Marcum Foundation Inc.

990EZ • Fiscal year 2015 • EIN 20-3081932

Jun 01, 2014 to May 31, 2015 • Filed on Dec 24, 2015

Organization Profile WWW.MARCUMFOUNDATION.ORG

1 SE 3rd Avenue Suite 1100Miami, FL 33131

(305) 377-4228

Siviq Scores

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

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

21%

Higher net margin than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

15%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

-9.9%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets55th percentile

Assets

$58,705

Up $7,472 (+15%) from 2014

Net Assets

$58,705

Up $7,472 (+15%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin77th percentile

Revenue

Down

$36,279

Down $3,967 (-9.9%) from 2014

Expenses

Down

$28,807

Down $71,026 (-71%) from 2014

Net Income

$7,472

Up $67,059 (+113%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

Highlighted filing

2015

Assets$58,705

Liabilities$0

Net Assets$58,705

Open 2015 Filing

Operations Trend

Revenue Growth34th percentile

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

Highlighted filing

2015

Revenue$36,279

Expenses$28,807

Net Income$7,472

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jun 1, 2014 to May 31, 2015
Signed: Dec 24, 2015
Return Version: 2014v6.0
Gross Receipts: $36,279

Mission and Program Overview

Mission

The marcum foundation strives to be a leading contributor of time & money, as a fully engaged partner, to organizations offering fundamental human services to children in our local communities.we envision a world where no child has to worry about their basic needseducation, food, healthcare and general wellbeing. By meeting these needs, we will ensure that all children can worry less and achieve more, as the future of our community depends on the success of today's youth and young adults.

The primary purpose of the foundation is to generate and provide funds to qualified organizations, who are tax exempt under 501(c)(3) of the internal revenue code.

Program Services

Description	Grants	Expenses
THE MARCUM FOUNDATION CONTINUES TO SUPPORT CHARITABLE CAUSES IMPORTANT TO EMPLOYEES OF MARCUM LLP. THE FOUNDATION CONTRIBUTED TO 20 PUBLIC CHARITIES DURING THE YEAR.	-	$28,062

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHAUN BLOGG	President	-	$0	-	-
DONALD J BUTLER	Treasurer	-	$0	-	-
ILYSSA BLUM	Secretary	-	$0	-	-
MICHAEL NOVAK	Vice President	-	$0	-	-
MARC BRESLOW	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Marcum Foundation Inc
EIN: 20-3081932
In Care Of: % DONALD J BUTLER CPA
Phone: 3053774228
Address: 1 SE 3RD AVENUE SUITE 1100, MIAMI, FL 33131

Signing Officer

Name: Donald J Butler
Title: Treasurer
Phone: 3059959600
Signed: 2015-12-24
Discuss with paid preparer: Yes

Preparer

Firm: Marcum Llp
Address: ONE SE THIRD AVENUE SUITE 1100, MIAMI, FL 33131
Preparer: Donald Butler
Phone: 3059959600

Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:ADVERTISING Amount:612”

Form 990EZ Part I Line 16

“Description:BANK SERVICE CHARGE Amount:133”

Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	SHAUN BLOGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	DONALD J BUTLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	ILYSSA BLUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	MICHAEL NOVAK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	MARC BRESLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	VICE PRESIDENT
IRS990EZ/OperateHospitalInd	0	false
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IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherEmployeePaidOver100kCnt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	745
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE PRIMARY PURPOSE OF THE FOUNDATION IS TO GENERATE AND PROVIDE FUNDS TO QUALIFIED ORGANIZATIONS, WHO ARE TAX EXEMPT UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	28062
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IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/RelatedOrgSect527OrgInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	FL
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	28807
IRS990EZ/TotalProgramServiceExpensesAmt	0	28062
IRS990EZ/TotalRevenueAmt	0	36279
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.MARCUMFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt	0	36279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt	0	40246
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt	0	88236
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IRS990ScheduleA/PublicSupportCY170Pct	0	1.00000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description:BANK SERVICE CHARGE Amount:133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DONALD J BUTLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3059959600
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-12-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARCUM FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O SHAUN BLOGG CPA
ReturnHeader/Filer/BusinessNameControlTxt	0	MARC
ReturnHeader/Filer/EIN	0	203081932
ReturnHeader/Filer/InCareOfNm	0	% DONALD J BUTLER CPA
ReturnHeader/Filer/PhoneNum	0	3053774228
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ReturnHeader/Filer/USAddress/CityNm	0	MIAMI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33131
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33131
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3059959600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Donald Butler
ReturnHeader/ReturnTs	0	2016-01-15T16:04:00-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-06-01
ReturnHeader/TaxPeriodEndDt	0	2015-05-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $58,705
Liabilities: $0
Net assets: $58,705
Revenue: $36,279
Expenses: $28,807
Net income: $7,472

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.13	$0.96	$1.17	$1.53	$2.08	$0.56
2023Detailed filing. Detailed filing data is available for this year.	$1.95	$0.22	$1.73	$1.28	$0.67	$0.62
2022Detailed filing. Detailed filing data is available for this year.	$1.12	$0.01	$1.11	$1.06	$0.60	$0.46
2021Detailed filing. Detailed filing data is available for this year.	$0.68	$0.03	$0.65	$0.18	$0.06	$0.13
2020Detailed filing. Detailed filing data is available for this year.	$0.58	$0.05	$0.52	$0.17	$0.08	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$0.44	$0.00	$0.44	$0.16	$0.02	$0.14
2018Detailed filing. Detailed filing data is available for this year.	$0.32	$0.00	$0.32	$0.12	$0.04	$0.08
2017Detailed filing. Detailed filing data is available for this year.	$0.26	$0.00	$0.26	$0.29	$0.16	$0.13
2016Summary only. Only limited summary data is available for this year.	$0.13	$0.00	$0.13	$0.21	$0.14	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$0.06	$0.00	$0.06	$0.04	$0.03	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.05	$0.00	$0.05	$0.04	$0.10	$0.06
2013Summary only. Only limited summary data is available for this year.	$0.11	$0.00		$0.05	$0.03	$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.09	$0.00	$0.09	$0.07	$0.04	$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.05	$0.00	$0.05		$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.06	$0.00	$0.06		$0.06