Civic Intelligence

The Marks Charitable Foundation

990PF • Fiscal year 2012 • EIN 76-0293820

Jan 01, 2012 to Dec 31, 2012 • Filed on May 23, 2013

Organization Profile
5100 San Felipe Unit 371 EastSuite77056-3714
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$573,044

Down $8,561 (-1.5%) from 2011

Net Assets

$573,044

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$46,822

Down $582 (-1.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$800K$600K$400K$200K$0Assets 2011: $581,605Liabilities 2011: $02011Assets 2012: $573,044Liabilities 2012: $0Net Assets 2012: $573,0442012Assets 2013: $600,159Liabilities 2013: $0Net Assets 2013: $600,1592013Assets 2014: $704,267Liabilities 2014: $02014Assets 2015: $696,658Liabilities 2015: $0Net Assets 2015: $696,6582015Assets 2016: $695,753Liabilities 2016: $0Net Assets 2016: $695,7532016Assets 2017: $688,969Liabilities 2017: $0Net Assets 2017: $688,9692017Assets 2018: $686,504Liabilities 2018: $0Net Assets 2018: $686,5042018Assets 2019: $8,833Liabilities 2019: $0Net Assets 2019: $8,8332019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2012

Assets$573,044
Liabilities$0
Net Assets$573,044
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $20,181Expenses 2011: $47,404Net Income 2011: -$27,2232011Expenses 2012: $46,8222012Revenue 2013: $74,240Expenses 2013: $47,125Net Income 2013: $27,1152013Revenue 2014: $148,045Expenses 2014: $43,937Net Income 2014: $104,1082014Revenue 2015: $36,456Expenses 2015: $44,065Net Income 2015: -$7,6092015Revenue 2016: $75,891Expenses 2016: $61,752Net Income 2016: $14,1392016Revenue 2017: $46,700Expenses 2017: $42,955Net Income 2017: $3,7452017Revenue 2018: $40,170Expenses 2018: $42,635Net Income 2018: -$2,4652018Revenue 2019: -$43,650Expenses 2019: $634,021Net Income 2019: -$677,6712019Revenue 2020: $0Expenses 2020: $8,833Net Income 2020: -$8,8332020

Highlighted filing

2012

Revenue-
Expenses$46,822
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 23, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J STEPHEN MARKS IIITrustee-$0--
MARY LYNN MARKSTrustee-$0--
RICHARD S SNELLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOUSTON SYMPHONYCHARITABLEEXEMPTHOUSTON, TX, US$15,000
Paid GrantWASHINGTON & LEE UNIVERSITYCHARITABLEEXEMPTLEXINGTON, VA, US$15,000
Paid GrantTEXAS HEART INSTITUTECHARITABLEEXEMPTHOUSTON, TX, US$5,000
Filing and Contact Details

Filer

EIN
76-0293820
Raw XML Appendix333 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J STEPHEN MARKS III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARY LYNN MARKS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2RICHARD S SNELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine105100 SAN FELIPE UNIT 371 EAST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine115100 SAN FELIPE UNIT 371 EAST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12333 CLAY STREET SUITE 3300
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOUSTON SYMPHONY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11WASHINGTON & LEE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TEXAS HEART INSTITUTE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode077002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode124450
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IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear035000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear018011
IRS990PF/UndistributedIncome/AppliedToYear1018489
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031485
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/QualifyingDistributions036500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/UndistributedIncomeCY013474
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear018489
OtherAssetsSchedule/OtherAssets/BOYBookValue0468
OtherAssetsSchedule/OtherAssets/Description0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssets/EOYBookValue0367
OtherAssetsSchedule/OtherAssets/EOYFMV0367
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT ADVISOR FEES
OtherExpensesSchedule/OtherExpenses/Description1OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome08561
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1195
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks08561
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1195
TaxesSchedule/Taxes/Amount066
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1FROM PORTFOLIO
TaxesSchedule/Taxes/NetInvestmentIncome066
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0760293820
ReturnHeader/Filer/InCareOfName0% JS MARKS
ReturnHeader/Filer/Name/BusinessNameLine10THE MARKS CHARITABLE FOUNDATION
ReturnHeader/Filer/NameControl0MARK
ReturnHeader/Filer/Phone07134613594
ReturnHeader/Filer/USAddress/AddressLine105100 SAN FELIPE UNIT 371 EAST
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0770563714
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-23
ReturnHeader/Officer/Name0J STEPHEN MARKS III
ReturnHeader/Officer/Phone07134613594
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MARGOLIS PHIPPS & WRIGHT PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101400 POST OAK BLVD STE 900
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0770563009
ReturnHeader/Preparer/Name0JEFFERY A HILL
ReturnHeader/Preparer/Phone07136253500
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-17T16:16:56-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$573,044
Liabilities
$0
Net assets
$573,044
Revenue
-
Expenses
$46,822
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.44$6.34$6.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.87$0.00$6.87$0.40$0.43$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.47$0.43$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$0.76$0.62$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.97$0.00$6.97$0.36$0.44$0.08
2014Summary only. Only limited summary data is available for this year.$7.04$0.00$1.48$0.44$1.04
2013Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.74$0.47$0.27
2012Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.47
2011Summary only. Only limited summary data is available for this year.$5.82$0.00$0.20$0.47$0.27