Civic Intelligence

Marcum Foundation Inc.

990 • Fiscal year 2020 • EIN 20-3081932

Jun 01, 2019 to May 31, 2020 • Filed on Apr 15, 2021

Organization ProfileWWW.MARCUMFOUNDATION.ORG
1 SE 3rd Avenue Suite 1100Miami, FL 33131

(305) 995-9600

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.32x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

31%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

2.1%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$575,337

Up $137,527 (+31%) from 2019

Net Assets

Up

$522,390

Up $84,580 (+19%) from 2019

Liabilities

Up

$52,947

Up $52,947 from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin90th percentile

Revenue

Up

$167,046

Up $3,453 (+2.1%) from 2019

Expenses

Up

$82,466

Up $58,100 (+238%) from 2019

Net Income

Down

$84,580

Down $54,647 (-39%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $59,408Liabilities 2010: $0Net Assets 2010: $59,4082010Assets 2011: $54,829Liabilities 2011: $0Net Assets 2011: $54,8292011Assets 2012: $90,217Liabilities 2012: $0Net Assets 2012: $90,2172012Assets 2013: $110,820Liabilities 2013: $02013Assets 2014: $51,233Liabilities 2014: $0Net Assets 2014: $51,2332014Assets 2015: $58,705Liabilities 2015: $0Net Assets 2015: $58,7052015Assets 2016: $127,638Liabilities 2016: $0Net Assets 2016: $127,6382016Assets 2017: $260,002Liabilities 2017: $0Net Assets 2017: $260,0022017Assets 2018: $323,296Liabilities 2018: $0Net Assets 2018: $323,2962018Assets 2019: $437,810Liabilities 2019: $0Net Assets 2019: $437,8102019Assets 2020: $575,337Liabilities 2020: $52,947Net Assets 2020: $522,3902020Assets 2021: $682,327Liabilities 2021: $34,594Net Assets 2021: $647,7332021Assets 2022: $1,123,634Liabilities 2022: $11,150Net Assets 2022: $1,112,4842022Assets 2023: $1,950,130Liabilities 2023: $221,643Net Assets 2023: $1,728,4872023Assets 2024: $2,133,469Liabilities 2024: $962,485Net Assets 2024: $1,170,9842024

Highlighted filing

2020

Assets$575,337
Liabilities$52,947
Net Assets$522,390
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $62,1492010Expenses 2011: $92,8152011Revenue 2012: $74,374Expenses 2012: $38,986Net Income 2012: $35,3882012Revenue 2013: $49,887Expenses 2013: $29,284Net Income 2013: $20,6032013Revenue 2014: $40,246Expenses 2014: $99,833Net Income 2014: -$59,5872014Revenue 2015: $36,279Expenses 2015: $28,807Net Income 2015: $7,4722015Revenue 2016: $211,195Expenses 2016: $142,263Net Income 2016: $68,9322016Revenue 2017: $292,423Expenses 2017: $160,059Net Income 2017: $132,3642017Revenue 2018: $117,067Expenses 2018: $36,658Net Income 2018: $80,4092018Revenue 2019: $163,593Expenses 2019: $24,366Net Income 2019: $139,2272019Revenue 2020: $167,046Expenses 2020: $82,466Net Income 2020: $84,5802020Revenue 2021: $180,460Expenses 2021: $55,117Net Income 2021: $125,3432021Revenue 2022: $1,061,749Expenses 2022: $596,998Net Income 2022: $464,7512022Revenue 2023: $1,281,163Expenses 2023: $665,160Net Income 2023: $616,0032023Revenue 2024: $1,527,156Expenses 2024: $2,084,659Net Income 2024: -$557,5032024

Highlighted filing

2020

Revenue$167,046
Expenses$82,466
Net Income$84,580
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 15, 2021
Return Version
2019v5.1
Gross Receipts
$167,046
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.

