Civic Intelligence

Marks Family Foundation

990PF • Fiscal year 2012 • EIN 06-1601029

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

3 Pondside Court06355
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

99th percentile

859%

Faster asset growth than 99% 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

Up

$43,170

Up $38,667 (+859%) from 2011

Net Assets

$43,170

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$81,395

Down $36,755 (-31%) 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.

$3.0M$2.0M$1.0M$0Assets 2011: $4,503Liabilities 2011: $02011Assets 2012: $43,170Liabilities 2012: $0Net Assets 2012: $43,1702012Assets 2013: $4,852Liabilities 2013: $12013Assets 2014: $2,123Liabilities 2014: $1Net Assets 2014: $2,1232014Assets 2015: $2,226Liabilities 2015: $1Net Assets 2015: $2,2262015Assets 2016: $61,089Liabilities 2016: $0Net Assets 2016: $61,0892016Assets 2017: $4,236Liabilities 2017: $0Net Assets 2017: $4,2362017Assets 2018: $49,774Liabilities 2018: $0Net Assets 2018: $49,7742018Assets 2019: $153Liabilities 2019: $0Net Assets 2019: $1532019Assets 2020: $153Liabilities 2020: $12020Assets 2021: $303Liabilities 2021: $0Net Assets 2021: $3032021Assets 2022: $304Liabilities 2022: $0Net Assets 2022: $3042022Assets 2023: $2,312,270Liabilities 2023: $12023Assets 2024: $2,488,152Liabilities 2024: $0Net Assets 2024: $2,488,1522024

Highlighted filing

2012

Assets$43,170
Liabilities$0
Net Assets$43,170

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $120,046Expenses 2011: $118,150Net Income 2011: $1,8962011Expenses 2012: $81,3952012Revenue 2013: $92,667Expenses 2013: $130,985Net Income 2013: -$38,3182013Revenue 2014: $84,006Expenses 2014: $86,735Net Income 2014: -$2,7292014Revenue 2015: $100,374Expenses 2015: $99,708Net Income 2015: $6662015Revenue 2016: $107,939Expenses 2016: $49,076Net Income 2016: $58,8632016Revenue 2017: $7Expenses 2017: $56,860Net Income 2017: -$56,8532017Revenue 2018: $107,313Expenses 2018: $61,775Net Income 2018: $45,5382018Revenue 2019: $14,254Expenses 2019: $63,875Net Income 2019: -$49,6212019Revenue 2020: $16,850Expenses 2020: $16,850Net Income 2020: $02020Revenue 2021: $12,000Expenses 2021: $11,850Net Income 2021: $1502021Revenue 2022: $1,501Expenses 2022: $1,500Net Income 2022: $12022Revenue 2023: $50,601Expenses 2023: $87,005Net Income 2023: -$36,4042023Revenue 2024: $65,938Expenses 2024: $122,392Net Income 2024: -$56,4542024

Highlighted filing

2012

Revenue-
Expenses$81,395
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole Marks ScottTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-To inspire and nuture appreciation of the natural world.N/AMystic, CT, US$36,500
Paid Grant-To bring the performing arts to the local community.N/ANew London, CT, US$30,000
Paid Grant-To assist patients in need of medical care & related expenses.N/AWaterford, CT, US$8,200
Paid Grant-To support the community health and education program, The Well Healed Woman.N/ANew London, CT, US$5,000
Filing and Contact Details

Filer

EIN
06-1601029
Raw XML Appendix280 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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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-503
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome015
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-503
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-503
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses038667
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal043170
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03893
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03893
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03893
IRS990PF/DistributableAmount/MinimumInvestmentReturn03893
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY043170
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets079047
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities079047
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01186
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn03893
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets077861
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets079047
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Carole Marks Scott
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103 Pondside Court
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Mystic
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006355
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio011.19418
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear109.28123
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear203.88168
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear303.42491
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4014.79399
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5024.58908
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets077861
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1012730
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions081395
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Carol Marks Scott
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08605724884
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103 Pondside Court
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Mystic
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006355
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10Garde Arts Center Donation enables performing art programs to be brought to the community
IRS990PF/SummaryOfDirectCharitableActy/Description20The New London Cancer Center assists patients in need of medical care & related expenses.
IRS990PF/SummaryOfDirectCharitableActy/Description30Denison Pequotsepos Nature Center general operations donation enables the center to provide programs to inspire and nuture appreciation of the natural world.
IRS990PF/SummaryOfDirectCharitableActy/Description40Lawrence & Memorial Hospital to support community health and education programs.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1030000
IRS990PF/SummaryOfDirectCharitableActy/Expenses208200
IRS990PF/SummaryOfDirectCharitableActy/Expenses3036500
IRS990PF/SummaryOfDirectCharitableActy/Expenses405000
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Written
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Carole Marks Scott
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08605728119
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103 Pondside Court
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Mystic
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode006355
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Geographic Areas: Hartford, West Hartford & Southeastern Connecticut
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/ContributingManager0Carole Marks Scott
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount08200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount136500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount330000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To assist patients in need of medical care & related expenses.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1To inspire and nuture appreciation of the natural world.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2To support the community health and education program, The Well Healed Woman.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3To bring the performing arts to the local community.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0New London Cancer Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Denison Pequotsepos Nature Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Lawrence Memorial Hospital
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Garde Arts Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10196 Parkway South Suite 303
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11109 Pequotsepos Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12365 Montauk Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13325 State Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Waterford
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Mystic
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3New London
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CT
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear079700
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IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5046281
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0363060
IRS990PF/UndistributedIncome/ExcessFromCurrentYear077502
IRS990PF/UndistributedIncome/ExcessFromYear10117513
IRS990PF/UndistributedIncome/ExcessFromYear2041064
IRS990PF/UndistributedIncome/ExcessFromYear3060705
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Mystic
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode006355
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Carole Marks Scott
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
SubstantialContributorsSch/SubstantialContributor/PersonName0Carole Marks Scott
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine103 Pondside Court
SubstantialContributorsSch/SubstantialContributor/USAddress/City0Mystic
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CT
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode006355
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0061601029
ReturnHeader/Filer/Name/BusinessNameLine10Marks Family Foundation
ReturnHeader/Filer/NameControl0MARK
ReturnHeader/Filer/Phone08605724884
ReturnHeader/Filer/USAddress/AddressLine103 Pondside Court
ReturnHeader/Filer/USAddress/City0Mystic
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006355
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0Carole Marks Scott
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GARVEY & ASSOCIATES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 397
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MYSTIC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode006355
ReturnHeader/Preparer/Name0Teresa A Hernandez CPA
ReturnHeader/Preparer/Phone08605369831
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T10:32:02-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.07$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.06$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$0.11$0.06$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.06$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.11$0.05$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.10$0.10$0.00
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.00$0.00$0.00$0.08$0.09$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.09$0.13$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.08
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.12$0.00