Civic Intelligence

The Marcus Foundation Inc

990 • Fiscal year 2021 • EIN 04-3101202

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 28, 2022

7 Cutler StreetHopedale, MA 01747

(508) 478-5567

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

124%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$628,396

Up $63,080 (+11%) from 2020

Net Assets

Up

$628,396

Up $63,080 (+11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$116,522

Up $64,508 (+124%) from 2020

Expenses

Up

$35,777

Up $29,904 (+509%) from 2020

Net Income

Up

$80,745

Up $34,604 (+75%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $253,325Liabilities 2011: $0Net Assets 2011: $253,3252011Assets 2012: $219,743Liabilities 2012: $0Net Assets 2012: $219,7432012Assets 2013: $289,848Liabilities 2013: $0Net Assets 2013: $289,8482013Assets 2014: $312,516Liabilities 2014: $0Net Assets 2014: $312,5162014Assets 2015: $315,333Liabilities 2015: $1,000Net Assets 2015: $314,3332015Assets 2016: $359,203Liabilities 2016: $0Net Assets 2016: $359,2032016Assets 2017: $378,489Liabilities 2017: $0Net Assets 2017: $378,4892017Assets 2018: $361,936Liabilities 2018: $0Net Assets 2018: $361,9362018Assets 2019: $479,878Liabilities 2019: $0Net Assets 2019: $479,8782019Assets 2020: $565,316Liabilities 2020: $0Net Assets 2020: $565,3162020Assets 2021: $628,396Liabilities 2021: $0Net Assets 2021: $628,3962021Assets 2022: $564,495Liabilities 2022: $0Net Assets 2022: $564,4952022Assets 2023: $651,738Liabilities 2023: $0Net Assets 2023: $651,7382023Assets 2024: $716,083Liabilities 2024: $0Net Assets 2024: $716,0832024Assets 2025: $820,768Liabilities 2025: $0Net Assets 2025: $820,7682025

Highlighted filing

2021

Assets$628,396
Liabilities$0
Net Assets$628,396

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $38,071Expenses 2011: $19,713Net Income 2011: $18,3582011Revenue 2012: $38,236Expenses 2012: $60,057Net Income 2012: -$21,8212012Revenue 2013: $39,376Expenses 2013: $15,000Net Income 2013: $24,3762013Revenue 2014: $52,448Expenses 2014: $27,754Net Income 2014: $24,6942014Revenue 2015: $56,366Expenses 2015: $25,497Net Income 2015: $30,8692015Revenue 2016: $66,486Expenses 2016: $56,308Net Income 2016: $10,1782016Revenue 2017: $60,070Expenses 2017: $20,759Net Income 2017: $39,3112017Revenue 2018: $40,639Expenses 2018: $55,669Net Income 2018: -$15,0302018Revenue 2019: $93,744Expenses 2019: $22,338Net Income 2019: $71,4062019Revenue 2020: $52,014Expenses 2020: $5,873Net Income 2020: $46,1412020Revenue 2021: $116,522Expenses 2021: $35,777Net Income 2021: $80,7452021Revenue 2022: $48,855Expenses 2022: $9,267Net Income 2022: $39,5882022Revenue 2023: $72,497Expenses 2023: $42,148Net Income 2023: $30,3492023Revenue 2024: $93,206Expenses 2024: $64,207Net Income 2024: $28,9992024Revenue 2025: $105,445Expenses 2025: $57,765Net Income 2025: $47,6802025

Highlighted filing

2021

Revenue$116,522
Expenses$35,777
Net Income$80,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 28, 2022
Return Version
2021v4.0
Gross Receipts
$150,784
Mission and Program Overview

Mission

The foundation exists to provide financial support for research in childhood brain tumor treatment

The foundation exists to provide financial support for research in childhood brain tumor treatment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$565,316$628,396▲ $63,080
Investments in Publicly Traded Securities$514,564$577,927▲ $63,363
Savings and Temporary Cash Investments$50,752$50,469▼ $283
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$565,316$628,396▲ $63,080
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$565,316$628,396▲ $63,080
Total Liabilities and Net Assets / Fund Balance$565,316$628,396▲ $63,080
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark NiziakPresident
Drew NiziakVice President and Treasurer
Lawrence WilsonDirector
Frank BaileyClerk
Revenue and Support

Revenue Composition

Contributions and Grants
$78,802
Program Service Revenue
$0
Investment Income
$22,560
Other Revenue
$15,160
All Other Contributions
$49,422
Change in Net Assets
$80,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$5,777
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Service Investment Mgmnt Fees$5,561--$5,561
All Other Expenses$216--$216
Total Functional Expenses$35,777$0$0$35,777
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Curry Research FundBoston, MA-Research childhood brain tumors$20,000
Mark S Niziak Jr Marcus Fund for FamiliesBoston, MA-Support for families undergoing treatment for childhood tumors at Massachusetts General Hospital Boston MA$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,422
Fundraising Direct Expenses$34,262
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Golf Tournament$78,802$29,380$10,682$18,698
Total Events$78,802$29,380$34,262$-4,882
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Drew Niziak, Treasurer, is brother to Mark Niziak, President. Both volunteer their time to the Foundation. Neither is paid any amount for their volunteer time.

