Civic Intelligence

St. Marcus Foundation Inc.

990 • Fiscal year 2025 • EIN 27-5285669

Jul 01, 2024 to Jun 30, 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

42nd percentile

0.10x

Higher debt load relative to assets than 42% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

2.49x

Higher debt load relative to revenue than 93% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

45th percentile

3.2%

Faster asset growth than 45% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-47%

Faster revenue growth than 4% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$13,197,021

Up $410,533 (+3.2%) from 2024

Net Assets

Up

$11,861,710

Up $409,247 (+3.6%) from 2024

Liabilities

Up

$1,335,311

Up $1,286 (+0.1%) from 2024

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin94th percentile

Revenue

Down

$537,097

Down $475,868 (-47%) from 2024

Expenses

Down

$198,104

Down $17,043 (-7.9%) from 2024

Net Income

Down

$338,993

Down $458,825 (-58%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2025

Assets$13,197,021
Liabilities$1,335,311
Net Assets$11,861,710
Open 2025 Filing

Operations Trend

Revenue Growth4th 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

2025

Revenue$537,097
Expenses$198,104
Net Income$338,993
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 6, 2026
Return Version
2024v5.5
Gross Receipts
$537,097
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$3,536,685$3,936,382▲ $399,697
Cash and Non-Interest-Bearing Accounts$17,203$28,039▲ $10,836
Total Assets$12,786,488$13,197,021▲ $410,533
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,334,000$1,334,000→ $0
Accounts Payable and Accrued Expenses$25$1,311▲ $1,286
Total Liabilities$1,334,025$1,335,311▲ $1,286
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,688,224$11,097,471▲ $409,247
Net Assets With Donor Restrictions$764,239$764,239→ $0
Total Net Assets Fund Balance$11,452,463$11,861,710▲ $409,247
Total Liabilities and Net Assets / Fund Balance$12,786,488$13,197,021▲ $410,533
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$52,298
Program Service Revenue
$0
Investment Income
$484,799
Other Revenue
$0
All Other Contributions
$52,298
Change in Net Assets
$338,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,167
Grants and Similar Amounts Paid$91,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$91,937--$91,937
Interest-$80,475-$80,475
Fees for Services Management-$23,391-$23,391
Fees for Services Accounting-$1,850-$1,850
Office Expenses-$28-$28
Other Expenses$250$15-$15
Total Functional Expenses$92,187$105,917$0$198,104
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marcus Lutheran ChurchMilwaukee, WI501(c)(3)Operating Grant$91,937
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
2026-03-06
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, 2025, 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 Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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, 2025, 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:
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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.
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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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt091937
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt141480
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-06
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ReturnHeader/ReturnTs02026-03-06T08:14:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,197,021
Liabilities
$1,335,311
Net assets
$11,861,710
Revenue
$537,097
Expenses
$198,104
Net income
$338,993
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
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