Civic Intelligence

Jane Bradley Pettit Foundation Inc

EIN 39-1574123 • Milwaukee, WI

1200 N Mayfair RdMilwaukee, WI 53226-3282
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

3rd percentile

-143%

Higher net margin than 3% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$20,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

13th percentile

-7.7%

Faster asset growth than 13% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,202,369

Down $768,532 (-7.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$9,202,369

Down $768,532 (-7.7%) from 2023

Revenue

Down

$535,700

Down $603,705 (-53%) from 2023

Expenses

Up

$1,304,231

Up $134,284 (+11%) from 2023

Net Income

Down

-$768,531

Down $737,989 (-2416%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $23,319,838Liabilities 2011: $02011Assets 2012: $21,146,081Liabilities 2012: $02012Assets 2013: $19,825,777Liabilities 2013: $02013Assets 2014: $17,752,429Liabilities 2014: $02014Assets 2015: $16,336,992Liabilities 2015: $02015Assets 2019: $11,309,319Liabilities 2019: $02019Assets 2020: $10,824,695Liabilities 2020: $1Net Assets 2020: $10,824,6952020Assets 2021: $10,349,606Liabilities 2021: $1Net Assets 2021: $10,349,6062021Assets 2022: $10,001,443Liabilities 2022: $1Net Assets 2022: $10,001,4432022Assets 2023: $9,970,901Liabilities 2023: $1Net Assets 2023: $9,970,9012023Assets 2024: $9,202,369Liabilities 2024: $0Net Assets 2024: $9,202,3692024

Highlighted filing

2024

Assets$9,202,369
Liabilities$0
Net Assets$9,202,369

Operations Trend

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

$5.0M$0-$5.0MRevenue 2011: $574,959Expenses 2011: $4,430,777Net Income 2011: -$3,855,8182011Revenue 2012: $1,638,719Expenses 2012: $3,812,474Net Income 2012: -$2,173,7552012Revenue 2013: $2,288,580Expenses 2013: $3,608,691Net Income 2013: -$1,320,1112013Revenue 2014: $1,041,776Expenses 2014: $3,115,124Net Income 2014: -$2,073,3482014Revenue 2015: $1,541,210Expenses 2015: $2,956,647Net Income 2015: -$1,415,4372015Revenue 2019: $379,737Expenses 2019: $1,286,718Net Income 2019: -$906,9812019Revenue 2020: $844,028Expenses 2020: $1,328,647Net Income 2020: -$484,6192020Revenue 2021: $797,739Expenses 2021: $1,272,837Net Income 2021: -$475,0982021Revenue 2022: $912,400Expenses 2022: $1,260,564Net Income 2022: -$348,1642022Revenue 2023: $1,139,405Expenses 2023: $1,169,947Net Income 2023: -$30,5422023Revenue 2024: $535,700Expenses 2024: $1,304,231Net Income 2024: -$768,5312024

Highlighted filing

2024

Revenue$535,700
Expenses$1,304,231
Net Income-$768,531

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JoAnn C YoungmanSecretaryPT$20,000-$20,000
Margaret T LundPresidentPT$0--
Denasha A ScottTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Jane Bradley Pettit Foundation Inc
EIN
39-1574123
Phone
4149822880
Address
1200 N Mayfair Rd, Milwaukee, WI 53226-3282

Signing Officer

Name
Margaret T Lund
Title
President
Phone
4149822880
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Stafford Rosenbaum Llp
Address
1200 N MAYFAIR RD STE 430, MILWAUKEE, WI 53226
Preparer
Denasha A Scott
Phone
4149822873
Raw XML Appendix385 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret T Lund
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IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01200 N Mayfair Rd Suite 430
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Milwaukee
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532263282
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Stafford Rosenbaum LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum04149822880
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.jbpf.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Applicants are encouraged to submit their grant applications online. See www.jbpf.org for details.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kara Nehring
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04149822880
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Jane Bradley Pettit Foundation 1200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053226
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Charitable projects in greater Milwaukee community. See website.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Jan. 15, May 15, Sep 15. See website (www.jbpf.org) for details.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0905500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See Statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt01 See Part XIV Statement for detail of
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PublicCharities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0cash contributions to public charit
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0905500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0670368
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0670368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0423973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0467562
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0396011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0548906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0452677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0452677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02346279
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0509827
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0423973
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0467562
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0396011
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0548906
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01180195
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0509827
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02798956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02289129
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Stafford Rosenbaum legal, tax, bookkeeping
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0125568
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0156960
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt031392
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage & Photocopies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Greater Milwaukee Committee Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Wisconsin Philanthropy Network Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Website
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Blackbaud Licenses/Software
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Office Supplies/Stationary
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Generation Growth Capital K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0488
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35290
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4998
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt513151
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6940
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0754
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35290
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4998
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt513151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6940
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7754
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Gen Growth K-1 Long Term Capital Gain
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0973
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Resonant Capital Investment Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Stafford Rosenbaum Foundation Administation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt061104
TaxesSchedule/TaxesDetail/Amt03786
TaxesSchedule/TaxesDetail/Amt19000
TaxesSchedule/TaxesDetail/Amt218000
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt12024 Est. 990PF NII Tax
TaxesSchedule/TaxesDetail/CategoryTxt22023 990PF Extension Payment NII Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03786
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Margaret T Lund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04149822880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jane Bradley Pettit Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0391574123
ReturnHeader/Filer/PhoneNum04149822880
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 N Mayfair Rd
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532263282
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390788266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STAFFORD ROSENBAUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 N MAYFAIR RD STE 430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04149822873
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denasha A Scott
ReturnHeader/ReturnTs02025-11-12T14:19:40-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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