Civic Intelligence

St. Marcus Foundation Inc.

990 • Fiscal year 2024 • EIN 27-5285669

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

Organization ProfileWWW.STMARCUS.ORG
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

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

1.32x

Higher debt load relative to revenue than 84% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

49th percentile

4.6%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$12,786,488

Up $564,712 (+4.6%) from 2023

Net Assets

Up

$11,452,463

Up $564,728 (+5.2%) from 2023

Liabilities

Down

$1,334,025

Down $16 (-0.0%) from 2023

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin96th percentile

Revenue

Down

$1,012,965

Down $7,057,548 (-87%) from 2023

Expenses

Down

$215,147

Down $1,107 (-0.5%) from 2023

Net Income

Down

$797,818

Down $7,056,441 (-90%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

Assets$12,786,488
Liabilities$1,334,025
Net Assets$11,452,463
Open 2024 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

2024

Revenue$1,012,965
Expenses$215,147
Net Income$797,818
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$1,012,965
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.

Provide funds to enhance religious, charitable and educational entities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$9,232,600$9,232,600→ $0
Investments in Publicly Traded Securities$2,982,410$3,536,685▲ $554,275
Cash and Non-Interest-Bearing Accounts$6,766$17,203▲ $10,437
Total Assets$12,221,776$12,786,488▲ $564,712
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,334,000$1,334,000→ $0
Accounts Payable and Accrued Expenses$41$25▼ $16
Total Liabilities$1,334,041$1,334,025▼ $16
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,123,496$10,688,224▲ $564,728
Net Assets With Donor Restrictions$764,239$764,239→ $0
Total Net Assets Fund Balance$10,887,735$11,452,463▲ $564,728
Total Liabilities and Net Assets / Fund Balance$12,221,776$12,786,488▲ $564,712
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Lilli GustPresident
Mark JeskeVice President & Secretary
Craig SchmutzerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$133,610
Program Service Revenue
$0
Investment Income
$879,355
Other Revenue
$0
All Other Contributions
$133,610
Change in Net Assets
$797,818
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$120,432
Other Expenses$94,715
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$120,432--$120,432
Interest-$74,081-$74,081
Fees for Service Investment Mgmnt Fees-$19,456-$19,456
Fees for Services Accounting-$1,000-$1,000
Other Expenses$153$25-$25
Total Functional Expenses$120,585$94,562$0$215,147
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marcus Lutheran ChurchMilwaukee, WI501(c)(3)Operating Grant$120,432
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
Phone
4142678371
Signed
2025-05-09
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
3

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, 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, 2024, the organization and affiliates had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization and affiliates are currently not under audit by any federal or state taxing authority.”

Raw XML Appendix365 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/AccountsPayableAccrExpnssGrp/BOYAmt041
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE FUNDS TO ENHANCE RELIGIOUS, CHARITABLE AND EDUCATIONAL ENTITIES.
IRS990/AllOtherContributionsAmt0133610
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/BOYAmt06766
IRS990/CashNonInterestBearingGrp/EOYAmt017203
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0133610
IRS990/CYGrantsAndSimilarPaidAmt0120432
IRS990/CYInvestmentIncomeAmt0879355
IRS990/CYOtherExpensesAmt094715
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0797818
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0215147
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01012965
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FINANCIAL SUPPORT PROVIDED TO ST. MARCUS EVANGELICAL LUTHERAN CHURCH, INC.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0764239
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0764239
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0120585
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019456
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019456
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/PersonNm1MARK JESKE
IRS990/Form990PartVIISectionAGrp/PersonNm2CRAIG SCHMUTZER
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 & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0739645
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0120432
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0120432
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0120432
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0739645
IRS990/GrossReceiptsAmt01012965
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt074081
IRS990/InterestGrp/TotalAmt074081
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0139710
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0139710
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02982410
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03536685
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt01334000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01334000
IRS990/NetAssetsOrFundBalancesBOYAmt010887735
IRS990/NetAssetsOrFundBalancesEOYAmt011452463
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0739645
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0739645
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-233090
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010123496
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010688224
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DEPARTMENT/PROGRAM EXPE
IRS990/OtherExpensesGrp/Desc1LICENSES & FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/ProgramServicesAmt0153
IRS990/OtherExpensesGrp/TotalAmt0153
IRS990/OtherExpensesGrp/TotalAmt125
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt09232600
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt09232600
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LILLI GUST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08020842
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0161871
IRS990/PYInvestmentIncomeAmt049671
IRS990/PYOtherExpensesAmt054383
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07854259
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0216254
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08070513
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0797818
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0133610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08020842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0248692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08556428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0139710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt093445
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt079107
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt065133
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067368
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0444763
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95060
IRS990ScheduleA/PublicSupportPY170Pct00.95420
IRS990ScheduleA/PublicSupportTotal170Amt08556428
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0133610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08020842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0248692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052585
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08556428
IRS990ScheduleA/TotalSupportAmt09001191
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, 2024, THE ORGANIZATION AND AFFILIATES HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED 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/CashGrantAmt0120432
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/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
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/InvolvedAmt0120432
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1107197
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/TotalAssetsBOYAmt012221776
IRS990/TotalAssetsEOYAmt012786488
IRS990/TotalAssetsGrp/BOYAmt012221776
IRS990/TotalAssetsGrp/EOYAmt012786488
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0133610
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt094562
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0120585
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01334041
IRS990/TotalLiabilitiesEOYAmt01334025
IRS990/TotalLiabilitiesGrp/BOYAmt01334041
IRS990/TotalLiabilitiesGrp/EOYAmt01334025
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010887735
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011452463
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0120585
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0879355
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01012965
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012221776
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012786488
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/WebsiteAddressTxt0HTTPS://WWW.STMARCUS.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LILLI GUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04142678371
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390919055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITZ HOLMAN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVE SUITE 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANA G LUTTMANN
ReturnHeader/ReturnTs02025-05-09T08:55:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,786,488
Liabilities
$1,334,025
Net assets
$11,452,463
Revenue
$1,012,965
Expenses
$215,147
Net income
$797,818
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
2024Detailed filing. Detailed filing data is available for this year.$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
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