Civic Intelligence

The Harold & Rosemarie Marx Memorial Fun

990 • Fiscal year 2017 • EIN 36-3670207

Jun 01, 2016 to May 31, 2017 • Filed on Feb 07, 2018

1074 W Taylor Street Ste 339Chicago, IL 60607

(312) 433-4884

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

7.2%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.8%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$490,245

Up $33,008 (+7.2%) from 2016

Net Assets

Up

$490,245

Up $33,008 (+7.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$29,264

Down $1,805 (-5.8%) from 2016

Expenses

Down

$25,073

Down $14,837 (-37%) from 2016

Net Income

Up

$4,191

Up $13,032 (+147%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $266,077Net Assets 2010: $266,0772010Assets 2011: $253,197Net Assets 2011: $253,1972011Assets 2012: $227,463Net Assets 2012: $227,4632012Assets 2013: $205,900Net Assets 2013: $205,9002013Assets 2014: $418,842Liabilities 2014: $0Net Assets 2014: $418,8422014Assets 2015: $489,942Liabilities 2015: $0Net Assets 2015: $489,9422015Assets 2016: $457,237Liabilities 2016: $0Net Assets 2016: $457,2372016Assets 2017: $490,245Liabilities 2017: $0Net Assets 2017: $490,2452017Assets 2018: $501,731Liabilities 2018: $0Net Assets 2018: $501,7312018Assets 2019: $487,105Liabilities 2019: $0Net Assets 2019: $487,1052019Assets 2020: $532,493Liabilities 2020: $0Net Assets 2020: $532,4932020Assets 2021: $698,962Liabilities 2021: $0Net Assets 2021: $698,9622021Assets 2022: $666,140Liabilities 2022: $0Net Assets 2022: $666,1402022Assets 2023: $691,189Liabilities 2023: $0Net Assets 2023: $691,1892023Assets 2024: $804,717Liabilities 2024: $0Net Assets 2024: $804,7172024

Highlighted filing

2017

Assets$490,245
Liabilities$0
Net Assets$490,245

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $27,207Expenses 2010: $43,504Net Income 2010: -$16,2972010Revenue 2011: $33,989Expenses 2011: $48,309Net Income 2011: -$14,3202011Revenue 2012: $36,239Expenses 2012: $61,973Net Income 2012: -$25,7342012Revenue 2013: $36,332Expenses 2013: $68,917Net Income 2013: -$32,5852013Revenue 2014: $233,493Expenses 2014: $34,878Net Income 2014: $198,6152014Revenue 2015: $96,958Expenses 2015: $38,810Net Income 2015: $58,1482015Revenue 2016: $31,069Expenses 2016: $39,910Net Income 2016: -$8,8412016Revenue 2017: $29,264Expenses 2017: $25,073Net Income 2017: $4,1912017Revenue 2018: $35,262Expenses 2018: $17,105Net Income 2018: $18,1572018Revenue 2019: $32,014Expenses 2019: $20,673Net Income 2019: $11,3412019Revenue 2020: $67,243Expenses 2020: $7,259Net Income 2020: $59,9842020Revenue 2021: $101,060Expenses 2021: $15,822Net Income 2021: $85,2382021Revenue 2022: $93,690Expenses 2022: $74,895Net Income 2022: $18,7952022Revenue 2023: $129,745Expenses 2023: $57,608Net Income 2023: $72,1372023Revenue 2024: $145,576Expenses 2024: $82,888Net Income 2024: $62,6882024

Highlighted filing

2017

Revenue$29,264
Expenses$25,073
Net Income$4,191
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 7, 2018
Return Version
2016v3.1
Gross Receipts
$31,312
Mission and Program Overview

Mission

The marx program provides social, cultural, educational and recreational activities for youth involved with cook county juvenile court.

