Civic Intelligence

The John Marshall Foundation

990 • Fiscal year 2019 • EIN 54-1417184

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

PO Box 7090Richmond, VA 23221

(804) 775-0861

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

50th percentile

3.0%

Faster asset growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-59%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$744,270

Up $21,842 (+3.0%) from 2018

Net Assets

Up

$741,717

Up $21,511 (+3.0%) from 2018

Liabilities

Up

$2,553

Up $331 (+15%) from 2018

Revenue

Down

$194,125

Down $280,126 (-59%) from 2018

Expenses

Down

$172,614

Down $239,679 (-58%) from 2018

Net Income

Down

$21,511

Down $40,447 (-65%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $1,288,551Liabilities 2010: $26,799Net Assets 2010: $1,261,7522010Assets 2011: $1,316,506Liabilities 2011: $48,323Net Assets 2011: $1,268,1832011Assets 2012: $957,685Liabilities 2012: $31,311Net Assets 2012: $926,3742012Assets 2013: $656,975Liabilities 2013: $15,026Net Assets 2013: $641,9492013Assets 2014: $631,440Liabilities 2014: $0Net Assets 2014: $631,4402014Assets 2015: $608,645Liabilities 2015: $900Net Assets 2015: $607,7452015Assets 2016: $653,705Liabilities 2016: -$487Net Assets 2016: $654,1922016Assets 2017: $662,453Liabilities 2017: $4,205Net Assets 2017: $658,2482017Assets 2018: $722,428Liabilities 2018: $2,222Net Assets 2018: $720,2062018Assets 2019: $744,270Liabilities 2019: $2,553Net Assets 2019: $741,7172019Assets 2020: $692,102Liabilities 2020: $4,548Net Assets 2020: $687,5542020Assets 2021: $682,141Liabilities 2021: $8,793Net Assets 2021: $673,3482021Assets 2022: $648,262Liabilities 2022: $7,852Net Assets 2022: $640,4102022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$744,270
Liabilities$2,553
Net Assets$741,717

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $477,335Expenses 2010: $432,979Net Income 2010: $44,3562010Expenses 2011: $554,9162011Expenses 2012: $390,0612012Revenue 2013: $177,624Expenses 2013: $433,574Net Income 2013: -$255,9502013Revenue 2014: $164,406Expenses 2014: $174,915Net Income 2014: -$10,5092014Revenue 2015: $139,269Expenses 2015: $162,964Net Income 2015: -$23,6952015Revenue 2016: $289,208Expenses 2016: $242,763Net Income 2016: $46,4452016Revenue 2017: $259,872Expenses 2017: $255,816Net Income 2017: $4,0562017Revenue 2018: $474,251Expenses 2018: $412,293Net Income 2018: $61,9582018Revenue 2019: $194,125Expenses 2019: $172,614Net Income 2019: $21,5112019Revenue 2020: $206,571Expenses 2020: $208,483Net Income 2020: -$1,9122020Revenue 2021: $102,121Expenses 2021: $116,327Net Income 2021: -$14,2062021Revenue 2022: $195,091Expenses 2022: $253,029Net Income 2022: -$57,9382022Revenue 2023: $238,346Expenses 2023: $880,397Net Income 2023: -$642,0512023

Highlighted filing

2019

Revenue$194,125
Expenses$172,614
Net Income$21,511
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.0
Gross Receipts
$194,125
Mission and Program Overview

Mission

The john marshall foundation is an organization that sponsors public interest programs or other activities in the fields of law, government, history and public affairs to promote a greater public understanding of chief justice john marshall and his many contributions and accomplishments related to the foundation of our nation.

The john marshall foundation(also doing business as the john marshall center for constitutional history & civics)engages the public at the crossroads of our constitution, our classrooms, and our courts, providing civics and continuing education programs about the rule of law, the independent judiciary, and our nation's constitutional founding, equipping students of all ages with the tools of civic engagement and civil discourse. Our professional development programs and outreach programs are aimed at schools and areas with lower-than-average standardized history scores and higher-than-average free and reduced lunch rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$519,990$514,577▼ $5,413
Cash and Non-Interest-Bearing Accounts$23,079$72,033▲ $48,954
Pledges and Grants Receivable$123,411$71,272▼ $52,139
Savings and Temporary Cash Investments$36,099$67,388▲ $31,289
Prepaid Expenses and Deferred Charges$849--
Total Assets$722,428$744,270▲ $21,842
Other Assets Total$19,000$19,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,222$2,553▲ $331
Total Liabilities$2,222$2,553▲ $331
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$563,311$631,864▲ $68,553
Net Assets With Donor Restrictions$156,895$109,853▼ $47,042
Total Net Assets Fund Balance$720,206$741,717▲ $21,511
Total Liabilities and Net Assets / Fund Balance$722,428$744,270▲ $21,842

