Civic Intelligence

Marshall Foundation

990T • Fiscal year 2022 • EIN 86-0102198

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 02, 2023

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, 2022 to Dec 31, 2022
Signed
Nov 2, 2023
Return Version
2022v7.0
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
Bruce Burke
Title
President
Phone
5206228613
Signed
2023-11-02
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 Appendix165 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.

Path#Value
IRS4562/AmortizationCostsBeforeTYAmt06765
IRS4562/AmortizationCostsBeforeTYAmt16569
IRS4562/AmortizationCostsBeforeTYAmt210506
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizableAmt09440
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationBeginDt02022-04-15
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationPeriodOrPctTxt060
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationThisYearAmt01416
IRS4562/AmortizationInfo/AmortizationInfoTable/CostDesc0LEASE COMMISSION 943
IRS4562/BusinessOrActivityTxt0NWC PARK & UNIVERSITY-PHASE 4
IRS4562/BusinessOrActivityTxt1S'WEST PARK & UNIVERSITY -KETTENBACH
IRS4562/BusinessOrActivityTxt2GRADUATE/COLLECTIVE LEASE
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/BasisForDepreciationAmt010000
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/BasisForDepreciationAmt139475
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/DepreciationDeductionAmt010000
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/DepreciationDeductionAmt1740
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/RecoveryPrd010.0
IRS4562/GeneralDepreciationSystem/GDS10YearProperty/RecoveryPrd110.0
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/BasisForDepreciationAmt08950
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationDeductionAmt08950
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd05.0
IRS4562/MaximumDollarLimitationAmt01080000
IRS4562/MaximumDollarLimitationAmt11080000
IRS4562/MaximumDollarLimitationAmt21080000
IRS4562/OtherDepreciationAmt0120000
IRS4562/OtherDepreciationAmt131900
IRS4562/OtherDepreciationAmt21579
IRS4562/ThresholdCostOfSect179PropAmt02700000
IRS4562/ThresholdCostOfSect179PropAmt12700000
IRS4562/ThresholdCostOfSect179PropAmt22700000
IRS4562/TotalAmortizationAmt08181
IRS4562/TotalAmortizationAmt16569
IRS4562/TotalAmortizationAmt210506
IRS4562/TotalDepreciationAmt0138950
IRS4562/TotalDepreciationAmt132640
IRS4562/TotalDepreciationAmt21579
IRS990T/AvlblPre2018NOLCarryoverAmt0138981
IRS990T/BooksInCareOfDetail/PersonNm0MARSHALL FOUNDATION
IRS990T/BooksInCareOfDetail/PhoneNum05206228613
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0814 E UNIVERSITY BOULEVARD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd085719
IRS990T/BookValueAssetsEOYAmt017381540
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt0105629
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt025417
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/DepreciationClmElsewhereAmt0173169
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt027063
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
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd085719
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt01133052
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt0173169
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt01160115
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt078566
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0105629
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01238681
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt01133052
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL OF NONRESIDENTIAL BUILDINGS
IRS990TScheduleA/UBIBeforeNOLDedAmt0105629
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0105629
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0605487
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt1404226
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt2123339
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.89289
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct20.47843
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt03826396
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt14000000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt2490073
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt02520731
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt14479860
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt21024326
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0732371
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt1375422
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt2193409
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0732371
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt1335211
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt292533
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0458356
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt1413507
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt2245714
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc0NWC PARK & UNIVERSITY-PHASE 4
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc1S'WEST PARK & UNIVERSITY -KETTENBACH
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc2GRADUATE/COLLECTIVE LEASE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt0147131
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt139209
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt212085
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0605487
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt1452716
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt2257799
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0105629
IRS990T/TotalUBTIComputedAmt0105629
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05206228613
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-02
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-11-15T15:31:08-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRUCE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURKE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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