Civic Intelligence

The Marcus Foundation Inc

990T • Fiscal year 2023 • EIN 58-1815651

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization Profile

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1266 W Paces Ferry Rd 615Atlanta, GA 30327

(404) 240-7700

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600M$400M$200M$0-$200M-$400MAssets 2011: $95,455,096Liabilities 2011: $117,149,6642011Assets 2012: $105,307,446Liabilities 2012: $161,753,9922012Assets 2013: $122,486,992Liabilities 2013: $194,590,9842013Assets 2014: $121,792,561Liabilities 2014: $239,211,8772014Assets 2015: $134,516,639Liabilities 2015: $233,890,0222015Assets 2019: $90,430,922Liabilities 2019: $343,986,3542019Assets 2020: $97,501,290Liabilities 2020: $319,671,347Net Assets 2020: -$222,170,0572020Assets 2021: $111,117,275Liabilities 2021: $354,790,867Net Assets 2021: -$243,673,5922021Assets 2022: $100,467,714Liabilities 2022: $431,453,273Net Assets 2022: -$330,985,5592022Assets 2023: $103,973,296Liabilities 2023: $427,789,831Net Assets 2023: -$323,816,5352023Assets 2024: $366,827,569Liabilities 2024: $425,132,807Net Assets 2024: -$58,305,2382024

Latest loaded filing

2024

Assets$366,827,569
Liabilities$425,132,807
Net Assets-$58,305,238
Open 2024 Filing

Operations Trend

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

$600M$400M$200M$0-$200MRevenue 2011: $3,518,301Expenses 2011: $42,586,037Net Income 2011: -$39,067,7362011Revenue 2012: $3,606,264Expenses 2012: $46,246,211Net Income 2012: -$42,639,9472012Revenue 2013: $35,364,781Expenses 2013: $69,033,036Net Income 2013: -$33,668,2552013Revenue 2014: $32,108,996Expenses 2014: $75,643,473Net Income 2014: -$43,534,4772014Revenue 2015: $119,772,805Expenses 2015: $95,616,962Net Income 2015: $24,155,8432015Revenue 2019: $186,696,581Expenses 2019: $182,024,799Net Income 2019: $4,671,7822019Revenue 2020: $247,225,335Expenses 2020: $207,611,060Net Income 2020: $39,614,2752020Revenue 2021: $160,364,769Expenses 2021: $182,169,885Net Income 2021: -$21,805,1162021Revenue 2022: $102,886,682Expenses 2022: $185,342,833Net Income 2022: -$82,456,1512022Revenue 2023: $222,024,981Expenses 2023: $223,457,384Net Income 2023: -$1,432,4032023Revenue 2024: $547,934,030Expenses 2024: $261,620,885Net Income 2024: $286,313,1452024

Latest loaded filing

2024

Revenue$547,934,030
Expenses$261,620,885
Net Income$286,313,145
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
The Marcus Foundation Inc
EIN
58-1815651
Phone
4042407700
Address
1266 W PACES FERRY RD 615, ATLANTA, GA 30327

Signing Officer

Name
Douglas P Dinapoli
Title
CFO
Phone
4042407700
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mstiller LLC
Address
1960 SATELLITE BLVD SUITE 3600, DULUTH, GA 30097
Preparer
Gregory W Hayes
Phone
7709958800
Raw XML Appendix117 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt023134
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt02641
IRS1120ScheduleD/NetCapitalGainAmt020493
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt020493
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt02641
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt020493
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02641
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt022433
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1245
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-2252
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt367
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ASCENT PRIVATE INVESTMENT FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ASCENT PRIVATE INVESTMENT FUND II LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ASCENT EVENT DRIVEN FUND
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3ASCENT PRIVATE INVESTMENT FUND III LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt020493
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01133
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1318
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21007
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt3183
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ASCENT PRIVATE INVESTMENT FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ASCENT PRIVATE INVESTMENT FUND II LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2ASCENT EVENT DRIVEN FUND
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3ASCENT PRIVATE INVESTMENT FUND III LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt02641
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0DOUGLAS P DINAPOLI
IRS990T/BooksInCareOfDetail/PhoneNum04042407700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01266 W PACES FERRY RD 615
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd030327
IRS990T/BookValueAssetsEOYAmt0103973296
IRS990T/CharitableContributionsDedAmt071
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt060218
IRS990T/OverpaymentSection/OverpaymentAmt060218
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0536887
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0525990
IRS990T/PriorYearOverpaymentCreditAmt076748
IRS990TScheduleA/CapitalGainNetIncomeAmt023134
IRS990TScheduleA/NetOperatingLossDeductionAmt0319138
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-619
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0376407
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0398922
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0398922
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASS-THRU K-1 INVESTMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0398922
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt079784
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt016530
IRS990T/TaxLessCreditsAmt016530
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt076748
IRS990T/TotalTaxAmt016530
IRS990T/TotalTaxComputationAmt016530
IRS990T/TotalUBTIAmt078713
IRS990T/TotalUBTIBeforeNOLSpecificAmt079713
IRS990T/TotalUBTIBeforeSection199AAmt079713
IRS990T/TotalUBTIComputedAmt079784
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS P DINAPOLI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042407700
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARCUS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0581815651
ReturnHeader/Filer/PhoneNum04042407700
ReturnHeader/Filer/USAddress/AddressLine1Txt01266 W PACES FERRY RD 615
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0580673524
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MSTILLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01960 SATELLITE BLVD SUITE 3600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030097
ReturnHeader/PreparerPersonGrp/PhoneNum07709958800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY W HAYES
ReturnHeader/ReturnTs02024-11-13T13:34:52-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$367$425$58.3$548$262$286
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$428$324$222$223$1.43
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$100$431$331$103$185$82.5
2021Detailed filing. Detailed filing data is available for this year.$111$355$244$160$182$21.8
2020Detailed filing. Detailed filing data is available for this year.$97.5$320$222$247$208$39.6
2019Summary only. Only limited summary data is available for this year.$90.4$344$187$182$4.67
2015Summary only. Only limited summary data is available for this year.$135$234$120$95.6$24.2
2014Summary only. Only limited summary data is available for this year.$122$239$32.1$75.6$43.5
2013Summary only. Only limited summary data is available for this year.$122$195$35.4$69.0$33.7
2012Summary only. Only limited summary data is available for this year.$105$162$3.61$46.2$42.6
2011Summary only. Only limited summary data is available for this year.$95.5$117$3.52$42.6$39.1