Civic Intelligence

Friends of Marquez

EIN 95-3880554 • 501(c)3 • Pacific Palisades, CA

Profile

To plan, fund and/or operate supplemental educational programs to enrich the curriculum of basic education offered to the students at Marquez Elementary School, and the conduct of fundraising activities for the support of such programs.

PO Box 1320Pacific Palisades, CA 90272

www.marquezcharter.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-6.6%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$739,373

Up $21,035 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$739,373

Up $21,035 (+2.9%) from 2023

Revenue

Down

$557,236

Down $309,449 (-36%) from 2023

Expenses

Up

$593,809

Up $52,938 (+9.8%) from 2023

Net Income

Down

-$36,573

Down $362,387 (-111%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $935,840Liabilities 2012: $800Net Assets 2012: $935,0402012Assets 2013: $1,001,952Liabilities 2013: $0Net Assets 2013: $1,001,9522013Assets 2014: $532,590Liabilities 2014: $0Net Assets 2014: $532,5902014Assets 2015: $544,985Liabilities 2015: $0Net Assets 2015: $544,9852015Assets 2016: $649,406Liabilities 2016: $0Net Assets 2016: $649,4062016Assets 2017: $780,483Liabilities 2017: $0Net Assets 2017: $780,4832017Assets 2018: $859,610Liabilities 2018: $0Net Assets 2018: $859,6102018Assets 2019: $579,498Liabilities 2019: $0Net Assets 2019: $579,4982019Assets 2020: $663,269Liabilities 2020: $20,312Net Assets 2020: $642,9572020Assets 2021: $625,395Liabilities 2021: $560Net Assets 2021: $624,8352021Assets 2022: $403,508Liabilities 2022: $4,718Net Assets 2022: $398,7902022Assets 2023: $718,338Liabilities 2023: $0Net Assets 2023: $718,3382023Assets 2024: $739,373Liabilities 2024: $0Net Assets 2024: $739,3732024

Highlighted filing

2024

Assets$739,373
Liabilities$0
Net Assets$739,373

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $586,393Expenses 2012: $489,794Net Income 2012: $96,5992012Expenses 2013: $605,9842013Revenue 2014: $623,074Expenses 2014: $1,095,418Net Income 2014: -$472,3442014Revenue 2015: $562,598Expenses 2015: $547,287Net Income 2015: $15,3112015Revenue 2016: $708,392Expenses 2016: $603,106Net Income 2016: $105,2862016Revenue 2017: $693,462Expenses 2017: $565,295Net Income 2017: $128,1672017Revenue 2018: $700,922Expenses 2018: $632,786Net Income 2018: $68,1362018Revenue 2019: $642,591Expenses 2019: $924,301Net Income 2019: -$281,7102019Revenue 2020: $567,910Expenses 2020: $505,622Net Income 2020: $62,2882020Revenue 2021: $302,136Expenses 2021: $325,687Net Income 2021: -$23,5512021Revenue 2022: $464,108Expenses 2022: $670,239Net Income 2022: -$206,1312022Revenue 2023: $866,685Expenses 2023: $540,871Net Income 2023: $325,8142023Revenue 2024: $557,236Expenses 2024: $593,809Net Income 2024: -$36,5732024

Highlighted filing

2024

Revenue$557,236
Expenses$593,809
Net Income-$36,573

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.56$0.59$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.87$0.54$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.46$0.67$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.62$0.30$0.33$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.02$0.64$0.57$0.51$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.64$0.92$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.70$0.63$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.69$0.57$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.71$0.60$0.11
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.56$0.55$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.62$1.10$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.61
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.59$0.49$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 2, 2025
Return Version
2023v6.0
Gross Receipts
$653,450
Mission and Program Overview

Mission

Our purpose is "to improve the quality of education for all marquez charter school students, by planning, funding, and/or operating supplemental education programs to enrich the curriculum of basic education offered to students at marquez charter school; and to conduct fundraising activities for the support of such programs."

