Civic Intelligence

Jay & Shirley Marks Foundation

990PF • Fiscal year 2023 • EIN 23-7253928

Dec 01, 2022 to Nov 30, 2023 • Filed on Feb 15, 2024

Organization Profile
1600 Augusta Drive Apt 306Houston, TX 77057

(298) 563-3126

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-301%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-68%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$353,031

Down $75,202 (-18%) from 2022

Net Assets

Down

$352,924

Down $35,199 (-9.1%) from 2022

Liabilities

Down

$107

Down $40,003 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin5th percentile

Revenue

Down

$11,663

Down $25,025 (-68%) from 2022

Expenses

Up

$46,755

Up $2,111 (+4.7%) from 2022

Net Income

Down

-$35,092

Down $27,136 (-341%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$600K$400K$200K$0Assets 2013: $157,152Liabilities 2013: $0Net Assets 2013: $157,1522013Assets 2014: $331,014Liabilities 2014: $0Net Assets 2014: $331,0142014Assets 2015: $308,105Liabilities 2015: $0Net Assets 2015: $308,1052015Assets 2017: $197,597Liabilities 2017: $0Net Assets 2017: $197,5972017Assets 2018: $204,679Liabilities 2018: $0Net Assets 2018: $204,6792018Assets 2019: $214,732Liabilities 2019: $20,000Net Assets 2019: $214,7322019Assets 2020: $465,018Liabilities 2020: $0Net Assets 2020: $465,0182020Assets 2021: $396,292Liabilities 2021: $0Net Assets 2021: $396,2922021Assets 2022: $428,233Liabilities 2022: $40,110Net Assets 2022: $388,1232022Assets 2023: $353,031Liabilities 2023: $107Net Assets 2023: $352,9242023Assets 2024: $346,092Liabilities 2024: $154Net Assets 2024: $345,9382024Assets 2025: $524,231Liabilities 2025: $161Net Assets 2025: $524,0702025

Highlighted filing

2023

Assets$353,031
Liabilities$107
Net Assets$352,924
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$300K$200K$100K$0-$100KExpenses 2013: $165,6292013Revenue 2014: $212,291Expenses 2014: $76,704Net Income 2014: $135,5872014Revenue 2015: $87,140Expenses 2015: $129,359Net Income 2015: -$42,2192015Revenue 2017: $37,862Expenses 2017: $102,644Net Income 2017: -$64,7822017Revenue 2018: $11,788Expenses 2018: $5,246Net Income 2018: $6,5422018Revenue 2019: $11,599Expenses 2019: $2,042Net Income 2019: $9,5572019Revenue 2020: $280,280Expenses 2020: $3,494Net Income 2020: $276,7862020Revenue 2021: $13,835Expenses 2021: $3,061Net Income 2021: $10,7742021Revenue 2022: $36,688Expenses 2022: $44,644Net Income 2022: -$7,9562022Revenue 2023: $11,663Expenses 2023: $46,755Net Income 2023: -$35,0922023Revenue 2024: $37,708Expenses 2024: $44,540Net Income 2024: -$6,8322024Revenue 2025: $224,708Expenses 2025: $46,569Net Income 2025: $178,1392025

Highlighted filing

2023

Revenue$11,663
Expenses$46,755
Net Income-$35,092
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY M MARKSDirector-$0--
LESTER A MARKSDirector-$0--
FRANCIS MARKS LOWEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jay & Shirley Marks Foundation
EIN
23-7253928
Address
1600 AUGUSTA DRIVE APT 306, HOUSTON, TX 77057

Signing Officer

Name
Jay M Marks
Title
Director
Phone
2985633126
Signed
2024-02-15

Preparer

Firm
Svadlenak See & Co Pc
Address
1600 TOWNHURST DR, HOUSTON, TX 77043
Preparer
Michael J Burcham
Phone
7134646390
Raw XML Appendix272 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY M MARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LESTER A MARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FRANCIS MARKS LOWE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12808 RICE BLVD
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025275
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012725
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014725
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012725
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014725
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027450
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012725
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0107
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02490
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt040000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO JAY MARKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02865
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY M MARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02985633126
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAY & SHIRLEY MARKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAY&
ReturnHeader/Filer/EIN0237253928
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 AUGUSTA DRIVE APT 306
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077057
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760033286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVADLENAK SEE & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 TOWNHURST DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077043
ReturnHeader/PreparerPersonGrp/PhoneNum07134646390
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BURCHAM
ReturnHeader/ReturnTs02024-02-15T10:14:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARKS
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$353,031
Liabilities
$107
Net assets
$352,924
Revenue
$11,663
Expenses
$46,755
Net income
-$35,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$2.25$0.47$1.78
2024Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.38$0.45$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.12$0.47$0.35
2022Detailed filing. Detailed filing data is available for this year.$4.28$0.40$3.88$0.37$0.45$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.14$0.03$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$2.80$0.03$2.77
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.20$2.15$0.12$0.02$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.05$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.38$1.03$0.65
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.87$1.29$0.42
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.12$0.77$1.36
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.66