Civic Intelligence

Jocelyn Gibbons & Mary Scott Marks Charitable Tr 022288

990PF • Fiscal year 2019 • EIN 95-6876745

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 09, 2020

Organization Profile
16133 Ventura Blvd PhEncino, CA 91436

(818) 703-7700

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$4,000

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 28.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$337,157

Down $24,798 (-6.9%) from 2015

Net Assets

$337,157

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin9th percentile

Revenue

Up

$13,909

Up $1,407 (+11%) from 2015

Expenses

Up

$23,088

Up $4,782 (+26%) from 2015

Net Income

Down

-$9,179

Down $3,375 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $332,377Liabilities 2011: $02011Assets 2012: $333,598Liabilities 2012: $02012Assets 2013: $357,451Liabilities 2013: $02013Assets 2014: $367,759Liabilities 2014: $02014Assets 2015: $361,955Liabilities 2015: $02015Assets 2019: $337,157Liabilities 2019: $0Net Assets 2019: $337,1572019Assets 2020: $327,494Liabilities 2020: $0Net Assets 2020: $327,4942020Assets 2021: $316,918Liabilities 2021: $0Net Assets 2021: $316,9182021Assets 2022: $359,814Liabilities 2022: $0Net Assets 2022: $359,8142022Assets 2023: $366,026Liabilities 2023: $0Net Assets 2023: $366,0262023Assets 2024: $389,154Liabilities 2024: $0Net Assets 2024: $389,1542024

Highlighted filing

2019

Assets$337,157
Liabilities$0
Net Assets$337,157
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $13,454Expenses 2011: $17,132Net Income 2011: -$3,6782011Revenue 2012: $22,931Expenses 2012: $21,710Net Income 2012: $1,2212012Revenue 2013: $41,060Expenses 2013: $17,207Net Income 2013: $23,8532013Revenue 2014: $28,574Expenses 2014: $18,266Net Income 2014: $10,3082014Revenue 2015: $12,502Expenses 2015: $18,306Net Income 2015: -$5,8042015Revenue 2019: $13,909Expenses 2019: $23,088Net Income 2019: -$9,1792019Revenue 2020: $14,042Expenses 2020: $23,705Net Income 2020: -$9,6632020Revenue 2021: $13,144Expenses 2021: $23,719Net Income 2021: -$10,5752021Revenue 2022: $67,856Expenses 2022: $24,832Net Income 2022: $43,0242022Revenue 2023: $34,251Expenses 2023: $28,032Net Income 2023: $6,2192023Revenue 2024: $51,477Expenses 2024: $28,349Net Income 2024: $23,1282024

Highlighted filing

2019

Revenue$13,909
Expenses$23,088
Net Income-$9,179
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRANCE A MALONETrustee-$4,000-$4,000
Filing and Contact Details

Filer

Filer Name
Jocelyn Gibbons & Mary Scott
EIN
95-6876745
Phone
8187037700
Address
16133 VENTURA BLVD PH, ENCINO, CA 91436

Signing Officer

Name
Terrance A Malone
Title
Trustee
Signed
2020-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Nch Tax & Wealth Advisors
Address
1661 E CHAPMAN AVE, FULLERTON, CA 92831
Preparer
Matt Apodaca CPA CGMA RFC
Phone
7148704542
Raw XML Appendix269 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/DistributableAmountGrp/MinimumInvestmentReturnAmt021292
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0346336
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019898
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019951
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LAURA CONTI
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01250
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt059
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1128
TaxesSchedule/TaxesDetail/CategoryTxt0FTB 2018 FORM 199
TaxesSchedule/TaxesDetail/CategoryTxt1IRS 2018 FORM 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1128
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terrance A Malone
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOCELYN GIBBONS & MARY SCOTT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOCE
ReturnHeader/Filer/EIN0956876745
ReturnHeader/Filer/PhoneNum08187037700
ReturnHeader/Filer/USAddress/AddressLine1Txt016133 VENTURA BLVD PH
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091436
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462849582
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NCH TAX & WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01661 E CHAPMAN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FULLERTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092831
ReturnHeader/PreparerPersonGrp/PhoneNum07148704542
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Matt Apodaca CPA CGMA RFC
ReturnHeader/ReturnTs02020-08-09T12:31:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,157
Liabilities
$0
Net assets
$337,157
Revenue
$13,909
Expenses
$23,088
Net income
-$9,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.51$0.28$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.34$0.28$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.68$0.25$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.13$0.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.14$0.24$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.14$0.23$0.09
2015Summary only. Only limited summary data is available for this year.$3.62$0.00$0.13$0.18$0.06
2014Summary only. Only limited summary data is available for this year.$3.68$0.00$0.29$0.18$0.10
2013Summary only. Only limited summary data is available for this year.$3.57$0.00$0.41$0.17$0.24
2012Summary only. Only limited summary data is available for this year.$3.34$0.00$0.23$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$3.32$0.00$0.13$0.17$0.04