Civic Intelligence

Marks Preserve Foundation

990PF • Fiscal year 2021 • EIN 83-2941141

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 08, 2022

Organization Profile
3415 Gateway RoadBrookfield, WI 53045

(262) 790-4960

Siviq Scores

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

Liabilities / Assets

78th percentile

0.07x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.10x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

96th percentile

275%

Faster asset growth than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

710%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$351,272

Up $257,521 (+275%) from 2020

Net Assets

Up

$326,272

Up $232,521 (+248%) from 2020

Liabilities

Up

$25,000

Up $25,000 from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin96th percentile

Revenue

Up

$257,584

Up $225,800 (+710%) from 2020

Expenses

Down

$25,000

Down $2,842 (-10%) from 2020

Net Income

Up

$232,584

Up $228,642 (+5800%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$400K$300K$200K$100K$0Assets 2020: $93,751Liabilities 2020: $0Net Assets 2020: $93,7512020Assets 2021: $351,272Liabilities 2021: $25,000Net Assets 2021: $326,2722021Assets 2022: $293,627Liabilities 2022: $0Net Assets 2022: $293,6272022Assets 2024: $260,302Liabilities 2024: $0Net Assets 2024: $260,3022024

Highlighted filing

2021

Assets$351,272
Liabilities$25,000
Net Assets$326,272
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$200K$0-$200KRevenue 2020: $31,784Expenses 2020: $27,842Net Income 2020: $3,9422020Revenue 2021: $257,584Expenses 2021: $25,000Net Income 2021: $232,5842021Revenue 2022: $2,866Expenses 2022: $201,105Net Income 2022: -$198,2392022Revenue 2024: $11,406Expenses 2024: $0Net Income 2024: $11,4062024

Highlighted filing

2021

Revenue$257,584
Expenses$25,000
Net Income$232,584
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 8, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MARKSCo-President-$0--
CHARLES MARKSCo-President-$0--
RHONA VOGELSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marks Preserve Foundation
EIN
83-2941141
Phone
2627904960
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045

Signing Officer

Name
Rhona Vogel
Title
President
Phone
2627904960
Signed
2022-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Vogel Consulting Group Sc
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Rhona E Vogel
Phone
2627904960
Raw XML Appendix282 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01552
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01032
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01552
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB 7066 - CAP GAIN DIST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt063
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0326335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt093751
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0326272
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027979
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027979
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027979
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028015
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/DistributableAmountGrp/TotalTaxAmt036
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0819804
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0261900
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt089374
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0568834
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0552294
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08533
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028015
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0560301
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04680
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt020320
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023299
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt020320
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES AND SUSAN MARKS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019019 W OBSERVATORY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW BERLIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053146
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0255000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt063
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED BUILT IN GAIN/LOSS ON CONTRIBUTED ASSETS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RHONA VOGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02627904960
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARKS PRESERVE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0832941141
ReturnHeader/Filer/PhoneNum02627904960
ReturnHeader/Filer/USAddress/AddressLine1Txt03415 GATEWAY ROAD
ReturnHeader/Filer/USAddress/CityNm0BROOKFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391774588
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VOGEL CONSULTING GROUP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03415 GATEWAY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02627904960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RHONA E VOGEL
ReturnHeader/ReturnTs02022-06-08T14:22:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RHONA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOGEL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,272
Liabilities
$25,000
Net assets
$326,272
Revenue
$257,584
Expenses
$25,000
Net income
$232,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.11$0.00$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.03$2.01$1.98
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.25$3.26$2.58$0.25$2.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.32$0.28$0.04