Civic Intelligence

Nancy W Marks Charitable Trust

990PF • Fiscal year 2010 • EIN 36-6898627

Jan 01, 2010 to Dec 31, 2010 • Filed on Jul 06, 2011

Organization Profile
1288 Stanyan Street94117
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets52nd percentile

Assets

$437,414

No earlier filing loaded for comparison.

Net Assets

$437,414

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$42,195

No earlier filing loaded for comparison.

Net Income

-

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.

$600K$400K$200K$0Assets 2010: $437,414Liabilities 2010: $0Net Assets 2010: $437,4142010Assets 2016: $237,646Liabilities 2016: $0Net Assets 2016: $237,6462016Assets 2017: $209,354Liabilities 2017: $0Net Assets 2017: $209,3542017Assets 2018: $195,656Liabilities 2018: $0Net Assets 2018: $195,6562018Assets 2019: $176,823Liabilities 2019: $0Net Assets 2019: $176,8232019Assets 2020: $159,856Liabilities 2020: $0Net Assets 2020: $159,8562020Assets 2021: $148,506Liabilities 2021: $0Net Assets 2021: $148,5062021Assets 2022: $141,959Liabilities 2022: $0Net Assets 2022: $141,9592022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2010

Assets$437,414
Liabilities$0
Net Assets$437,414
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $42,1952010Revenue 2016: $4,428Expenses 2016: $31,384Net Income 2016: -$26,9562016Revenue 2017: -$2,816Expenses 2017: $25,476Net Income 2017: -$28,2922017Revenue 2018: $6,668Expenses 2018: $20,366Net Income 2018: -$13,6982018Revenue 2019: $8,222Expenses 2019: $27,055Net Income 2019: -$18,8332019Revenue 2020: $4,865Expenses 2020: $21,832Net Income 2020: -$16,9672020Revenue 2021: $12,971Expenses 2021: $24,321Net Income 2021: -$11,3502021Revenue 2022: $7,778Expenses 2022: $14,325Net Income 2022: -$6,5472022Revenue 2023: $7,150Expenses 2023: $149,109Net Income 2023: -$141,9592023

Highlighted filing

2010

Revenue-
Expenses$42,195
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Jul 6, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY MARKSSole Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIVE OAK SCHOOLGENERAL PURPOSE501C-3SAN FRANCISCO, CA, US$21,240
Paid GrantSAN FRANCISCO STATE UNIVERSITYGENERAL PURPOSE501C-3SAN FRANCISCO, CA, US$5,250
Paid GrantTHE URBAN SCHOOL OF SAN FRANCISCOGENERAL PURPOSE501C-3SAN FRANCISCO, CA, US$3,750
Paid GrantOR SHALOM JEWISH COMMUNITYGENERAL PURPOSE501C-3SAN FRANCISCO, CA, US$3,305
Paid GrantSTANFORD UNIVERSITYGENERAL PURPOSE501C-3STANFORD, CA, US$1,500
Paid GrantCHAMBERDANCE SCHOLARSHIP FUNDGENERAL PURPOSE501C-3SAN FRANCISCO, CA, US$1,000
Paid GrantJANINA MARKS CHARITABLE FOUNDATIONGENERAL PURPOSE501C-3EVANSTON, IL, US$1,000
Paid GrantMISCELLANEOUS LESS THAN 500GENERAL PURPOSE501C-3VARIOUS, CA, US$630
Filing and Contact Details

Filer

EIN
36-6898627
Raw XML AppendixShowing 400 of 405 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue055205
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1122645
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MARKS FUND OF FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1CHARLES SCHWAB INVESTMENTS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10LIVE OAK SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MISCELLANEOUS LESS THAN 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12OR SHALOM JEWISH COMMUNITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SAN FRANCISCO STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14THE URBAN SCHOOL OF SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15STANFORD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16CHAMBERDANCE SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17JANINA MARKS CHARITABLE FOUNDATION
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501C-3
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501C-3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5501C-3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501C-3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7501C-3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101555 MARIPOSA STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12250 QUINTARA ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131600 HOLLOWAY AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141563 PAGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15326 GALVEZ STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine162121 MARKET STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17601 LINDEN PLACE SUITE 400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN FRANCISCO
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5STANFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7EVANSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode494117
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594305
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode694114
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode760202
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear037675
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear402643
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/ExcessFromYear102410
IRS990PF/UndistributedIncome/ExcessFromYear402643
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IRS990PF/UndistributedIncome/TaxableAmount200
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OtherIncomeSchedule2/OtherIncome/Description0CAPITAL GAIN DISTRIBUTION - CHARLES SCHWAB & CO.
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0366898627
ReturnHeader/Filer/Name/BusinessNameLine10NANCY W MARKS CHARITABLE TRUST
ReturnHeader/Filer/NameControl0NANC
ReturnHeader/Filer/Phone04156657013
ReturnHeader/Filer/USAddress/AddressLine101288 STANYAN STREET
ReturnHeader/Filer/USAddress/City0SAN FRANCISCO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094117
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-07-06
ReturnHeader/Officer/Name0NANCY MARKS
ReturnHeader/Officer/Phone04156657013
ReturnHeader/Officer/Title0SOLE TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MOWERY & SCHOENFELD LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10475 HALF DAY ROAD SUITE 250
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LINCOLNSHIRE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060069
ReturnHeader/Preparer/Name0RONALD S KATCH
ReturnHeader/Preparer/Phone08472478959

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$437,414
Liabilities
$0
Net assets
$437,414
Revenue
-
Expenses
$42,195
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$1.49$1.42
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.13$0.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.05$0.22$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.08$0.27$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.07$0.20$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.03$0.25$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.04$0.31$0.27
2010Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.42