Civic Intelligence

The Colleen and Erin Marlatt Scholarship Fund Inc

990 • Fiscal year 2013 • EIN 52-2358993

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

PO Box 32121029

(410) 796-4437

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

65th percentile

8.6%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2010 to 2013

Assets

Up

$532,918

Up $42,104 (+8.6%) from 2012

Net Assets

Up

$532,918

Up $42,104 (+8.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$90,897

No earlier filing loaded for comparison.

Expenses

Up

$48,793

Up $7,736 (+19%) from 2012

Net Income

$42,104

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $454,400Net Assets 2010: $454,4002010Assets 2011: $456,358Liabilities 2011: $0Net Assets 2011: $456,3582011Assets 2012: $490,814Liabilities 2012: $0Net Assets 2012: $490,8142012Assets 2013: $532,918Liabilities 2013: $0Net Assets 2013: $532,9182013Assets 2014: $581,568Liabilities 2014: $0Net Assets 2014: $581,5682014Assets 2015: $610,279Liabilities 2015: $0Net Assets 2015: $610,2792015Assets 2016: $659,541Liabilities 2016: $0Net Assets 2016: $659,5412016Assets 2017: $712,937Liabilities 2017: $0Net Assets 2017: $712,9372017Assets 2018: $749,439Liabilities 2018: $0Net Assets 2018: $749,4392018Assets 2019: $929,419Liabilities 2019: $0Net Assets 2019: $929,4192019Assets 2020: $1,069,401Liabilities 2020: $0Net Assets 2020: $1,069,4012020Assets 2021: $1,163,611Liabilities 2021: $0Net Assets 2021: $1,163,6112021Assets 2022: $1,016,065Liabilities 2022: $0Net Assets 2022: $1,016,0652022Assets 2023: $1,140,830Liabilities 2023: $0Net Assets 2023: $1,140,8302023Assets 2024: $363Liabilities 2024: $0Net Assets 2024: $3632024

Highlighted filing

2013

Assets$532,918
Liabilities$0
Net Assets$532,918

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $64,135Expenses 2010: $32,078Net Income 2010: $32,0572010Expenses 2011: $53,0462011Expenses 2012: $41,0572012Revenue 2013: $90,897Expenses 2013: $48,793Net Income 2013: $42,1042013Revenue 2014: $90,919Expenses 2014: $42,269Net Income 2014: $48,6502014Revenue 2015: $74,607Expenses 2015: $45,896Net Income 2015: $28,7112015Revenue 2016: $87,934Expenses 2016: $38,672Net Income 2016: $49,2622016Revenue 2017: $92,712Expenses 2017: $39,317Net Income 2017: $53,3952017Revenue 2018: $74,517Expenses 2018: $38,015Net Income 2018: $36,5022018Revenue 2019: $207,770Expenses 2019: $27,790Net Income 2019: $179,9802019Revenue 2020: $169,830Expenses 2020: $29,848Net Income 2020: $139,9822020Revenue 2021: $127,518Expenses 2021: $33,308Net Income 2021: $94,2102021Revenue 2022: $35,118Expenses 2022: $22,933Net Income 2022: $12,1852022Revenue 2023: $30,638Expenses 2023: $17,528Net Income 2023: $13,1102023Revenue 2024: $20,574Expenses 2024: $1,252,777Net Income 2024: -$1,232,2032024

Highlighted filing

2013

Revenue$90,897
Expenses$48,793
Net Income$42,104
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$127,393
Mission and Program Overview

