Civic Intelligence

Joan a Marchese Foundation Dtd 08-07-2015

990PF • Fiscal year 2023 • EIN 47-4739187

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 14, 2024

Organization Profile
1 Mac Arthur Blvd Apt 406 SHaddon Township, NJ 08108-3632

(856) 495-0392

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-493%

Higher net margin than 13% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-12%

Faster asset growth than 31% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

76%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$264,936

Down $37,550 (-12%) from 2022

Net Assets

Down

$264,936

Down $37,550 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin13th percentile

Revenue

Up

$7,611

Up $3,289 (+76%) from 2022

Expenses

Down

$45,161

Down $351 (-0.8%) from 2022

Net Income

Up

-$37,550

Up $3,640 (+8.8%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$400K$300K$200K$100K$0Assets 2015: $49,999Liabilities 2015: $02015Assets 2016: $83,365Liabilities 2016: $0Net Assets 2016: $83,3652016Assets 2017: $109,365Liabilities 2017: $0Net Assets 2017: $109,3652017Assets 2018: $189,777Liabilities 2018: $0Net Assets 2018: $189,7772018Assets 2019: $339,321Liabilities 2019: $0Net Assets 2019: $339,3212019Assets 2020: $323,219Liabilities 2020: $0Net Assets 2020: $323,2192020Assets 2021: $343,676Liabilities 2021: $0Net Assets 2021: $343,6762021Assets 2022: $302,486Liabilities 2022: $0Net Assets 2022: $302,4862022Assets 2023: $264,936Liabilities 2023: $0Net Assets 2023: $264,9362023Assets 2024: $238,420Liabilities 2024: $0Net Assets 2024: $238,4202024

Highlighted filing

2023

Assets$264,936
Liabilities$0
Net Assets$264,936
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$100K$0-$100KRevenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2016: $49,999Expenses 2016: $16,633Net Income 2016: $33,3662016Revenue 2017: $59,823Expenses 2017: $33,823Net Income 2017: $26,0002017Revenue 2018: $126,702Expenses 2018: $35,832Net Income 2018: $90,8702018Revenue 2019: $191,435Expenses 2019: $43,394Net Income 2019: $148,0412019Revenue 2020: $24,575Expenses 2020: $42,905Net Income 2020: -$18,3302020Revenue 2021: $66,488Expenses 2021: $46,031Net Income 2021: $20,4572021Revenue 2022: $4,322Expenses 2022: $45,512Net Income 2022: -$41,1902022Revenue 2023: $7,611Expenses 2023: $45,161Net Income 2023: -$37,5502023Revenue 2024: $18,884Expenses 2024: $45,400Net Income 2024: -$26,5162024

Highlighted filing

2023

Revenue$7,611
Expenses$45,161
Net Income-$37,550
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN MARCHESEDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Joan a Marchese Foundation
EIN
47-4739187
Address
1 MAC ARTHUR BLVD APT 406 S, HADDON TOWNSHIP, NJ 08108-3632

Signing Officer

Name
Joan Marchese
Title
Director
Signed
2024-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Tax Advisors LLC
Address
309 Fellowship Rd Ste 200, Mount Laurel, NJ 08054
Preparer
LInda A McDevitt
Phone
8564950392
Raw XML Appendix280 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/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37550
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0264936
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOAN MARCHESSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560607
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd708028
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt040300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt080600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt040300
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080600
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt040300
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01200
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03921
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03921
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN MARCHESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN A MARCHESE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0474739187
ReturnHeader/Filer/USAddress/AddressLine1Txt01 MAC ARTHUR BLVD APT 406 S
ReturnHeader/Filer/USAddress/CityNm0HADDON TOWNSHIP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0081083632
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010724914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tax Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0309 Fellowship Rd Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mount Laurel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008054
ReturnHeader/PreparerPersonGrp/PhoneNum08564950392
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LInda A McDevitt
ReturnHeader/ReturnTs02024-04-14T05:51:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARCHESE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$264,936
Liabilities
$0
Net assets
$264,936
Revenue
$7,611
Expenses
$45,161
Net income
-$37,550
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.19$0.45$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.08$0.45$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.04$0.46$0.41
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.66$0.46$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.25$0.43$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$1.91$0.43$1.48
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.27$0.36$0.91
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.60$0.34$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.50$0.17$0.33
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$0.00$0.00$0.00