Civic Intelligence

Harriett M Marshall Trust in Memory of Sanders Marshall Trust Co Bank

EIN 58-6089937 • Orlando, FL

Orlando, FL
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$43,633

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

8.8%

Faster asset growth than 66% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2226%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,672,641

Down $354,385 (-3.9%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

Down

$54,692

Down $925,539 (-94%) from 2022

Expenses

Down

$432,201

Down $259,630 (-38%) from 2022

Net Income

Down

-$377,509

Down $665,909 (-231%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $7,027,321Liabilities 2011: $02011Assets 2012: $7,127,658Liabilities 2012: $02012Assets 2013: $7,206,831Liabilities 2013: $02013Assets 2014: $7,303,311Liabilities 2014: $02014Assets 2015: $7,129,124Liabilities 2015: $02015Assets 2019: $8,341,011Liabilities 2019: $02019Assets 2020: $8,202,881Liabilities 2020: $0Net Assets 2020: $8,202,8812020Assets 2021: $8,740,652Liabilities 2021: $0Net Assets 2021: $8,740,6522021Assets 2022: $9,027,026Liabilities 2022: $0Net Assets 2022: $9,027,0262022Assets 2023: $8,672,641Liabilities 2023: $12023

Highlighted filing

2023

Assets$8,672,641
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $610,017Expenses 2011: $236,393Net Income 2011: $373,6242011Revenue 2012: $303,220Expenses 2012: $202,781Net Income 2012: $100,4392012Revenue 2013: $326,135Expenses 2013: $246,962Net Income 2013: $79,1732013Revenue 2014: $436,845Expenses 2014: $338,755Net Income 2014: $98,0902014Revenue 2015: $263,550Expenses 2015: $437,737Net Income 2015: -$174,1872015Revenue 2019: $1,407,441Expenses 2019: $520,289Net Income 2019: $887,1522019Revenue 2020: $334,127Expenses 2020: $475,331Net Income 2020: -$141,2042020Revenue 2021: $1,029,554Expenses 2021: $491,004Net Income 2021: $538,5502021Revenue 2022: $980,231Expenses 2022: $691,831Net Income 2022: $288,4002022Revenue 2023: $54,692Expenses 2023: $432,201Net Income 2023: -$377,5092023

Highlighted filing

2023

Revenue$54,692
Expenses$432,201
Net Income-$377,509
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$8,672,641
Liabilities
$1
Net assets
-
Revenue
$54,692
Expenses
$432,201
Net income
-$377,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.67$0.00$0.05$0.43$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$0.98$0.69$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.74$0.00$8.74$1.03$0.49$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$0.33$0.48$0.14
2019Summary only. Only limited summary data is available for this year.$8.34$0.00$1.41$0.52$0.89
2015Summary only. Only limited summary data is available for this year.$7.13$0.00$0.26$0.44$0.17
2014Summary only. Only limited summary data is available for this year.$7.30$0.00$0.44$0.34$0.10
2013Summary only. Only limited summary data is available for this year.$7.21$0.00$0.33$0.25$0.08
2012Summary only. Only limited summary data is available for this year.$7.13$0.00$0.30$0.20$0.10
2011Summary only. Only limited summary data is available for this year.$7.03$0.00$0.61$0.24$0.37
Latest Filing Detail
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Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023

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