Civic Intelligence

Paula Anna Markus Foundation Trust

990 • Fiscal year 2023 • EIN 04-6164528

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

Organization ProfileN/A
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-114%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$26,380

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 120.8% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

31st percentile

-2.8%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$883,532

Down $25,816 (-2.8%) from 2022

Net Assets

Down

$883,532

Down $25,816 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Up

$21,838

Up $23,615 (+1329%) from 2022

Expenses

Up

$46,711

Up $2,388 (+5.4%) from 2022

Net Income

Up

-$24,873

Up $21,227 (+46%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2023

Assets$883,532
Liabilities$0
Net Assets$883,532
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue$21,838
Expenses$46,711
Net Income-$24,873
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Gross Receipts
$79,338
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$909,348$883,532▼ $25,816
Investments in Publicly Traded Securities$560,998$501,516▼ $59,482
Land, Buildings, and Equipment, Net$344,517$344,517→ $0
Savings and Temporary Cash Investments$3,833$37,499▲ $33,666
Total Assets$909,348$883,532▼ $25,816
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$909,348$883,532▼ $25,816
Total Liabilities and Net Assets / Fund Balance$909,348$883,532▼ $25,816

Asset Categories

AssetBook ValueDepreciationBasis
Land$344,517--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Bank of AmericaTrustee$26,380$26,380
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$21,838
Other Revenue
$0
Change in Net Assets
$-24,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$26,379
Grants and Similar Amounts Paid$18,621
Other Expenses$1,711
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$10,552$15,827-$26,379
Grants to Domestic Orgs$18,621--$18,621
Fees for Services Accounting$500$750-$1,250
Insurance$426--$426
Fees for Services Other$35--$35
Total Functional Expenses$30,134$16,577$0$46,711
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
Backup withholding compliance
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
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2024-04-23

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, PAGE 2, PART III, LINE 4D

“OTHER EXPENSES”

Explanation for Form 990, Part XI, Line 9

“-200 CTF ADJUSTMENT”

Raw XML Appendix360 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/ExplanationTxt0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS ARE DOCUMENTED IN PERMANENT FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS ARE DOCUMENTED IN PERMANENT FILE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX DEPARTMENT PREPARES, REVIEWS AND FILES THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL SURVEY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CORPORATE TRUSTEE NOT REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK OF AMERICA (TRUSTEE) 1 HRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10-200 CTF ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAULA A MARKUS FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0046164528
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
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ReturnHeader/ReturnTs02024-04-24T09:01:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$883,532
Liabilities
$0
Net assets
$883,532
Revenue
$21,838
Expenses
$46,711
Net income
-$24,873
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