Civic Intelligence

Andrew W Marshall Foundation

990PF • Fiscal year 2019 • EIN 82-2621054

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 20, 2020

Organization Profile

View Organization Page

1 Woodbury Hill RoadJaffrey, NH 03452

(781) 981-2977

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$2,345,091

No earlier filing loaded for comparison.

Net Assets

$2,345,091

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin99th percentile

Revenue

$2,016,553

No earlier filing loaded for comparison.

Expenses

$16,856

No earlier filing loaded for comparison.

Net Income

$1,999,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2019: $2,345,091Liabilities 2019: $0Net Assets 2019: $2,345,0912019Assets 2020: $3,841,753Liabilities 2020: $0Net Assets 2020: $3,841,7532020Assets 2021: $4,273,801Liabilities 2021: $1,900Net Assets 2021: $4,271,9012021Assets 2022: $3,284,366Liabilities 2022: $4,112Net Assets 2022: $3,280,2542022Assets 2023: $3,295,581Liabilities 2023: $11,330Net Assets 2023: $3,284,2512023Assets 2024: $3,389,284Liabilities 2024: $5,287Net Assets 2024: $3,383,9972024

Highlighted filing

2019

Assets$2,345,091
Liabilities$0
Net Assets$2,345,091
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $2,016,553Expenses 2019: $16,856Net Income 2019: $1,999,6972019Revenue 2020: $1,565,455Expenses 2020: $258,735Net Income 2020: $1,306,7202020Revenue 2021: $500,105Expenses 2021: $349,133Net Income 2021: $150,9722021Revenue 2022: $334,667Expenses 2022: $638,839Net Income 2022: -$304,1722022Revenue 2023: $178,287Expenses 2023: $467,124Net Income 2023: -$288,8372023Revenue 2024: $380,349Expenses 2024: $365,537Net Income 2024: $14,8122024

Highlighted filing

2019

Revenue$2,016,553
Expenses$16,856
Net Income$1,999,697
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW W MARSHALLChairman (Deceased)PT$0--
JAYMIE DURNANPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Andrew W Marshall Foundation
EIN
82-2621054
Phone
7819812977
Address
1 WOODBURY HILL ROAD, JAFFREY, NH 03452

Signing Officer

Name
Jaymie Durnan
Title
President
Phone
6035324920
Signed
2020-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
43 CONSTITUTION DRIVE SUITE 100, BEDFORD, NH 03110
Preparer
Sheila Mcneil
Phone
6036273838
Raw XML Appendix343 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09231
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04447
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ANDREW MARSHALL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1I LEWIS LIBBY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JAYMIE DURNAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01600 PRINCE ST 501
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1670 LIVE OAK DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21 WOODURY HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALEXANDRIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MCLEAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2JAFFREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2NH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022314
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd122101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd203452
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01866407
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01866407
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc060,558.322 SHARES OF T. ROWE PRICE CAPITAL APPRECIATION TRAIX
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-10-02
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND ACCOUNTING FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05278
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010556
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WEBSITE DESIGN AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01525
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01525
OtherIncreasesSchedule/OtherIncreasesDetail/Amt026594
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04075
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1215
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt295
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACTOR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OFFICE SUPPLIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0I LEWIS LIBBY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0670 OAK DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MCLEAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd022101
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYMIE DURNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06035324920
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANDREW W MARSHALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0822621054
ReturnHeader/Filer/PhoneNum07819812977
ReturnHeader/Filer/USAddress/AddressLine1Txt01 WOODBURY HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0JAFFREY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003452
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId073096A91109262F9E692CF6F1D297E23BDC9476C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.4.25.242
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:43:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043 CONSTITUTION DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003110
ReturnHeader/PreparerPersonGrp/PhoneNum06036273838
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEILA MCNEIL
ReturnHeader/ReturnTs02020-11-10T08:48:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,345,091
Liabilities
$0
Net assets
$2,345,091
Revenue
$2,016,553
Expenses
$16,856
Net income
$1,999,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.01$3.38$0.38$0.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.01$3.28$0.18$0.47$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.33$0.64$0.30
2021Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.50$0.35$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$1.57$0.26$1.31
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$2.02$0.02$2.00