Civic Intelligence

George C Marshall Research Foundation

990 • Fiscal year 2017 • EIN 54-6052427

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 11, 2018

Organization ProfileWWW.MARSHALLFOUNDATION.ORG
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

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$169,466

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$8,051,073

Up $757,365 (+10%) from 2016

Net Assets

Up

$7,990,950

Up $777,845 (+11%) from 2016

Liabilities

Down

$60,123

Down $20,480 (-25%) from 2016

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin73rd percentile

Revenue

Up

$1,664,515

Up $678,149 (+69%) from 2016

Expenses

Up

$1,416,492

Up $374,680 (+36%) from 2016

Net Income

Up

$248,023

Up $303,469 (+547%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$8,051,073
Liabilities$60,123
Net Assets$7,990,950
Open 2017 Filing

Operations Trend

Revenue Growth90th 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

2017

Revenue$1,664,515
Expenses$1,416,492
Net Income$248,023
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 11, 2018
Return Version
2017v2.2
Gross Receipts
$1,672,785
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$5,627,837$6,512,939▲ $885,102
Land, Buildings, and Equipment, Net$964,219$886,785▼ $77,434
Pledges and Grants Receivable$231,868$422,211▲ $190,343
Cash and Non-Interest-Bearing Accounts$401,564$210,170▼ $191,394
Prepaid Expenses and Deferred Charges$11,651$10,395▼ $1,256
Inventories for Sale or Use$9,929$7,575▼ $2,354
Accounts Receivable$46,640$998▼ $45,642
Total Assets$7,293,708$8,051,073▲ $757,365
Liabilities
Accounts Payable and Accrued Expenses$44,243$42,659▼ $1,584
Other Liabilities$19,360$17,464▼ $1,896
Deferred Revenue$17,000--
Total Liabilities$80,603$60,123▼ $20,480
Net Assets / Fund Balance
Unrestricted Net Assets$4,057,934$4,615,617▲ $557,683
Temporarily Rstr Net Assets$2,121,998$2,342,160▲ $220,162
Permanently Rstr Net Assets$1,033,173$1,033,173→ $0
Total Net Assets Fund Balance$7,213,105$7,990,950▲ $777,845
Total Liabilities and Net Assets / Fund Balance$7,293,708$8,051,073▲ $757,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$473,955$1,549,805$2,023,760
Equipment$412,830$791,302$1,204,132
Other Securities$400,005--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,627,837-▲ $835,882$306,060$6,112,934
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 Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R P W HaversPresidentFT$150,876$18,590$169,466

Board Members and Trustees

NameTitle
John B Adams JrChairman
C Russell Fletcher IiiVice Chairman
David HeinTrustee
George W ForesmanTrustee
Gregory P GassTrustee
James J Winn JrTrustee
Jh Binford Peay IiiTrustee
Madison F Cole JrTrustee
Olin WethingtonTrustee
Richard a CodyTrustee
Thomas HenriksenTrustee
Thomas MorrisTrustee
William E DreyerTrustee
Bennett L RossTrustee (appointed 12/08/17)
Michael a WilliamsTrustee (elected 12/08/17)
Thomas a PritchardTrustee (elected 12/08/17)
Christine K CarricoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,290,066
Program Service Revenue
$18,942
Investment Income
$306,064
Other Revenue
$49,443
All Other Contributions
$288,327
Change in Net Assets
$248,023

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,619,790
Revenue Not Reported on Financial Statements
$44,725
Revenue Not Reported on Form 990
$538,092
Total Revenue per Audited Statements
$2,157,882
Total Revenue per Form 990
$1,664,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$717,829
Salaries, Compensation, and Employee Benefits$698,663
Total Fundraising Expense$464,308
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$206,546$103,463$85,642$395,651
Conferences and Meetings$5,960$2,652$197,131$205,743
Current Officers, Directors, Trustees, and Key Employees$99,985$30,504$38,977$169,466
Fees for Services Other$89,019$3,438$50,902$143,359
Depreciation Depletion$81,526$4,664$7,089$93,279
Other Employee Benefits$30,239$13,216$12,294$55,749
Travel$16,176$11,397$25,370$52,943
Fees for Service Investment Mgmnt Fees-$44,725-$44,725
Occupancy$30,376$6,682$3,815$40,873
Payroll Taxes$21,832$9,541$8,876$40,249
Pension Plan Contributions$20,367$8,901$8,280$37,548
Fees for Services Management$24,035$1,375$2,090$27,500
Advertising$15,712$25$9,175$24,912
Insurance$12,931$2,344$806$16,081
Office Expenses$9,447$2,023$1,919$13,389
Fees for Services Accounting$10,226$585$889$11,700
Information Technology$6,215--$6,215
Other Expenses$3,306-$11,053$3,306
Total Functional Expenses$706,649$245,535$464,308$1,416,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,416,492
Total Expenses per Audited Statements$1,380,037
Expenses per Audited Statements$1,371,767
Expenses Not Reported on Financial Statements$44,725
Expenses Not Reported on Form 990$8,270
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
Marshall Award Dinner$631,305---
Goodpaster$107,150---
Total Events$738,455---
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$17,464
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
2018-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R P W Havers
Formed
1953
Legal Domicile
Va
Voting Board Members
18
Independent Board Members
18
Employees
12
Volunteers
50

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting: program service expenses 83,848. Management and general expenses 0. Fundraising expenses 38,759. Total expenses 122,607. Other fees: program service expenses 5,171. Management and general expenses 3,438. Fundraising expenses 12,143. Total expenses 20,752.”

