Civic Intelligence

Marsden Park Trust Don B Roethe

990EZ • Fiscal year 2023 • EIN 39-6047104

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 01, 2024

Organization ProfileN/A
620 Washington StFennimore, WI 53809

(608) 485-2208

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

87th percentile

40%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$196,565

Up $11,945 (+6.5%) from 2022

Net Assets

Up

$196,565

Up $11,945 (+6.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$29,788

Up $17,064 (+134%) from 2022

Expenses

Up

$17,843

Up $2,731 (+18%) from 2022

Net Income

Up

$11,945

Up $14,333 (+600%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$300K$200K$100K$0Assets 2014: $89,141Liabilities 2014: $02014Assets 2015: $102,747Liabilities 2015: $0Net Assets 2015: $102,7472015Assets 2016: $109,103Liabilities 2016: $0Net Assets 2016: $109,1032016Assets 2017: $110,962Liabilities 2017: $0Net Assets 2017: $110,9622017Assets 2018: $117,152Liabilities 2018: $0Net Assets 2018: $117,1522018Assets 2019: $144,698Liabilities 2019: $0Net Assets 2019: $144,6982019Assets 2020: $184,681Liabilities 2020: $0Net Assets 2020: $184,6812020Assets 2021: $187,009Liabilities 2021: $0Net Assets 2021: $187,0092021Assets 2022: $184,620Liabilities 2022: $0Net Assets 2022: $184,6202022Assets 2023: $196,565Liabilities 2023: $0Net Assets 2023: $196,5652023Assets 2024: $195,735Net Assets 2024: $195,7352024Assets 2025: $285,817Net Assets 2025: $285,8172025

Highlighted filing

2023

Assets$196,565
Liabilities$0
Net Assets$196,565
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $12,951Expenses 2014: $9,974Net Income 2014: $2,9772014Revenue 2015: $22,861Expenses 2015: $14,246Net Income 2015: $8,6152015Revenue 2016: $26,308Expenses 2016: $19,952Net Income 2016: $6,3562016Revenue 2017: $12,988Expenses 2017: $11,130Net Income 2017: $1,8582017Revenue 2018: $15,885Expenses 2018: $9,695Net Income 2018: $6,1902018Revenue 2019: $36,905Expenses 2019: $9,359Net Income 2019: $27,5462019Revenue 2020: $53,051Expenses 2020: $13,067Net Income 2020: $39,9842020Revenue 2021: $18,768Expenses 2021: $16,439Net Income 2021: $2,3292021Revenue 2022: $12,724Expenses 2022: $15,112Net Income 2022: -$2,3882022Revenue 2023: $29,788Expenses 2023: $17,843Net Income 2023: $11,9452023Revenue 2024: $21,019Expenses 2024: $21,849Net Income 2024: -$8302024Revenue 2025: $128,406Expenses 2025: $38,326Net Income 2025: $90,0802025

Highlighted filing

2023

Revenue$29,788
Expenses$17,843
Net Income$11,945
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 1, 2024
Return Version
2023v5.0
Gross Receipts
$29,788
Mission and Program Overview

Mission

Maintain park and recreation facilities for local community.

Program Services

DescriptionGrantsExpenses
MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.-$7,790
MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.-$4,544
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ANN STENNERTrustee-$0--
LAWRENCE NOVINSKATrustee-$0--
ROBERT CALLAHANTrustee-$0--
DAN STEPANEKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marsden Park Trust
EIN
39-6047104
Phone
6084852208
Address
620 WASHINGTON ST, FENNIMORE, WI 53809

Signing Officer

Name
Mary Ann Stenner
Title
Trustee
Phone
6084852208
Signed
2024-04-01
Discuss with paid preparer
Yes

Preparer

Firm
Southwest Accounting Inc
Address
225 N MADISON ST, LANCASTER, WI 53813-1349
Preparer
Hunter Budack
Phone
6087237636
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“West bend insurance 485 rebates 87 total 572”

Form 990-ez, Part I, Line 16

“Expenses bank service charges 81 equipment & fixtures 1,843 insurance 4,133 portable toilet rental 810 tree stump removal 1,265 non-investment depreciation 4,544 total 12,676”

Form 990-ez, Part II, Line 24

“56,712 81,991 less accumulated depreciation 14,822 19,366 menards' credit memo balance 0 40 total 41,890 62,665”

Form 990-ez, Part III, Line 31

“Maintain park and recreation facilities for local community.”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARY ANN STENNER
IRS990EZ/BooksInCareOfDetail/PhoneNum06084852208
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 WASHINGTON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FENNIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053809
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133900
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt026232
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011945
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02470
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184620
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196565
IRS990EZ/GrossReceiptsAmt029788
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02984
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184620
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196565
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184620
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196565
IRS990EZ/OccupancyRentUtltsAndMaintAmt01797
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY ANN STENNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAWRENCE NOVINSKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT CALLAHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAN STEPANEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041890
IRS990EZ/OtherAssetsTotalDetail/EOYAmt062665
IRS990EZ/OtherExpensesTotalAmt012676
IRS990EZ/OtherRevenueTotalAmt0572
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07790
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14544
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0900
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017843
IRS990EZ/TotalProgramServiceExpensesAmt012334
IRS990EZ/TotalRevenueAmt029788
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026232
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011758
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt051715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0142446
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08790
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0142446
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026232
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt011758
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt051715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035204
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0142446
IRS990ScheduleA/TotalSupportAmt0142446
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WEST BEND INSURANCE 485 REBATES 87 TOTAL 572
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK SERVICE CHARGES 81 EQUIPMENT & FIXTURES 1,843 INSURANCE 4,133 PORTABLE TOILET RENTAL 810 TREE STUMP REMOVAL 1,265 NON-INVESTMENT DEPRECIATION 4,544 TOTAL 12,676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt256,712 81,991 LESS ACCUMULATED DEPRECIATION 14,822 19,366 MENARDS' CREDIT MEMO BALANCE 0 40 TOTAL 41,890 62,665
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINTAIN PARK AND RECREATION FACILITIES FOR LOCAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ANN STENNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06084852208
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSDEN PARK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0396047104
ReturnHeader/Filer/PhoneNum06084852208
ReturnHeader/Filer/USAddress/AddressLine1Txt0620 WASHINGTON ST
ReturnHeader/Filer/USAddress/CityNm0FENNIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053809
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391839726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOUTHWEST ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 N MADISON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0538131349
ReturnHeader/PreparerPersonGrp/PhoneNum06087237636
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HUNTER BUDACK
ReturnHeader/ReturnTs02024-04-09T22:25:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STENNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$196,565
Liabilities
$0
Net assets
$196,565
Revenue
$29,788
Expenses
$17,843
Net income
$11,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.86$2.86$1.28$0.38$0.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$1.96$0.21$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.30$0.18$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.13$0.15$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.19$0.16$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.53$0.13$0.40
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.45$0.00$1.45$0.37$0.09$0.28
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.16$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.13$0.11$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.26$0.20$0.06
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.03$0.00$1.03$0.23$0.14$0.09
2014Summary only. Only limited summary data is available for this year.$0.89$0.00$0.13$0.10$0.03