Civic Intelligence

Marshall Foundation

990T • Fiscal year 2021 • EIN 86-0102198

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization Profile
814 E University BoulevardTucson, AZ 85719

(520) 622-8613

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $16,644,083Liabilities 2020: $11,053,837Net Assets 2020: $5,590,2462020Assets 2021: $17,048,622Liabilities 2021: $10,987,694Net Assets 2021: $6,060,9282021Assets 2022: $17,388,001Liabilities 2022: $10,895,368Net Assets 2022: $6,492,6332022Assets 2024: $28,987,818Liabilities 2024: $10,560,076Net Assets 2024: $18,427,7422024

Latest loaded filing

2024

Assets$28,987,818
Liabilities$10,560,076
Net Assets$18,427,742
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $3,861,786Expenses 2020: $4,343,141Net Income 2020: -$481,3552020Revenue 2021: $3,805,076Expenses 2021: $3,801,750Net Income 2021: $3,3262021Revenue 2022: $4,269,229Expenses 2022: $4,426,831Net Income 2022: -$157,6022022Revenue 2024: $5,216,260Expenses 2024: $4,717,579Net Income 2024: $498,6812024

Latest loaded filing

2024

Revenue$5,216,260
Expenses$4,717,579
Net Income$498,681
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Marshall Foundation
EIN
86-0102198
Phone
5206228613
Address
814 E UNIVERSITY BOULEVARD, TUCSON, AZ 85719

Signing Officer

Name
Jane Mccollum
Title
President
Phone
5206228613
Signed
2022-11-02
Discuss with paid preparer
Yes

Preparer

Firm
R & a Cpas a Professional Corporation
Address
4542 E CAMP LOWELL STE 100, TUCSON, AZ 85712
Preparer
David F Samer
Phone
5208814900
Raw XML Appendix163 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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IRS4562/AmortizationCostsBeforeTYAmt14781
IRS4562/AmortizationCostsBeforeTYAmt210434
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizableAmt08242
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationBeginDt02021-10-20
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationPeriodOrPctTxt01148
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationThisYearAmt014
IRS4562/AmortizationInfo/AmortizationInfoTable/CostDesc0LEASING 930 E 2ND ST
IRS4562/BusinessOrActivityTxt0NWC PARK & UNIVERSITY-PHASE 4
IRS4562/BusinessOrActivityTxt1S'WEST PARK & UNIVERSITY -KETTENBACH
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IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationMethodCd0S/L
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IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd05.0
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd15.0
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd25.0
IRS4562/MaximumDollarLimitationAmt01050000
IRS4562/MaximumDollarLimitationAmt11050000
IRS4562/MaximumDollarLimitationAmt21050000
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IRS4562/OtherDepreciationAmt125874
IRS4562/ThresholdCostOfSect179PropAmt02620000
IRS4562/ThresholdCostOfSect179PropAmt12620000
IRS4562/ThresholdCostOfSect179PropAmt22620000
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IRS4562/TotalAmortizationAmt14795
IRS4562/TotalAmortizationAmt210434
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IRS4562/TotalDepreciationAmt130541
IRS4562/TotalDepreciationAmt21053
IRS990T/AvlblPre2018NOLCarryoverAmt0138981
IRS990T/BooksInCareOfDetail/PersonNm0MARSHALL FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum05206228613
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0TUCSON
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IRS990T/BookValueAssetsEOYAmt017048622
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/DepreciationClmElsewhereAmt0157140
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0-103743
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0825-865 E UNIVERSITY
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0TUCSON
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0AZ
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IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt01106037
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt0157140
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt01002294
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt078326
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-25417
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01080620
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt01106037
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL OF NONRESIDENTIAL BUILDINGS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-25417
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-25417
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0594954
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt1447781
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt263302
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.89440
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct20.58260
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt03994982
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt14000000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt2599578
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt02688790
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt14472258
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt21029160
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0577624
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt1331763
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt2219604
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0577624
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt1296729
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt2127941
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0462643
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt1465314
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt297167
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc0NWC PARK & UNIVERSITY
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc1S'WEST PARK & UNIVERS
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc2GRADUATE/COLLECTIVE L
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt0132311
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt135336
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt211487
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0594954
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt1500650
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt2108654
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE MCCOLLUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05206228613
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0860102198
ReturnHeader/Filer/PhoneNum05206228613
ReturnHeader/Filer/USAddress/AddressLine1Txt0814 E UNIVERSITY BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0TUCSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085719
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860550947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R & A CPAS A PROFESSIONAL CORPORATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04542 E CAMP LOWELL STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085712
ReturnHeader/PreparerPersonGrp/PhoneNum05208814900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID F SAMER
ReturnHeader/ReturnTs02022-11-14T09:32:57-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCOLLUM
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$10.6$18.4$5.22$4.72$0.50
2022Detailed filing. Detailed filing data is available for this year.$17.4$10.9$6.49$4.27$4.43$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$11.0$6.06$3.81$3.80$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$11.1$5.59$3.86$4.34$0.48