Civic Intelligence

The John Marshall Foundation

990 • Fiscal year 2018 • EIN 54-1417184

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

63rd percentile

$45,500

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

82%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$722,428

Up $59,975 (+9.1%) from 2017

Net Assets

Up

$720,206

Up $61,958 (+9.4%) from 2017

Liabilities

Down

$2,222

Down $1,983 (-47%) from 2017

Revenue

Up

$474,251

Up $214,379 (+82%) from 2017

Expenses

Up

$412,293

Up $156,477 (+61%) from 2017

Net Income

Up

$61,958

Up $57,902 (+1428%) from 2017

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

2018

Assets$722,428
Liabilities$2,222
Net Assets$720,206

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

2018

Revenue$474,251
Expenses$412,293
Net Income$61,958
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$474,251
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 exists to educate the public about the rule of law under the constitution through the life, character, and service of america's great chief justice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$525,433$519,990▼ $5,443
Pledges and Grants Receivable$13,600$123,411▲ $109,811
Savings and Temporary Cash Investments$83,851$36,099▼ $47,752
Cash and Non-Interest-Bearing Accounts$19,123$23,079▲ $3,956
Prepaid Expenses and Deferred Charges$1,446$849▼ $597
Total Assets$662,453$722,428▲ $59,975
Other Assets Total$19,000$19,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,146$2,222▼ $924
Other Liabilities$1,059--
Total Liabilities$4,205$2,222▼ $1,983
Net Assets / Fund Balance
Unrestricted Net Assets$574,687$563,311▼ $11,376
Temporarily Rstr Net Assets$83,561$156,895▲ $73,334
Total Net Assets Fund Balance$658,248$720,206▲ $61,958
Total Liabilities and Net Assets / Fund Balance$662,453$722,428▲ $59,975

Asset Categories

AssetBook ValueDepreciationBasis
Land$497,100-$497,100
Equipment$6,463$84,472$90,935
Other Land Buildings$16,427$33,543$49,970
Compensation and Service Providers

Employees

NameTitleBaseTotal
Joni AlbrechtExecutive Di$45,500$45,500
Revenue and Support

Revenue Composition

Contributions and Grants
$441,564
Program Service Revenue
$32,676
Investment Income
$11
Other Revenue
$0
All Other Contributions
$441,564
Change in Net Assets
$61,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$474,251
Total Revenue per Audited Statements
$474,251
Total Revenue per Form 990
$474,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,555
Salaries, Compensation, and Employee Benefits$134,738
Total Fundraising Expense$78,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,825$14,163$54,155$125,143
All Other Expenses$16,654$225-$16,879
Occupancy$8,282$2,175$4,478$14,935
Fees for Services Other$9,310-$5,063$14,373
Office Expenses$4,839$7,894-$12,733
Advertising--$10,718$10,718
Payroll Taxes$3,987$1,133$4,475$9,595
Other Expenses$7,335--$7,335
Fees for Services Accounting-$6,998-$6,998
Depreciation Depletion-$5,443-$5,443
Travel$2,424$807-$3,231
Insurance-$1,992-$1,992
Total Functional Expenses$292,574$40,830$78,889$412,293

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$412,293
Total Expenses per Audited Statements$412,293
Total Expenses per Form 990$412,293
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$23,626
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Secy/treasurer
Phone
8047750861
Signed
2019-11-15

Organization Details

Principal Officer
Addison B Thompson
Formed
1987
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
4

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/TitleTxt6VICE 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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IRS990/ReconcilationRevenueExpnssAmt061958
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt083851
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036099
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt05,702
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0441564
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0288273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0131788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0162967
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01284215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt036
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032676
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0925
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt07480
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt08642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0925
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03480
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01297
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05702
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99570
IRS990ScheduleA/PublicSupportPY509Pct00.99250
IRS990ScheduleA/PublicSupportTotal509Amt01325533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0259860
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0289198
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0139268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0162967
IRS990ScheduleA/Total509Grp/TotalAmt01325533
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0474251
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0259872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0290133
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0142749
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0164266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01331271
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt06463
IRS990ScheduleD/EquipmentGrp/DepreciationAmt084472
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt090935
IRS990ScheduleD/ExpensesSubtotalAmt0412293
IRS990ScheduleD/LandGrp/BookValueAmt0497100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0497100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016427
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt033543
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049970
IRS990ScheduleD/RevenueSubtotalAmt0474251
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0519990
IRS990ScheduleD/TotalExpensesPerForm990Amt0412293
IRS990ScheduleD/TotalRevenuePerForm990Amt0474251
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0474251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0412293
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KENNETIC LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
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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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0156895
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0662453
IRS990/TotalAssetsEOYAmt0722428
IRS990/TotalAssetsGrp/BOYAmt0662453
IRS990/TotalAssetsGrp/EOYAmt0722428
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0441564
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt078889
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040830
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0292574
IRS990/TotalFunctionalExpensesGrp/TotalAmt0412293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04205
IRS990/TotalLiabilitiesEOYAmt02222
IRS990/TotalLiabilitiesGrp/BOYAmt04205
IRS990/TotalLiabilitiesGrp/EOYAmt02222
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0658248
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720206
IRS990/TotalProgramServiceExpensesAmt0292574
IRS990/TotalProgramServiceRevenueAmt032676
IRS990/TotalReportableCompFromOrgAmt045500
IRS990/TotalRevenueGrp/ExclusionAmt011
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt032676
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0474251

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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.19$0.17$0.02
2018Detailed filing. Detailed filing data is available for this year.$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