Civic Intelligence

George C Marshall Research Foundation

990 • Fiscal year 2016 • EIN 54-6052427

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 21, 2017

Organization ProfileWWW.MARSHALLFOUNDATION.ORG

View Organization Page

P O Box 1600Lexington, VA 24450

(540) 463-7103

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.08x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

25th percentile

-5.6%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

68th percentile

$165,242

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 16.8% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

54th percentile

2.4%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

10%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,293,708

Up $171,540 (+2.4%) from 2015

Net Assets

Up

$7,213,105

Up $162,322 (+2.3%) from 2015

Liabilities

Up

$80,603

Up $9,218 (+13%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin25th percentile

Revenue

Up

$986,366

Up $92,897 (+10%) from 2015

Expenses

Down

$1,041,812

Down $237,869 (-19%) from 2015

Net Income

Up

-$55,446

Up $330,766 (+86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,451,172Liabilities 2010: $308,368Net Assets 2010: $9,142,8042010Assets 2011: $8,645,219Liabilities 2011: $259,192Net Assets 2011: $8,386,0272011Assets 2012: $8,375,006Liabilities 2012: $157,354Net Assets 2012: $8,217,6522012Assets 2013: $8,386,092Liabilities 2013: $140,815Net Assets 2013: $8,245,2772013Assets 2014: $7,943,697Liabilities 2014: $179,016Net Assets 2014: $7,764,6812014Assets 2015: $7,122,168Liabilities 2015: $71,385Net Assets 2015: $7,050,7832015Assets 2016: $7,293,708Liabilities 2016: $80,603Net Assets 2016: $7,213,1052016Assets 2017: $8,051,073Liabilities 2017: $60,123Net Assets 2017: $7,990,9502017Assets 2018: $7,388,401Liabilities 2018: $49,585Net Assets 2018: $7,338,8162018Assets 2019: $8,215,962Liabilities 2019: $80,821Net Assets 2019: $8,135,1412019Assets 2020: $8,617,483Liabilities 2020: $289,004Net Assets 2020: $8,328,4792020Assets 2021: $9,916,365Liabilities 2021: $72,996Net Assets 2021: $9,843,3692021Assets 2022: $9,601,009Liabilities 2022: $55,468Net Assets 2022: $9,545,5412022Assets 2023: $10,443,532Liabilities 2023: $47,355Net Assets 2023: $10,396,1772023Assets 2024: $11,107,664Liabilities 2024: $263,541Net Assets 2024: $10,844,1232024

Highlighted filing

2016

Assets$7,293,708
Liabilities$80,603
Net Assets$7,213,105
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,772,6202010Expenses 2011: $1,885,3232011Expenses 2012: $1,770,9302012Revenue 2013: $1,035,394Expenses 2013: $1,558,681Net Income 2013: -$523,2872013Revenue 2014: $1,373,516Expenses 2014: $1,589,981Net Income 2014: -$216,4652014Revenue 2015: $893,469Expenses 2015: $1,279,681Net Income 2015: -$386,2122015Revenue 2016: $986,366Expenses 2016: $1,041,812Net Income 2016: -$55,4462016Revenue 2017: $1,664,515Expenses 2017: $1,416,492Net Income 2017: $248,0232017Revenue 2018: $1,022,832Expenses 2018: $1,256,993Net Income 2018: -$234,1612018Revenue 2019: $1,760,230Expenses 2019: $1,350,107Net Income 2019: $410,1232019Revenue 2020: $903,241Expenses 2020: $1,116,487Net Income 2020: -$213,2462020Revenue 2021: $1,800,657Expenses 2021: $1,088,449Net Income 2021: $712,2082021Revenue 2022: $2,232,948Expenses 2022: $1,267,260Net Income 2022: $965,6882022Revenue 2023: $1,451,145Expenses 2023: $1,289,247Net Income 2023: $161,8982023Revenue 2024: $1,649,612Expenses 2024: $1,451,766Net Income 2024: $197,8462024

Highlighted filing

2016

Revenue$986,366
Expenses$1,041,812
Net Income-$55,446
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$995,713
Mission and Program Overview

Mission

Founded in 1953 the independent marshall foundation keeps alive the values that shaped and motivated george c. Marshall. The foundation perpetuates marshall's legacy, his leadership qualities and exemplary character through scholarship, leadership and international programs, and a museum and library that offer a wide range of resources for use by the general public, scholars and students of all ages.

