Civic Intelligence

Albert C & Bertha P Markstein Foundation

990PF • Fiscal year 2020 • EIN 68-0261458

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

970 W Broadway P O 30000 Pmb 460Jackson, WY 83002

(307) 203-2976

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-611%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-83%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$624,578

Down $34,836 (-5.3%) from 2019

Net Assets

Down

$624,578

Down $34,836 (-5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$5,704

Down $27,553 (-83%) from 2019

Expenses

Down

$40,540

Down $986 (-2.4%) from 2019

Net Income

Down

-$34,836

Down $26,567 (-321%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $715,653Liabilities 2011: $02011Assets 2012: $683,105Liabilities 2012: $02012Assets 2013: $750,574Liabilities 2013: $02013Assets 2014: $725,423Liabilities 2014: $0Net Assets 2014: $725,4232014Assets 2015: $771,878Liabilities 2015: $0Net Assets 2015: $771,8782015Assets 2016: $717,399Liabilities 2016: $0Net Assets 2016: $717,3992016Assets 2017: $716,753Liabilities 2017: $0Net Assets 2017: $716,7532017Assets 2018: $667,683Liabilities 2018: $0Net Assets 2018: $667,6832018Assets 2019: $659,414Liabilities 2019: $0Net Assets 2019: $659,4142019Assets 2020: $624,578Liabilities 2020: $0Net Assets 2020: $624,5782020Assets 2021: $656,166Liabilities 2021: $1Net Assets 2021: $656,1652021Assets 2022: $654,817Liabilities 2022: $0Net Assets 2022: $654,8172022Assets 2023: $635,075Liabilities 2023: $1Net Assets 2023: $635,0742023Assets 2024: $623,193Liabilities 2024: $0Net Assets 2024: $623,1932024

Highlighted filing

2020

Assets$624,578
Liabilities$0
Net Assets$624,578

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $22,818Expenses 2011: $59,242Net Income 2011: -$36,4242011Revenue 2012: $28,049Expenses 2012: $60,597Net Income 2012: -$32,5482012Revenue 2013: $126,989Expenses 2013: $59,520Net Income 2013: $67,4692013Revenue 2014: $32,617Expenses 2014: $57,768Net Income 2014: -$25,1512014Revenue 2015: $94,788Expenses 2015: $48,333Net Income 2015: $46,4552015Revenue 2016: $2,651Expenses 2016: $57,130Net Income 2016: -$54,4792016Revenue 2017: $48,402Expenses 2017: $49,048Net Income 2017: -$6462017Revenue 2018: -$4,797Expenses 2018: $44,273Net Income 2018: -$49,0702018Revenue 2019: $33,257Expenses 2019: $41,526Net Income 2019: -$8,2692019Revenue 2020: $5,704Expenses 2020: $40,540Net Income 2020: -$34,8362020Revenue 2021: $73,797Expenses 2021: $42,210Net Income 2021: $31,5872021Revenue 2022: $49,877Expenses 2022: $51,225Net Income 2022: -$1,3482022Revenue 2023: $26,938Expenses 2023: $46,681Net Income 2023: -$19,7432023Revenue 2024: $43,786Expenses 2024: $55,669Net Income 2024: -$11,8832024

Highlighted filing

2020

Revenue$5,704
Expenses$40,540
Net Income-$34,836
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT C MARKSTEINPres/Director-$0--
THOMAS V BRETSecretary-$0--
ROBERT C MARKSTEINCFO-$0--
Filing and Contact Details

Filer

Filer Name
Albert C & Bertha P Markstein Foundation
EIN
68-0261458
Phone
3072032976
Address
970 W BROADWAY P O 30000 PMB 460, JACKSON, WY 83002

Signing Officer

Name
Robert C Markstein
Title
President
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cederborg & Bret LLP
Address
1299 Newell Hill Place Suite 203, Walnut Creek, CA 94596
Preparer
Thomas V Bret
Phone
9259471370
Raw XML Appendix338 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt033902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03463
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03463
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03463
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0439
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CEDERBORG & BRET LLP - TAX PREPARTION
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03095
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02599
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02599
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07019
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07019
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TaxesSchedule/TaxesDetail/Amt0391
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDEND INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0391
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/PersonNm0Robert C Markstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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ReturnHeader/Filer/EIN0680261458
ReturnHeader/Filer/PhoneNum03072032976
ReturnHeader/Filer/USAddress/AddressLine1Txt0970 W BROADWAY P O 30000 PMB 460
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204969554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cederborg & Bret LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01299 Newell Hill Place Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09259471370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas V Bret
ReturnHeader/ReturnTs02021-11-09T12:42:14-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Markstein
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.44$0.56$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.00$6.35$0.27$0.47$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$0.50$0.51$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$0.74$0.42$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.06$0.41$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.59$0.00$6.59$0.33$0.42$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$0.05$0.44$0.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.48$0.49$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.00$7.17$0.03$0.57$0.54
2015Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.95$0.48$0.46
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$0.00$7.25$0.33$0.58$0.25
2013Summary only. Only limited summary data is available for this year.$7.51$0.00$1.27$0.60$0.67
2012Summary only. Only limited summary data is available for this year.$6.83$0.00$0.28$0.61$0.33
2011Summary only. Only limited summary data is available for this year.$7.16$0.00$0.23$0.59$0.36