Civic Intelligence

Marek Trust Fund

990PF • Fiscal year 2018 • EIN 42-6397123

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

Organization Profile
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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-67%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$1,919

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 31.9% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

42nd percentile

-2.0%

Faster asset growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$197,693

Down $4,003 (-2.0%) from 2017

Net Assets

Down

$197,693

Down $4,003 (-2.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$6,018

Down $1,492 (-20%) from 2017

Expenses

Down

$10,021

Down $948 (-8.6%) from 2017

Net Income

Down

-$4,003

Down $544 (-16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2018

Assets$197,693
Liabilities$0
Net Assets$197,693
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

2018

Revenue$6,018
Expenses$10,021
Net Income-$4,003
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CBI BANK TRUSTTrustee-$1,919-$1,919
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
2019-05-28
Discuss with paid preparer
Yes

Preparer

Firm
Stanley Lande & Hunter Pc
Address
201 W 2ND ST STE 1000, DAVENPORT, IA 52801-1827
Preparer
Curt A Oppel
Phone
5633241000
Raw XML Appendix291 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/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/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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Maya Hall and Northwestern College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Shelby Zahradenek and Iowa State Un
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Sarah Nacos and Bradley University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Rachael Hovde and Goshen College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0708 13th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1709 6th Street Box 73
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2313 S 4th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3515 8th Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Kalona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Kalona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Wellman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051041
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352356
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt0269
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09602
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010255
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09871
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09986
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09602
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MORRISON, LLOYD, MCCONNELL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0942
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0942
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Court Costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt02017 EXCISE TAX DUE - FORM 990-PF
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D HOLTHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-28
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/AddressLine1Txt0201 W 2ND ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAVENPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0528011827
ReturnHeader/PreparerPersonGrp/PhoneNum05633241000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Curt A Oppel
ReturnHeader/ReturnTs02019-05-28T11:01:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,693
Liabilities
$0
Net assets
$197,693
Revenue
$6,018
Expenses
$10,021
Net income
-$4,003
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
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.06$0.10$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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