Civic Intelligence

Jomar of Zion Inc

EIN 06-1640065 • 501(c)3 • Milwaukee, WI

Profile

To provide safe affordable housing for elderly people age 62 or older.

7400 West Brown Deer RoadMilwaukee, WI 53223

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

2.98x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

10.62x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

15th percentile

-45%

Higher net margin than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-8.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.6%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$414,712

Down $38,491 (-8.5%) from 2024

Liabilities

Up

$1,236,038

Up $14,224 (+1.2%) from 2024

Net Assets

Down

-$821,326

Down $52,715 (-6.9%) from 2024

Revenue

Up

$116,409

Up $2,984 (+2.6%) from 2024

Expenses

Up

$169,123

Up $18,980 (+13%) from 2024

Net Income

Down

-$52,714

Down $15,996 (-44%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2012: $914,700Liabilities 2012: $1,207,172Net Assets 2012: -$292,4722012Assets 2013: $888,505Liabilities 2013: $1,210,921Net Assets 2013: -$322,4162013Assets 2014: $838,360Liabilities 2014: $1,206,172Net Assets 2014: -$367,8122014Assets 2015: $816,403Liabilities 2015: $1,205,182Net Assets 2015: -$388,7792015Assets 2016: $780,286Liabilities 2016: $1,206,859Net Assets 2016: -$426,5732016Assets 2017: $731,838Liabilities 2017: $1,211,390Net Assets 2017: -$479,5522017Assets 2018: $699,875Liabilities 2018: $1,212,636Net Assets 2018: -$512,7612018Assets 2019: $666,627Liabilities 2019: $1,215,355Net Assets 2019: -$548,7282019Assets 2020: $627,156Liabilities 2020: $1,211,776Net Assets 2020: -$584,6202020Assets 2021: $592,668Liabilities 2021: $1,208,361Net Assets 2021: -$615,6932021Assets 2022: $541,971Liabilities 2022: $1,210,902Net Assets 2022: -$668,9312022Assets 2023: $491,938Liabilities 2023: $1,223,830Net Assets 2023: -$731,8922023Assets 2024: $453,203Liabilities 2024: $1,221,814Net Assets 2024: -$768,6112024Assets 2025: $414,712Liabilities 2025: $1,236,038Net Assets 2025: -$821,3262025

Highlighted filing

2025

Assets$414,712
Liabilities$1,236,038
Net Assets-$821,326

Operations Trend

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

$200K$100K$0-$100KExpenses 2012: $142,7372012Revenue 2013: $95,391Expenses 2013: $125,335Net Income 2013: -$29,9442013Revenue 2014: $99,914Expenses 2014: $145,309Net Income 2014: -$45,3952014Revenue 2015: $104,915Expenses 2015: $125,882Net Income 2015: -$20,9672015Revenue 2016: $98,890Expenses 2016: $136,684Net Income 2016: -$37,7942016Revenue 2017: $93,808Expenses 2017: $146,787Net Income 2017: -$52,9792017Revenue 2018: $103,776Expenses 2018: $136,985Net Income 2018: -$33,2092018Revenue 2019: $104,721Expenses 2019: $140,688Net Income 2019: -$35,9672019Revenue 2020: $108,831Expenses 2020: $144,723Net Income 2020: -$35,8922020Revenue 2021: $105,970Expenses 2021: $137,043Net Income 2021: -$31,0732021Revenue 2022: $97,631Expenses 2022: $150,868Net Income 2022: -$53,2372022Revenue 2023: $95,209Expenses 2023: $158,170Net Income 2023: -$62,9612023Revenue 2024: $113,425Expenses 2024: $150,143Net Income 2024: -$36,7182024Revenue 2025: $116,409Expenses 2025: $169,123Net Income 2025: -$52,7142025

Highlighted filing

2025

Revenue$116,409
Expenses$169,123
Net Income-$52,714

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.41$1.24$0.82$0.12$0.17$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.45$1.22$0.77$0.11$0.15$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.49$1.22$0.73$0.10$0.16$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.54$1.21$0.67$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.59$1.21$0.62$0.11$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.63$1.21$0.58$0.11$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.67$1.22$0.55$0.10$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.70$1.21$0.51$0.10$0.14$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.73$1.21$0.48$0.09$0.15$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.78$1.21$0.43$0.10$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.82$1.21$0.39$0.10$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.84$1.21$0.37$0.10$0.15$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$1.21$0.32$0.10$0.13$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$1.21$0.29$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$116,409
Mission and Program Overview

