Civic Intelligence

Nancy W Marks Charitable Trust

990PF • Fiscal year 2021 • EIN 36-6898627

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 24, 2022

Organization Profile
1288 Stanyan StreetSan Francisco, CA 94117

(415) 665-7013

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

9th percentile

-88%

Higher net margin than 9% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

28th percentile

-7.1%

Faster asset growth than 28% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

167%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$148,506

Down $11,350 (-7.1%) from 2020

Net Assets

Down

$148,506

Down $11,350 (-7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Up

$12,971

Up $8,106 (+167%) from 2020

Expenses

Up

$24,321

Up $2,489 (+11%) from 2020

Net Income

Up

-$11,350

Up $5,617 (+33%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

2021

Assets$148,506
Liabilities$0
Net Assets$148,506
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

2021

Revenue$12,971
Expenses$24,321
Net Income-$11,350
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 24, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY W MARKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nancy W Marks Charitable Trust
EIN
36-6898627
Address
1288 STANYAN STREET, San Francisco, CA 94117

Signing Officer

Name
Nancy Marks
Title
Trustee
Phone
4156657013
Signed
2022-06-24
Discuss with paid preparer
Yes

Preparer

Firm
Edward J Sullivan CPA A Prof Corp
Address
PO Box 409, Groveland, CA 95321
Preparer
Edward J Sullivan CPA
Phone
9258724355
Raw XML Appendix323 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0137398
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Or Shalom Jewish Community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Dancers Group
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Treatment Advocacy Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3University of Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Doctors Without Borders
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0250 QUINTARA ATREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt144 Gough St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 N Glebe Road Suite 73
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35801 S Ellis Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt440 Rector St 16th Floor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019765
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017733
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017733
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014930
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035044
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013772
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04959
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011329
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019765
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02032
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt049974
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047942
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Schwab Fees and Charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt113
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Marks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04156657013
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY W MARKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0366898627
ReturnHeader/Filer/USAddress/AddressLine1Txt01288 STANYAN STREET
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261926389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Edward J Sullivan CPA A Prof Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 409
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Groveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095321
ReturnHeader/PreparerPersonGrp/PhoneNum09258724355
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward J Sullivan CPA
ReturnHeader/ReturnTs02022-06-15T14:35:22-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Marks
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,506
Liabilities
$0
Net assets
$148,506
Revenue
$12,971
Expenses
$24,321
Net income
-$11,350
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