Liabilities / Assets
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 86-6141125
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
63rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
66th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Up$32,323
Up $2,313 (+7.7%) from 2011
Liabilities
Flat$0
Flat from 2011
Net Assets
-
No earlier filing loaded for comparison.
Revenue
$1,830
No earlier filing loaded for comparison.
Expenses
Down$1,748
Down $137 (-7.3%) from 2011
Net Income
$82
No earlier filing loaded for comparison.
Most recent year
2012 • Form 990PFSummary only. Only limited summary data is available for this year.
The latest 2012 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Donald A Marshall | Trustee | - | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | - | Education - scholarship | Church | Tucson, AZ, US | $1,446 |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFees/AdjustedNetIncome | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/Amount | 0 | 261 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | Accounting |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 0 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 261 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount | 0 | 1830 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 1830 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 261 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 261 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 1446 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 1446 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -55 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 1391 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 28 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 28 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 1446 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 439 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 1885 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 1830 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 439 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 439 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 30000 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 30000 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 187 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | -177 |
| IRS990PF/BalanceSheets/RetainedEarningsEOY | 0 | 10 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 29823 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 29823 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 29823 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 30010 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 29823 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 30010 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 29823 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 30010 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -55 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 242 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 30010 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 29823 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 30010 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 1450 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 1450 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 1450 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 1478 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 28 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 28 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 28 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 28 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 28 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue | 0 | 28 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 0 |
| IRS990PF/MethodOfAccountingCash | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 30000 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 30000 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 450 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 1478 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 29550 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 30000 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 0.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | Donald A Marshall |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 5755 E 8th St |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | Tucson |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | AZ |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 85711 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 1446 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 1446 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 1446 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | Donald A Marshall |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 5207456924 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 5755 E 8th Street |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | Tucson |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | AZ |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 85711 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/Form990TFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | false |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | AZ |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 1446 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | Education - scholarship |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | Church |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName | 0 | St Joseph Catholic School |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | None |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | 215 S Craycroft Rd |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | Tucson |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | AZ |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 85711 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 1446 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 1446 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 1450 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 1446 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 1450 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 1446 |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 242 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | Net unrealize appreciation |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 0 | 150 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 0 | UBS Fees |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 0 | 150 |
| TaxesSchedule/Taxes/Amount | 0 | 28 |
| TaxesSchedule/Taxes/Category | 0 | Federal Tax |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 28 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 866141125 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | Alex & Helen Marshall Memorial Trust |
| ReturnHeader/Filer/NameControl | 0 | ALEX |
| ReturnHeader/Filer/Phone | 0 | 5207456924 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 5755 E 8th St |
| ReturnHeader/Filer/USAddress/City | 0 | Tucson |
| ReturnHeader/Filer/USAddress/State | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 85711 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2012-03-28 |
| ReturnHeader/Officer/Name | 0 | Donald Marshall |
| ReturnHeader/Officer/Title | 0 | Trustee |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | David Oase CPA PC |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 7802 E Escalante |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Tucson |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | AZ |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 85730 |
| ReturnHeader/Preparer/Name | 0 | David Oase CPA |
| ReturnHeader/Preparer/Phone | 0 | 5207902738 |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-03-28T11:57:47-07:00 |
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