Civic Intelligence

Paula Anna Markus Foundation Trust

990 • Fiscal year 2019 • EIN 04-6164528

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization ProfileN/A
P O Box 1802Providence, RI 02901-1802

(877) 446-1410

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-278%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

56th percentile

$23,665

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 93.6% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

17th percentile

-8.7%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$770,457

Down $73,312 (-8.7%) from 2018

Net Assets

Down

$770,457

Down $73,312 (-8.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin1st percentile

Revenue

Down

$25,270

Down $23,597 (-48%) from 2018

Expenses

Down

$95,607

Down $36,608 (-28%) from 2018

Net Income

Up

-$70,337

Up $13,011 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $963,319Liabilities 2011: $0Net Assets 2011: $963,3192011Assets 2012: $956,955Liabilities 2012: $0Net Assets 2012: $956,9552012Assets 2013: $978,296Liabilities 2013: $0Net Assets 2013: $978,2962013Assets 2014: $1,001,742Liabilities 2014: $0Net Assets 2014: $1,001,7422014Assets 2015: $992,478Liabilities 2015: $0Net Assets 2015: $992,4782015Assets 2016: $958,359Liabilities 2016: $0Net Assets 2016: $958,3592016Assets 2017: $924,447Liabilities 2017: $0Net Assets 2017: $924,4472017Assets 2018: $843,769Liabilities 2018: $0Net Assets 2018: $843,7692018Assets 2019: $770,457Liabilities 2019: $0Net Assets 2019: $770,4572019Assets 2020: $873,093Liabilities 2020: $0Net Assets 2020: $873,0932020Assets 2021: $956,229Liabilities 2021: $0Net Assets 2021: $956,2292021Assets 2022: $909,348Liabilities 2022: $0Net Assets 2022: $909,3482022Assets 2023: $883,532Liabilities 2023: $0Net Assets 2023: $883,5322023Assets 2024: $928,085Liabilities 2024: $0Net Assets 2024: $928,0852024

Highlighted filing

2019

Assets$770,457
Liabilities$0
Net Assets$770,457
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

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

$200K$100K$0-$100KRevenue 2011: $54,454Expenses 2011: $42,272Net Income 2011: $12,1822011Revenue 2012: $27,794Expenses 2012: $33,812Net Income 2012: -$6,0182012Revenue 2013: $56,507Expenses 2013: $35,283Net Income 2013: $21,2242013Revenue 2014: $71,655Expenses 2014: $45,728Net Income 2014: $25,9272014Revenue 2015: $30,418Expenses 2015: $41,906Net Income 2015: -$11,4882015Revenue 2016: $24,825Expenses 2016: $54,295Net Income 2016: -$29,4702016Revenue 2017: $62,180Expenses 2017: $96,921Net Income 2017: -$34,7412017Revenue 2018: $48,867Expenses 2018: $132,215Net Income 2018: -$83,3482018Revenue 2019: $25,270Expenses 2019: $95,607Net Income 2019: -$70,3372019Revenue 2020: $148,902Expenses 2020: $46,062Net Income 2020: $102,8402020Revenue 2021: $131,984Expenses 2021: $49,451Net Income 2021: $82,5332021Revenue 2022: -$1,777Expenses 2022: $44,323Net Income 2022: -$46,1002022Revenue 2023: $21,838Expenses 2023: $46,711Net Income 2023: -$24,8732023Revenue 2024: $101,021Expenses 2024: $55,944Net Income 2024: $45,0772024

Highlighted filing

2019

Revenue$25,270
Expenses$95,607
Net Income-$70,337
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Gross Receipts
$172,047
Mission and Program Overview

Mission

Trust operates exclusively for charitable purposes. Trust pays to audobon society to help develop a conservation project for research and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$843,769$770,457▼ $73,312
Investments in Publicly Traded Securities$818,019$389,717▼ $428,302
Land, Buildings, and Equipment, Net-$344,517-
Savings and Temporary Cash Investments$25,750$36,223▲ $10,473
Total Assets$843,769$770,457▼ $73,312
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$843,769$770,457▼ $73,312
Total Liabilities and Net Assets / Fund Balance$843,769$770,457▼ $73,312

Asset Categories

AssetBook ValueDepreciationBasis
Land$344,517--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$23,665$23,665
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,270
Other Revenue
$0
Change in Net Assets
$-70,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,207
Salaries, Compensation, and Employee Benefits$23,665
Grants and Similar Amounts Paid$17,735
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$52,157--$52,157
Current Officers, Directors, Trustees, and Key Employees$9,466$14,199-$23,665
Grants to Domestic Orgs$17,735--$17,735
Fees for Services Accounting$500$750-$1,250
All Other Expenses$35$475-$510
Insurance$290$0-$290
Total Functional Expenses$80,183$15,424$0$95,607
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
New Hampshire Audobon SocietyConcord, NH-Conservation Project for Research and Education$17,735
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Decisions are documented in permanent file”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“Decisions are documented in permanent file”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tax department prepares, reviews and files the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL SURVEY”

FORM 990, PAGE 6, PART VI, LINE 15A

“Not applicable trust has corporate trustee”

FORM 990, PAGE 6, PART VI, LINE 15B

“Corporate trustee not required.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“Bank of america (trustee) 1 hrs”

Filing and Contact Details

Filer

Filer Name
Paula a Markus Foundation Tr
EIN
04-6164528
Phone
8774461410
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8774461410
Signed
2020-05-08

Organization Details

Principal Officer
Same as Above
Formed
1966
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“$47 tye income adj, ($17) sec cost adj, ($1858) partnership , ($1148) ctf adj, $1 rounding”

Raw XML Appendix370 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS ARE DOCUMENTED IN PERMANENT FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL SURVEY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CORPORATE TRUSTEE NOT REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK OF AMERICA (TRUSTEE) 1 HRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$47 TYE INCOME ADJ, ($17) SEC COST ADJ, ($1858) PARTNERSHIP , ($1148) CTF ADJ, $1 ROUNDING
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$770,457
Liabilities
$0
Net assets
$770,457
Revenue
$25,270
Expenses
$95,607
Net income
-$70,337
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.02$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.00$0.04$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.05$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.15$0.05$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.03$0.10$0.07
2018Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.05$0.13$0.08
2017Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.06$0.10$0.03
2016Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.02$0.05$0.03
2015Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.03$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.07$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.06$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.03$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.05$0.04$0.01