Mission

To provide safe affordable housing for elderly people age 62 or older.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$409,688$370,264▼ $39,424
Intangible Assets$2,727$2,364▼ $363
Cash and Non-Interest-Bearing Accounts$1,535$1,805▲ $270
Prepaid Expenses and Deferred Charges$973$1,219▲ $246
Accounts Receivable$1,122$481▼ $641
Total Assets$453,203$414,712▼ $38,491
Other Assets Total$37,158$38,579▲ $1,421
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,191,000$1,191,000→ $0
Accounts Payable and Accrued Expenses$24,421$37,411▲ $12,990
Other Liabilities$5,546$6,411▲ $865
Deferred Revenue$847$1,216▲ $369
Total Liabilities$1,221,814$1,236,038▲ $14,224
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-768,611$-821,326▼ $52,715
Total Net Assets Fund Balance$-768,611$-821,326▼ $52,715
Total Liabilities and Net Assets / Fund Balance$453,203$414,712▼ $38,491

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$255,264$830,375$1,085,639
Land$115,000-$115,000
Equipment-$13,136$13,136
Other Assets Org$6,664--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joan M MuellerPresident/di
Ritchie B ColeSecretary/di
Robert L BurgdorfTreasurer/di
Ronald L WeaslerVice Pres./d
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$116,301
Investment Income
$79
Other Revenue
$29
Change in Net Assets
$-52,714

Audited Revenue Reconciliation

Revenue per Audited Statements
$116,409
Total Revenue per Audited Statements
$116,409
Total Revenue per Form 990
$116,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$39,787--$39,787
Fees for Services Other$16,786$8,878-$25,664
Insurance$12,634--$12,634
Fees for Services Management-$11,065-$11,065
Advertising-$10,353-$10,353
Fees for Services Accounting-$8,317-$8,317
Other Expenses$6,478--$6,478
All Other Expenses$3,543$1,532-$5,075
Office Expenses-$4,638-$4,638
Total Functional Expenses$124,340$44,783$0$169,123

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$169,123
Total Expenses per Audited Statements$169,123
Total Expenses per Form 990$169,123
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$6,411
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Management company: rosenthal associates, inc. 7400 west brown deer road milwaukee, wi 53223

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by management of the governing body.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Jomar of Zion Inc
EIN
06-1640065
Phone
4143627240
Address
7400 WEST BROWN DEER ROAD, MILWAUKEE, WI 53223

Signing Officer

Name
Joan M Mueller
Title
President/director
Phone
4143627240
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan M Mueller
Formed
2002
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Jankins Jablonski LLC
Address
6220A S 108TH ST, HALES CORNERS, WI 53130-2527
Preparer
Joseph J Jablonski CPA
Phone
4148582282
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontract labor-manager 0 8,878 0 subcontract labor-maintenance 16,786 0 0 total 16,786 8,878 0

Form 990, Part XI, Line 9

ROUNDING -1

Financial Statement Notes

Schedule D, Page 3, Part X

The corporation is an organization exempt from income tax under the provisions of section 501(c)(3) of the internal revenue code. No provision or benefit for income taxes has been included in these financial statements due to the exempt status of the corporation. The corporation is subject to routine examinations by tax authorities; however, it is no longer subject to income tax examinations for the years prior to the year ended june 30, 2022.

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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt091
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IRS990ScheduleA/PublicSupportPY509Pct00.99880
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0830375
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013136
IRS990ScheduleD/ExpensesSubtotalAmt0169123
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0115000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt031915
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt16664
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT SECURITY DEP. HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS HELD IN TRUST
IRS990ScheduleD/RevenueSubtotalAmt0116409
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS DUE TO THE EXEMPT STATUS OF THE CORPORATION. THE CORPORATION IS SUBJECT TO ROUTINE EXAMINATIONS BY TAX AUTHORITIES; HOWEVER, IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt038579
IRS990ScheduleD/TotalExpensesPerForm990Amt0169123
IRS990ScheduleD/TotalLiabilityAmt06411
IRS990ScheduleD/TotalRevenuePerForm990Amt0116409
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0116409
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0169123
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT COMPANY: ROSENTHAL ASSOCIATES, INC. 7400 WEST BROWN DEER ROAD MILWAUKEE, WI 53223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY MANAGEMENT OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBCONTRACT LABOR-MANAGER 0 8,878 0 SUBCONTRACT LABOR-MAINTENANCE 16,786 0 0 TOTAL 16,786 8,878 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ROUNDING -1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ZION LUTHERAN CHURCH LTD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0124340
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IRS990/TotalLiabilitiesEOYAmt01236038
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MILWAUKEE
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IRS990/USAddress/ZIPCd053223
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN M MUELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04143627240
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOMAR OF ZION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOMA
ReturnHeader/Filer/EIN0061640065
ReturnHeader/Filer/PhoneNum04143627240
ReturnHeader/Filer/USAddress/AddressLine1Txt07400 WEST BROWN DEER ROAD
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464382120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JANKINS JABLONSKI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06220A S 108TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HALES CORNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531302527
ReturnHeader/PreparerPersonGrp/PhoneNum04148582282
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J JABLONSKI CPA
ReturnHeader/ReturnTs02025-11-13T14:38:22-05:00

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