Civic Intelligence

The V & L Marx Foundation

990PF • Fiscal year 2020 • EIN 03-0536676

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 16, 2021

Organization Profile
14 Brookline RoadScarsdale, NY 10583

(201) 767-6270

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Net Margin

30th percentile

-18%

Higher net margin than 30% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2020 filings • NTEE T • $50M-$100M nonprofits • Source year 2020

Asset Growth

29th percentile

-1.3%

Faster asset growth than 29% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

46th percentile

4.7%

Faster revenue growth than 46% of similar nonprofits.

2020 filings • NTEE T • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$72,172,668

Down $970,841 (-1.3%) from 2019

Net Assets

$72,147,623

No earlier filing loaded for comparison.

Liabilities

Down

$25,045

Down $148,599 (-86%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin30th percentile

Revenue

Up

$4,515,803

Up $201,202 (+4.7%) from 2019

Expenses

Up

$5,338,045

Up $406,196 (+8.2%) from 2019

Net Income

Down

-$822,242

Down $204,994 (-33%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80M$60M$40M$20M$0Assets 2011: $78,712,014Liabilities 2011: $23,8602011Assets 2012: $78,480,035Liabilities 2012: $71,7212012Assets 2013: $76,838,571Liabilities 2013: $35,3402013Assets 2014: $75,911,396Liabilities 2014: $36,4882014Assets 2015: $74,094,807Liabilities 2015: $36,0682015Assets 2019: $73,143,509Liabilities 2019: $173,6442019Assets 2020: $72,172,668Liabilities 2020: $25,045Net Assets 2020: $72,147,6232020Assets 2021: $72,659,135Liabilities 2021: $139,953Net Assets 2021: $72,519,1822021Assets 2022: $70,673,819Liabilities 2022: $45,371Net Assets 2022: $70,628,4482022Assets 2023: $67,349,308Liabilities 2023: $34,843Net Assets 2023: $67,314,4652023Assets 2024: $65,344,859Liabilities 2024: $39,271Net Assets 2024: $65,305,5882024

Highlighted filing

2020

Assets$72,172,668
Liabilities$25,045
Net Assets$72,147,623
Open 2020 Filing

Operations Trend

Revenue Growth46th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $8,334,284Expenses 2011: $3,432,941Net Income 2011: $4,901,3432011Revenue 2012: $3,279,726Expenses 2012: $3,559,566Net Income 2012: -$279,8402012Revenue 2013: $2,733,868Expenses 2013: $4,338,951Net Income 2013: -$1,605,0832013Revenue 2014: $3,463,038Expenses 2014: $4,391,361Net Income 2014: -$928,3232014Revenue 2015: $2,869,900Expenses 2015: $4,686,069Net Income 2015: -$1,816,1692015Revenue 2019: $4,314,601Expenses 2019: $4,931,849Net Income 2019: -$617,2482019Revenue 2020: $4,515,803Expenses 2020: $5,338,045Net Income 2020: -$822,2422020Revenue 2021: $5,563,610Expenses 2021: $5,192,051Net Income 2021: $371,5592021Revenue 2022: $4,948,040Expenses 2022: $6,838,774Net Income 2022: -$1,890,7342022Revenue 2023: $3,732,226Expenses 2023: $7,046,209Net Income 2023: -$3,313,9832023Revenue 2024: $4,977,792Expenses 2024: $6,986,669Net Income 2024: -$2,008,8772024

Highlighted filing

2020

Revenue$4,515,803
Expenses$5,338,045
Net Income-$822,242
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 16, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GRUENBERGPresidentPT$0--
WENDY GRUENBERGSecretary-$0--
LEONARD GRUENBERGVP/Chief Financial OfficerPT$0--
JON GRUENBERGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The V & L Marx Foundation
EIN
03-0536676
Phone
2017676270
Address
14 BROOKLINE ROAD, SCARSDALE, NY 10583