Our purpose is to improve the quality of education for all marquez charter school students, by planning, funding and/or operating supplemental education programs to enrich the curriculum of basic cont. Sch. O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$346,160$368,682▲ $22,522
Cash and Non-Interest-Bearing Accounts$358,700$362,691▲ $3,991
Inventories for Sale or Use$13,478$8,000▼ $5,478
Total Assets$718,338$739,373▲ $21,035
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$718,338$739,373▲ $21,035
Total Net Assets Fund Balance$718,338$739,373▲ $21,035
Total Liabilities and Net Assets / Fund Balance$718,338$739,373▲ $21,035
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caroline Nick From Jun 2024Director, Co-president
Sarah Gottlieb From Jun 2024Director, Co-president
Caitlin Machol to May 2024Director, President
Jenny LupeDirector, Vice President
Brian Abbott to May 2024Director
Rosa WachsDirector
Shosaha Himmel From Jun 2024Director
Tawny KrintzmanDirector
Manda Sisco From Jun 2024Director, Co-secretary
David Mazza From Jun 2024Director, Treasurer
Vanessa Poolman to May 2024Director, Treasurer
Nousha MashkouriDirector- Co Secretary
Sara Goldsmith to May 2024Director- Co Secretary
Cindy Hanelin to May 2024Director-parlimentarian
Revenue and Support

Revenue Composition

Contributions and Grants
$449,858
Program Service Revenue
$0
Investment Income
$16,531
Other Revenue
$90,847
All Other Contributions
$404,400
Change in Net Assets
$-36,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$590,709
Grants and Similar Amounts Paid$3,100
Total Fundraising Expense$1,994
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$8,730--$8,730
All Other Expenses$4,339$1,193$1,994$7,526
Insurance-$5,463-$5,463
Fees for Service Investment Mgmnt Fees-$3,301-$3,301
Grants to Domestic Individuals$3,100--$3,100
Fees for Services Accounting-$3,000-$3,000
Office Expenses-$1,774-$1,774
Information Technology-$630-$630
Total Functional Expenses$576,454$15,361$1,994$593,809
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$172,389
Fundraising Direct Expenses$88,254
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner/auction$112,877$112,627$53,923$58,704
Walkathon$26,099-$2,221-
Total Events$217,847$172,389$88,254$84,135
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Friends of marquez has honorary members and they elect the directors and officers of the organization.

Form 990, Part VI, Section A, Line 7A

Honorary members elect the directors and officers of the organization.

Form 990, Part VI, Section A, Line 8B

The organization does not have committees with authority to act on behalf of the board.

Form 990, Part VI, Section B, Line 11B

A draft return was reviewed by both co-presidents and the treasurer. Any comments will be discussed with outside cpa and any necessary changes will be made to the return prior to filing.

Form 990, Part VI, Section B, Line 15

Questions 15a and 15b were answered no as there were no officers or key employees who were compensated.

Form 990, Part VI, Section C, Line 19

Friends of marquez foms governing documents are available for public inspection on the organizations website. Foms form 990s are available on anothers website and upon request.

Filing and Contact Details

Filer

Filer Name
Friends of Marquez
EIN
95-3880554
Phone
3104544019
Address
PO Box 1320, PACIFIC PALISADES, CA 90272

Signing Officer

Name
David Mazza
Title
Treasurer
Phone
3104544019
Signed
2025-09-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Caroline Nick
Formed
1983
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50

Preparer

Firm
Lewis Sharpstone & Co
Address
5074 Tendilla Ave, Woodland Hills, CA 91364
Preparer
Lewis Sharpstone
Phone
8185701960
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 31,519, Grants and allocations 3,100, Revenue 0 PROVIDE EDUCATIONAL SUPPLIES FOR EXAMPLE, LAPTOPS AND IPADS FOR INSTRUCTION, BOOKS FOR THE LIBRARY, ETC. THAT IS NOT COVERED BY LAUSD AS WELL AS OTHER SUPPORT SUCH AS FIELD TRIPS, TECH SUPPORT, AND 5TH GRADE HISTORICAL MUSICALS.

Form 990, Part I, Line 1

Continued education offered to students at marquez charter school and to conduct fundraising activities for the support of such programs.

