Civic Intelligence

Nancy and Edwin Marks Family Foundation

990PF • Fiscal year 2017 • EIN 13-3385770

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

Organization Profile
900 Third Avenue - 33rd FloorNew York, NY 10022-4775

(212) 909-8400

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

2nd percentile

-264%

Higher net margin than 2% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$162,605

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 34.8% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

11th percentile

-6.3%

Faster asset growth than 11% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-46%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$17,775,936

Down $1,193,927 (-6.3%) from 2016

Net Assets

Down

$17,738,446

Down $1,231,417 (-6.5%) from 2016

Liabilities

Up

$37,490

Up $37,489 (+3748900%) from 2016

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Down

$467,032

Down $394,225 (-46%) from 2016

Expenses

Down

$1,698,449

Down $101,513 (-5.6%) from 2016

Net Income

Down

-$1,231,417

Down $292,712 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $10,330,287Liabilities 2011: $0Net Assets 2011: $10,330,2872011Assets 2012: $9,980,706Liabilities 2012: $0Net Assets 2012: $9,980,7062012Assets 2013: $12,098,292Liabilities 2013: $02013Assets 2014: $17,209,714Liabilities 2014: $0Net Assets 2014: $17,209,7142014Assets 2015: $19,908,568Liabilities 2015: $12015Assets 2016: $18,969,863Liabilities 2016: $1Net Assets 2016: $18,969,8632016Assets 2017: $17,775,936Liabilities 2017: $37,490Net Assets 2017: $17,738,4462017Assets 2020: $15,708,954Liabilities 2020: $1Net Assets 2020: $15,708,9542020Assets 2021: $16,510,745Liabilities 2021: $1Net Assets 2021: $16,510,7452021Assets 2022: $17,286,941Liabilities 2022: $1Net Assets 2022: $17,286,9412022Assets 2023: $18,023,889Liabilities 2023: $12023Assets 2024: $16,801,771Liabilities 2024: $0Net Assets 2024: $16,801,7712024

Highlighted filing

2017

Assets$17,775,936
Liabilities$37,490
Net Assets$17,738,446
Open 2017 Filing

Operations Trend

Revenue Growth5th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,111,5012011Expenses 2012: $1,191,9292012Revenue 2013: $2,727,981Expenses 2013: $610,395Net Income 2013: $2,117,5862013Revenue 2014: $8,456,833Expenses 2014: $1,192,364Net Income 2014: $7,264,4692014Revenue 2015: $4,074,494Expenses 2015: $1,375,640Net Income 2015: $2,698,8542015Revenue 2016: $861,257Expenses 2016: $1,799,962Net Income 2016: -$938,7052016Revenue 2017: $467,032Expenses 2017: $1,698,449Net Income 2017: -$1,231,4172017Revenue 2020: $677,708Expenses 2020: $1,086,671Net Income 2020: -$408,9632020Revenue 2021: $2,360,803Expenses 2021: $1,559,012Net Income 2021: $801,7912021Revenue 2022: $6,974,876Expenses 2022: $1,719,093Net Income 2022: $5,255,7832022Revenue 2023: $2,331,300Expenses 2023: $1,594,352Net Income 2023: $736,9482023Revenue 2024: $931,228Expenses 2024: $2,153,346Net Income 2024: -$1,222,1182024

Highlighted filing

2017

Revenue$467,032
Expenses$1,698,449
Net Income-$1,231,417
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE LIEBMANExecutive DirectorPT$131,008$31,597$162,605
NANCY MARKSPresident/SecretaryPT$0--
CAROLYN MARKSDirectorPT$0--
CONSTANCE MARKSDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Nancy and Edwin Marks Family Foundation
EIN
13-3385770
Phone
2129098400
Address
900 THIRD AVENUE - 33RD FLOOR, NEW YORK, NY 10022-4775

Signing Officer

Name
Nancy Marks
Title
President/secretary
Phone
2129098400
Signed
2017-11-03
Discuss with paid preparer
Yes

Preparer

Firm
BLOOM HOCHBERG & CO PC CPA'S
Address
450 SEVENTH AVENUE, NEW YORK, NY 10123
Preparer
Howard Taber
Phone
2122442112
Raw XML AppendixShowing 400 of 908 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt611546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt759352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-105794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1020548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1183437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-8779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-77268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14134098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1594112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-122901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-112480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt203022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-39243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt069244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1646442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23223514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3500023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4250108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5104230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6796195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9594196
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10241410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11980254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12101687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13894953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15420000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1818559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19735769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GAIN FROM FIERA CAPITAL PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GAIN FROM FIERA CAPITAL PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GAIN (LOSS) FROM SCHWAB PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GAIN (LOSS) FROM SCHWAB PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GAIN (LOSS) FROM SCHWAB PORTFOLIO #2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TWEEDY BROWN MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TWEEDY BROWN MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MATTHEWS ASIA MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VAN ECK EMERGING MARKETS MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VAN ECK EMERGING MARKETS MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10YACHTMAN FOCUSED MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11YACHTMAN FOCUSED MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ABERDEEN MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ABERDEEN MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LYRICAL US VALUE MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD 500 MUTUAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LOSS ON LIQUIDATION OF PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PASSTHROUGH FROM PARTNERSHIP K-1'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PASSTHROUGH FROM PARTNERSHIP K-1'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SECTION 1256 GAIN FROM PARTNERSHIP K-1'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20SECTION 1256 GAIN FROM PARTNERSHIP K-1'S
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21VANGUARD EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22VANGUARD EMERGING MARKETS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-702
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1231417
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017738446
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018969863
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017738446
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01019338
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01019338
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01019338
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01023359
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04021
IRS990PF/DistributableAmountGrp/TotalTaxAmt04021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011445
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04021
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011445
IRS990PF/FMVAssetsEOYAmt021079335
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0457417
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt074627
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt074627
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0981065
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01028153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01696679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01275527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02909948
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013740015
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt012528103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014145514
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt037490
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018969863
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017738446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0302684
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0670098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0670098
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018969863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017775936
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021079335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt037490
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018969863
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017775936
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018969863
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017738446
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02773068
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02246516
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02250995
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020778854
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03430897
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013911068
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0311683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03436889
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01023359
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020467171
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020778854
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt330.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3131008
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt33930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt327667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NANCY MARKS

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,775,936
Liabilities
$37,490
Net assets
$17,738,446
Revenue
$467,032
Expenses
$1,698,449
Net income
-$1,231,417
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$0.93$2.15$1.22
2023Detailed filing. Detailed filing data is available for this year.$18.0$0.00$2.33$1.59$0.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$6.97$1.72$5.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$2.36$1.56$0.80
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$0.68$1.09$0.41
2017Detailed filing. Detailed filing data is available for this year.$17.8$0.04$17.7$0.47$1.70$1.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$0.86$1.80$0.94
2015Detailed filing. Detailed filing data is available for this year.$19.9$0.00$4.07$1.38$2.70
2014Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$8.46$1.19$7.26
2013Summary only. Only limited summary data is available for this year.$12.1$0.00$2.73$0.61$2.12
2012Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$1.19
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.11