Anne And Paul Marcus Family Foundation
Anne And Paul Marcus Family Foundation maintains strong assets and zero officer compensation amidst fluctuating revenues.
EIN: 16220476 · Boston, MA · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.0M |
| Total Expenses | $2.0M |
| Program Spending | 90% |
| Net Assets | $2.1M |
| Transparency Score | 85/100 |
Is Anne And Paul Marcus Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Anne And Paul Marcus Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Anne And Paul Marcus Family Foundation
Anne And Paul Marcus Family Foundation (EIN: 16220476) is a nonprofit organization based in Boston, MA, classified under NTEE code T20. The organization reported total revenue of $2.0M and total assets of $2.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Anne And Paul Marcus Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Anne And Paul Marcus Family Foundation is a mid-size nonprofit that has been operating for 24 years, with 10 years of IRS 990 filings on record (2011–2023).
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $2.0M |
| Surplus / Deficit | +$373K |
| Total Assets | $2.1M |
| Total Liabilities | $1 |
| Net Assets | $2.1M |
| Operating Margin | 15.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 12.6 months |
Financial Health Grade: A
In 2023, Anne And Paul Marcus Family Foundation reported a surplus of $373K with revenue exceeding expenses, holds 12.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +364.2% | +53.8% | +22.3% |
| 2022 | -54.2% | +28.5% | -31.4% |
| 2021 | +15.9% | +39.1% | +4.4% |
| 2020 | -52.3% | -47.7% | +11.0% |
| 2019 | +69.3% | -11.5% | -27.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2002 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Anne And Paul Marcus Family Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Anne And Paul Marcus Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $373K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of this size and suggests either volunteer leadership or compensation covered by an external entity.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Anne And Paul Marcus Family Foundation's IRS 990 filings:
- Significant year-to-year revenue volatility (e.g., $506,322 in 202212 to $2,350,200 in 202312) could indicate reliance on unpredictable funding sources.
- Lack of detailed expense breakdown in provided data makes it difficult to precisely verify program spending ratio beyond the positive indicator of 0% officer compensation.
Strengths
The following positive indicators were identified for Anne And Paul Marcus Family Foundation:
- Consistent reporting of 0% officer compensation, indicating high efficiency in executive overhead.
- Strong and stable asset base (e.g., $2,321,769 latest assets) providing financial resilience.
- Minimal liabilities across all filing periods ($0 or $1), demonstrating excellent financial health and low debt.
- Positive net income in most recent filing periods (e.g., 202312: Revenue $2,350,200 vs. Expenses $1,977,330), indicating financial sustainability.
Frequently Asked Questions about Anne And Paul Marcus Family Foundation
Is Anne And Paul Marcus Family Foundation a legitimate charity?
Anne And Paul Marcus Family Foundation (EIN: 16220476) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $2.0M. 2 red flags identified. 4 strengths noted. Financial health grade: A.
How does Anne And Paul Marcus Family Foundation spend its money?
Anne And Paul Marcus Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Anne And Paul Marcus Family Foundation tax-deductible?
Anne And Paul Marcus Family Foundation is registered as a tax-exempt nonprofit (EIN: 16220476). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Anne And Paul Marcus Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Anne And Paul Marcus Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Anne And Paul Marcus Family Foundation located?
Anne And Paul Marcus Family Foundation is headquartered in Boston, Massachusetts and files with the IRS under EIN 16220476. It is classified under NTEE code T20.
How many years of IRS 990 filings does Anne And Paul Marcus Family Foundation have?
Anne And Paul Marcus Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.0M in total revenue.
Is the Anne And Paul Marcus Family Foundation a good charity?
Based on the available data, the foundation appears to be a financially stable and efficient grant-making organization. Its consistent asset base, minimal liabilities, and zero reported officer compensation are strong positive indicators. However, without detailed expense breakdowns, a complete assessment of its programmatic impact is limited.
How does the foundation manage its finances with such fluctuating revenue?
The foundation likely manages its finances through a substantial endowment or investment portfolio, as evidenced by its consistent asset base (e.g., $2,321,769 latest assets) despite significant year-to-year revenue fluctuations (e.g., $506,322 in 202212 vs. $2,350,200 in 202312). This allows it to maintain operations and grant-making even in years with lower income.
What is the significance of 0% officer compensation?
0% officer compensation is highly significant as it means no funds are directly spent on executive salaries. This suggests either a fully volunteer-led organization, or that executive services are provided pro bono or covered by other entities, allowing a greater proportion of funds to be directed towards the foundation's mission.
Filing History
IRS 990 filing history for Anne And Paul Marcus Family Foundation showing financial trends over 10 years of public records:
Total assets decreased by 21.2% over the same period, from $2.6M to $2.1M. Total functional expenses rose by 79.7%, from $1.1M to $2.0M. In its most recent filing year (2023), Anne And Paul Marcus Family Foundation reported a surplus of $373K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $2.0M | $2.1M | $1 | — | — |
| 2022 | $506K | $1.3M | $1.7M | $1 | — | View 990 |
| 2021 | $1.1M | $1.0M | $2.5M | $1 | — | View 990 |
| 2020 | $955K | $720K | $2.4M | $1 | — | View 990 |
| 2019 | $2.0M | $1.4M | $2.1M | $1 | — | View 990 |
| 2015 | $1.2M | $1.6M | $3.0M | $0 | — | View 990 |
| 2014 | $826K | $738K | $3.3M | $0 | — | View 990 |
| 2013 | $633K | $624K | $3.3M | $0 | — | View 990 |
| 2012 | $1.0M | $409K | $3.2M | $0 | — | View 990 |
| 2011 | $-61,554 | $1.1M | $2.6M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $2.0M, and assets of $2.1M (revenue +364.2% year-over-year).
- 2022: Revenue of $506K, expenses of $1.3M, and assets of $1.7M (revenue -54.2% year-over-year).
- 2021: Revenue of $1.1M, expenses of $1.0M, and assets of $2.5M (revenue +15.9% year-over-year).
- 2020: Revenue of $955K, expenses of $720K, and assets of $2.4M (revenue -52.3% year-over-year).
- 2019: Revenue of $2.0M, expenses of $1.4M, and assets of $2.1M (revenue +69.3% year-over-year).
- 2015: Revenue of $1.2M, expenses of $1.6M, and assets of $3.0M (revenue +42.9% year-over-year).
- 2014: Revenue of $826K, expenses of $738K, and assets of $3.3M (revenue +30.5% year-over-year).
- 2013: Revenue of $633K, expenses of $624K, and assets of $3.3M (revenue -37.4% year-over-year).
- 2012: Revenue of $1.0M, expenses of $409K, and assets of $3.2M.
- 2011: Revenue of $-61,554, expenses of $1.1M, and assets of $2.6M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Anne And Paul Marcus Family Foundation:
Data Sources and Methodology
This transparency report for Anne And Paul Marcus Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.