Civic Intelligence

The Marshall Heritage Foundation

EIN 46-7293385 • Metairie, LA

320 Hammond Hwy 406Metairie, LA 70005
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.38x

Higher debt load relative to revenue than 68% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

70th percentile

21%

Higher net margin than 70% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$21,074,265

Up $1,294,733 (+6.5%) from 2023

Liabilities

Up

$1,594,377

Up $423,902 (+36%) from 2023

Net Assets

Up

$19,479,888

Up $870,831 (+4.7%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin70th percentile

Revenue

Down

$4,160,409

Down $3,759,741 (-47%) from 2023

Expenses

Down

$3,289,578

Down $83,302 (-2.5%) from 2023

Net Income

Down

$870,831

Down $3,676,439 (-81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2019: $1,262,404Liabilities 2019: $1,919,1742019Assets 2020: $1,308,092Liabilities 2020: $2,227,9942020Assets 2021: $2,546,054Liabilities 2021: $2,651,418Net Assets 2021: -$105,3642021Assets 2022: $15,210,686Liabilities 2022: $1,148,899Net Assets 2022: $14,061,7872022Assets 2023: $19,779,532Liabilities 2023: $1,170,475Net Assets 2023: $18,609,0572023Assets 2024: $21,074,265Liabilities 2024: $1,594,377Net Assets 2024: $19,479,8882024

Latest loaded filing

2024

Assets$21,074,265
Liabilities$1,594,377
Net Assets$19,479,888
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2019: $4,160,037Expenses 2019: $6,504,599Net Income 2019: -$2,344,5622019Revenue 2020: $4,451,139Expenses 2020: $4,714,271Net Income 2020: -$263,1322020Revenue 2021: $4,758,741Expenses 2021: $3,944,203Net Income 2021: $814,5382021Revenue 2022: $21,134,216Expenses 2022: $6,967,065Net Income 2022: $14,167,1512022Revenue 2023: $7,920,150Expenses 2023: $3,372,880Net Income 2023: $4,547,2702023Revenue 2024: $4,160,409Expenses 2024: $3,289,578Net Income 2024: $870,8312024

Latest loaded filing

2024

Revenue$4,160,409
Expenses$3,289,578
Net Income$870,831
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$1.59$19.5$4.16$3.29$0.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$1.17$18.6$7.92$3.37$4.55
2022Detailed filing. Detailed filing data is available for this year.$15.2$1.15$14.1$21.1$6.97$14.2
2021Detailed filing. Detailed filing data is available for this year.$2.55$2.65$0.11$4.76$3.94$0.81
2020Summary only. Only limited summary data is available for this year.$1.31$2.23$4.45$4.71$0.26
2019Summary only. Only limited summary data is available for this year.$1.26$1.92$4.16$6.50$2.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 5, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Education InitiativePCAustin, TX, US$1,250,000
Paid Grant-Building Community CampaignPCADDISON, TX, US$1,000,000
Paid Grant-Hutchinson Memorial BuildingPCNEW ORLEANS, LA, US$1,000,000
Paid Grant-RESEARCH, LECTURING & EDUCATIONPFNew Haven, CT, US$400,000
Paid Grant-Spinal Muscular Atrophy ResearchPCChicago, IL, US$387,400
Filing and Contact Details

Filer

Filer Name
The Marshall Heritage Foundation
EIN
46-7293385
Phone
5043099845
Address
320 HAMMOND HWY 406, METAIRIE, LA 70005

Signing Officer

Name
E Pierce Marshall Jr
Title
Co-Trustee
Signed
2026-03-05
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 Appendix303 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/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/AppliedToCurrentYearAmt0887195
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0887195
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02887010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02527805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06364922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03904946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04786298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04786298
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019784888
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04100205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02887010
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02527805
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06364922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03904946
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04987400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04100205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024571186
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020470981
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Peroxisome 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/TotalContributionsAmt06382035
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0264073
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt059058
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt11799242
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt059058
LoansFromOfficersSchedule/LoansFromOfficerGrp/ConsiderationFMVAmt11799242
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0Direct payment of legal fees
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc1Direct payment of legal fees
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Elaine T Marshall
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm1Elaine T Marshall
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanMaturityDt02024-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt059058
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt16068
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Legal fees of foundation
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt1Legal fees of foundation
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02017-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt12017-06
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0Due in full 12/31/2024
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt1On Demand
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt1N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Co-trustee
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt1Co-trustee
TaxesSchedule/TaxesDetail/Amt010700
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E PIERCE MARSHALL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARSHALL HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0467293385
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/ReturnTs02026-03-05T11:16:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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