Civic Intelligence

Mark and Amy Tercek Foundation

990PF • Fiscal year 2020 • EIN 13-3931295

Jun 01, 2019 to May 31, 2020 • Filed on Oct 15, 2020

Organization Profile
c/o The Ayco Co PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.04x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Net Margin

29th percentile

-30%

Higher net margin than 29% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T • $10M-$25M nonprofits • Source year 2020

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2020

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$11,224,848

Up $274,563 (+2.5%) from 2018

Net Assets

Up

$11,208,068

Up $268,086 (+2.5%) from 2018

Liabilities

Up

$16,780

Up $6,477 (+63%) from 2018

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin29th percentile

Revenue

Down

$437,282

Down $2,392,641 (-85%) from 2018

Expenses

Up

$568,832

Up $78,307 (+16%) from 2018

Net Income

Down

-$131,550

Down $2,470,948 (-106%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$15M$10M$5.0M$0Assets 2012: $3,797,720Liabilities 2012: $02012Assets 2013: $5,028,618Liabilities 2013: $02013Assets 2014: $6,014,264Liabilities 2014: $02014Assets 2015: $6,709,535Liabilities 2015: $02015Assets 2016: $8,084,361Liabilities 2016: $0Net Assets 2016: $8,084,3612016Assets 2017: $9,602,794Liabilities 2017: $6,348Net Assets 2017: $9,596,4462017Assets 2018: $10,950,285Liabilities 2018: $10,303Net Assets 2018: $10,939,9822018Assets 2020: $11,224,848Liabilities 2020: $16,780Net Assets 2020: $11,208,0682020Assets 2021: $7,062,992Liabilities 2021: $9,659Net Assets 2021: $7,053,3332021Assets 2022: $7,485,220Liabilities 2022: $35,644Net Assets 2022: $7,449,5762022Assets 2023: $7,229,570Liabilities 2023: $7,196Net Assets 2023: $7,222,3742023Assets 2024: $7,407,248Liabilities 2024: $9,275Net Assets 2024: $7,397,9732024Assets 2025: $7,395,536Liabilities 2025: $10,510Net Assets 2025: $7,385,0262025

Highlighted filing

2020

Assets$11,224,848
Liabilities$16,780
Net Assets$11,208,068
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $23,453Expenses 2012: $197,413Net Income 2012: -$173,9602012Revenue 2013: $1,960,794Expenses 2013: $87,727Net Income 2013: $1,873,0672013Revenue 2014: $2,055,478Expenses 2014: $381,197Net Income 2014: $1,674,2812014Revenue 2015: $1,331,783Expenses 2015: $138,275Net Income 2015: $1,193,5082015Revenue 2016: $2,986,497Expenses 2016: $344,617Net Income 2016: $2,641,8802016Revenue 2017: $3,253,905Expenses 2017: $399,640Net Income 2017: $2,854,2652017Revenue 2018: $2,829,923Expenses 2018: $490,525Net Income 2018: $2,339,3982018Revenue 2020: $437,282Expenses 2020: $568,832Net Income 2020: -$131,5502020Revenue 2021: $657,035Expenses 2021: $5,151,803Net Income 2021: -$4,494,7682021Revenue 2022: $822,500Expenses 2022: $426,257Net Income 2022: $396,2432022Revenue 2023: $95,917Expenses 2023: $323,119Net Income 2023: -$227,2022023Revenue 2024: $447,342Expenses 2024: $271,743Net Income 2024: $175,5992024Revenue 2025: $660,928Expenses 2025: $678,513Net Income 2025: -$17,5852025

Highlighted filing

2020

Revenue$437,282
Expenses$568,832
Net Income-$131,550
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Oct 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK R TERCEKTrustee-$0--
AMY TERCEKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mark & Amy Tercek Foundation
EIN
13-3931295
In Care Of
% THE AYCO COMPANY
Phone
5186405000
Address
c/o The Ayco Co PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Mark Tercek
Title
Trustee
Phone
5186405000
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Annette Miner
Phone
5186405000
Raw XML Appendix312 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE AYCO COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05186405000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK R TERCEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0524500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RESOURCES FOR THE FUTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1BOARD MEMBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11616 P STREET NW SUITE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0128660860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120036
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0534500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0207
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0534293
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0554044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0534500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0553837
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0534293
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0425
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt131652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt036032
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt016780
TaxesSchedule/TaxesDetail/Amt01505
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01505
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TERCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark & Amy Tercek Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0133931295
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o The Ayco Co PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C77BC720B91A75C1FAEB91D5519194E917B92E14
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C77BC720B91A75C1FAEB91D5519194E917B92E14
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId014244320202895000613
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.4.182.14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Annette Miner
ReturnHeader/ReturnTs02020-10-15T13:26:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,224,848
Liabilities
$16,780
Net assets
$11,208,068
Revenue
$437,282
Expenses
$568,832
Net income
-$131,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.40$0.01$7.39$0.66$0.68$0.02
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.01$7.40$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.23$0.01$7.22$0.10$0.32$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.04$7.45$0.82$0.43$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.01$7.05$0.66$5.15$4.49
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$0.44$0.57$0.13
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.01$10.9$2.83$0.49$2.34
2017Detailed filing. Detailed filing data is available for this year.$9.60$0.01$9.60$3.25$0.40$2.85
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$2.99$0.34$2.64
2015Summary only. Only limited summary data is available for this year.$6.71$0.00$1.33$0.14$1.19
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$2.06$0.38$1.67
2013Summary only. Only limited summary data is available for this year.$5.03$0.00$1.96$0.09$1.87
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.02$0.20$0.17