Civic Intelligence

The Nancy Lurie Marks Family Foundation

EIN 04-2607232 • Wellesley, MA

60 William Street Suite 110Wellesley, MA 02481
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

53rd percentile

6.7%

Higher net margin than 53% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$451,397

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

$100M-$250M nonprofits • Source year 2024

Asset Growth

28th percentile

1.0%

Faster asset growth than 28% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

296%

Faster revenue growth than 96% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$120,575,235

Up $1,151,426 (+1.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$120,575,235

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue10th percentileNet Margin53rd percentile

Revenue

Up

$9,972,092

Up $7,453,823 (+296%) from 2023

Expenses

Up

$9,302,278

Up $1,967,879 (+27%) from 2023

Net Income

Up

$669,814

Up $5,485,944 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $88,200,627Liabilities 2011: $02011Assets 2012: $97,670,324Liabilities 2012: $02012Assets 2013: $95,408,523Liabilities 2013: $02013Assets 2014: $97,233,738Liabilities 2014: $02014Assets 2015: $109,114,291Liabilities 2015: $02015Assets 2019: $124,675,020Liabilities 2019: $02019Assets 2020: $122,891,736Liabilities 2020: $1Net Assets 2020: $122,891,7362020Assets 2021: $124,313,599Liabilities 2021: $12021Assets 2022: $126,792,031Liabilities 2022: $0Net Assets 2022: $126,792,0312022Assets 2023: $119,423,809Liabilities 2023: $12023Assets 2024: $120,575,235Liabilities 2024: $0Net Assets 2024: $120,575,2352024

Highlighted filing

2024

Assets$120,575,235
Liabilities$0
Net Assets$120,575,235
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2011: $5,784,901Expenses 2011: $5,967,449Net Income 2011: -$182,5482011Revenue 2012: $10,447,349Expenses 2012: $5,323,181Net Income 2012: $5,124,1682012Revenue 2013: $7,859,233Expenses 2013: $6,673,979Net Income 2013: $1,185,2542013Revenue 2014: $10,122,398Expenses 2014: $7,560,244Net Income 2014: $2,562,1542014Revenue 2015: $19,611,243Expenses 2015: $6,791,894Net Income 2015: $12,819,3492015Revenue 2019: $11,571,082Expenses 2019: $7,120,921Net Income 2019: $4,450,1612019Revenue 2020: $8,374,794Expenses 2020: $8,817,718Net Income 2020: -$442,9242020Revenue 2021: $10,398,076Expenses 2021: $8,867,687Net Income 2021: $1,530,3892021Revenue 2022: $15,512,998Expenses 2022: $7,410,979Net Income 2022: $8,102,0192022Revenue 2023: $2,518,269Expenses 2023: $7,334,399Net Income 2023: -$4,816,1302023Revenue 2024: $9,972,092Expenses 2024: $9,302,278Net Income 2024: $669,8142024

Highlighted filing

2024

Revenue$9,972,092
Expenses$9,302,278
Net Income$669,814
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,575,235
Liabilities
$0
Net assets
$120,575,235
Revenue
$9,972,092
Expenses
$9,302,278
Net income
$669,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$121$0.00$121$9.97$9.30$0.67
2023Detailed filing. Detailed filing data is available for this year.$119$0.00$2.52$7.33$4.82
2022Detailed filing. Detailed filing data is available for this year.$127$0.00$127$15.5$7.41$8.10
2021Detailed filing. Detailed filing data is available for this year.$124$0.00$10.4$8.87$1.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$123$0.00$123$8.37$8.82$0.44
2019Summary only. Only limited summary data is available for this year.$125$0.00$11.6$7.12$4.45
2015Summary only. Only limited summary data is available for this year.$109$0.00$19.6$6.79$12.8
2014Summary only. Only limited summary data is available for this year.$97.2$0.00$10.1$7.56$2.56
2013Summary only. Only limited summary data is available for this year.$95.4$0.00$7.86$6.67$1.19
2012Summary only. Only limited summary data is available for this year.$97.7$0.00$10.4$5.32$5.12
2011Summary only. Only limited summary data is available for this year.$88.2$0.00$5.78$5.97$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Aug 23, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLARENCE SCHUTTDirectorFT$430,700$20,697$451,397
RICHARD B DENNINGTrusteePT$169,133$5,849$174,982
HARVEY E CUSHINGTrusteePT$154,500-$154,500
CATHY J LURIETrustee-$0--
JEFFREY R LURIETrustee-$0--
MICHELLE M PORTERTrustee-$0--
NANCY L MARKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Nancy Lurie Marks Family Foundation
EIN
04-2607232
Phone
6174821776
Address
60 WILLIAM STREET SUITE 110, WELLESLEY, MA 02481

Signing Officer

Name
Richard B Denning
Title
Trustee
Phone
6174821776
Signed
2025-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
115 FEDERAL STREET SUITE 15, BOSTON, MA 02110
Preparer
Diana Cohen
Phone
6174372266
Raw XML AppendixShowing 400 of 2,742 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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