Civic Intelligence

Marek Trust Fund

990PF • Fiscal year 2020 • EIN 42-6397123

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 08, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

13%

Higher net margin than 63% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,377

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

53rd percentile

-10%

Faster revenue growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$202,106

Flat from 2020

Net Assets

$202,106

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Flat

$12,277

Flat from 2020

Expenses

Flat

$10,649

Flat from 2020

Net Income

Flat

$1,628

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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: $0Net Assets 2020: $202,1062020Assets 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

2020

Assets$202,106
Liabilities$0
Net Assets$202,106
Open 2020 Filing

Operations Trend

Revenue Growth53rd 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 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

2020

Revenue$12,277
Expenses$10,649
Net Income$1,628
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CBI BANK TRUSTTrustee-$2,377-$2,377
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
2021-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Stanley Lande & Hunter Pc
Address
201 W 2ND ST STE 1000, DAVENPORT, IA 52801
Preparer
David R Chanez
Phone
5633241000
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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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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JONATHAN D HOLTHE VP
IRS990PF/StatementsRegardingActyGrp/PhoneNum05632633131
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Washington Community School Distric
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm1Mid-Prairie School District
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm2Iowa Mennonite School
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03196536543
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum13196466093
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum23196462475
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0404 West Main
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/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Education Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ingrid Genegerick - Regis Universit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Leah Marek - Iowa State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Yuli Montes - Kirkwood Community Co
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02970 Hwy 22
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12659 170th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22425 Aster Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Riverside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252240
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/AppliedToCurrentYearAmt0419
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09636
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010139
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010055
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09720
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09636
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LMDL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0339
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1339
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0339
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1339
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/Amt1274
TaxesSchedule/TaxesDetail/Amt220
TaxesSchedule/TaxesDetail/CategoryTxt01041 Voucher 3
TaxesSchedule/TaxesDetail/CategoryTxt12019 EXCISE TAX DUE - FORM 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Taxes Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D HOLTHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-08
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/ZIPCd052801
ReturnHeader/PreparerPersonGrp/PhoneNum05633241000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David R Chanez
ReturnHeader/ReturnTs02021-04-08T10:54:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JONATHAN D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLTHE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,106
Liabilities
$0
Net assets
$202,106
Revenue
$12,277
Expenses
$10,649
Net income
$1,628
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
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.12$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
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