Civic Intelligence

Andrew W Marshall Foundation

990PF • Fiscal year 2020 • EIN 82-2621054

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 20, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$60,000

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

91st percentile

64%

Faster asset growth than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,841,753

Up $1,496,662 (+64%) from 2019

Net Assets

Up

$3,841,753

Up $1,496,662 (+64%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$1,565,455

Down $451,098 (-22%) from 2019

Expenses

Up

$258,735

Up $241,879 (+1435%) from 2019

Net Income

Down

$1,306,720

Down $692,977 (-35%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$3,841,753
Liabilities$0
Net Assets$3,841,753

Operations Trend

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

2020

Revenue$1,565,455
Expenses$258,735
Net Income$1,306,720
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 20, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAYMIE DURNANPresidentPT$60,000-$60,000
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
2021-09-20
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 Appendix382 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/SummaryOfDirectChrtblActyGrp/Description1Txt0LONG-TERM PLANNING OF CHARITABLE PROJECTS, WHICH INCLUDED CONCEPT DEVELOPMENT, RESEARCH, IMPLEMENTATION DESIGN, AND SECURING RESOURCES FOR CHARITABLE ACTIVITIES. WORK ALSO INVOLVED RESEARCH AND DELIBERATION AROUND THE FOUNDATION'S MESSAGING, BRANDING, AND MARKETING IN ORDER TO RAISE AWARENESS OF ITS CHARITABLE PROGRAMS AND ENABLE IT TO ATTRACT POTENTIAL RECIPIENTS OF ITS FUNDING AND OTHER SUPPORT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0RESEARCH, WRITING, AND PRODUCTION OF TWO BOOKS: ONE ON AWMF'S FOUNDER, ANDREW MARSHALL, CO-FUNDED BY THE INSTITUTE OF DEFENSE ANALYSES (IDA); AND ONE ON AN EDITED VOLUME OF ESSAYS ON ANDREW MARSHALL'S LIFE, TO SUPPORT RESEARCH ON STRATEGIC QUESTIONS OF U.S. NATIONAL SECURITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0RESEARCH, DEVELOPMENT, AND ACQUISITION OF A COLLECTION OF RESOURCES TO SERVE THE PUBLIC AND ENABLE CURRENT AND FUTURE GENERATIONS TO BENEFIT FROM ANDREW MARSHALL'S INTELLECTUAL CONTRIBUTIONS TO U.S. NATIONAL SECURITY. RESOURCES INCLUDE THOSE THAT MARSHALL AUTHORED, EDITED, REVIEWED, RECOMMENDED, OR TO WHICH HE OTHERWISE CONTRIBUTED.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0AWMF'S PRIMARY SOURCE OF CHARITABLE GIVING IS THROUGH THE EXPERIMENTAL PROGRAMS IT CONDUCTS TO FURTHER ITS MISSION. 2020 EXPERIMENTS AND EXPERIMENT PLANNING INCLUDED 1) THE PREPARATION FOR AND LAUNCH OF THE ANDREW W. MARSHALL FELLOW PROGRAM, WHICH SUPPORTS A RESEARCH FELLOW HOSTED IN RESIDENCE AT A NATIONAL SECURITY RESEARCH INSTITUTION; 2) THE PREPARATION AND COORDINATION OF THE ANDREW W. MARSHALL PAPER PRIZE COMPETITIONS, TO BE LAUNCHED IN MARCH 2021, WHICH AWARDS PRIZES TO WRITTEN WORK ON U.S. NATIONAL SECURITY TOPICS; 3) THE PREPARATION AND COORDINATION OF THE ANDREW W. MARSHALL SCHOLAR PROGRAM, TO BE LAUNCHED IN FEBRUARY 2021, WHICH SUPPORTS AN ANALYST IN PARTNERSHIP WITH A RESEARCH INSTITUTION; AND 4) CONCEPT DEVELOPMENT, RESEARCH, AND PLANNING FOR ADDITIONAL CHARITABLE EXPERIMENTAL PROGRAMS IN 2021.
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN RESPONSES TO CALLS FOR PROPOSALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAYMIE DURNAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06035324902
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 WOODBURY HILL RD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JAFFREY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd003452
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0149418
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034013
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0149418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037539
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt037539
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0220970
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt037539
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037539
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034013
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ESTATE OF ANDREW W MARSHALL
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1ESTATE OF ANDREW W MARSHALL
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AMY ALVING
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JOHN BATTILEGA
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2JAYMIE DURNAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01 WOODURY HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11 WOODURY HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22016 N WESTMORELAND ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt37706 SOUTH FOREST ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41 WOODURY HILL RD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JAFFREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1JAFFREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2ARLINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3CENTENNIAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4JAFFREY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4NH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd003452
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd103452
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd222213
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd380122
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd403452
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1350000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt415000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01000000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1350000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,000,000 SHARES OF VANGUARD MUNICIPAL MONEY MARKET VMSXX
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1UNIT 506 1600 PRINCE STREET, CONDO ALEXANDRIA, VA
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-03-25
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-01-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt08974
LandEtcSchedule2/LandEtcGrp/BookValueAmt0341026
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE SPACE - ALEXANDRIA VA
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0350000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0341026
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09272
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09910
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WEBSITE DESIGN AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CREDIT CARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0461
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt193
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0492
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21536
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0189942
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0160258
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CONTRACTED SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0149941
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt04554
TaxesSchedule/TaxesDetail/CategoryTxt0TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAYMIE DURNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06035324920
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-20
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/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/PreparationDt02021-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEILA MCNEIL
ReturnHeader/ReturnTs02021-09-22T06:43:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAYMIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DURNAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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