Civic Intelligence

Robert G & Natalie S Marcus Charitable Trust

990PF • Fiscal year 2012 • EIN 04-6042909

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 22, 2012

3500 Quakerbridge Road Suite 10408619
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

50th percentile

0.0%

Faster asset growth than 50% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Flat

$67,197

Flat from 2011

Net Assets

Flat

$67,197

Flat from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$0

Down $7,075 (-100%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $67,197Liabilities 2011: $0Net Assets 2011: $67,1972011Assets 2012: $67,197Liabilities 2012: $0Net Assets 2012: $67,1972012Assets 2013: $67,178Liabilities 2013: $0Net Assets 2013: $67,1782013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2012

Assets$67,197
Liabilities$0
Net Assets$67,197

Operations Trend

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

$50K$0-$50K-$100KExpenses 2011: $7,0752011Expenses 2012: $02012Revenue 2013: $41Expenses 2013: $60Net Income 2013: -$192013Revenue 2014: -$35,616Expenses 2014: $31,562Net Income 2014: -$67,1782014

Highlighted filing

2012

Revenue-
Expenses$0
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 22, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD MARCUSTrustee - Executor-$0--
Filing and Contact Details

Filer

EIN
04-6042909
Raw XML Appendix233 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue07312
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue120875
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue223750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV24300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERICAN BILTRITE INC, 2,000SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AMERICAN BILTRITE INC, 1,000SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2AMERICAN BILTRITE INC, 1,000SH
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss00
IRS990PF/BalanceSheets/CapitalStockBOY067197
IRS990PF/BalanceSheets/CapitalStockEOY067197
IRS990PF/BalanceSheets/CashBOY015260
IRS990PF/BalanceSheets/CashEOY015260
IRS990PF/BalanceSheets/CashEOYFMV015260
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY051937
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY051937
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV017200
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/TotalAssetsBOY067197
IRS990PF/BalanceSheets/TotalAssetsEOY067197
IRS990PF/BalanceSheets/TotalAssetsEOYFMV032460
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY067197
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY067197
IRS990PF/BalanceSheets/TotalNetAssetsBOY067197
IRS990PF/BalanceSheets/TotalNetAssetsEOY067197
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome00
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal067197
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY067197
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY067197
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted02233
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj02233
IRS990PF/DistributableAmount/DistributableAmountBeforeDed02233
IRS990PF/DistributableAmount/MinimumInvestmentReturn02233
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome00
IRS990PF/DistributableAmount/TotalTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY032460
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets045340
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015260
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities030080
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0680
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn02233
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets044660
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets045340
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD MARCUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee - Executor
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103500 QUAKERBRIDGE ROAD SUITE 104
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MERCERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode008619
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct016472
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets016472
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.368826
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.188586
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.327373
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.423115
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.506705
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.39835
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets044660
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1037516
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2031768
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3033277
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4041089
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5070162
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear107075
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2010400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3014080
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4020820
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5027949
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.844129
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions00
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD G MARCUS (EXECUTOR)
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06095843000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103500 QUAKERBRIDGE ROAD SUITE 104
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0MERCERVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode008619
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NJ
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0LETTER EXPLAINING PURPOSE OF REQUESTED GRANT AND PROOF THAT APPLICANT IS A QUALIFIED PUBLIC CHARITY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Richard G Marcus Executor
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber06095843000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103500 QUAKERBRIDGE ROAD SUITE 104
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MERCERVILLE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NJ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode008619
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS ARE LIMITED TO QUALIFIED PUBLIC CHARITIES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NATALIE S MARCUS
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02233
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105199
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear208812
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3012416
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4018766
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5024443
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus02233
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY02233
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5022210
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear045193
IRS990PF/UndistributedIncome/ExcessFromYear105199
IRS990PF/UndistributedIncome/ExcessFromYear208812
IRS990PF/UndistributedIncome/ExcessFromYear3012416
IRS990PF/UndistributedIncome/ExcessFromYear4018766
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions00
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus067403
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover069636
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/Description0REFUND
TaxesSchedule/Taxes/Category0SECTION 4940 EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046042909
ReturnHeader/Filer/InCareOfName0% RICHARD G MARCUS (EXECUTOR)
ReturnHeader/Filer/Name/BusinessNameLine10Robert G & Natalie S Marcus
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Trust
ReturnHeader/Filer/NameControl0ROBE
ReturnHeader/Filer/Phone06095843000
ReturnHeader/Filer/USAddress/AddressLine103500 QUAKERBRIDGE ROAD SUITE 104
ReturnHeader/Filer/USAddress/City0MERCERVILLE
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode008619
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-22
ReturnHeader/Officer/Name0Richard G Marcus Executor
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRANT THORNTON LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10226 CAUSEWAY STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021142155
ReturnHeader/Preparer/Phone06177237900
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-04-01
ReturnHeader/TaxPeriodEndDate02012-03-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-17T12:13:51-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings