Civic Intelligence

Marshall Legacy Foundation

990PF • Fiscal year 2025 • EIN 46-7206339

May 01, 2024 to Apr 30, 2025 • Filed on Feb 26, 2026

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,948,486

Up $3,234,466 (+10%) from 2023

Net Assets

$34,948,486

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$10,017,960

Down $5,669,096 (-36%) from 2023

Expenses

Down

$5,610,663

Down $7,839,203 (-58%) from 2023

Net Income

Up

$4,407,297

Up $2,170,107 (+97%) from 2023

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $12023Assets 2025: $34,948,486Liabilities 2025: $0Net Assets 2025: $34,948,4862025

Highlighted filing

2025

Assets$34,948,486
Liabilities$0
Net Assets$34,948,486
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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 2025: $10,017,960Expenses 2025: $5,610,663Net Income 2025: $4,407,2972025

Highlighted filing

2025

Revenue$10,017,960
Expenses$5,610,663
Net Income$4,407,297
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE T MARSHALLCo-Trustee-$0--
DR STEPHEN D COOKCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Myeloproliferative Neoplasms Clinical Research FundPCHOUSTON, TX, US$1,500,000
Paid Grant-Medical research FundingPCNew Orleans, LA, US$1,500,000
Paid Grant-Construction of a new bathhousePOFBAILEY, CO, US$1,000,000
Paid Grant-Endowment FundPCNew Orleans, LA, US$1,000,000
Paid Grant-GENERAL SUPPORTPCDALLAS, TX, US$100,000
Paid Grant-GENERAL SUPPORTPCGREENWICH, CT, US$100,000
Paid Grant-General SupportPCDallas, TX, US$100,000
Paid Grant-Hurricane HelenePCWashington, DC, US$100,000
Paid Grant-2025 California wildfiresPCWashington, DC, US$100,000
Paid Grant-General SupportPCDallas, TX, US$50,000
Paid Grant-General FundingPCFrisco, TX, US$50,000
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
2026-02-26
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
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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/CityNm7New Orleans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8New Orleans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375219
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680421
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05600000
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/AppliedToCurrentYearAmt0911842
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0911842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04398608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012452076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05607166
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02097203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01542695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029243211
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04688158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04398608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012452076
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05607166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02097203
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05600000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04688158
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030785906
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026097748
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0The Peroxisome Trust
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/TotalContributionsAmt06382035
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Refund of legal fees pd in PY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0118217
TaxesSchedule/TaxesDetail/Amt010635
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR STEPHEN D COOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05044947359
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-26
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/ReturnTs02026-02-26T13:37:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,948,486
Liabilities
$0
Net assets
$34,948,486
Revenue
$10,017,960
Expenses
$5,610,663
Net income
$4,407,297
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$10.0$5.61$4.41
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