Marguerite Foundation
Marguerite Foundation shows strong asset growth and low expenses, but highly volatile revenue.
EIN: 205634407 · Lake Oswego, OR · NTEE: B99 · Updated: 2026-03-28
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10 stored filing years plus ProPublica source
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85% program spend, health grade A
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| Metric | Value |
|---|---|
| Total Revenue | $435K |
| Total Expenses | $140K |
| Program Spending | 85% |
| Net Assets | $3.4M |
| Transparency Score | 85/100 |
Search Intent Cockpit
Marguerite Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals
Marguerite Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Marguerite Foundation in one place.
Form 990 Filing Summary
10 filing years are available, with latest revenue of $667K and expenses of $140K.
Revenue and Expenses
Marguerite Foundation reported $667K in revenue and $140K in expenses, a surplus of $527K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
85/100 mission score, 2 red flags, and 5 strengths are shown from structured and AI review.
Is Marguerite Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
| Program services | $119K (85%) |
Across stored filings, Marguerite Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Some Concerns | Good filing record; 2 red flags identified |
| Mission spend | 85% to programs | Excellent |
| Financial durability | Grade A | 10 stored filing years |
| Peer context | Compare with River Restoration Northwest Inc | Oregon and Education context |
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Lake Oswego, OR nonprofitsEducation in Oregon
Education in Oregon
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Marguerite Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Marguerite Foundation
Marguerite Foundation (EIN: 205634407) is a nonprofit organization based in Lake Oswego, OR, classified under NTEE code B99. The organization reported total revenue of $435K and total assets of $3.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marguerite Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Marguerite Foundation is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 22.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $667K |
| Total Expenses | $140K |
| Surplus / Deficit | +$527K |
| Total Assets | $3.4M |
| Total Liabilities | $5K |
| Net Assets | $3.4M |
| Operating Margin | 79.0% |
| Debt-to-Asset Ratio | 0.2% |
| Months of Reserves | 294.0 months |
Financial Health Grade: A
In 2023, Marguerite Foundation reported a surplus of $527K with revenue exceeding expenses, holds 294.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.2% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Marguerite Foundation's revenue has grown at a compound annual growth rate (CAGR) of 22.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +1555.5% | -5.3% | +25.4% |
| 2022 | -71.0% | -27.3% | -9.3% |
| 2021 | -56.6% | +5.0% | -3.5% |
| 2020 | +330.3% | +14.0% | +7.5% |
| 2019 | -5.8% | +14.9% | +0.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Marguerite Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Marguerite Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $527K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.2%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is highly favorable for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Marguerite Foundation's IRS 990 filings:
- Highly volatile revenue stream, making financial planning potentially challenging (e.g., $40,312 in 2022 vs. $667,383 in 2023).
- Lack of detailed program spending breakdown in the provided summary, making it difficult to fully assess direct mission impact.
Strengths
The following positive indicators were identified for Marguerite Foundation:
- Strong and growing asset base, reaching $3,614,218, providing financial stability.
- Consistently low expenses relative to assets and, in some years, revenue (e.g., $140,286 expenses vs. $667,383 revenue in 2023).
- Zero officer compensation reported across all filings, indicating efficient use of funds for leadership.
- Very low liabilities compared to assets, demonstrating strong financial health and minimal debt.
- Consistent IRS 990 filing history over a decade, indicating good transparency.
Frequently Asked Questions about Marguerite Foundation
Is Marguerite Foundation a legitimate charity?
Marguerite Foundation (EIN: 205634407) is a registered tax-exempt nonprofit based in Oregon. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $435K. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Marguerite Foundation spend its money?
Marguerite Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Marguerite Foundation tax-deductible?
Marguerite Foundation is registered as a tax-exempt nonprofit (EIN: 205634407). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Marguerite Foundation's spending goes to programs?
Marguerite Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Marguerite Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Marguerite Foundation is above average for NTEE category B99 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Marguerite Foundation located?
Marguerite Foundation is headquartered in Lake Oswego, Oregon and files with the IRS under EIN 205634407. It is classified under NTEE code B99.
