Civic Intelligence

The Edward and Betty Marcus Foundation

EIN 75-1989529 • Austin, TX

PO Box 5623Austin, TX 78763
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

13th percentile

-77%

Higher net margin than 13% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

207%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $199,883 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $199,883 (-100%) from 2018

Revenue

Up

$258,681

Up $174,385 (+207%) from 2018

Expenses

Down

$458,564

Down $2,401,432 (-84%) from 2018

Net Income

Up

-$199,883

Up $2,575,817 (+93%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $8,906,375Liabilities 2011: $02011Assets 2012: $8,696,186Liabilities 2012: $02012Assets 2013: $8,756,135Liabilities 2013: $1Net Assets 2013: $8,756,1352013Assets 2014: $8,483,386Liabilities 2014: $1Net Assets 2014: $8,483,3862014Assets 2015: $7,613,938Liabilities 2015: $1Net Assets 2015: $7,613,9382015Assets 2016: $5,850,246Liabilities 2016: $0Net Assets 2016: $5,850,2462016Assets 2017: $2,733,238Liabilities 2017: $0Net Assets 2017: $2,733,2382017Assets 2018: $199,883Liabilities 2018: $0Net Assets 2018: $199,8832018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $639,174Expenses 2011: $540,165Net Income 2011: $99,0092011Revenue 2012: $343,842Expenses 2012: $554,031Net Income 2012: -$210,1892012Revenue 2013: $546,821Expenses 2013: $486,872Net Income 2013: $59,9492013Revenue 2014: $738,617Expenses 2014: $1,297,882Net Income 2014: -$559,2652014Revenue 2015: $1,232,668Expenses 2015: $2,318,529Net Income 2015: -$1,085,8612015Revenue 2016: -$230,992Expenses 2016: $1,694,767Net Income 2016: -$1,925,7592016Revenue 2017: $175,339Expenses 2017: $3,568,610Net Income 2017: -$3,393,2712017Revenue 2018: $84,296Expenses 2018: $2,859,996Net Income 2018: -$2,775,7002018Revenue 2019: $258,681Expenses 2019: $458,564Net Income 2019: -$199,8832019

Highlighted filing

2019

Revenue$258,681
Expenses$458,564
Net Income-$199,883

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 10, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELBA DAVIS WHATLEYChairman-$0--
RICHARD MARCUSSec/Treas-$0--
NORINE HAYESTrustee-$0--
SUSAN RUSSELL MARCUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Edward and Betty Marcus Foundation
EIN
75-1989529
Phone
2143614681
Address
PO BOX 5623, AUSTIN, TX 78763

Signing Officer

Name
Melba Davis Whatley
Title
Chairman
Signed
2020-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Steven L Fowler CPA Pllc
Address
1500 Industrial Blvd Ste 100, Abilene, TX 79602-8806
Preparer
Steve Fowler CPA
Phone
3256921800
Raw XML Appendix319 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0435390
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO PROMOTE VISUAL ARTS IN THE STATE OF TEXAS BY ESTABLISHING THE BETTY AND EDWARD MARCUS SCULPTURE PARK LOCATED AT 3809 WEST 35TH ST, AUSTIN, TX.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE CONTEMPORARY AUSTIN MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03809 W 35TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUSTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078703
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0435390
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013192
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02783023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03395478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01354889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01883422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0317983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0317983
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09848221
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0431409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02783023
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03395478
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01354889
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01883422
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0444601
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0431409
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010166204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09734795
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04311
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05748
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01437
LiquidationExplanationStmt/ExplanationTxt0THE EDWARD AND BETTY MARCUS FOUNDATION WAS EFFECTIVELY LIQUIDATED AND DISSOLVED ON DECEMBER 31, 2019. THE 2019 FORM 990-PF IS BEING FILED AS A FINAL TAX RETURN AS THERE ARE NO REMAINING ASSETS OR LIABILITIES OF THE ENTITY. THE REMAINING CASH BALANCE WAS USED TO PAY PROFESSIONAL FEES TO PREPARE THE FINAL TAX RETURN AND TERMINATE THE ENTITY.THE FINAL DISTRIBUTION OF ASSETS WAS DONE DURING 2019.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MINERAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1101
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014633
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014633
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROGRAM CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02062
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/Amt1576
TaxesSchedule/TaxesDetail/Amt2906
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0112
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1576
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELBA DAVIS WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARD AND BETTY MARCUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0751989529
ReturnHeader/Filer/PhoneNum02143614681
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5623
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078763
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274117975
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN L FOWLER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 Industrial Blvd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Abilene
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0796028806
ReturnHeader/PreparerPersonGrp/PhoneNum03256921800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE FOWLER CPA
ReturnHeader/ReturnTs02020-04-10T12:22:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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