Civic Intelligence

Mark and Amy Tercek Foundation

990PF • Fiscal year 2022 • EIN 13-3931295

Jun 01, 2021 to May 31, 2022 • Filed on Apr 15, 2023

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

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.04x

Higher debt load relative to revenue than 82% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Net Margin

74th percentile

48%

Higher net margin than 74% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2022 filings • NTEE T • $5M-$10M nonprofits • Source year 2022

Asset Growth

78th percentile

6.0%

Faster asset growth than 78% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$7,485,220

Up $422,228 (+6.0%) from 2021

Net Assets

Up

$7,449,576

Up $396,243 (+5.6%) from 2021

Liabilities

Up

$35,644

Up $25,985 (+269%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin74th percentile

Revenue

Up

$822,500

Up $165,465 (+25%) from 2021

Expenses

Down

$426,257

Down $4,725,546 (-92%) from 2021

Net Income

Up

$396,243

Up $4,891,011 (+109%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2022

Assets$7,485,220
Liabilities$35,644
Net Assets$7,449,576
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$822,500
Expenses$426,257
Net Income$396,243
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 15, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay70th 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
2023-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
One Manhattan West, NEW YORK, NY 10001
Preparer
Christine W DiIonna
Phone
2127733000
Raw XML Appendix271 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY TERCEK
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04090664
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04082637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0374234
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08027
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04090664
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04082637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt09659
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt035644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039540
TaxesSchedule/TaxesDetail/Amt0983
TaxesSchedule/TaxesDetail/Amt111000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0983
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Tercek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-15
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Manhattan West
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine W DiIonna
ReturnHeader/ReturnTs02023-04-11T01:28:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Tercek
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,485,220
Liabilities
$35,644
Net assets
$7,449,576
Revenue
$822,500
Expenses
$426,257
Net income
$396,243
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