Civic Intelligence

Marek Trust Fund

990PF • Fiscal year 2017 • EIN 42-6397123

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 30, 2018

Cbi Bank Trust 301 Iowa AveMuscatine, IA 52761

(563) 263-3131

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

78th percentile

$1,905

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$201,696

Down $3,459 (-1.7%) from 2016

Net Assets

Down

$201,696

Down $3,459 (-1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$7,510

Up $1,377 (+22%) from 2016

Expenses

Up

$10,969

Up $2,979 (+37%) from 2016

Net Income

Down

-$3,459

Down $1,602 (-86%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $210,896Liabilities 2011: $02011Assets 2012: $209,995Liabilities 2012: $02012Assets 2013: $209,678Liabilities 2013: $12013Assets 2014: $208,325Liabilities 2014: $0Net Assets 2014: $208,3252014Assets 2015: $207,012Liabilities 2015: $12015Assets 2016: $205,155Liabilities 2016: $0Net Assets 2016: $205,1552016Assets 2017: $201,696Liabilities 2017: $0Net Assets 2017: $201,6962017Assets 2018: $197,693Liabilities 2018: $0Net Assets 2018: $197,6932018Assets 2019: $200,559Liabilities 2019: $0Net Assets 2019: $200,5592019Assets 2020: $202,106Liabilities 2020: $12020Assets 2021: $199,654Liabilities 2021: $12021Assets 2022: $193,491Liabilities 2022: $0Net Assets 2022: $193,4912022Assets 2023: $185,920Liabilities 2023: $12023

Highlighted filing

2017

Assets$201,696
Liabilities$0
Net Assets$201,696

Operations Trend

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

$20K$0-$20K-$40KRevenue 2011: -$19,641Expenses 2011: $9,416Net Income 2011: -$29,0572011Revenue 2012: $8,928Expenses 2012: $9,829Net Income 2012: -$9012012Revenue 2013: $6,269Expenses 2013: $6,586Net Income 2013: -$3172013Revenue 2014: $6,729Expenses 2014: $8,082Net Income 2014: -$1,3532014Revenue 2015: $12,061Expenses 2015: $13,374Net Income 2015: -$1,3132015Revenue 2016: $6,133Expenses 2016: $7,990Net Income 2016: -$1,8572016Revenue 2017: $7,510Expenses 2017: $10,969Net Income 2017: -$3,4592017Revenue 2018: $6,018Expenses 2018: $10,021Net Income 2018: -$4,0032018Revenue 2019: $13,713Expenses 2019: $10,847Net Income 2019: $2,8662019Revenue 2020: $12,277Expenses 2020: $10,649Net Income 2020: $1,6282020Revenue 2021: $8,348Expenses 2021: $10,723Net Income 2021: -$2,3752021Revenue 2022: $4,175Expenses 2022: $10,329Net Income 2022: -$6,1542022Revenue 2023: $4,415Expenses 2023: $11,984Net Income 2023: -$7,5692023

Highlighted filing

2017

Revenue$7,510
Expenses$10,969
Net Income-$3,459
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 30, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CBI BANK TRUSTTrustee-$1,905-$1,905
MARK E SCHNEIDERTrustee-$0--
ERIK BUCHHOLZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Marek Trust Fund
EIN
42-6397123
Phone
5632633131
Address
CBI BANK TRUST 301 IOWA AVE, MUSCATINE, IA 52761

Signing Officer

Name
Jonathan D Holthe
Title
Trustee
Signed
2018-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Stanley Lande & Hunter Pc
Address
301 IOWA AVENUE SUITE 400, MUSCATINE, IA 52761
Preparer
Tiarr D Sweere
Phone
5632645000
Raw XML Appendix334 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0The applications are to be written and are to include the following information:a) Past academic performance; b) College aptitude test scores; c) Recommendation from instructors; d) Financial need. The scholarship committee will also interview each candidate.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt1The applications are to be written and are to include the following information:a) Past academic performance; b) College aptitude test scores; c) Recommendation from instructors; d) Financial need. The scholarship committee will also interview each candidate.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt2The applications are to be written and are to include the following information:a) Past academic performance; b) College aptitude test scores; c) Recommendation from instructors; d) Financial need. The scholarship committee will also interview each candidate.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt11634 Hwy 22
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt21421 540th St SW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Washington
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1Wellman
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm2Kalona
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052353
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd152356
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd252247
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Students must be graduating seniors and must be in pursuit of a degree in medically, agriculturally, or socially related fields that would benefit humanity.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1Students must be graduating seniors and must be in pursuit of a degree in medically, agriculturally, or socially related fields that would benefit humanity.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt2Students must be graduating seniors and must be in pursuit of a degree in medically, agriculturally, or socially related fields that would benefit humanity.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 1
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt1May 6
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt2May 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11167
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4-667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL SCHOLARSHIP - REVERSAL FOR DISTRIBUTION IN PRIOR YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SAWYER BLACK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GRETA SCHMIDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ALIJAH BEATTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ANDREA PINGOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4WASHINGTON COMM SCHOOL DIST SENIOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5TAYLOR DICKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0908 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12825 BLACK DIAMOND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22449 W MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3201 W 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4404 WEST MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51440 CAMPBELL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WELLMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552353
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
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/AppliedToCurrentYearAmt0585
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010187
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010785
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09602
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010200
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MORRISON, LLOYD, MCCONNELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0870
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0870
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt1124
TaxesSchedule/TaxesDetail/CategoryTxt02016 EXCISE TAX DUE - FORM 4720
TaxesSchedule/TaxesDetail/CategoryTxt12016 EXCISE TAX DUE - FORM 990-PF
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D HOLTHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAREK TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0MARE
ReturnHeader/Filer/EIN0426397123
ReturnHeader/Filer/PhoneNum05632633131
ReturnHeader/Filer/USAddress/AddressLine1Txt0CBI BANK TRUST 301 IOWA AVE
ReturnHeader/Filer/USAddress/CityNm0MUSCATINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052761
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421173627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANLEY LANDE & HUNTER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 IOWA AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MUSCATINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052761
ReturnHeader/PreparerPersonGrp/PhoneNum05632645000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIARR D SWEERE
ReturnHeader/ReturnTs02018-04-02T11:30:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.86$0.00$0.04$0.12$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.04$0.10$0.06
2021Summary only. Only limited summary data is available for this year.$2.00$0.00$0.08$0.11$0.02
2020Summary only. Only limited summary data is available for this year.$2.02$0.00$0.12$0.11$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.14$0.11$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.00$1.98$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.11$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.06$0.08$0.02
2015Summary only. Only limited summary data is available for this year.$2.07$0.00$0.12$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.07$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$2.10$0.00$0.06$0.07$0.00
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.09$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$0.20$0.09$0.29