To promote the selfless service of george c. Marshall

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,574,590$5,627,837▲ $53,247
Land, Buildings, and Equipment, Net$1,031,164$964,219▼ $66,945
Cash and Non-Interest-Bearing Accounts$253,816$401,564▲ $147,748
Pledges and Grants Receivable$238,461$231,868▼ $6,593
Accounts Receivable$3,281$46,640▲ $43,359
Prepaid Expenses and Deferred Charges$10,698$11,651▲ $953
Inventories for Sale or Use$10,158$9,929▼ $229
Total Assets$7,122,168$7,293,708▲ $171,540
Liabilities
Accounts Payable and Accrued Expenses$46,923$44,243▼ $2,680
Other Liabilities$24,462$19,360▼ $5,102
Deferred Revenue-$17,000-
Total Liabilities$71,385$80,603▲ $9,218
Net Assets / Fund Balance
Unrestricted Net Assets$3,931,868$4,057,934▲ $126,066
Temporarily Rstr Net Assets$2,085,742$2,121,998▲ $36,256
Permanently Rstr Net Assets$1,033,173$1,033,173→ $0
Total Net Assets Fund Balance$7,050,783$7,213,105▲ $162,322
Total Liabilities and Net Assets / Fund Balance$7,122,168$7,293,708▲ $171,540

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$537,144$1,486,616$2,023,760
Equipment$427,075$761,212$1,188,287
Other Securities$5,627,837--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,574,590-▲ $424,158$327,000$5,627,837
2015$6,064,409-▼ $87,480$357,772$5,574,590
2014$6,560,843-▲ $371,898$824,000$6,064,409
2013$6,559,702-▲ $862,911$812,000$6,560,843
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R P W HaversPresidentFT$153,978$11,264$165,242

Board Members and Trustees

NameTitle
John B Adams JrChairman
C Russell Fletcher IiiVice Chairman
Charles W Payne JrTrustee
Clifford Miller YonceTrustee
David HeinTrustee
George W ForesmanTrustee
Gregory P GassTrustee
J Baker Gentry JrTrustee
James J Winn JrTrustee
Jh Binford Peay IiiTrustee
Kurt a PolkTrustee
Lf Payne JrTrustee
Madison F Cole JrTrustee
Olin WethingtonTrustee
Richard a CodyTrustee
Thomas H HenriksenTrustee
Thomas MorrisTrustee
Thomas R PickeringTrustee
Christine K CarricoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$723,827
Program Service Revenue
$25,447
Investment Income
$206,399
Other Revenue
$30,693
All Other Contributions
$347,465
Change in Net Assets
$-55,446

