Civic Intelligence

Mark J Wilhelm Family Foundation Inc

EIN 20-3451068 • Eagle, CO

PO Box 5452Eagle, CO 81631
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-312%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-14%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,190,801

Up $511,627 (+75%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,190,801

Up $511,627 (+75%) from 2022

Revenue

Up

$61,285

Up $91,080 (+306%) from 2022

Expenses

Up

$252,259

Up $225,159 (+831%) from 2022

Net Income

Down

-$190,974

Down $134,079 (-236%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $217,425Liabilities 2011: $10,1362011Assets 2012: $267,425Liabilities 2012: $02012Assets 2013: $58,265Liabilities 2013: $02013Assets 2014: $884,942Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $715,0672015Assets 2019: $536,347Liabilities 2019: $0Net Assets 2019: $536,3472019Assets 2020: $690,191Liabilities 2020: $12020Assets 2021: $736,069Liabilities 2021: $12021Assets 2022: $679,174Liabilities 2022: $0Net Assets 2022: $679,1742022Assets 2024: $1,190,801Liabilities 2024: $0Net Assets 2024: $1,190,8012024

Highlighted filing

2024

Assets$1,190,801
Liabilities$0
Net Assets$1,190,801

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $100,000Expenses 2011: $111,500Net Income 2011: -$11,5002011Revenue 2012: $160,136Expenses 2012: $100,000Net Income 2012: $60,1362012Revenue 2013: $75,017Expenses 2013: $150,145Net Income 2013: -$75,1282013Revenue 2014: $1,001,791Expenses 2014: $175,114Net Income 2014: $826,6772014Revenue 2015: -$34,832Expenses 2015: $135,043Net Income 2015: -$169,8752015Revenue 2019: $73,914Expenses 2019: $34,451Net Income 2019: $39,4632019Revenue 2020: $180,956Expenses 2020: $27,112Net Income 2020: $153,8442020Revenue 2021: $79,158Expenses 2021: $33,280Net Income 2021: $45,8782021Revenue 2022: -$29,795Expenses 2022: $27,100Net Income 2022: -$56,8952022Revenue 2024: $61,285Expenses 2024: $252,259Net Income 2024: -$190,9742024

Highlighted filing

2024

Revenue$61,285
Expenses$252,259
Net Income-$190,974

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK J WILHELMTrustee-$0--
AMY WILHELMTrustee-$0--
WILLIAM V CONN JRTrustee-$0--
MICHAEL G LEFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mark J Wilhelm Family Foundation Inc
EIN
20-3451068
Phone
7706440800
Address
PO BOX 5452, EAGLE, CO 81631

Signing Officer

Name
Mark J Wilhelm
Title
Trustee
Phone
7706440800
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Conn & Company Tax Practice LLC
Address
800 MOUNT VERNON HWY NE, ATLANTA, GA 30328
Preparer
William V Conn Jr
Phone
7703960015
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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990, Part III
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist thoseThe primary focus of the Foundation is to assist those
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK J WILHELM
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0IMPACT 100 PBC CONNECTS, ENGAGES, AND INSPIRES WOMEN TO IMPROVE THE COMMUNITY IN SOUTHERN PALM BEACH COUNTY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0OPERATION RESTORED WARRIOR HELPING VETERAN WARRIORS OVERCOME THE NEGATIVE EFFECTS OF COMBAT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02100
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt015000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0FUNDS INVESTED IN PUBLIC TRADED MUTUAL FUND. ENDING BALANCE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0FUNDS DEPOSITED IN PARTNERSHIP. ENDING BALANCE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0169132
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt0448278
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0617410
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CANCER RECOVERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1WOMENSCOMMUNITYSUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VETERANSSUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VETERANS SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EPIC EXPERIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1IMPACT 100 PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEW HORIZONS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3OPERATION RESTORED WARRIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1261 NW 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25550 TECH CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36660 Delmonico Drive Suite D Box 47
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARVADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOCA RATON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3COLORADO SPRING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380919
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0702391
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0668907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0514071
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0496884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0602137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0602137
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02999663
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0617410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0702391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0668907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0514071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0496884
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0617410
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0617410
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03601800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02984390
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED APPRECIATION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PRM INVESTMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-76794
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt143150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK J WILHELM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07706440800
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK J WILHELM FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0203451068
ReturnHeader/Filer/PhoneNum07706440800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5452
ReturnHeader/Filer/USAddress/CityNm0EAGLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081631
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274732807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONN & COMPANY TAX PRACTICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 MOUNT VERNON HWY NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030328
ReturnHeader/PreparerPersonGrp/PhoneNum07703960015
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM V CONN JR
ReturnHeader/ReturnTs02023-11-13T20:19:13-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILHELM
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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