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

$435KRevenue

$3.6MAssets

85/100Mission Score (Excellent)

B99

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.

AI Transparency Report

The Marguerite Foundation demonstrates a generally stable financial position with significant assets relative to its annual revenue and expenses. In 2023, the organization reported revenue of $667,383 against expenses of $140,286, indicating a substantial surplus for the year. However, revenue has been highly volatile, fluctuating from a low of $40,312 in 2022 to the high in 2023. Despite these fluctuations, the foundation consistently maintains a strong asset base, with $3,437,169 in assets in 2023, far exceeding its liabilities, which were only $5,400 in the same period. This suggests a conservative financial management approach and a strong capacity to meet its obligations.

The organization's spending efficiency appears robust, particularly in 2023 where expenses were significantly lower than revenue. While a detailed breakdown of program, administrative, and fundraising expenses is not provided in the summary data, the overall low expense figures relative to assets and, in some years, revenue, suggest that a substantial portion of its resources are either being retained or directed towards its mission. The consistent reporting of 0% officer compensation across all filings indicates a commitment to minimizing overhead in this area, which is a positive sign for donor confidence. The foundation's consistent filing of IRS 990s over a decade also points to a good level of transparency in its financial reporting.

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.

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 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.	PDF
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.

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.