SEE STATEMENT ATTACHED

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$437,810$575,337▲ $137,527
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$437,810$575,337▲ $137,527
Other Assets Total$0$0→ $0
Liabilities
Escrow Account Liability$0$52,947▲ $52,947
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$52,947▲ $52,947
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,810$522,390▲ $84,580
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$437,810$522,390▲ $84,580
Total Liabilities and Net Assets / Fund Balance$437,810$575,337▲ $137,527
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Shaun BloggPresident
Marc BreslowVice President
Michael NovakVice President
Tracy WeinerExecutive Director (3/15/2020)
Ilyssa BlumSecretary
Jana AristizabalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,046
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$167,046
Change in Net Assets
$84,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,744
Other Expenses$4,722
Total Fundraising Expense$3,604
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,744--$77,744
Other Expenses-$495$3,604$495
Total Functional Expenses$77,744$1,118$3,604$82,466
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mt Sinai Hospitals - Front Line Workers Food DistrNew York, NY501 (c)(3)Food Distribution to Healthcare Heroes and Frontline Workers During the Pandemic Crisis. the Distribution of Meals Began in New York at Mt Sinai, Upper East Side and Culminated With Meals Distributed to Other Hospitals in Philadephia, Bethesda, South Florida, and Throughout the Us. There Were 20,000 Meals Delivered to These Heroes.$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Catastrophic Pediatric Diseases$10,000
Bellevue HospitalNew York, NY501(c)(3)Covid-19 Disaster Relief-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Shaun blogg, ilyssa blum, michael novak, and jana aristizabal have a business relationship as all are partners of marcum llp.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the president for accuracy and completeness. Additionally a complete copy of the final return is provided to all board members prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization has a written conflict of interest policy. The policy requires all members to disclose any interest that might give rise to a conflict. The organization regularly and consistently monitors the enforcement and compliance of the policy along with maintaining updates to best practices and protocols put in place to handle such conflicts.”

Filing and Contact Details

Filer

Filer Name
Marcum Foundation Inc
EIN
20-3081932
In Care Of
% MARCUM LLP
Phone
3059959600
Address
1 SE 3RD AVENUE SUITE 1100, MIAMI, FL 33131

Signing Officer

Name
Shaun Blogg
Title
President
Phone
3059959600
Signed
2021-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Blogg
Formed
2005
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Marcum Llp
Address
ONE SE THIRD AVENUE SUITE 1100, MIAMI, FL 33131
Preparer
Marla Esan
Phone
3059959600
Supplemental Narrative

Financial Statement Notes

FORM 990, PART IV, LINE 2A

“The marcum foundation is the custodian for the planned giving fund. The planned giving fund is included in cash as well as a custodial liability in part x, pg 11. The marcum foundation is comprised of two funds: 1-) general fund- the general fund is primarily comprised of marcum's partners contributions in which each region makes distributions to charitable organizations earmarked to support and foster programs for critical relief, human crisis, natural disasters and or serving essential humanitarian services. These distributions support the regions and communities in which the marcum offices are located. 2-) planned giving fund- the planned giving fund is comprised 100% of marcum's employees contributions in which each region nominate and vet their own choices of charitable organizations as candidates to receive monthly charitable distributions. Each region picks a number of charitable organizations each year which changes periodically. Each employee is encouraged to provide their recommendation for a charitable organization. Therefore, the employee's contributions are specifically designated to each public charity each month and such funds pass through the marcum foundation which merely serves as the stewards of such funding.”

