Civic Intelligence

The James S Marcus Foundation

990PF • Fiscal year 2023 • EIN 23-7044611

Jun 01, 2022 to May 31, 2023 • Filed on Oct 12, 2023

Organization Profile
720 Park AvenueNew York, NY 10021

(212) 773-3000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-92%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

9.7%

Faster asset growth than 68% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

117%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,024,482

Up $267,191 (+9.7%) from 2022

Net Assets

Up

$3,024,482

Up $267,191 (+9.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Up

$143,636

Up $77,333 (+117%) from 2022

Expenses

Down

$276,445

Down $326,118 (-54%) from 2022

Net Income

Up

-$132,809

Up $403,451 (+75%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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 2023: $3,024,482Liabilities 2023: $0Net Assets 2023: $3,024,4822023Assets 2025: $2,739,218Liabilities 2025: $0Net Assets 2025: $2,739,2182025

Highlighted filing

2023

Assets$3,024,482
Liabilities$0
Net Assets$3,024,482
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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 2023: $143,636Expenses 2023: $276,445Net Income 2023: -$132,8092023Revenue 2025: $194,165Expenses 2025: $331,634Net Income 2025: -$137,4692025

Highlighted filing

2023

Revenue$143,636
Expenses$276,445
Net Income-$132,809
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
The James S Marcus Foundation
EIN
23-7044611
In Care Of
% JAMES S MARCUS FOUNDATION
Phone
2127733000
Address
720 Park Avenue, New York, NY 10021

Signing Officer

Name
Ellen Marcus
Title
Trustee
Phone
2127733000
Signed
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER STREET, PROVIDENCE, RI 02903
Preparer
Heather Spangler
Phone
4014573700
Raw XML Appendix331 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt0244352
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0254470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0174131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0371960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0204485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0183915
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010118
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048149
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0934491
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0174131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0371960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0204485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0183915
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0244352
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0982640
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TREASURY REFUND (990-PF)
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0500000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/BusinessName/BusinessNameLine1Txt0LOAN TO GUILD HALL OF EAST HAMPTON INC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026018
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026018
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The James S Marcus Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0237044611
ReturnHeader/Filer/InCareOfNm0% JAMES S MARCUS FOUNDATION
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 Park Avenue
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010021
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather Spangler
ReturnHeader/ReturnTs02023-10-13T00:19:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARCUS
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,024,482
Liabilities
$0
Net assets
$3,024,482
Revenue
$143,636
Expenses
$276,445
Net income
-$132,809
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
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.14$0.28$0.13
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.23$0.57$0.34