Civic Intelligence

Marshall Foundation

990T • Fiscal year 2023 • EIN 86-0102198

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 11, 2024

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, 2023 to Dec 31, 2023
Signed
Oct 11, 2024
Return Version
2023v7.0
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
2024-10-11
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.

Path#Value
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IRS4562/AmortizationCostsBeforeTYAmt111741
IRS4562/AmortizationCostsBeforeTYAmt210506
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizableAmt057255
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationBeginDt02023-10-13
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationPeriodOrPctTxt0120
IRS4562/AmortizationInfo/AmortizationInfoTable/AmortizationThisYearAmt01431
IRS4562/AmortizationInfo/AmortizationInfoTable/CostDesc0LEASING - AGAVE HOUS
IRS4562/BusinessOrActivityTxt0NWC PARK & UNIVERSITY-PHASE 4
IRS4562/BusinessOrActivityTxt1S'WEST PARK & UNIVERSITY -KETTENBACH
IRS4562/BusinessOrActivityTxt2GRADUATE/COLLECTIVE LEASE
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/BasisForDepreciationAmt016980
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationDeductionAmt01415
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationMethodCd0S/L
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd05.0
IRS4562/MaximumDollarLimitationAmt01160000
IRS4562/MaximumDollarLimitationAmt11160000
IRS4562/MaximumDollarLimitationAmt21160000
IRS4562/OtherDepreciationAmt0119595
IRS4562/OtherDepreciationAmt135847
IRS4562/OtherDepreciationAmt21579
IRS4562/ThresholdCostOfSect179PropAmt02890000
IRS4562/ThresholdCostOfSect179PropAmt12890000
IRS4562/ThresholdCostOfSect179PropAmt22890000
IRS4562/TotalAmortizationAmt010084
IRS4562/TotalAmortizationAmt111741
IRS4562/TotalAmortizationAmt210506
IRS4562/TotalDepreciationAmt0121010
IRS4562/TotalDepreciationAmt135847
IRS4562/TotalDepreciationAmt21579
IRS990T/AvlblPre2018NOLCarryoverAmt033352
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/BookValueAssetsEOYAmt028493869
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0198
IRS990T/EstimatedTaxPaymentsAmt09880
IRS990T/ExtsnRequestIncomeTaxPaidAmt06000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt033352
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt07795
IRS990T/OverpaymentSection/OverpaymentAmt07795
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt025417
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/DepreciationClmElsewhereAmt0158436
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt025417
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt09306
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/TotalAllocableDeductionsAmt01133884
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDepreciationAmt0158436
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt01143190
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt088021
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt097327
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01231211
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt01133884
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL OF NONRESIDENTIAL BUILDINGS
IRS990TScheduleA/UBIBeforeNOLDedAmt097327
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt071910
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt0636963
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt1443565
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt253356
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.89192
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct20.22988
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt03663374
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt14000000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt2232696
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt02337850
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt14484722
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt21012242
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt0767240
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt1378012
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt2168758
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt0767240
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt1337156
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt238794
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt0505869
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt1449727
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt2220017
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc0NWC PARK & UNIVERSITY-PHASE 4
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc1S'WEST PARK & UNIVERSITY -KETTENBACH
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/PropertyDesc2GRADUATE/COLLECTIVE LEASE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt0131094
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt147588
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt212085
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt0636963
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt1497315
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt2232102
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt07887
IRS990T/TaxLessCreditsAmt07887
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt015880
IRS990T/TotalTaxAmt07887
IRS990T/TotalTaxComputationAmt07887
IRS990T/TotalUBTIAmt037558
IRS990T/TotalUBTIBeforeNOLSpecificAmt071910
IRS990T/TotalUBTIBeforeSection199AAmt038558
IRS990T/TotalUBTIComputedAmt071910
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05206228613
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-11
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/ReturnTs02024-10-16T16:03:53-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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