Signing Officer

Name
Jennifer Gruenberg
Title
President
Phone
9147239393
Signed
2021-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Dugan Scotti & Zoch Pa
Address
161 MCKINLEY STREET, CLOSTER, NJ 07624
Preparer
Peter B Zoch
Phone
2017676270
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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE FOUNDATION'S UNDISTRIBUTED INCOME REQUIRED TO BE DISTRIBUTED DURING 2021 AMOUNTS TO APPROXIMATELY $4,700,000. THIS IS THE AMOUNT OF CASH DEEMED HELD FOR CHARITABLE PURPOSES FOR PURPOSES OF PART X MINIMUM INVESTMENT RETURN.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4WALT DISNEY CO (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5GRACO INC (GGG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC-CL A (GOOGL)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GOLDMAN SACHS GQG PARTNERS (GSIMX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HARDING LOEVNER FDS INC INT (HLMIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10IDEXX LABS INC (IDXX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES EXPANDED TECH SECTO (IGM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JOHNSON & JOHNSON (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KIRBY CORP (KEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14KANSAS CITY SOUTHERN (KSU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MASTERCARD INC -A- (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MFS MID CAP GROWTH FD CL A (OTCAX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PARN CORE EQT-INSTL INSTITU (PRILX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PAYPAL HOLDINGS INC (PYPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19RBC BEARINGS (ROLL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD SM-CAP VIPERS (VB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGUARD DIVIDEND GROWTH FD (VDIGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22VANGUARD HEALTH CARE VIPE (VHT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23VANGUARD MID-CAP ETF (VO)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ADJUSTMENT TO COST BASIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ALBEMARLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ARCHER-DANIELS-MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BBX CAPITAL INC COMMON STOCK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BECTON DICKINSON & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39CANTEL MEDICAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COCA COLA COMPANY (THE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COSTCO WHOLESALE CORP-NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CTO REALTY GROWTH INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DANAHER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DEL TACO RESTAURANTS INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENERAL MOTORS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GOLDMAN SACHS BDC INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GORMAN RUPP COMPANY (THE) COMMON SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52H B FULLER & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HALOZYME THERAPEUTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HELMERICH & PAYNE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HENNES & MAURITZ AB H&M STOCKHOLM AKT SEK0.25'B'
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HUBBELL INCORPORATED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INNOVIVA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KIMBERLY CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VIATRIS INC COMMON STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WEST PHARMACEUTICAL SVCS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ADVANCED DRAIN SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95APOLLO GLOBAL MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ARMSTRONG WORLD INDS I COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97ASHTEAD GROUP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98BLACKSTONE GROUP

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,172,668
Liabilities
$25,045
Net assets
$72,147,623
Revenue
$4,515,803
Expenses
$5,338,045
Net income
-$822,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.3$0.04$65.3$4.98$6.99$2.01
2023Detailed filing. Detailed filing data is available for this year.$67.3$0.03$67.3$3.73$7.05$3.31
2022Detailed filing. Detailed filing data is available for this year.$70.7$0.05$70.6$4.95$6.84$1.89
2021Detailed filing. Detailed filing data is available for this year.$72.7$0.14$72.5$5.56$5.19$0.37
2020Detailed filing. Detailed filing data is available for this year.$72.2$0.03$72.1$4.52$5.34$0.82
2019Summary only. Only limited summary data is available for this year.$73.1$0.17$4.31$4.93$0.62
2015Summary only. Only limited summary data is available for this year.$74.1$0.04$2.87$4.69$1.82
2014Summary only. Only limited summary data is available for this year.$75.9$0.04$3.46$4.39$0.93
2013Summary only. Only limited summary data is available for this year.$76.8$0.04$2.73$4.34$1.61
2012Summary only. Only limited summary data is available for this year.$78.5$0.07$3.28$3.56$0.28
2011Summary only. Only limited summary data is available for this year.$78.7$0.02$8.33$3.43$4.90