Audited Revenue Reconciliation

Revenue per Audited Statements
$942,455
Revenue Not Reported on Financial Statements
$43,911
Revenue Not Reported on Form 990
$227,115
Total Revenue per Audited Statements
$1,169,570
Total Revenue per Form 990
$986,366
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$654,563
Other Expenses$387,249
Total Fundraising Expense$199,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$204,684$97,093$83,305$385,082
Current Officers, Directors, Trustees, and Key Employees$97,493$29,744$38,006$165,243
Depreciation Depletion$72,597$4,153$6,313$83,063
Occupancy$43,591$9,156$4,781$57,528
Other Employee Benefits$24,425$10,783$9,860$45,068
Fees for Service Investment Mgmnt Fees-$43,911-$43,911
Payroll Taxes$21,287$8,990$8,552$38,829
Fees for Services Management$26,220$1,500$2,280$30,000
Travel$8,298$11,963$6,057$26,318
Conferences and Meetings$4,552$492$16,632$21,676
Office Expenses$10,918$7,549$2,300$20,767
Pension Plan Contributions$10,964$4,941$4,436$20,341
Fees for Services Accounting$17,042$975$1,482$19,499
Insurance$13,903$2,340$891$17,134
Advertising$14,586-$2,530$17,116
Fees for Services Other$3,912$8,593$2,361$14,866
Information Technology$4,604--$4,604
Other Expenses$4,496$1,253$9,493$4,496
Total Functional Expenses$599,097$243,436$199,279$1,041,812

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,041,812
Total Expenses per Audited Statements$1,007,248
Expenses per Audited Statements$997,901
Expenses Not Reported on Financial Statements$43,911
Expenses Not Reported on Form 990$9,347
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Goodpaster$94,675---
Total Events$94,675---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$19,360
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Electronic copies of the 990 are emailed to all trustees.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed annually.”

Form 990, Part VI, Section B, Line 15A

“Ceo compensation is reviewed by the board of trustees.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available on the web at www.guidestar.org and is available in hard copy on request at the foundation's location in lexington, virginia.”

Form 990, Part VI, Section C, Line 19

“Documents are available to the public on the website.”

Filing and Contact Details

Filer

Filer Name
George C Marshall Research Foundation
EIN
54-6052427
Phone
5404637103
Address
P O BOX 1600, LEXINGTON, VA 24450

Signing Officer

Name
R P W Havers
Title
President & CEO
Phone
5404637103
Signed
2017-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R P W Havers
Formed
1953
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
12
Volunteers
50

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990, Page 11, Part XI, Line 2C

“The foundation trustees have appointed an audit committee of highly qualified individuals. The committee meets regularly and corresponds with the independent auditors by telephone and email.”

Financial Statement Notes

PART III, LINE 1A:

“The foundation collects and preserves records and articles of the life and public service of george c. Marshall to perform research and to conduct various programs of military and public service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 9,347.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 9,347.”

