Lizzi Marriott Intrepid Explorer Fund C/o Robert E Marriott Jr

Nonprofit profile at a glance

EIN
461496539
IRS 990-EZ coverage
2012–2024
Forms available
Form 990-EZ 2024
Location
Westborough, MA, USA
Phone
5088700785
Rating
40
Verdict
MIXED
Rating confidence
Moderate
Sector
Named Trusts N.E.C.

Official website

Reported finances

Revenue
$1,630
Expenses
$44
Assets
$100,520
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

People named in this filing

  • ROBERT E MARRIOTT JR (TRUSTEE)
  • DAVID SAN CLEMENTE (TRUSTEE)
  • CALEB MARRIOTT (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The lizzi marriott intrepid explorer fund has been established by the marriott family as a means to honor and celebrate the life and passion of lizzi marriott. It will be used as a scholarship fund for young adults looking to embrace an education and life working in marine sciences. Preference will be given to westborough high school graduates, volunteers at the new england aquarium and university of New Hampshire students studying marine sciences. If it is determined that there are no potential recipients from the preferential group as defined above, or any other potential recipient, then the organization shall make the gift of the designated scholarship amount to a charitable organization that promotes the protection of the world's ocean and habitats of marine life and or the fine arts of music, art or photography.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 91
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 97.3%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 2,284.55; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 28.6% per year; rating input score 100; 87th percentile among comparable filings
  • Revenue growth: -36.4% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 0.6% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.