Civic Intelligence

Marshall Legacy Foundation

990PF • Fiscal year 2022 • EIN 46-7206339

May 01, 2021 to Apr 30, 2022 • Filed on Mar 08, 2023

Organization Profile
320 Hammond Hwy 406Metairie, LA 70005

(504) 309-9845

Siviq Scores

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

Liabilities / Assets

58th percentile

0.21x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.36x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

91st percentile

66%

Higher net margin than 91% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

94th percentile

64%

Faster asset growth than 94% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

345%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$37,157,594

Up $14,457,836 (+64%) from 2021

Net Assets

Up

$29,476,830

Up $13,912,205 (+89%) from 2021

Liabilities

Up

$7,680,764

Up $545,631 (+7.6%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Up

$21,197,543

Up $16,429,115 (+345%) from 2021

Expenses

Up

$7,285,338

Up $4,609,836 (+172%) from 2021

Net Income

Up

$13,912,205

Up $11,819,279 (+565%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2022

Assets$37,157,594
Liabilities$7,680,764
Net Assets$29,476,830
Open 2022 Filing

Operations Trend

Revenue Growth97th 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

2022

Revenue$21,197,543
Expenses$7,285,338
Net Income$13,912,205
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 8, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

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

Filer

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

Signing Officer

Name
Dr Stephen D Cook
Title
Co-Trustee
Phone
5043099845
Signed
2023-03-08
Discuss with paid preparer
Yes

Preparer

Firm
Terranova Williams Klein Cpas LLC
Address
1150 RYAN STREET, LAKE CHARLES, LA 70601
Preparer
Christopher Klein CPA
Phone
3374333326
Raw XML Appendix343 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/AddressLine1Txt64411 LEMMON AVE 201
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Dallas
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575086
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875074
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06734898
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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/AppliedToCurrentYearAmt01072732
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01072732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02097203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09985647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02835604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03153879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03153879
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022068315
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05607166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02097203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09985647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02835604
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06679898
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05607166
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025222194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019615028
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EPM Testamentary Lead Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1The Peroxisome Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07001 Preston Rd Ste 400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17001 Preston Rd Ste 400
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dallas
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05091514
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt116036032
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0545630
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage & Mailing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Software Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0102
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1259
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2114
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt055000
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt055000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt055000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEPHEN D COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05043099845
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0467206339
ReturnHeader/Filer/PhoneNum05043099845
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 HAMMOND HWY 406
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813934518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRANOVA WILLIAMS KLEIN CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 RYAN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE CHARLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070601
ReturnHeader/PreparerPersonGrp/PhoneNum03374333326
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER KLEIN CPA
ReturnHeader/ReturnTs02023-03-08T11:43:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stephen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cook
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,157,594
Liabilities
$7,680,764
Net assets
$29,476,830
Revenue
$21,197,543
Expenses
$7,285,338
Net income
$13,912,205
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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