Civic Intelligence

Jocelyn Gibbons & Mary Scott Marks Charitable Tr 022288

990PF • Fiscal year 2020 • EIN 95-6876745

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 29, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-69%

Higher net margin than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

38th percentile

-2.9%

Faster asset growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

1.0%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$327,494

Down $9,663 (-2.9%) from 2019

Net Assets

Down

$327,494

Down $9,663 (-2.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$14,042

Up $133 (+1.0%) from 2019

Expenses

Up

$23,705

Up $617 (+2.7%) from 2019

Net Income

Down

-$9,663

Down $484 (-5.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2020

Assets$327,494
Liabilities$0
Net Assets$327,494
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

2020

Revenue$14,042
Expenses$23,705
Net Income-$9,663
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 29, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRANCE A MALONETrustee-$4,600-$4,600
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
2021-09-29
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 Appendix244 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Preferred Stocks
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0399
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0327494
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0327494
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0169
IRS990PF/FMVAssetsEOYAmt0462312
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0445609
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0337157
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011534
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0451547
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06946
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022807
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0456135
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0463081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04600
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0914362403
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021836
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021836
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021836
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ABILITY FIRST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12570 E FOOTHILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
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TaxesSchedule/TaxesDetail/Amt010
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TaxesSchedule/TaxesDetail/CategoryTxt1IRS 2019 FORM 990-PF
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOCELYN GIBBONS & MARY SCOTT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARKS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOCE
ReturnHeader/Filer/EIN0956876745
ReturnHeader/Filer/PhoneNum08187037700
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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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/ReturnTs02021-09-29T16:30:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terrance A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Malone
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$327,494
Liabilities
$0
Net assets
$327,494
Revenue
$14,042
Expenses
$23,705
Net income
-$9,663
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits