Civic Intelligence

The James S Marcus Foundation

990PF • Fiscal year 2020 • EIN 23-7044611

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

Organization Profile
720 Park AvenueNew York, NY 10021

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-145%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,393,246

No earlier filing loaded for comparison.

Net Assets

$3,393,246

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

$232,021

No earlier filing loaded for comparison.

Expenses

$567,841

No earlier filing loaded for comparison.

Net Income

-$335,820

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,393,246Liabilities 2020: $0Net Assets 2020: $3,393,2462020Assets 2021: $3,293,551Liabilities 2021: $0Net Assets 2021: $3,293,5512021Assets 2022: $2,757,291Liabilities 2022: $0Net Assets 2022: $2,757,2912022Assets 2025: $2,739,218Liabilities 2025: $0Net Assets 2025: $2,739,2182025

Highlighted filing

2020

Assets$3,393,246
Liabilities$0
Net Assets$3,393,246
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2020: $232,021Expenses 2020: $567,841Net Income 2020: -$335,8202020Revenue 2021: $661,912Expenses 2021: $761,607Net Income 2021: -$99,6952021Revenue 2022: $66,303Expenses 2022: $602,563Net Income 2022: -$536,2602022Revenue 2025: $194,165Expenses 2025: $331,634Net Income 2025: -$137,4692025

Highlighted filing

2020

Revenue$232,021
Expenses$567,841
Net Income-$335,820
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN F MARCUSTrustee/Part-Time-$0--
JAY E RIVLINTrustee/Part-Time-$0--
ROBERT GERTH SIMONTrustee/Part-Time-$0--
AHRIN MISHANTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
The James S Marcus Foundation
EIN
23-7044611
In Care Of
% JAMES S MARCUS FOUNDATION
Phone
2124400800
Address
720 PARK AVENUE, NEW YORK, NY 10021

Signing Officer

Name
Ellen F Marcus
Title
Trustee
Phone
2124400800
Signed
2020-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
Joseph Bulger
Phone
2124400800
Raw XML Appendix368 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/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES S MARCUS FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
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). N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0526032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0526032
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/AppliedToCurrentYearAmt0230957
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0230957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0283915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt079216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0314329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0314329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0879935
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0304485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0283915
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0158267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054052
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079216
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0535442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0304485
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01194264
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0889779
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PUBLIC NOTICE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEE - GS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt223285
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223285
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3114
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TREASURY REFUND (990-PF)
OtherIncreasesSchedule/OtherIncreasesDetail/Amt025099
OtherIncreasesSchedule/OtherIncreasesDetail/Amt10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt20
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EXCESS OF FMV OVER FOUNDATION'S COST
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BASIS OF SECURITIES GIFTED TO
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2QUALIFYING CHARITIES
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0LOAN TO GUILD HALL OF EAST HAMPTON INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0100000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02016-09
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0NON INTEREST BEARING LOAN DUE ON DATE OF DEATH OF
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MCDERMOTT WILL & EMERY LLP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03750
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAID:
TaxesSchedule/TaxesDetail/CategoryTxt1-BAL DUE W/ EXT FYE 5/31/2018
TaxesSchedule/TaxesDetail/CategoryTxt2-1ST QTR EST FYE 5/31/2019
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN F MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JAMES S MARCUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0237044611
ReturnHeader/Filer/InCareOfNm0% JAMES S MARCUS FOUNDATION
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01FDC03E06B1A9862791985ABDE065EB0328F3A96
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07EF5A6CAC9D85FA7A33ED04BF826209ADF035A4B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026363620202895000403
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.57.159.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph Bulger
ReturnHeader/ReturnTs02020-10-15T14:43:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,393,246
Liabilities
$0
Net assets
$3,393,246
Revenue
$232,021
Expenses
$567,841
Net income
-$335,820
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.19$0.33$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.07$0.60$0.54
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.66$0.76$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.23$0.57$0.34