Civic Intelligence

Marshall Legacy Foundation

990PF • Fiscal year 2023 • EIN 46-7206339

May 01, 2022 to Apr 30, 2023 • Filed on Mar 06, 2024

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

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

4th percentile

-15%

Faster asset growth than 4% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-26%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Flat

$31,714,020

Flat from 2023

Net Assets

$31,714,020

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin69th percentile

Revenue

Flat

$15,687,056

Flat from 2023

Expenses

Flat

$13,449,866

Flat from 2023

Net Income

Flat

$2,237,190

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth4th 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: $0Net Assets 2023: $31,714,0202023Assets 2023: $31,714,020Liabilities 2023: $12023

Highlighted filing

2023

Assets$31,714,020
Liabilities$0
Net Assets$31,714,020
Open 2023 Filing

Operations Trend

Revenue Growth15th 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: $2,237,1902023Revenue 2023: $15,687,056Expenses 2023: $13,449,866Net Income 2023: $2,237,1902023

Highlighted filing

2023

Revenue$15,687,056
Expenses$13,449,866
Net Income$2,237,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Mar 6, 2024
Return Version
2022v5.0
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
5044947359
Signed
2024-03-06
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 Appendix333 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/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/ZIPCd006831
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775086
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013430000
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/AppliedToCurrentYearAmt0977924
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0977924
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05607166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02097203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09985647
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02835604
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02835604
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt031684787
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012452076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05607166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02097203
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09985647
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013430000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012452076
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034520391
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022068315
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
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd075205
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd175205
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04007857
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt13619545
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01768
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06364
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1See attached description.
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06364
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06364
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt17680764
TaxesSchedule/TaxesDetail/Amt06227
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
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/PhoneNum05044947359
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-06
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-03-06T12:07:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dr Steven D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cook
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,714,020
Liabilities
$0
Net assets
$31,714,020
Revenue
$15,687,056
Expenses
$13,449,866
Net income
$2,237,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$15.7$13.4$2.24
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