Civic Intelligence

The Marvin and Marilyn Zetley Family Foundation Ltd.

990PF • Fiscal year 2013 • EIN 20-0329322

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 09, 2014

Organization Profile
8870 N Port Washington Road53217

(414) 352-1580

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

17th percentile

-23%

Higher net margin than 17% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

44th percentile

-1.0%

Faster asset growth than 44% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$474,642

Down $4,811 (-1.0%) from 2012

Net Assets

Down

$474,642

Down $4,811 (-1.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin17th percentile

Revenue

$20,894

No earlier filing loaded for comparison.

Expenses

Up

$25,705

Up $2,174 (+9.2%) from 2012

Net Income

-$4,811

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $494,439Liabilities 2010: $0Net Assets 2010: $494,4392010Assets 2011: $483,590Liabilities 2011: $0Net Assets 2011: $483,5902011Assets 2012: $479,453Liabilities 2012: $0Net Assets 2012: $479,4532012Assets 2013: $474,642Liabilities 2013: $0Net Assets 2013: $474,6422013Assets 2014: $475,921Liabilities 2014: $0Net Assets 2014: $475,9212014Assets 2015: $475,479Liabilities 2015: $0Net Assets 2015: $475,4792015Assets 2016: $472,897Liabilities 2016: $0Net Assets 2016: $472,8972016Assets 2017: $477,309Liabilities 2017: $0Net Assets 2017: $477,3092017Assets 2018: $1,611,281Liabilities 2018: $0Net Assets 2018: $1,611,2812018Assets 2019: $1,560,649Liabilities 2019: $0Net Assets 2019: $1,560,6492019Assets 2020: $1,542,193Liabilities 2020: $0Net Assets 2020: $1,542,1932020Assets 2021: $1,530,981Liabilities 2021: $0Net Assets 2021: $1,530,9812021Assets 2022: $1,438,576Liabilities 2022: $0Net Assets 2022: $1,438,5762022Assets 2023: $1,379,432Liabilities 2023: $0Net Assets 2023: $1,379,4322023Assets 2024: $1,355,305Liabilities 2024: $0Net Assets 2024: $1,355,3052024

Highlighted filing

2013

Assets$474,642
Liabilities$0
Net Assets$474,642
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $22,2202010Expenses 2011: $23,4102011Expenses 2012: $23,5312012Revenue 2013: $20,894Expenses 2013: $25,705Net Income 2013: -$4,8112013Revenue 2014: $29,496Expenses 2014: $28,217Net Income 2014: $1,2792014Revenue 2015: $26,561Expenses 2015: $27,003Net Income 2015: -$4422015Revenue 2016: $22,692Expenses 2016: $25,274Net Income 2016: -$2,5822016Revenue 2017: $29,876Expenses 2017: $25,464Net Income 2017: $4,4122017Revenue 2018: $45,006Expenses 2018: $85,621Net Income 2018: -$40,6152018Revenue 2019: $33,828Expenses 2019: $84,460Net Income 2019: -$50,6322019Revenue 2020: $61,918Expenses 2020: $80,374Net Income 2020: -$18,4562020Revenue 2021: $114,431Expenses 2021: $81,537Net Income 2021: $32,8942021Revenue 2022: -$15,752Expenses 2022: $76,653Net Income 2022: -$92,4052022Revenue 2023: $34,812Expenses 2023: $93,956Net Income 2023: -$59,1442023Revenue 2024: $50,360Expenses 2024: $74,487Net Income 2024: -$24,1272024

Highlighted filing

2013

Revenue$20,894
Expenses$25,705
Net Income-$4,811
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 9, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARVIN A ZETLEYPresident-$0--
MARILYN S ZETLEYVice-President-$0--
HOWARD M ZETLEYTreasurer-$0--
NANCY Z WIENERSecretary-$0--
Filing and Contact Details

Filer

EIN
20-0329322
Phone
4143521580

Signing Officer

Name
Howard Zetley
Title
Officer
Phone
4143521580
Signed
2014-04-09
Discuss with paid preparer
Yes

Preparer

Preparer
Allan J Carneol
Phone
4142767471
Raw XML Appendix333 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0140467
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARVIN A ZETLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN S ZETLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HOWARD M ZETLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY Z WIENER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1310425 NORTH APPLEWOOD COURT
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HOWARD M ZETLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine108870 N PORT WASHINGTON ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053217
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143521580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARVIN A ZETLEY
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARILYN S ZETLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS - GENERAL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10JACOB DUMAN JCC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MARVIN AND MARILYN ZETLEY SCHOLARSHIP FUND OF CONG BETH ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12MILWAUKEE JEWISH FREE LOAN ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC-501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC-501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC-501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10370 W HALF DAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine116880 NORTH GREEN BAY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12409 E SILVER SPRING DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BUFFALO GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode060089
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode153209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode253217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025498
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt049
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt0195
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0195
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD ZETLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04143521580
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE MARVIN & MARILYN ZETLEY FAMILY FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0MARV
ReturnHeader/Filer/EIN0200329322
ReturnHeader/Filer/PhoneNum04143521580
ReturnHeader/Filer/USAddress/AddressLine108870 N PORT WASHINGTON ROAD
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053217
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391370278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ZETLEY CARNEOL STEIN SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10788 N JEFFERSON ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532023710
ReturnHeader/PreparerPersonGrp/PhoneNum04142767471
ReturnHeader/PreparerPersonGrp/PreparationDt02014-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN J CARNEOL
ReturnHeader/ReturnTs02014-04-14T11:39:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,642
Liabilities
$0
Net assets
$474,642
Revenue
$20,894
Expenses
$25,705
Net income
-$4,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.05$0.07$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.02$0.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.08$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.03$0.08$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.05$0.09$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.03$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$0.02$0.03$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.03$0.03$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.02