD STE 400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DALLAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04758424
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt073649
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt07135133
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0PAYMENT DIRECTLY TO LAWYERS
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0ELAINE T MARSHALL
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt02835054
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0LEGAL FEES OF FOUNDATION
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02017-04
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0ON DEMAND
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0PRESIDENT & CO-TRUSTEE
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01180000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt110559467
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FELLOWSHIP OF ORTHOPAEDIC RESEARCHER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1SALK INSTITUTE FOR BIOLOGICAL STUDIE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01180000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt110559467
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01180000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt110559467
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & MAILING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SOFTWARE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0171
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
TaxesSchedule/TaxesDetail/Amt01255
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEPHEN COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02144477456
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0467206339
ReturnHeader/Filer/PhoneNum05043099845
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 HAMMOND HWY STE 406
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0700051399
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813934518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRANOVA WILLIAMS KLEIN CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 W BAYOU PINES DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0706017077
ReturnHeader/PreparerPersonGrp/PhoneNum03374333326
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER KLEIN CPA
ReturnHeader/ReturnTs02022-03-21T19:15:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COOK
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$22,699,758
Liabilities
$7,135,133
Net assets
$15,564,625
Revenue
$4,768,428
Expenses
$2,675,502
Net income
$2,092,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$31.7$0.00$15.7$13.4$2.24
2022Detailed filing. Detailed filing data is available for this year.$37.2$7.68$29.5$21.2$7.29$13.9
2021Detailed filing. Detailed filing data is available for this year.$22.7$7.14$15.6$4.77$2.68$2.09
2020Summary only. Only limited summary data is available for this year.$20.5$7.06$4.52$2.23$2.29
2019Summary only. Only limited summary data is available for this year.$17.9$6.77$4.27$8.42$4.15
2015Summary only. Only limited summary data is available for this year.$11.9$0.00$6.50$6.09$0.41
2014Summary only. Only limited summary data is available for this year.$11.3$0.00$1.57$1.00$0.57