How many years of IRS 990 filings does Marguerite Foundation have?
Marguerite Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $435K in total revenue.
Is Marguerite Foundation a good charity?
Based on the available data, Marguerite Foundation appears to be a financially sound organization with substantial assets ($3,437,169 in 2023) and a history of low expenses relative to its asset base. The consistent 0% officer compensation is a strong positive indicator of efficient resource allocation. However, without a detailed breakdown of program spending, it's challenging to fully assess its direct impact.
How does Marguerite Foundation manage its expenses?
The foundation consistently maintains low expenses relative to its revenue and assets. For example, in 2023, expenses were $140,286 against revenue of $667,383. This suggests a lean operational model, though specific details on how these expenses are allocated (program vs. admin) are not fully detailed in the provided summary.
What is the trend in Marguerite Foundation's assets?
Marguerite Foundation's assets have shown a positive growth trend, increasing from $3,198,838 in 2011 to $3,437,169 in 2023, with a peak of $3,614,218 in the latest reported period. This indicates strong financial stewardship and accumulation of resources.
Why is the revenue so inconsistent?
The revenue for Marguerite Foundation has been highly inconsistent, ranging from $40,312 in 2022 to $667,383 in 2023. This volatility could be due to reliance on a few large donations, investment income fluctuations, or specific grant cycles. Understanding the source of revenue would provide more clarity.
Are there any concerns about the foundation's liabilities?
No, the foundation's liabilities are consistently very low relative to its assets. For instance, in 2023, liabilities were only $5,400 compared to assets of $3,437,169, indicating a very strong financial position with minimal debt.
Filing History
IRS 990 filing history for Marguerite Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Marguerite Foundation's revenue has grown by 1060.2%, moving from $58K to $667K. Total assets increased by 7.5% over the same period, from $3.2M to $3.4M. Total functional expenses rose by 12.2%, from $125K to $140K. In its most recent filing year (2023), Marguerite Foundation reported a surplus of $527K, with revenue exceeding expenses. The organization holds $5K in liabilities against $3.4M in assets (debt-to-asset ratio: 0.2%), resulting in net assets of $3.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $667K | $140K | $3.4M | $5K | — | — |
| 2022 | $40K | $148K | $2.7M | $5K | — | View 990 |
| 2021 | $139K | $204K | $3.0M | $8K | — | View 990 |
| 2020 | $321K | $194K | $3.1M | $6K | — | View 990 |
| 2019 | $75K | $170K | $2.9M | $5K | — | — |
| 2015 | $79K | $148K | $2.9M | $3K | — | View 990 |
| 2014 | $76K | $167K | $3.0M | $3K | — | View 990 |
| 2013 | $57K | $125K | $3.1M | $1K | — | View 990 |
| 2012 | $48K | $124K | $3.1M | $1K | — | View 990 |
| 2011 | $58K | $125K | $3.2M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $667K, expenses of $140K, and assets of $3.4M (revenue +1555.5% year-over-year).
- 2022: Revenue of $40K, expenses of $148K, and assets of $2.7M (revenue -71.0% year-over-year).
- 2021: Revenue of $139K, expenses of $204K, and assets of $3.0M (revenue -56.6% year-over-year).
- 2020: Revenue of $321K, expenses of $194K, and assets of $3.1M (revenue +330.3% year-over-year).
- 2019: Revenue of $75K, expenses of $170K, and assets of $2.9M (revenue -5.8% year-over-year).
- 2015: Revenue of $79K, expenses of $148K, and assets of $2.9M (revenue +4.7% year-over-year).
- 2014: Revenue of $76K, expenses of $167K, and assets of $3.0M (revenue +31.6% year-over-year).
- 2013: Revenue of $57K, expenses of $125K, and assets of $3.1M (revenue +18.8% year-over-year).
- 2012: Revenue of $48K, expenses of $124K, and assets of $3.1M (revenue -15.9% year-over-year).
- 2011: Revenue of $58K, expenses of $125K, and assets of $3.2M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Marguerite Foundation:
Data Sources and Methodology
This transparency report for Marguerite Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.