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 8,270.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 8,270.”

Raw XML AppendixShowing 400 of 651 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/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/ReportableCompFromOrgAmt17150876
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/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 (ELECTED 12/08/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (APPOINTED 12/08/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE (ELECTED 12/08/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01953
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0738455
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0306060
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0306060
IRS990/GrossReceiptsAmt01672785
IRS990/GrossSalesOfInventoryAmt025510
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt06215
IRS990/InformationTechnologyGrp/TotalAmt06215
IRS990/InsuranceGrp/FundraisingAmt0806
IRS990/InsuranceGrp/ManagementAndGeneralAmt02344
IRS990/InsuranceGrp/ProgramServicesAmt012931
IRS990/InsuranceGrp/TotalAmt016081
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09929
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07575
IRS990/InvestmentIncomeGrp/ExclusionAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05627837
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06512939
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02341107
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0964219
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0886785
IRS990/LandBldgEquipCostOrOtherBssAmt03227892
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0263284
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/NetAssetsOrFundBalancesBOYAmt07213105
IRS990/NetAssetsOrFundBalancesEOYAmt07990950
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0306060
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0306060
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt017240
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt017240
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0529822
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03815
IRS990/OccupancyGrp/ManagementAndGeneralAmt06682
IRS990/OccupancyGrp/ProgramServicesAmt030376
IRS990/OccupancyGrp/TotalAmt040873
IRS990/OfficeExpensesGrp/FundraisingAmt01919
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02023
IRS990/OfficeExpensesGrp/ProgramServicesAmt09447
IRS990/OfficeExpensesGrp/TotalAmt013389
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012294
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013216
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030239
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055749
IRS990/OtherExpensesGrp/Desc0POSTAGE AND PRINTING
IRS990/OtherExpensesGrp/Desc1EXHIBITS
IRS990/OtherExpensesGrp/FundraisingAmt011053
IRS990/OtherExpensesGrp/ProgramServicesAmt022751
IRS990/OtherExpensesGrp/ProgramServicesAmt13306
IRS990/OtherExpensesGrp/TotalAmt033804
IRS990/OtherExpensesGrp/TotalAmt13306
IRS990/OtherLiabilitiesGrp/BOYAmt019360
IRS990/OtherLiabilitiesGrp/EOYAmt017464
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN VALUE OF SPL
IRS990/OtherRevenueMiscGrp/ExclusionAmt030343
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030343
IRS990/OtherRevenueTotalAmt030343
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt085642
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0103463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0206546
IRS990/OtherSalariesAndWagesGrp/TotalAmt0395651
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08876
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09541
IRS990/PayrollTaxesGrp/ProgramServicesAmt021832
IRS990/PayrollTaxesGrp/TotalAmt040249
IRS990/PensionPlanContributionsGrp/FundraisingAmt08280
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08901
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020367
IRS990/PensionPlanContributionsGrp/TotalAmt037548
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01033173
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01033173
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0231868
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0422211
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011651
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010395
IRS990/PrincipalOfficerNm0R P W HAVERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIBRARY & ARCHIVAL SER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016052
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12890
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATION OF A MUSEUM DEDICATED TO GEORGE C. MARSHALL THAT HOUSES MANY HISTORIC ARTIFACTS RELATED TO GENERAL MARSHALL'S CAREER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0246591
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt033292
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/ExpenseAmt0114067
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02890
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PUBLISHING OF A SEMI-ANNUAL NEWSLETTER AND AN ANNUAL MAGAZINE EACH WITH ARTICLES ABOUT MARSHALL, BOOK REVIEWS, AND FOUNDATION NEWS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0140287
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0723827
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0206399
IRS990/PYOtherExpensesAmt0387249
IRS990/PYOtherRevenueAmt030693
IRS990/PYProgramServiceRevenueAmt025447
IRS990/PYRevenuesLessExpensesAmt0-55446
IRS990/PYSalariesCompEmpBnftPaidAmt0654563
IRS990/PYTotalExpensesAmt01041812
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0986366
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0248023
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01860
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01290066
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0723827
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0439031

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,051,073
Liabilities
$60,123
Net assets
$7,990,950
Revenue
$1,664,515
Expenses
$1,416,492
Net income
$248,023
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
2017Detailed filing. Detailed filing data is available for this year.$8.05$0.06$7.99$1.66$1.42$0.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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