The marx program provides social, cultural, educational and recreational activities for wards of juvenile court.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$388,895$431,764▲ $42,869
Savings and Temporary Cash Investments$30,482$30,495▲ $13
Cash and Non-Interest-Bearing Accounts$32,056$23,254▼ $8,802
Land, Buildings, and Equipment, Net$5,804$4,732▼ $1,072
Total Assets$457,237$490,245▲ $33,008
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$457,237$490,245▲ $33,008
Total Net Assets Fund Balance$457,237$490,245▲ $33,008
Total Liabilities and Net Assets / Fund Balance$457,237$490,245▲ $33,008

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,732$2,768$7,500
Compensation and Service Providers

Board Members and Trustees

NameTitle
Juanita WillsPresident
Amanda Halawa-mahdiDirector
Dennis AlexanderDirector
James WorthingtonDirector
Jose IsaisDirector
Mark WernerDirector
Patricia ZeglenDirector
Steven EisemanDirector
Tamela MeehanDirector
William PierothDirector
Nicole ParyzAssistant Se
Christopher LemayAssistant Tr
Sharon Throw-kocAssistant Tr
Joseph NaegeleSecretary
Russell AkisTreasurer
Marty GleasonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$14,858
Program Service Revenue
$0
Investment Income
$14,775
Other Revenue
$-369
All Other Contributions
$14,858
Change in Net Assets
$4,191
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,073
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$7,147$3,133-$3,133
Depreciation Depletion$1,072--$1,072
Total Functional Expenses$21,940$3,133$0$25,073
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,048
Fundraising Gross Income$1,679
Professional Fundraising Fees$0
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
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by an independant accounting firm from the books and records provided by the organization's accountant. A draft copy is provided to the organization's accountant and board members for review. After issued raised in the review process are resolved, the final 990 is reviewed again by the organization's accountant and board members prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Harold & Rosemarie Marx
EIN
36-3670207
Phone
3124334884
Address
1074 W TAYLOR STREET STE 339, CHICAGO, IL 60607

Signing Officer

Name
Russell Akis
Title
Treasurer
Phone
3124334884
Signed
2018-02-07

Organization Details

Principal Officer
Juanita Wills
Formed
1989
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Kutchins Robbins & Diamond Ltd
Address
1101 PERIMETER DR STE 760, SCHAUMBURG, IL 60173
Preparer
Mitchell Knopoff
Phone
8472401040
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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0492
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt047260
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01679
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt098
IRS990ScheduleA/OtherIncome170Grp/TotalAmt098
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.89010
IRS990ScheduleA/PublicSupportPY170Pct00.92530
IRS990ScheduleA/PublicSupportTotal170Amt0383747
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014858
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0234136
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt034882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0383747
IRS990ScheduleA/TotalSupportAmt0431105
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04732
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02768
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07500
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04732
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDANT ACCOUNTING FIRM FROM THE BOOKS AND RECORDS PROVIDED BY THE ORGANIZATION'S ACCOUNTANT. A DRAFT COPY IS PROVIDED TO THE ORGANIZATION'S ACCOUNTANT AND BOARD MEMBERS FOR REVIEW. AFTER ISSUED RAISED IN THE REVIEW PROCESS ARE RESOLVED, THE FINAL 990 IS REVIEWED AGAIN BY THE ORGANIZATION'S ACCOUNTANT AND BOARD MEMBERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0457237
IRS990/TotalAssetsEOYAmt0490245
IRS990/TotalAssetsGrp/BOYAmt0457237
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IRS990/TotalContributionsAmt014858
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021940
IRS990/TotalFunctionalExpensesGrp/TotalAmt025073
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0457237
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0490245
IRS990/TotalProgramServiceExpensesAmt021940
IRS990/TotalRevenueGrp/ExclusionAmt014775
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029264
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0457237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0490245
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0457237
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0490245
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01074 W TAYLOR
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060607
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.MARXFUND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL AKIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03124334884
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAROLD & ROSEMARIE MARX
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0363670207
ReturnHeader/Filer/PhoneNum03124334884
ReturnHeader/Filer/USAddress/AddressLine1Txt01074 W TAYLOR STREET STE 339
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060607
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D8AB8D36921CF03BD360323348BCD9DEA8888B35
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D65B8C24A6D834F8E6E3582B5F89B03B947C9ED7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363856676
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KUTCHINS ROBBINS & DIAMOND LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 PERIMETER DR STE 760
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHAUMBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060173
ReturnHeader/PreparerPersonGrp/PhoneNum08472401040
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL KNOPOFF
ReturnHeader/ReturnTs02018-03-07T12:59:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.00$8.05$1.46$0.83$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$1.30$0.58$0.72
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.94$0.75$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$1.01$0.16$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.67$0.07$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.32$0.21$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.35$0.17$0.18
2017Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.29$0.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.31$0.40$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.97$0.39$0.58
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$2.33$0.35$1.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$2.06$0.36$0.69$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$2.27$0.36$0.62$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$2.53$0.34$0.48$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$2.66$0.27$0.44$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits