Civic Intelligence

St. Marcus Foundation Inc.

990 • Fiscal year 2020 • EIN 27-5285669

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 04, 2021

Organization ProfileN/A
2215 N PalmerMilwaukee, 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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-5.8%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-37%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,529,076

Down $38,388 (-1.5%) from 2019

Net Assets

Down

$2,529,076

Down $38,388 (-1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin27th percentile

Revenue

Down

$153,723

Down $89,227 (-37%) from 2019

Expenses

Down

$162,697

Down $8,729,310 (-98%) from 2019

Net Income

Up

-$8,974

Up $8,640,083 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$2,529,076
Liabilities$0
Net Assets$2,529,076
Open 2020 Filing

Operations Trend

Revenue Growth13th 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

2020

Revenue$153,723
Expenses$162,697
Net Income-$8,974
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 4, 2021
Return Version
2019v5.2
Gross Receipts
$708,769
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.

Provid funds to enhance religious, charitable and educational entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,532,440$2,527,776▼ $4,664
Savings and Temporary Cash Investments$33,295--
Cash and Non-Interest-Bearing Accounts$1,729$1,300▼ $429
Total Assets$2,567,464$2,529,076▼ $38,388
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,867,107$1,826,470▼ $40,637
Net Assets With Donor Restrictions$700,357$702,606▲ $2,249
Total Net Assets Fund Balance$2,567,464$2,529,076▼ $38,388
Total Liabilities and Net Assets / Fund Balance$2,567,464$2,529,076▼ $38,388
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$52,585
Program Service Revenue
$0
Investment Income
$101,138
Other Revenue
$0
All Other Contributions
$52,585
Change in Net Assets
$-8,974

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 Traded5$49,036Fair Market Value (FMV)
Total Noncash Contributions5$49,036-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$146,059
Other Expenses$16,638
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$146,059--$146,059
Fees for Service Investment Mgmnt Fees-$15,903-$15,903
Fees for Services Other-$700-$700
Other Expenses-$15-$15
Total Functional Expenses$146,059$16,638$0$162,697
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marcus Lutheran ChurchMilwaukee, WI501(c)(3)Operating Grant$146,059
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Line 11b explanation - a board officer reviews the 990 prior to submission.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

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

Signing Officer

Name
Lilli Gust
Title
President/treasurer
Phone
4142678371
Signed
2021-03-04
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 550, MILWAUKEE, WI 53202
Preparer
Diana G Luttmann
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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, 2020 and 2019, 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.”

Raw XML Appendix362 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVID FUNDS TO ENHANCE RELIGIOUS, CHARITABLE AND EDUCATIONAL ENTITIES.
IRS990/AllOtherContributionsAmt052585
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAYNE REUTER
IRS990/BooksInCareOfDetail/PhoneNum04142678371
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02215 N PALMER ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053212
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01729
IRS990/CashNonInterestBearingGrp/EOYAmt01300
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052585
IRS990/CYGrantsAndSimilarPaidAmt0146059
IRS990/CYInvestmentIncomeAmt0101138
IRS990/CYOtherExpensesAmt016638
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8974
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0162697
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0153723
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FINANCIAL SUPPORT PROVIDED TO ST. MARCUS EVANGELICAL LUTHERAN CHURCH, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0700357
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0702606
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0146059
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0700
IRS990/FeesForServicesOtherGrp/TotalAmt0700
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt015903
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015903
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0LILLI GUST
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG SCHMUTZER
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUG SAUGSTAD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREAS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt033770
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0146059
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0146059
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0146059
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0588816
IRS990/GrossReceiptsAmt0708769
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt067368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067368
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02532440
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02527776
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0555046
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02567464
IRS990/NetAssetsOrFundBalancesEOYAmt02529076
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt033770
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033770
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-29414
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01867107
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01826470
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt049036
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc1LICENSES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt020
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LILLI GUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt094986
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08871331
IRS990/PYInvestmentIncomeAmt0147964
IRS990/PYOtherExpensesAmt020676
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-8649057
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08892007
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242950
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8974
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt033295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt086263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01530403
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01811563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt067368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0104064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0135481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0301418
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt068250
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0676581
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72810
IRS990ScheduleA/PublicSupportPY170Pct00.74720
IRS990ScheduleA/PublicSupportTotal170Amt01811563
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt094686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt047626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt086263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01530403
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01811563
IRS990ScheduleA/TotalSupportAmt02488144
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/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
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, 2020 AND 2019, 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, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0146059
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt05
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt049036
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - A BOARD OFFICER REVIEWS THE 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0146059
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11300
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1ACCRUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARCUS EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ST MARCUS EVANGELICAL LUTHERAN CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02567464
IRS990/TotalAssetsEOYAmt02529076
IRS990/TotalAssetsGrp/BOYAmt02567464
IRS990/TotalAssetsGrp/EOYAmt02529076
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052585
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146059
IRS990/TotalFunctionalExpensesGrp/TotalAmt0162697
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02567464
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02529076
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0146059
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153723
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02567464
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02529076
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02215 N PALMER
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053212
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLI GUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142678371
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARCUS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0275285669
ReturnHeader/Filer/PhoneNum04142678371
ReturnHeader/Filer/USAddress/AddressLine1Txt02215 N PALMER
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITZ HOLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVE SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA G LUTTMANN
ReturnHeader/ReturnTs02021-03-04T09:45:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,529,076
Liabilities
$0
Net assets
$2,529,076
Revenue
$153,723
Expenses
$162,697
Net income
-$8,974
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
2020Detailed filing. Detailed filing data is available for this year.$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
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