Raw XML AppendixShowing 400 of 663 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19153978
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt094675
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0163213
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0163213
IRS990/GrossReceiptsAmt0995713
IRS990/GrossSalesOfInventoryAmt034481
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04604
IRS990/InformationTechnologyGrp/TotalAmt04604
IRS990/InsuranceGrp/FundraisingAmt0891
IRS990/InsuranceGrp/ManagementAndGeneralAmt02340
IRS990/InsuranceGrp/ProgramServicesAmt013903
IRS990/InsuranceGrp/TotalAmt017134
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010158
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09929
IRS990/InvestmentIncomeGrp/ExclusionAmt043186
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043186
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05574590
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05627837
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02247828
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01031164
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0964219
IRS990/LandBldgEquipCostOrOtherBssAmt03212047
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0281687
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION KEEPS ALIVE THE VALUES THAT SHAPED AND MOTIVATED GEORGE C. MARSHALL. MARSHALL'S LEGACY IS PERPETUATED THROUGH SCHOLARSHIP, LEADERSHIP AND EDUCATIONAL PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07050783
IRS990/NetAssetsOrFundBalancesEOYAmt07213105
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0163213
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0163213
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt025134
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt025134
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0217768
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04781
IRS990/OccupancyGrp/ManagementAndGeneralAmt09156
IRS990/OccupancyGrp/ProgramServicesAmt043591
IRS990/OccupancyGrp/TotalAmt057528
IRS990/OfficeExpensesGrp/FundraisingAmt02300
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07549
IRS990/OfficeExpensesGrp/ProgramServicesAmt010918
IRS990/OfficeExpensesGrp/TotalAmt020767
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09860
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010783
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt024425
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045068
IRS990/OtherExpensesGrp/Desc0POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc1EXHIBITS
IRS990/OtherExpensesGrp/FundraisingAmt09493
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01253
IRS990/OtherExpensesGrp/ProgramServicesAmt015525
IRS990/OtherExpensesGrp/ProgramServicesAmt14496
IRS990/OtherExpensesGrp/TotalAmt026271
IRS990/OtherExpensesGrp/TotalAmt14496
IRS990/OtherLiabilitiesGrp/BOYAmt024462
IRS990/OtherLiabilitiesGrp/EOYAmt019360
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN VALUE OF SPL
IRS990/OtherRevenueMiscGrp/ExclusionAmt03194
IRS990/OtherRevenueMiscGrp/ExclusionAmt1907
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03194
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1907
IRS990/OtherRevenueTotalAmt04101
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt083305
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097093
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0204684
IRS990/OtherSalariesAndWagesGrp/TotalAmt0385082
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08552
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08990
IRS990/PayrollTaxesGrp/ProgramServicesAmt021287
IRS990/PayrollTaxesGrp/TotalAmt038829
IRS990/PensionPlanContributionsGrp/FundraisingAmt04436
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04941
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010964
IRS990/PensionPlanContributionsGrp/TotalAmt020341
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01033173
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01033173
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0238461
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0231868
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010698
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011651
IRS990/PrincipalOfficerNm0R P W HAVERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIBRARY & ARCHIVAL SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt017915
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17532
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt017915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17532
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATION OF A MUSEUM DEDICATED TO GEORGE C. MARSHALL THAT HOUSES MANY HISTORIC ARTIFACTS RELATED TO GENERAL MARSHALL'S CAREER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0155505
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt043049
IRS990/ProgSrvcAccomActy3Grp/Desc0COLLECTING, PRESERVING, AND MAKING AVAILABLE TO SCHOLARS A DOUMENTED RECORD OF THE LIFE AND PUBLIC SERVICE CAREER OF GEORGE C. MARSHALL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0126084
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt07532
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLISHING OF A SEMI-ANNUAL NEWSLETTER AND AN ANNUAL MAGAZINE EACH WITH ARTICLES ABOUT MARSHALL, BOOK REVIEWS, AND FOUNDATION NEWS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0111250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0439031
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0197660
IRS990/PYOtherExpensesAmt0602377
IRS990/PYOtherRevenueAmt048948
IRS990/PYProgramServiceRevenueAmt0207830
IRS990/PYRevenuesLessExpensesAmt0-386212
IRS990/PYSalariesCompEmpBnftPaidAmt0677304
IRS990/PYTotalExpensesAmt01279681
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0893469

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,293,708
Liabilities
$80,603
Net assets
$7,213,105
Revenue
$986,366
Expenses
$1,041,812
Net income
-$55,446
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.26$10.8$1.65$1.45$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.05$10.4$1.45$1.29$0.16
2022Detailed filing. Detailed filing data is available for this year.$9.60$0.06$9.55$2.23$1.27$0.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.92$0.07$9.84$1.80$1.09$0.71
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.29$8.33$0.90$1.12$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.22$0.08$8.14$1.76$1.35$0.41
2018Detailed filing. Detailed filing data is available for this year.$7.39$0.05$7.34$1.02$1.26$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.06$7.99$1.66$1.42$0.25
2016Detailed filing. Detailed filing data is available for this year.$7.29$0.08$7.21$0.99$1.04$0.06
2015Summary only. Only limited summary data is available for this year.$7.12$0.07$7.05$0.89$1.28$0.39
2014Detailed filing. Detailed filing data is available for this year.$7.94$0.18$7.76$1.37$1.59$0.22
2013Detailed filing. Detailed filing data is available for this year.$8.39$0.14$8.25$1.04$1.56$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.16$8.22$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.65$0.26$8.39$1.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.45$0.31$9.14$1.77