Civic Intelligence

The Mark G and Bernee D L Strom Foundation

EIN 95-4686663 • Boulder, CO

Pub. 78 Eligible
5303 Westridge DriveBoulder, CO 80301
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

10th percentile

-124%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

42nd percentile

-7.1%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

57%

Faster revenue growth than 85% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$225,993

Down $17,198 (-7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$225,993

Down $17,198 (-7.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$13,915

Up $5,046 (+57%) from 2023

Expenses

Down

$31,113

Down $13,919 (-31%) from 2023

Net Income

Up

-$17,198

Up $18,965 (+52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $331,075Liabilities 2011: $02011Assets 2012: $299,060Liabilities 2012: $0Net Assets 2012: $299,0602012Assets 2013: $276,556Liabilities 2013: $0Net Assets 2013: $276,5562013Assets 2014: $250,818Liabilities 2014: $0Net Assets 2014: $250,8182014Assets 2015: $253,292Liabilities 2015: $0Net Assets 2015: $253,2922015Assets 2016: $238,052Liabilities 2016: $0Net Assets 2016: $238,0522016Assets 2017: $241,079Liabilities 2017: $0Net Assets 2017: $241,0792017Assets 2018: $234,035Liabilities 2018: $0Net Assets 2018: $234,0352018Assets 2019: $222,191Liabilities 2019: $0Net Assets 2019: $222,1912019Assets 2020: $230,941Liabilities 2020: $0Net Assets 2020: $230,9412020Assets 2021: $273,237Liabilities 2021: $0Net Assets 2021: $273,2372021Assets 2022: $279,354Liabilities 2022: $0Net Assets 2022: $279,3542022Assets 2023: $243,191Liabilities 2023: $0Net Assets 2023: $243,1912023Assets 2024: $225,993Liabilities 2024: $0Net Assets 2024: $225,9932024

Highlighted filing

2024

Assets$225,993
Liabilities$0
Net Assets$225,993
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KRevenue 2011: $20,189Expenses 2011: $26,388Net Income 2011: -$6,1992011Expenses 2012: $32,1742012Revenue 2013: $9,858Expenses 2013: $32,362Net Income 2013: -$22,5042013Revenue 2014: $2,013Expenses 2014: $27,751Net Income 2014: -$25,7382014Revenue 2015: $4,989Expenses 2015: $2,515Net Income 2015: $2,4742015Revenue 2016: -$6,225Expenses 2016: $9,015Net Income 2016: -$15,2402016Revenue 2017: $18,640Expenses 2017: $15,613Net Income 2017: $3,0272017Revenue 2018: $24,045Expenses 2018: $31,089Net Income 2018: -$7,0442018Revenue 2019: $7,213Expenses 2019: $19,057Net Income 2019: -$11,8442019Revenue 2020: $31,040Expenses 2020: $29,948Net Income 2020: $1,0922020Revenue 2021: $43,671Expenses 2021: $1,375Net Income 2021: $42,2962021Revenue 2022: $37,193Expenses 2022: $31,076Net Income 2022: $6,1172022Revenue 2023: $8,869Expenses 2023: $45,032Net Income 2023: -$36,1632023Revenue 2024: $13,915Expenses 2024: $31,113Net Income 2024: -$17,1982024

Highlighted filing

2024

Revenue$13,915
Expenses$31,113
Net Income-$17,198
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,993
Liabilities
$0
Net assets
$225,993
Revenue
$13,915
Expenses
$31,113
Net income
-$17,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.14$0.31$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.09$0.45$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.37$0.31$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.44$0.01$0.42
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.31$0.30$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07$0.19$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.24$0.31$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.19$0.16$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.06$0.09$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.05$0.03$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.02$0.28$0.26
2013Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.10$0.32$0.23
2012Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.32
2011Summary only. Only limited summary data is available for this year.$3.31$0.00$0.20$0.26$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNEE DL STROMPresident-$0--
MARK G STROMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Mark G and Bernee Dl Strom
EIN
95-4686663
Phone
4259227576
Address
5303 WESTRIDGE DRIVE, BOULDER, CO 80301

Signing Officer

Name
Bernee Dl Strom
Title
President
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Shuirman & Associates
Address
31351 Rancho Viejo Rd Ste 105, San Juan Capistrano, CA 92675
Preparer
Russell D Shuirman CPA
Phone
9492181500
Raw XML Appendix317 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DEPARTMENT OF JUSTICE REGISTRATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES PAID TO SCHWAB
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt025
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14418
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BERNEE DL STROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MARK G AND BERNEE DL STROM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0954686663
ReturnHeader/Filer/PhoneNum04259227576
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0884261483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shuirman & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031351 Rancho Viejo Rd Ste 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Juan Capistrano
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092675
ReturnHeader/PreparerPersonGrp/PhoneNum09492181500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell D Shuirman CPA
ReturnHeader/ReturnTs02025-11-13T12:17:19-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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