Civic Intelligence

David and Leslie Marcus Foundation

990PF • Fiscal year 2024 • EIN 75-2283302

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profile
201 Main Street Suite 305Carbondale, CO 81623

(970) 556-5821

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-318%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

2.8%

Faster asset growth than 56% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$324,759

Up $8,992 (+2.8%) from 2023

Net Assets

Up

$324,759

Up $8,992 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$8,429

Down $11,654 (-58%) from 2023

Expenses

Down

$35,259

Down $21,130 (-37%) from 2023

Net Income

Up

-$26,830

Up $9,476 (+26%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2011: $264,061Liabilities 2011: $02011Assets 2012: $286,888Liabilities 2012: $0Net Assets 2012: $286,8882012Assets 2013: $314,183Liabilities 2013: $0Net Assets 2013: $314,1832013Assets 2014: $323,570Liabilities 2014: $0Net Assets 2014: $323,5702014Assets 2015: $294,198Liabilities 2015: $0Net Assets 2015: $294,1982015Assets 2019: $328,464Liabilities 2019: $0Net Assets 2019: $328,4642019Assets 2020: $383,003Liabilities 2020: $0Net Assets 2020: $383,0032020Assets 2021: $412,296Liabilities 2021: $0Net Assets 2021: $412,2962021Assets 2022: $323,090Liabilities 2022: $0Net Assets 2022: $323,0902022Assets 2023: $315,767Liabilities 2023: $0Net Assets 2023: $315,7672023Assets 2024: $324,759Liabilities 2024: $0Net Assets 2024: $324,7592024

Highlighted filing

2024

Assets$324,759
Liabilities$0
Net Assets$324,759
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KRevenue 2011: $4,255Expenses 2011: $2,844Net Income 2011: $1,4112011Expenses 2012: $15,8902012Revenue 2013: $4,480Expenses 2013: $12,650Net Income 2013: -$8,1702013Revenue 2014: $39,356Expenses 2014: $13,050Net Income 2014: $26,3062014Revenue 2015: $9,461Expenses 2015: $17,834Net Income 2015: -$8,3732015Revenue 2019: $70,676Expenses 2019: $73,473Net Income 2019: -$2,7972019Revenue 2020: $34,252Expenses 2020: $23,332Net Income 2020: $10,9202020Revenue 2021: $15,459Expenses 2021: $25,571Net Income 2021: -$10,1122021Revenue 2022: $28,145Expenses 2022: $24,783Net Income 2022: $3,3622022Revenue 2023: $20,083Expenses 2023: $56,389Net Income 2023: -$36,3062023Revenue 2024: $8,429Expenses 2024: $35,259Net Income 2024: -$26,8302024

Highlighted filing

2024

Revenue$8,429
Expenses$35,259
Net Income-$26,830
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY A MARCUSDirector-$0--
NANCY C MARCUSDirector-$0--
BENJAMIN SCOT SIMMONSSecretary/Tr-$0--
DAVID MITCHELL MARCUSPresident-$0--
Filing and Contact Details

Filer

Filer Name
David Mitchell Marcus Foundation
EIN
75-2283302
Phone
9705565821
Address
201 MAIN STREET SUITE 305, CARBONDALE, CO 81623

Signing Officer

Name
David Mitchell Marcus
Title
President
Phone
9705565821
Signed
2025-11-10

Preparer

Firm
Simmons Family Office LLC
Address
201 MAIN ST STE 305, CARBONDALE, CO 81623
Preparer
Bscot Simmons
Phone
9705565821
Raw XML Appendix287 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd548109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030100
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/AppliedToCurrentYearAmt016220
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016220
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03864
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052871
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067495
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013880
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03864
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06030
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013880
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0120366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0106486
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER SEC 1411 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt035822
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MITCHELL MARCUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09705565821
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID MITCHELL MARCUS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0752283302
ReturnHeader/Filer/PhoneNum09705565821
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 MAIN STREET SUITE 305
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823901029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMMONS FAMILY OFFICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 MAIN ST STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARBONDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081623
ReturnHeader/PreparerPersonGrp/PhoneNum09705565821
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BSCOT SIMMONS
ReturnHeader/ReturnTs02025-11-14T09:54:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,759
Liabilities
$0
Net assets
$324,759
Revenue
$8,429
Expenses
$35,259
Net income
-$26,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.08$0.35$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.20$0.56$0.36
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.28$0.25$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.15$0.26$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.34$0.23$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.71$0.73$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.09$0.18$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.39$0.13$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.04$0.13$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.04$0.03$0.01