Civic Intelligence

St. Marcus Foundation Inc.

990 • Fiscal year 2017 • EIN 27-5285669

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 27, 2018

Organization ProfileN/A
2215 N Palmer StMilwaukee, WI 53212

(414) 267-8371

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

37th percentile

1.2%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-76%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,042,532

Up $128,405 (+1.2%) from 2016

Net Assets

Up

$11,041,774

Up $127,647 (+1.2%) from 2016

Liabilities

Up

$758

Up $758 from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin85th percentile

Revenue

Down

$387,681

Down $1,210,972 (-76%) from 2016

Expenses

Up

$260,034

Up $137,914 (+113%) from 2016

Net Income

Down

$127,647

Down $1,348,886 (-91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$15M$10M$5.0M$0Assets 2012: $8,682,024Liabilities 2012: $0Net Assets 2012: $8,682,0242012Assets 2013: $9,157,473Liabilities 2013: $0Net Assets 2013: $9,157,4732013Assets 2014: $9,325,425Liabilities 2014: $135,767Net Assets 2014: $9,189,6582014Assets 2015: $9,437,594Liabilities 2015: $0Net Assets 2015: $9,437,5942015Assets 2016: $10,914,127Liabilities 2016: $0Net Assets 2016: $10,914,1272016Assets 2017: $11,042,532Liabilities 2017: $758Net Assets 2017: $11,041,7742017Assets 2018: $11,165,846Liabilities 2018: $0Net Assets 2018: $11,165,8462018Assets 2019: $2,567,464Liabilities 2019: $0Net Assets 2019: $2,567,4642019Assets 2020: $2,529,076Liabilities 2020: $0Net Assets 2020: $2,529,0762020Assets 2021: $3,141,309Liabilities 2021: $760Net Assets 2021: $3,140,5492021Assets 2022: $2,702,210Liabilities 2022: $822Net Assets 2022: $2,701,3882022Assets 2023: $12,221,776Liabilities 2023: $1,334,041Net Assets 2023: $10,887,7352023Assets 2024: $12,786,488Liabilities 2024: $1,334,025Net Assets 2024: $11,452,4632024Assets 2025: $13,197,021Liabilities 2025: $1,335,311Net Assets 2025: $11,861,7102025

Highlighted filing

2017

Assets$11,042,532
Liabilities$758
Net Assets$11,041,774
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$10M$5.0M$0-$5.0M-$10MExpenses 2012: $54,9502012Expenses 2013: $245,2022013Revenue 2014: $360,415Expenses 2014: $328,230Net Income 2014: $32,1852014Revenue 2015: $484,012Expenses 2015: $236,076Net Income 2015: $247,9362015Revenue 2016: $1,598,653Expenses 2016: $122,120Net Income 2016: $1,476,5332016Revenue 2017: $387,681Expenses 2017: $260,034Net Income 2017: $127,6472017Revenue 2018: $226,526Expenses 2018: $224,831Net Income 2018: $1,6952018Revenue 2019: $242,950Expenses 2019: $8,892,007Net Income 2019: -$8,649,0572019Revenue 2020: $153,723Expenses 2020: $162,697Net Income 2020: -$8,9742020Revenue 2021: $370,139Expenses 2021: $212,170Net Income 2021: $157,9692021Revenue 2022: $461,505Expenses 2022: $246,772Net Income 2022: $214,7332022Revenue 2023: $8,070,513Expenses 2023: $216,254Net Income 2023: $7,854,2592023Revenue 2024: $1,012,965Expenses 2024: $215,147Net Income 2024: $797,8182024Revenue 2025: $537,097Expenses 2025: $198,104Net Income 2025: $338,9932025

Highlighted filing

2017

Revenue$387,681
Expenses$260,034
Net Income$127,647
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 27, 2018
Return Version
2016v3.0
Gross Receipts
$387,681
Mission and Program Overview

Mission

To provide financial support to further certain of the exempt purposes of the st. Marcus evangelical lutheran church, inc., including, without limitation, financial support for the st. Marcus lutheran school.

Providing funds to religious, charitable and educational entities for purposes of enhancing those organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$8,677,200$8,677,200→ $0
Investments in Publicly Traded Securities$2,168,403$2,341,777▲ $173,374
Accounts Receivable$28,579$0▼ $28,579
Savings and Temporary Cash Investments$11,735$21,816▲ $10,081
Cash and Non-Interest-Bearing Accounts$28,210$1,739▼ $26,471
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$10,914,127$11,042,532▲ $128,405
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$758-
Total Liabilities$0$758▲ $758
Net Assets / Fund Balance
Unrestricted Net Assets$10,914,127$10,355,108▼ $559,019
Temporarily Rstr Net Assets-$686,666-
Total Net Assets Fund Balance$10,914,127$11,041,774▲ $127,647
Total Liabilities and Net Assets / Fund Balance$10,914,127$11,042,532▲ $128,405
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Lilli GustPresident/Treas
Craig SchmutzerVice President
Doug SaugstadDirector
Jacob FinkDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$86,263
Program Service Revenue
$0
Investment Income
$301,418
Other Revenue
$0
All Other Contributions
$86,263
Change in Net Assets
$127,647