Mission

The colleen and erin marlatt scholarship is intended to recognize the significant sacrifices made by teachers and administrators who have accepted god's call to ministry to catholic education by providing financial support in the form of partial academic scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$434,552$462,938▲ $28,386
Cash and Non-Interest-Bearing Accounts$45,955$59,658▲ $13,703
Savings and Temporary Cash Investments$10,307$10,322▲ $15
Total Assets$490,814$532,918▲ $42,104
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$490,814$532,918▲ $42,104
Total Net Assets Fund Balance$490,814$532,918▲ $42,104
Total Liabilities and Net Assets / Fund Balance$490,814$532,918▲ $42,104
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$56,639
Program Service Revenue
$0
Investment Income
$35,817
Other Revenue
$-1,559
All Other Contributions
$27,033
Change in Net Assets
$42,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$18,793
Total Fundraising Expense$6,400
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$30,000--$30,000
Advertising$704$1,008$6,400$8,112
Fees for Service Investment Mgmnt Fees-$5,526-$5,526
Fees for Services Accounting-$2,213-$2,213
Insurance-$2,157-$2,157
Other Expenses-$581-$581
Office Expenses-$204-$204
Total Functional Expenses$30,704$11,689$6,400$48,793
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,059
Fundraising Gross Income$16,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$25,252$12,000$10,873$1,127
Event 2$18,869$4,500$6,529$-2,029
Total Events$44,121$16,500$17,402$-902
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Patricia marlatt president family member f. Patrick marlatt vice pres family member thomas marlatt director family member michael p. Marlatt director family member

Form 990, Page 6, Part VI, Line 11B

990 reviewed by attorney who presents to the board

Form 990, Page 6, Part VI, Line 18

UPON REQUEST

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

EIN
52-2358993
Phone
4107964437

Signing Officer

Name
Patricia Marlatt
Title
President
Phone
4107964437
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mrs Patricia a Marlatt
Voting Board Members
18
Independent Board Members
14
Employees
0
Volunteers
40

Preparer

Preparer
Edmund S Coale Iii
Phone
4109926999
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The colleen and erin marlatt scholarship is intended to recognize the significant sacrifices made by teachers and administrators who have accepted god's call to ministry to catholic education by providing financial support in the form of partial academic scholarships.

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IRS990/Form990PartVIISectionAGrp/PersonNm15F PATRICK MARLATT
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt010307
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010322
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt012133
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt016350
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt019100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt080960
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027032
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt056387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt045911
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033071
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0180441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012138
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06704
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06186
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt065024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045744
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0256015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012138
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07708
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06186
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IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73940
IRS990ScheduleA/PublicSupportPY509Pct00.75330
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt012133
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt027657
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt05720
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt016350
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt019100
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt080960
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0100818
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt083064
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078815
IRS990ScheduleA/Total509Grp/TotalAmt0436456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084739
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0108526
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt089768
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0480793
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027621
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013252
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016500
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0WINE TASTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-902
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017402
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06529
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE DISTRIBUTIONS OF SCHOLARSHIP FUNDS IS REVIEWED BY THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COLLEEN AND ERIN MARLATT SCHOLARSHIP IS INTENDED TO RECOGNIZE THE SIGNIFICANT SACRIFICES MADE BY TEACHERS AND ADMINISTRATORS WHO HAVE ACCEPTED GOD'S CALL TO MINISTRY TO CATHOLIC EDUCATION BY PROVIDING FINANCIAL SUPPORT IN THE FORM OF PARTIAL ACADEMIC SCHOLARSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATRICIA MARLATT PRESIDENT FAMILY MEMBER F. PATRICK MARLATT VICE PRES FAMILY MEMBER THOMAS MARLATT DIRECTOR FAMILY MEMBER MICHAEL P. MARLATT DIRECTOR FAMILY MEMBER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 REVIEWED BY ATTORNEY WHO PRESENTS TO THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0532918
IRS990/TotalAssetsGrp/BOYAmt0490814
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011689
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030704
IRS990/TotalFunctionalExpensesGrp/TotalAmt048793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.02$1.25$1.23
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.02$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.03$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.17$0.03$0.14
2019Summary only. Only limited summary data is available for this year.$0.93$0.00$0.93$0.21$0.03$0.18
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.07$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.04$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.07$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.09$0.04$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.09$0.05$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.00$0.46$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.45$0.06$0.03$0.03
Peer Organizations

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