Raw XML AppendixShowing 400 of 449 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE STATEMENT ATTACHED
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0167046
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MARCUM LLP
IRS990/BooksInCareOfDetail/PhoneNum03059959600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 SE 3RD AVENUE SUITE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIAMI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033131
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0437810
IRS990/CashNonInterestBearingGrp/EOYAmt0575337
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0167046
IRS990/CYGrantsAndSimilarPaidAmt077744
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt04722
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt084580
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt082466
IRS990/CYTotalFundraisingExpenseAmt03604
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0167046
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Marcum Foundation is a charitable vehicle enabling all Marcum associates throughout the U.S. to support nonprofit causes in their Marcum communities. The foundation is almost entirely funded by Marcum employees and partners. National programs include the General Fund, the Planned Giving Program, and Philanthropy Fridays. The Marcum Foundation also supports local fundraising efforts by individual Marcum offices as well as charitable events such as the annual Marcum Workplace Challenge in Long Island, New York, which over the years has contributed over $1 million to charities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt052947
IRS990/ExpenseAmt030710
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SHAUN BLOGG
IRS990/Form990PartVIISectionAGrp/PersonNm1ILYSSA BLUM
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm3MARC BRESLOW
IRS990/Form990PartVIISectionAGrp/PersonNm4JANA ARISTIZABAL
IRS990/Form990PartVIISectionAGrp/PersonNm5TRACY WEINER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR (3/15/2020)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt077744
IRS990/GrantsToDomesticOrgsGrp/TotalAmt077744
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0167046
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE MARCUM FOUNDATION IS TO SUPPORT NON-PROFIT ORGANIZATIONS PROVIDING CRITICAL ASSISTANCE TO THOSE IN NEED, THROUGH PROGRAMS AND SERVICES DELIVERED AT THE LOCAL LEVEL IN MARCUM COMMUNITIES. THE FOUNDATIONS INITIATIVES ARE AN EXPRESSION OF MARCUMS COMMITMENT TO SUPPORT AND SERVE THE COMMUNITIES IN WHICH WE DO BUSINESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0437810
IRS990/NetAssetsOrFundBalancesEOYAmt0522390
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0437810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0522390
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ANNUAL STATE FILING FEES
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc2ANNUAL SOFTWARE COSTS
IRS990/OtherExpensesGrp/FundraisingAmt03604
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0623
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1495
IRS990/OtherExpensesGrp/TotalAmt03604
IRS990/OtherExpensesGrp/TotalAmt1623
IRS990/OtherExpensesGrp/TotalAmt2495
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SHAUN BLOGG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Marcum Foundation partnered with BurgerFi, the national restaurant group, to deliver hot, hearty and healthy meals to hospital workers and first responders on the frontlines of the COVID-19 pandemic. The Marcum Foundation was able to feed America's healthcare heroes battling tirelessly during such tumultuous and dangerous times. The program launched May 14, 2020 in New York City, the epicenter of our country's pandemic. The first delivery of BurgerFi meals took place at Mount Sinai Hospital located in the Upper East side of Manhattan and stretched the program across the United States to select VA Hospitals culminating with approximately 20,000 meals distributed to over 20 hospitals over a two-week period.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt047034
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt047034
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0163593
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt020636
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03730
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0139227
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024366
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0163593
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt084580
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt030170
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0143815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0163593
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0117067
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0292423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0211195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0928093
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0928093
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0143815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0163593