Asset Categories

AssetBook ValueDepreciationBasis
Land$497,100-$497,100
Equipment$4,382$86,553$90,935
Other Land Buildings$13,095$36,875$49,970
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$189,571
Program Service Revenue
$4,548
Investment Income
$6
Other Revenue
$0
All Other Contributions
$189,571
Change in Net Assets
$21,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$114,577
Salaries, Compensation, and Employee Benefits$58,037
Total Fundraising Expense$36,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$21,130$3,604$29,156$53,890
Fees for Services Accounting-$16,676-$16,676
Office Expenses$5,009$8,529-$13,538
Occupancy$6,869$1,582$3,256$11,707
All Other Expenses$5,780$368-$6,148
Other Expenses$5,896--$5,896
Depreciation Depletion-$5,412-$5,412
Payroll Taxes$1,741$498$1,908$4,147
Fees for Services Other$3,396--$3,396
Advertising--$1,956$1,956
Insurance-$807-$807
Total Functional Expenses$98,862$37,476$36,276$172,614
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kennetic LLC-MarketingNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 11B

A draft of form 990 is provided to the executive director and treasurer and reviewed prior to its filing

Form 990, Page 6, Part VI, Line 15A

The executive committee provides annual review of the executive director and determines compensation

Form 990, Page 6, Part VI, Line 19

The john marshall foundation allows public access, upon request, to the governing documents,conflict of interest policy, and financial statements

Filing and Contact Details

Filer

Filer Name
The John Marshall Foundation
EIN
54-1417184
Phone
8047750861
Address
PO BOX 7090, RICHMOND, VA 23221

Signing Officer

Name
Addison B Thompson
Title
Treasurer
Phone
8047750861
Signed
2020-11-13

Organization Details

Principal Officer
Addison B Thompson
Formed
1987
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Morey Jones and Pfeiffer Pc
Address
3314 N PARHAM RD STE A, HENRICO, VA 23294-4118
Preparer
James E Pfeiffer CPA
Phone
8045271400
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IRS990/Form990PartVIISectionAGrp/PersonNm0J EDWARD BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm1THE HONORABLE LUCRETIA A CARRICO
IRS990/Form990PartVIISectionAGrp/PersonNm2J TRACY WALKER IV
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT R KAPLAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE JOHN MARSHALL FOUNDATION'S SIGNATURE CIVICS EDUCATION PROGRAM IS "JUSTICE IN THE CLASSROOM" OFFERING MIDDLE AND HIGH SCHOOL CIVICS CURRICULUM,TEACHER WORKSHIPS, ONLINE RESOURCES, AND OUTREACH AND TRAINING TO ATTORNEYS AND JUDGES TO PARTICIPATE IN THE CLASSROOM WITH STUDENTS.
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04548
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt032676
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0925
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt07480
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt012
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0289198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0139268
IRS990ScheduleA/Total509Grp/TotalAmt01356685
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt086553
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090935
IRS990ScheduleD/LandGrp/BookValueAmt0497100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0497100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013095
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt036875
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0514577
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MARKETING
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TOM KENNEDY OWNER OF KENNETIC LLC FORMER DIRECTOR OF THE JOHN MARSHALL FOUNDATION
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND TREASURER AND REVIEWED PRIOR TO ITS FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE PROVIDES ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND DETERMINES COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE JOHN MARSHALL FOUNDATION ALLOWS PUBLIC ACCESS, UPON REQUEST, TO THE GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098862
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt02222
IRS990/TotalLiabilitiesGrp/EOYAmt02553
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0720206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0741717
IRS990/TotalProgramServiceExpensesAmt098862
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0194125
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7090
IRS990/USAddress/CityNm0RICHMOND
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023221
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.JOHNMARSHALLFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADDISON B THOMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08047750861
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN MARSHALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0541417184
ReturnHeader/Filer/PhoneNum08047750861
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7090
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023221

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.24$0.88$0.64
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.64$0.20$0.25$0.06
2021Summary only. Only limited summary data is available for this year.$0.68$0.01$0.67$0.10$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.21$0.21$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.19$0.17$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.47$0.41$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.26$0.26$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.29$0.24$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.14$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.16$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.18$0.43$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.03$0.93$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.05$1.27$0.55
2010Summary only. Only limited summary data is available for this year.$1.29$0.03$1.26$0.48$0.43$0.04