Civic Intelligence

Nancy W Marks Charitable Trust

990PF • Fiscal year 2023 • EIN 36-6898627

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization Profile
1288 Stanyan StreetSan Francisco, CA 94117

(415) 350-1676

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

2nd percentile

-1985%

Higher net margin than 2% 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

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

35th percentile

-8.1%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $141,959 (-100%) from 2022

Net Assets

Down

$0

Down $141,959 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$7,150

Down $628 (-8.1%) from 2022

Expenses

Up

$149,109

Up $134,784 (+941%) from 2022

Net Income

Down

-$141,959

Down $135,412 (-2068%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$7,150
Expenses$149,109
Net Income-$141,959
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
4153501676
Signed
2024-04-26
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 Appendix293 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/FinalReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0136709
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02170
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Or Shalom Jewish Community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1The Stanford Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Urban School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3J The Jewish News of Northern Ca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Lawndale Childrens Discovery Cente
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Nancy W Marks Fund in Memory of Ja
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Palo Alto
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07071
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013772
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04959
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155063
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0136307
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02952
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013772
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0143378
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0136307
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0160022
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01266
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Schwab Fees and Charges
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Nancy Marks
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04153501676
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward J Sullivan CPA
ReturnHeader/ReturnTs02024-05-08T01:26:38-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Nancy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Marks
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$7,150
Expenses
$149,109
Net income
-$141,959
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