Form 990, Part VI, Section A, Line 8A

The president, Mark Niziak, is the governing body. This is a local, grass roots effort to raise funding.

Form 990, Part VI, Section A, Line 8B

There are no committees in the governing body.

Form 990, Part VI, Section B, Line 11B

The Form 990 is made available for review prior to filing upon request to the president, Mark Niziak.

Form 990, Part VI, Section C, Line 19

Form 990 and required documentation are made available to the public upon request to the president, Mark Niziak at the published address and phone number. Also, as a matter of public record, Form 990 and accompanying forms are filed with the Office of the Massachusetts Attorney General and can be viewed at its web site along with the web site for filings of not-for-profit organizations.

Filing and Contact Details

Filer

Filer Name
Marcus Foundation Inc
EIN
04-3101202
Phone
5084785567
Address
7 Cutler Street, Hopedale, MA 01747

Signing Officer

Name
Mark Niziak
Title
President
Phone
5084785567
Signed
2022-02-28

Organization Details

Principal Officer
Mark Niziak
Formed
1990
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
12
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

The Foundation conducted its Golf Tournament in 2021 to raise funds for the Foundation. The fund-raising event was not held in 2020 due to the Covid 19 epidemic.

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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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IRS990ScheduleA/PublicSupportTotal170Amt099693
IRS990ScheduleA/SubstantialContributorsTotAmt0154500
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037493
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038509
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0254193
IRS990ScheduleA/TotalSupportAmt0343633
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049422
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt049422
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034262
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Charity Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078802
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029380
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4882
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010682
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt023580
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt023580
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Research childhood brain tumors
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support for families undergoing treatment for childhood tumors at Massachusetts General Hospital Boston MA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0William Curry Research Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Mark S Niziak Jr Marcus Fund for Families
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0Massachusetts General Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1Massachusetts General Hospital
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Massachusetts General Hospital
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt155 Fruit Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt055 Fruit Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Boston
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Boston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd102114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grants are donated to operations at Massachusetts General Hospital in Boston, Massachusetts. The funding supports research for a cure for childhood brain tumors and also provides financial support for families while family members undergo medical treatment at the hospital for childhood brain tumors. The hospital is world renown institution for healthcare and medical research.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1Massachusetts General Hospital in Boston, Massachusetts is a world renown center for health care and medical research. The hospital works closely with the Dr. William Curry Research Fund in providing financial support for research for a cure for childhood brain tumors.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2The Mark S Niziak Marcus Fund for Families provides financial support to families while a family member is undergoing treatment at Massachusetts General Hospital for childhood brain tumors.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule I, Part II, Line 1
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule I, Part II, Line 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation conducted its Golf Tournament in 2021 to raise funds for the Foundation. The fund-raising event was not held in 2020 due to the Covid 19 epidemic.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Drew Niziak, Treasurer, is brother to Mark Niziak, President. Both volunteer their time to the Foundation. Neither is paid any amount for their volunteer time.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The president, Mark Niziak, is the governing body. This is a local, grass roots effort to raise funding.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are no committees in the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Form 990 is made available for review prior to filing upon request to the president, Mark Niziak.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Form 990 and required documentation are made available to the public upon request to the president, Mark Niziak at the published address and phone number. Also, as a matter of public record, Form 990 and accompanying forms are filed with the Office of the Massachusetts Attorney General and can be viewed at its web site along with the web site for filings of not-for-profit organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd01
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0565316
IRS990/TotalAssetsEOYAmt0628396
IRS990/TotalAssetsGrp/BOYAmt0565316
IRS990/TotalAssetsGrp/EOYAmt0628396
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt078802
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$1.05$0.58$0.48
2024Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$0.93$0.64$0.29
2023Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.72$0.42$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.49$0.09$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$1.17$0.36$0.81
2020Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.52$0.06$0.46
2019Summary only. Only limited summary data is available for this year.$4.80$0.00$4.80$0.94$0.22$0.71
2018Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$0.41$0.56$0.15
2017Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$0.60$0.21$0.39
2016Summary only. Only limited summary data is available for this year.$3.59$0.00$3.59$0.66$0.56$0.10
2015Summary only. Only limited summary data is available for this year.$3.15$0.01$3.14$0.56$0.25$0.31
2014Summary only. Only limited summary data is available for this year.$3.13$0.00$3.13$0.52$0.28$0.25
2013Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.39$0.15$0.24
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$2.20$0.38$0.60$0.22
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$2.53$0.38$0.20$0.18