Civic Intelligence

St. Marcus Foundation Inc.

990 • Fiscal year 2019 • EIN 27-5285669

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 07, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-3560%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

1st percentile

-77%

Faster asset growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

7.3%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,567,464

Down $8,598,382 (-77%) from 2018

Net Assets

Down

$2,567,464

Down $8,598,382 (-77%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin1st percentile

Revenue

Up

$242,950

Up $16,424 (+7.3%) from 2018

Expenses

Up

$8,892,007

Up $8,667,176 (+3855%) from 2018

Net Income

Down

-$8,649,057

Down $8,650,752 (-510369%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth1st 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

2019

Assets$2,567,464
Liabilities$0
Net Assets$2,567,464
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$242,950
Expenses$8,892,007
Net Income-$8,649,057
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 7, 2020
Return Version
2018v3.1
Gross Receipts
$527,367
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$0▼ $8,677,200
Investments in Publicly Traded Securities$2,461,724$2,532,440▲ $70,716
Savings and Temporary Cash Investments$9,098$33,295▲ $24,197
Accounts Receivable$16,085$0▼ $16,085
Cash and Non-Interest-Bearing Accounts$1,739$1,729▼ $10
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$11,165,846$2,567,464▼ $8,598,382
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$10,471,514$1,867,107▼ $8,604,407
Temporarily Rstr Net Assets$694,332$700,357▲ $6,025
Total Net Assets Fund Balance$11,165,846$2,567,464▼ $8,598,382
Total Liabilities and Net Assets / Fund Balance$11,165,846$2,567,464▼ $8,598,382
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Lilli GustPresident
Craig SchmutzerVice President
Doug SaugstadSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$94,986
Program Service Revenue
$0
Investment Income
$147,964
Other Revenue
$0
All Other Contributions
$94,986
Change in Net Assets
$-8,649,057

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 Traded2$83,561Fair Market Value (FMV)
Total Noncash Contributions2$83,561-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,871,331
Other Expenses$20,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,871,331--$8,871,331
Fees for Service Investment Mgmnt Fees-$19,781-$19,781
Fees for Services Other-$894-$894
Office Expenses-$1-$1
Total Functional Expenses$8,871,331$20,676$0$8,892,007
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
st Marcus lutheran churchMilwaukee, WI501(c)(3)NMTC Leverage Loan$8,677,200
St Marcus Lutheran ChurchMilwaukee, WI501(c)(3)Operating Grant$194,131
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
Audit committee
Yes
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
Yes
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
2020-04-07
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
4

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Diana Luttmann
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“St. Marcus Evangelical Lutheran Church, Inc. is exempt from taxes under Internal Revenue Code Section 501(c)(3) and follows required provisions for uncertainty in income taxes. Palmer Street Properties, LLC is a soley owned LLC and therefore the Internal Revenue Service considers it to be a disregarded entity for tax purposes. All Palmer Street Properties, LLC activity is included under the Church for tax purposes. SMELC Holdings, Inc. is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of June 30, 2019 and 2018, the Organization and Affiliates had no amouints related to unrecognized income tax benefits and no amounts related to accured interest and penalties. The Organization and Affiliates are currently not under audit by any federal or state taxing authority.”

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02090197
IRS990ScheduleA/TotalSupportAmt02797253
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0St. Marcus Evangelical Lutheran Church, Inc. is exempt from taxes under Internal Revenue Code Section 501(c)(3) and follows required provisions for uncertainty in income taxes. Palmer Street Properties, LLC is a soley owned LLC and therefore the Internal Revenue Service considers it to be a disregarded entity for tax purposes. All Palmer Street Properties, LLC activity is included under the Church for tax purposes. SMELC Holdings, Inc. is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of June 30, 2019 and 2018, the Organization and Affiliates had no amouints related to unrecognized income tax benefits and no amounts related to accured interest and penalties. The Organization and Affiliates are currently not under audit by any federal or state taxing authority.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleI/RecipientTable/CashGrantAmt1194131
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0NMTC Leverage Loan
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Operating Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0st Marcus lutheran church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST MARCUS LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0390850377
IRS990ScheduleI/RecipientTable/RecipientEIN1390850377
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02215 N Palmer Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12215 N Palmer St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Milwaukee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053212
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd153212
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0As part of St. Marcus Lutheran Church and School's New Market Tax Credit agreement, a leverage loan was granted by St. Marcus Foundation. When the tax credit was extinguished, St. Marcus Foundation, Inc's receivable was extinquished and a contribution was recorded. As part of the consolidation process of St. Marcus Lutheran Church and School, SMELC Holdings and St. Marcus Foundation, Inc. The consolidated entity extinguished a loan and receivable each $8,677,200.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1St. 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/FormAndLineReferenceDesc0Additional Supplemental Information
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt083561
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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
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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
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt15000
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Accrual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0St Marcus Evangelical Lutheran Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1St Marcus Evangelical Lutheran Church
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0700357
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt011165846
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020676
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08871331
IRS990/TotalFunctionalExpensesGrp/TotalAmt08892007
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02567464
IRS990/TotalProgramServiceExpensesAmt08871331
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0242950
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011165846
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02567464
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt010471514
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01867107
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,567,464
Liabilities
$0
Net assets
$2,567,464
Revenue
$242,950
Expenses
$8,892,007
Net income
-$8,649,057
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
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