Civic Intelligence

The Lubar Family Foundation Inc

EIN 39-1098690 • Milwaukee, WI

833 E Michigan St 1500Milwaukee, WI 53202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

173%

Faster revenue growth than 93% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$56,939,433

Up $4,664,691 (+8.9%) from 2023

Liabilities

Down

$0

Down $860 (-100%) from 2023

Net Assets

Up

$56,939,433

Up $4,665,551 (+8.9%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin76th percentile

Revenue

Up

$3,676,393

Up $2,331,947 (+173%) from 2023

Expenses

Down

$2,684,478

Down $1,932,062 (-42%) from 2023

Net Income

Up

$991,915

Up $4,264,009 (+130%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $30,034,598Liabilities 2011: $02011Assets 2012: $32,589,853Liabilities 2012: $02012Assets 2013: $51,535,820Liabilities 2013: $02013Assets 2014: $51,870,625Liabilities 2014: $2,3952014Assets 2015: $43,505,584Liabilities 2015: $02015Assets 2019: $47,827,215Liabilities 2019: $02019Assets 2020: $50,617,548Liabilities 2020: $1Net Assets 2020: $50,617,5482020Assets 2021: $56,531,883Liabilities 2021: $1Net Assets 2021: $56,531,8832021Assets 2022: $49,723,455Liabilities 2022: $1Net Assets 2022: $49,723,4552022Assets 2023: $52,274,742Liabilities 2023: $860Net Assets 2023: $52,273,8822023Assets 2024: $56,939,433Liabilities 2024: $0Net Assets 2024: $56,939,4332024

Highlighted filing

2024

Assets$56,939,433
Liabilities$0
Net Assets$56,939,433
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,320,908Expenses 2011: $2,328,588Net Income 2011: -$7,6802011Revenue 2012: $5,403,674Expenses 2012: $2,848,419Net Income 2012: $2,555,2552012Revenue 2013: $7,207,830Expenses 2013: $856,608Net Income 2013: $6,351,2222013Revenue 2014: $3,666,594Expenses 2014: $2,096,707Net Income 2014: $1,569,8872014Revenue 2015: $7,348,592Expenses 2015: $3,937,000Net Income 2015: $3,411,5922015Revenue 2019: $3,190,732Expenses 2019: $956,348Net Income 2019: $2,234,3842019Revenue 2020: $673,617Expenses 2020: $153,622Net Income 2020: $519,9952020Revenue 2021: $3,820,890Expenses 2021: $86,689Net Income 2021: $3,734,2012021Revenue 2022: $151,228Expenses 2022: $1,828,480Net Income 2022: -$1,677,2522022Revenue 2023: $1,344,446Expenses 2023: $4,616,540Net Income 2023: -$3,272,0942023Revenue 2024: $3,676,393Expenses 2024: $2,684,478Net Income 2024: $991,9152024

Highlighted filing

2024

Revenue$3,676,393
Expenses$2,684,478
Net Income$991,915
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$56,939,433
Liabilities
$0
Net assets
$56,939,433
Revenue
$3,676,393
Expenses
$2,684,478
Net income
$991,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$56.9$0.00$56.9$3.68$2.68$0.99
2023Detailed filing. Detailed filing data is available for this year.$52.3$0.00$52.3$1.34$4.62$3.27
2022Detailed filing. Detailed filing data is available for this year.$49.7$0.00$49.7$0.15$1.83$1.68
2021Detailed filing. Detailed filing data is available for this year.$56.5$0.00$56.5$3.82$0.09$3.73
2020Detailed filing. Detailed filing data is available for this year.$50.6$0.00$50.6$0.67$0.15$0.52
2019Summary only. Only limited summary data is available for this year.$47.8$0.00$3.19$0.96$2.23
2015Summary only. Only limited summary data is available for this year.$43.5$0.00$7.35$3.94$3.41
2014Summary only. Only limited summary data is available for this year.$51.9$0.00$3.67$2.10$1.57
2013Summary only. Only limited summary data is available for this year.$51.5$0.00$7.21$0.86$6.35
2012Summary only. Only limited summary data is available for this year.$32.6$0.00$5.40$2.85$2.56
2011Summary only. Only limited summary data is available for this year.$30.0$0.00$2.32$2.33$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE S LUBARPresident-$0--
SHELDON B LUBARChairman-$0--
DAVID M BAUERTreasurer-$0--
DAVID J LUBARSecretary-$0--
JEAN ELLEN TRUBSHAWVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Lubar Family Foundation Inc
EIN
39-1098690
Phone
4142919000
Address
833 E MICHIGAN ST 1500, MILWAUKEE, WI 53202

Signing Officer

Name
David J Lubar
Title
Director
Signed
2025-11-25
Discuss with paid preparer
Yes

Preparer

Firm
Goossen & Schultz Cpas Llp
Address
5215 N IRONWOOD RD SUITE 102, GLENDALE, WI 53217
Preparer
David Schultz
Phone
4149632900
Raw XML AppendixShowing 400 of 535 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9MILWAUKEE REPERTORY THEATRE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14330 CEDAR LAKE ROAD S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22909 S WAYZATA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41360 N PROSPECT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55725 WALNUT LAKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61037 W MCKINLEY AVE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7814 W WISCONSIN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8800 W WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9108 E WELLS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10301 W WISCONSIN AVE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115775 N GLEN PARK RD 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211111 W LIBERTY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132207 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14273 E ERIE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152100 W FAIRY CHASM RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt161375 SAINT PAUL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17222 W WASHINGTON AVE STE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt184100 COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19755 PRIOR AVE N SUITE 210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt202607 SOUTH 5TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt216401 N SANTA MONICA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22205 W HIGHLAND AVE STE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt231500 E PARK PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt241917 S 30TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt252625 N WEIL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt262900 N MENOMONEE RIVER PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WEST BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11GLENDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15RIVER HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16SAINT PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm17MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm18BRUNSWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm19ST PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm20MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm21MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm22MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm23MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm24MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm25MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm26MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16MN

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