Civic Intelligence

Marshall Foundation

990PF • Fiscal year 2015 • EIN 87-0736690

Sep 01, 2014 to Aug 31, 2015 • Filed on Jul 27, 2016

Organization Profile
11766 Wilshire BlvdLos Angeles, CA 90025

(310) 478-4148

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-107%

Higher net margin than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

-6.0%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,052,293

Down $127,548 (-11%) from 2014

Net Assets

$1,052,293

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin6th percentile

Revenue

Down

$119,120

Down $7,540 (-6.0%) from 2014

Expenses

Down

$246,668

Down $318,694 (-56%) from 2014

Net Income

Up

-$127,548

Up $311,154 (+71%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,619,494Liabilities 2011: $02011Assets 2012: $1,627,918Liabilities 2012: $02012Assets 2013: $1,618,543Liabilities 2013: $02013Assets 2014: $1,179,841Liabilities 2014: $02014Assets 2015: $1,052,293Liabilities 2015: $0Net Assets 2015: $1,052,2932015Assets 2016: $587,800Liabilities 2016: $0Net Assets 2016: $587,8002016Assets 2017: $547,847Liabilities 2017: $0Net Assets 2017: $547,8472017Assets 2018: $554,875Liabilities 2018: $0Net Assets 2018: $554,8752018Assets 2019: $563,247Liabilities 2019: $0Net Assets 2019: $563,2472019Assets 2020: $416,302Liabilities 2020: $0Net Assets 2020: $416,3022020Assets 2021: $369,753Liabilities 2021: $0Net Assets 2021: $369,7532021Assets 2022: $311,247Liabilities 2022: $0Net Assets 2022: $311,2472022Assets 2023: $243,755Liabilities 2023: $0Net Assets 2023: $243,7552023Assets 2024: $257,359Liabilities 2024: $0Net Assets 2024: $257,3592024

Highlighted filing

2015

Assets$1,052,293
Liabilities$0
Net Assets$1,052,293
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $97,836Expenses 2011: $101,772Net Income 2011: -$3,9362011Revenue 2012: $110,801Expenses 2012: $102,377Net Income 2012: $8,4242012Revenue 2013: $48,759Expenses 2013: $58,134Net Income 2013: -$9,3752013Revenue 2014: $126,660Expenses 2014: $565,362Net Income 2014: -$438,7022014Revenue 2015: $119,120Expenses 2015: $246,668Net Income 2015: -$127,5482015Revenue 2016: $50,812Expenses 2016: $515,305Net Income 2016: -$464,4932016Revenue 2017: $24,437Expenses 2017: $64,390Net Income 2017: -$39,9532017Revenue 2018: $29,618Expenses 2018: $22,590Net Income 2018: $7,0282018Revenue 2019: $43,307Expenses 2019: $34,935Net Income 2019: $8,3722019Revenue 2020: $17,289Expenses 2020: $164,234Net Income 2020: -$146,9452020Revenue 2021: $48,381Expenses 2021: $94,930Net Income 2021: -$46,5492021Revenue 2022: $58,135Expenses 2022: $116,641Net Income 2022: -$58,5062022Revenue 2023: $13,442Expenses 2023: $80,934Net Income 2023: -$67,4922023Revenue 2024: $47,232Expenses 2024: $33,628Net Income 2024: $13,6042024

Highlighted filing

2015

Revenue$119,120
Expenses$246,668
Net Income-$127,548
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Jul 27, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHA J NAIFYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Foundation
EIN
87-0736690
Phone
3104784148
Address
11766 WILSHIRE BLVD, LOS ANGELES, CA 90025

Signing Officer

Name
Marsha J Naify
Title
Trustee
Signed
2016-07-27
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
11766 WILSHIRE BLVD NINTH FL, LOS ANGELES, CA 90025
Preparer
Santiago Martinez
Phone
3104784148
Raw XML Appendix327 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2399.042 AMG Yacktman Focused Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34477.617 AMG Yacktman Focused Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4989.953 FPA Crescent Fund
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61622.06 PIMCO Income Fund Institutional Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7682.594 PIMCO All Asset Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81730.104 PIMCO All Asset Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92707.581 Wells Fargo Advtng Absolute Return Inst
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0236895
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0238000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01105
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0238000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt011766 WILSHIRE BLVD 9TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090025
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0armanino llp
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104784148
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARSHA J NAIFY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0208000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Exempt
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHILDREN TODAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HISTORICAL SOCIETY OF LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE CENTER LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 16004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14260 ATLANTIC AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22017 E 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LONG BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090806
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290814
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0238000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064239
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt068890
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0384955
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0489826
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0104871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0384955
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0238000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0104871
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0489826
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0384955
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt068890
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08668
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08668
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA J NAIFY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0870736690
ReturnHeader/Filer/PhoneNum03104784148
ReturnHeader/Filer/USAddress/AddressLine1Txt011766 WILSHIRE BLVD
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090025
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011766 WILSHIRE BLVD NINTH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03104784148
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Santiago Martinez
ReturnHeader/ReturnTs02016-08-02T10:52:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-09-01
ReturnHeader/TaxPeriodEndDt02015-08-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,052,293
Liabilities
$0
Net assets
$1,052,293
Revenue
$119,120
Expenses
$246,668
Net income
-$127,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.05$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01$0.08$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.06$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.02$0.16$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.04$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.05$0.52$0.46
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.25$0.13
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.13$0.57$0.44
2013Summary only. Only limited summary data is available for this year.$1.62$0.00$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.63$0.00$0.11$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.10$0.10$0.00