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0117067
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0292423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0211195
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0928093
IRS990ScheduleA/TotalSupportAmt0928093
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MARCUM FOUNDATION IS THE CUSTODIAN FOR THE PLANNED GIVING FUND. THE PLANNED GIVING FUND IS INCLUDED IN CASH AS WELL AS A CUSTODIAL LIABILITY IN PART X, PG 11. THE MARCUM FOUNDATION IS COMPRISED OF TWO FUNDS: 1-) GENERAL FUND- THE GENERAL FUND IS PRIMARILY COMPRISED OF MARCUM'S PARTNERS CONTRIBUTIONS IN WHICH EACH REGION MAKES DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS EARMARKED TO SUPPORT AND FOSTER PROGRAMS FOR CRITICAL RELIEF, HUMAN CRISIS, NATURAL DISASTERS AND OR SERVING ESSENTIAL HUMANITARIAN SERVICES. THESE DISTRIBUTIONS SUPPORT THE REGIONS AND COMMUNITIES IN WHICH THE MARCUM OFFICES ARE LOCATED. 2-) PLANNED GIVING FUND- THE PLANNED GIVING FUND IS COMPRISED 100% OF MARCUM'S EMPLOYEES CONTRIBUTIONS IN WHICH EACH REGION NOMINATE AND VET THEIR OWN CHOICES OF CHARITABLE ORGANIZATIONS AS CANDIDATES TO RECEIVE MONTHLY CHARITABLE DISTRIBUTIONS. EACH REGION PICKS A NUMBER OF CHARITABLE ORGANIZATIONS EACH YEAR WHICH CHANGES PERIODICALLY. EACH EMPLOYEE IS ENCOURAGED TO PROVIDE THEIR RECOMMENDATION FOR A CHARITABLE ORGANIZATION. THEREFORE, THE EMPLOYEE'S CONTRIBUTIONS ARE SPECIFICALLY DESIGNATED TO EACH PUBLIC CHARITY EACH MONTH AND SUCH FUNDS PASS THROUGH THE MARCUM FOUNDATION WHICH MERELY SERVES AS THE STEWARDS OF SUCH FUNDING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 2a
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501 (c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt047034
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0COVID 19 FOOD DISTRI
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CATASTROPHIC PEDIATRIC DISEASES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOOD DISTRIBUTION TO HEALTHCARE HEROES AND FRONTLINE WORKERS DURING THE PANDEMIC CRISIS. THE DISTRIBUTION OF MEALS BEGAN IN NEW YORK AT MT SINAI, UPPER EAST SIDE AND CULMINATED WITH MEALS DISTRIBUTED TO OTHER HOSPITALS IN PHILADEPHIA, BETHESDA, SOUTH FLORIDA, AND THROUGHOUT THE US. THERE WERE 20,000 MEALS DELIVERED TO THESE HEROES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2COVID-19 DISASTER RELIEF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MT SINAI HOSPITALS - FRONT LINE WORKERS FOOD DISTR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2BELLEVUE HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0620646012
IRS990ScheduleI/RecipientTable/RecipientEIN1131624096
IRS990ScheduleI/RecipientTable/RecipientEIN2135596828
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0262 DANNY THOMAS PLACE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1GUSTAVE L LEVY PLACE BOX 1049
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2462 FIRST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd038105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110029
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210000
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/Total501c3OrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SHAUN BLOGG, ILYSSA BLUM, MICHAEL NOVAK, AND JANA ARISTIZABAL HAVE A BUSINESS RELATIONSHIP AS ALL ARE PARTNERS OF MARCUM LLP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE PRESIDENT FOR ACCURACY AND COMPLETENESS. ADDITIONALLY A COMPLETE COPY OF THE FINAL RETURN IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY REQUIRES ALL MEMBERS TO DISCLOSE ANY INTEREST THAT MIGHT GIVE RISE TO A CONFLICT. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS THE ENFORCEMENT AND COMPLIANCE OF THE POLICY ALONG WITH MAINTAINING UPDATES TO BEST PRACTICES AND PROTOCOLS PUT IN PLACE TO HANDLE SUCH CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1CT
IRS990/StatesWhereCopyOfReturnIsFldCd2FL
IRS990/StatesWhereCopyOfReturnIsFldCd3IL
IRS990/StatesWhereCopyOfReturnIsFldCd4ME
IRS990/StatesWhereCopyOfReturnIsFldCd5MA
IRS990/StatesWhereCopyOfReturnIsFldCd6NJ
IRS990/StatesWhereCopyOfReturnIsFldCd7NY
IRS990/StatesWhereCopyOfReturnIsFldCd8PA
IRS990/StatesWhereCopyOfReturnIsFldCd9RI
IRS990/StatesWhereCopyOfReturnIsFldCd10TN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0437810
IRS990/TotalAssetsEOYAmt0575337
IRS990/TotalAssetsGrp/BOYAmt0437810
IRS990/TotalAssetsGrp/EOYAmt0575337
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0167046
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03604
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt077744
IRS990/TotalFunctionalExpensesGrp/TotalAmt082466
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt052947
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt052947
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0437810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0522390
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt077744

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$575,337
Liabilities
$52,947
Net assets
$522,390
Revenue
$167,046
Expenses
$82,466
Net income
$84,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $500k-$1M nonprofits