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$72,585Fair Market Value (FMV)
Total Noncash Contributions3$72,585-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,964
Other Expenses$12,070
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$247,964--$247,964
Fees for Services Management-$11,958-$11,958
Other Expenses-$110-$110
Office Expenses-$2-$2
Total Functional Expenses$247,964$12,070$0$260,034
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marcus Lutheran ChurchMilwaukee, WI501(c)(3)Operating Grant$247,964
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A board officer reviews the 990 prior to submission.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon Request”

Filing and Contact Details

Filer

Filer Name
St Marcus Foundation Inc
EIN
27-5285669
Phone
4142678371
Address
2215 N PALMER ST, MILWAUKEE, WI 53212

Signing Officer

Name
Lilli Gust
Title
President/Treasurer
Signed
2018-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lilli Gust
Formed
2011
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
3

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Renee Messing
Phone
4142711451
Raw XML AppendixShowing 400 of 413 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0758
IRS990/AccountsReceivableGrp/BOYAmt028579
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing funds to religious, charitable and educational entities for purposes of enhancing those organizations.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt086263
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jayne George
IRS990/BooksInCareOfDetail/PhoneNum04142678371
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02215 N PALMER ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053212
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt028210
IRS990/CashNonInterestBearingGrp/EOYAmt01739
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt086263
IRS990/CYGrantsAndSimilarPaidAmt0247964
IRS990/CYInvestmentIncomeAmt0301418
IRS990/CYOtherExpensesAmt012070
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0127647
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0260034
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0387681
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Financial Support provided to St. Marcus Evangelical Lutheran Church, Inc.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0247964
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt011958
IRS990/FeesForServicesManagementGrp/TotalAmt011958
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0Lilli Gust
IRS990/Form990PartVIISectionAGrp/PersonNm1Jacob Fink
IRS990/Form990PartVIISectionAGrp/PersonNm2Craig Schmutzer
IRS990/Form990PartVIISectionAGrp/PersonNm3Doug Saugstad
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0247964
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0247964
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0247964
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0387681
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0301418
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0301418
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02168403
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02341777
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0WI
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide financial support to further certain of the exempt purposes of the st. Marcus evangelical Lutheran church, inc., including, without limitation, financial support for the st. Marcus Lutheran school.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010914127
IRS990/NetAssetsOrFundBalancesEOYAmt011041774
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt072585
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02
IRS990/OfficeExpensesGrp/TotalAmt02
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Registration Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0110
IRS990/OtherExpensesGrp/TotalAmt0110
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08677200
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08677200
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lilli Gust
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01530403
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0116710
IRS990/PYInvestmentIncomeAmt068250
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05410
IRS990/PYRevenuesLessExpensesAmt01476533
IRS990/PYTotalExpensesAmt0122120
IRS990/PYTotalRevenueAmt01598653
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0127647
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011735
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01530403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0331219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0158244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0720651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02826780
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0301418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt097843
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0202171
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0120403
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0790085
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78160
IRS990ScheduleA/PublicSupportTotal170Amt02826780
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01530403
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0331219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0158244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0720651
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02826780
IRS990ScheduleA/TotalSupportAmt03616865
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0247964
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operating Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Marcus Lutheran Church
IRS990ScheduleI/RecipientTable/RecipientEIN0390850377
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02215 N Palmer St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053212
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0St. Marcus Foundation, Inc. is set up to support the operations of St. Marcus Evangelical Church. All funds are donated to the church, if funds are restricted, the amounts are only transferred when restrictions are met.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt072585
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A board officer reviews the 990 prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0St Marcus Evangelical Lutheran Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390850377
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(i)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02215 N Palmer St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053212
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0247964
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0St Marcus Evangelical Lutheran Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0686666
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010914127
IRS990/TotalAssetsEOYAmt011042532
IRS990/TotalAssetsGrp/BOYAmt010914127
IRS990/TotalAssetsGrp/EOYAmt011042532
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt086263
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247964
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0758
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0758
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010914127
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011041774
IRS990/TotalProgramServiceExpensesAmt0247964
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0301418
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0387681
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010914127
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011042532
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0true
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt010914127
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010355108
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02215 N Palmer Street
IRS990/USAddress/CityNm0Milwaukee
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053212
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lilli Gust
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARCUS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0275285669
ReturnHeader/Filer/PhoneNum04142678371
ReturnHeader/Filer/USAddress/AddressLine1Txt02215 N PALMER ST
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,042,532
Liabilities
$758
Net assets
$11,041,774
Revenue
$387,681
Expenses
$260,034
Net income
$127,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.2$1.34$11.9$0.54$0.20$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$1.33$11.5$1.01$0.22$0.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$1.33$10.9$8.07$0.22$7.85
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.46$0.25$0.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.14$0.00$3.14$0.37$0.21$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.15$0.16$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.57$0.00$2.57$0.24$8.89$8.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$0.00$11.2$0.23$0.22$0.00
2017Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.39$0.26$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$1.60$0.12$1.48
2015Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.48$0.24$0.25
2014Detailed filing. Detailed filing data is available for this year.$9.33$0.14$9.19$0.36$0.33$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.16$0.00$9.16$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.68$0.00$8.68$0.05