Raw XML AppendixShowing 400 of 466 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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IRS990/Form990PartVIISectionAGrp/PersonNm1CINDY HANELIN TO MAY 2024
IRS990/Form990PartVIISectionAGrp/PersonNm2NOUSHA MASHKOURI
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN ABBOTT TO MAY 2024
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IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH GOTTLIEB FROM JUN 2024
IRS990/Form990PartVIISectionAGrp/PersonNm11MANDA SISCO FROM JUN 2024
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID MAZZA FROM JUN 2024
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR-PARLIMENTARIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR- CO SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR- CO SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR, VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR, CO-PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR, CO-SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/MissionDesc0OUR PURPOSE IS TO IMPROVE THE QUALITY OF EDUCATION FOR ALL MARQUEZ CHARTER SCHOOL STUDENTS, BY PLANNING, FUNDING, AND/OR OPERATING SUPPLEMENTAL EDUCATION PROGRAMS TO ENRICH THE CURRICULUM OF BASIC EDUCATION OFFERED TO STUDENTS AT MARQUEZ CHARTER SCHOOL AND TO CONDUCT FUNDRAISING ACTIVITIES FOR THE SUPPORT OF SUCH PROGRAMS.
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IRS990/OfficeExpensesGrp/TotalAmt01774
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CLASS SIZE REDUCTION
IRS990/OtherExpensesGrp/Desc1REIMBS-TEACHERS/AIDS
IRS990/OtherExpensesGrp/Desc2GARDENING ACTIVITES
IRS990/OtherExpensesGrp/Desc3TECHNOLOGY/ROBOTICS
IRS990/OtherExpensesGrp/ProgramServicesAmt0333247
IRS990/OtherExpensesGrp/ProgramServicesAmt1211688
IRS990/OtherExpensesGrp/ProgramServicesAmt215350
IRS990/OtherExpensesGrp/ProgramServicesAmt38730
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IRS990/OtherExpensesGrp/TotalAmt1211688
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CAROLINE NICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT FOR ENRICHMENT CLASSES THAT ARE NOT PROVIDED BY LAUSD. THESE ARE GENERALLY SCIENCE, PE, MUSIC, ART AND ROBOTICS TEACHERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0114204
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE FOR ADDITIONAL INSTRUCTIONAL AIDES BEYOND THOSE PROVIDED BY LAUSD TO ASSIST WITH INSTRUCTION AND TEACHING IN THE CLASSROOM.
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IRS990/PYOtherRevenueAmt0385952
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IRS990/PYTotalExpensesAmt0540871
IRS990/PYTotalRevenueAmt0866685
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section B Line 10 AMOUNT SHOWN ON LINE 10, COLUMN A IS OTHER INCOME AMOUNT SHOWN ON LINE 10 COLUMN D IS A REIMBURSEMENT OF CLASS SIZE REDUCTION AMOUNTS PAID IN PRIOR YEARS TO LOS ANGELES UNIFIED SCHOOL DISTRICT.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0470852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0407767
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0263718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0523625
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08720
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0309000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0192
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0309192
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt035540
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 31,519, Grants and allocations 3,100, Revenue 0 PROVIDE EDUCATIONAL SUPPLIES FOR EXAMPLE, LAPTOPS AND IPADS FOR INSTRUCTION, BOOKS FOR THE LIBRARY, ETC. THAT IS NOT COVERED BY LAUSD AS WELL AS OTHER SUPPORT SUCH AS FIELD TRIPS, TECH SUPPORT, AND 5TH GRADE HISTORICAL MUSICALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTINUED EDUCATION OFFERED TO STUDENTS AT MARQUEZ CHARTER SCHOOL AND TO CONDUCT FUNDRAISING ACTIVITIES FOR THE SUPPORT OF SUCH PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FRIENDS OF MARQUEZ HAS HONORARY MEMBERS AND THEY ELECT THE DIRECTORS AND OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HONORARY MEMBERS ELECT THE DIRECTORS AND OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A DRAFT RETURN WAS REVIEWED BY BOTH CO-PRESIDENTS AND THE TREASURER. ANY COMMENTS WILL BE DISCUSSED WITH OUTSIDE CPA AND ANY NECESSARY CHANGES WILL BE MADE TO THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6QUESTIONS 15A AND 15B WERE ANSWERED NO AS THERE WERE NO OFFICERS OR KEY EMPLOYEES WHO WERE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FRIENDS OF MARQUEZ FOMS GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION ON THE ORGANIZATIONS WEBSITE. FOMS FORM 990S ARE AVAILABLE ON ANOTHERS WEBSITE AND UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false

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