Civic Intelligence

Mary Ella Jerome Family Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-2001356

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
1480 East Maple AvenueBarron, WI 54812

(715) 537-3511

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

39th percentile

-0.5%

Higher net margin than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

59%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$504,573

Down $140 (-0.0%) from 2019

Net Assets

Down

$504,573

Down $140 (-0.0%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin39th percentile

Revenue

Up

$27,122

Up $10,039 (+59%) from 2019

Expenses

Down

$27,262

Down $29,578 (-52%) from 2019

Net Income

Up

-$140

Up $39,617 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $872,627Liabilities 2011: $02011Assets 2012: $799,117Liabilities 2012: $02012Assets 2013: $749,639Liabilities 2013: $02013Assets 2014: $710,109Liabilities 2014: $02014Assets 2015: $650,962Liabilities 2015: $02015Assets 2016: $594,243Liabilities 2016: $0Net Assets 2016: $594,2432016Assets 2017: $573,859Liabilities 2017: $0Net Assets 2017: $573,8592017Assets 2018: $544,507Liabilities 2018: $0Net Assets 2018: $544,5072018Assets 2019: $504,713Liabilities 2019: $1Net Assets 2019: $504,7132019Assets 2020: $504,573Liabilities 2020: $0Net Assets 2020: $504,5732020Assets 2021: $532,941Liabilities 2021: $1Net Assets 2021: $532,9412021Assets 2022: $522,894Liabilities 2022: $1Net Assets 2022: $522,8942022Assets 2023: $497,384Liabilities 2023: $1Net Assets 2023: $497,3842023Assets 2024: $441,574Liabilities 2024: $0Net Assets 2024: $441,5742024

Highlighted filing

2020

Assets$504,573
Liabilities$0
Net Assets$504,573
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $29,740Expenses 2011: $87,947Net Income 2011: -$58,2072011Revenue 2012: $51,743Expenses 2012: $125,253Net Income 2012: -$73,5102012Revenue 2013: $42,909Expenses 2013: $94,381Net Income 2013: -$51,4722013Revenue 2014: $73,996Expenses 2014: $115,214Net Income 2014: -$41,2182014Revenue 2015: $47,136Expenses 2015: $104,319Net Income 2015: -$57,1832015Revenue 2016: $27,182Expenses 2016: $83,719Net Income 2016: -$56,5372016Revenue 2017: $50,151Expenses 2017: $71,737Net Income 2017: -$21,5862017Revenue 2018: $41,742Expenses 2018: $71,416Net Income 2018: -$29,6742018Revenue 2019: $17,083Expenses 2019: $56,840Net Income 2019: -$39,7572019Revenue 2020: $27,122Expenses 2020: $27,262Net Income 2020: -$1402020Revenue 2021: $110,971Expenses 2021: $82,603Net Income 2021: $28,3682021Revenue 2022: $30,416Expenses 2022: $40,463Net Income 2022: -$10,0472022Revenue 2023: $30,032Expenses 2023: $55,542Net Income 2023: -$25,5102023Revenue 2024: $22,348Expenses 2024: $78,158Net Income 2024: -$55,8102024

Highlighted filing

2020

Revenue$27,122
Expenses$27,262
Net Income-$140
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY ELLA JEROMEPresident, TreasurerPT$0--
ALICIA M WIRTHVice President-$0--
DARIA L STRANSKYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Mary Ella Jerome Foundation
EIN
39-2001356
Phone
7155373511
Address
1480 EAST MAPLE AVENUE, BARRON, WI 54812

Signing Officer

Name
Mary Ella Jerome
Title
President
Phone
7155373511
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
225 S 6TH ST 2300, MINNEAPOLIS, MN 55402
Preparer
Thomas P Nickels CPA
Phone
6128764500
Raw XML Appendix336 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/PersonNm0MARY ELLA JEROME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALICIA M WIRTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DARIA L STRANSKY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY ELLA JEROME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARRON AREA EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UW RIVER FALLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 WEST RIVER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1410 SOUTH THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RIVER FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt023000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt027210
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033580
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065542
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0146196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035555
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050263
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027210
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0205368
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0211738
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPARTMENT OF FINANCIAL INSTITUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt052
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt052
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ELLA JEROME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07155373511
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY ELLA JEROME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0392001356
ReturnHeader/Filer/PhoneNum07155373511
ReturnHeader/Filer/USAddress/AddressLine1Txt01480 EAST MAPLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0BARRON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06128764500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P NICKELS CPA
ReturnHeader/ReturnTs02021-05-12T14:22:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLA JEROME
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$504,573
Liabilities
$0
Net assets
$504,573
Revenue
$27,122
Expenses
$27,262
Net income
-$140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.22$0.78$0.56
2023Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.30$0.56$0.26
2022Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.30$0.40$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$1.11$0.83$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.27$0.27$0.00
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.17$0.57$0.40
2018Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.42$0.71$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.50$0.72$0.22
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.27$0.84$0.57
2015Summary only. Only limited summary data is available for this year.$6.51$0.00$0.47$1.04$0.57
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$0.74$1.15$0.41
2013Summary only. Only limited summary data is available for this year.$7.50$0.00$0.43$0.94$0.51
2012Summary only. Only limited summary data is available for this year.$7.99$0.00$0.52$1.25$0.74
2011Summary only. Only limited summary data is available for this year.$8.73$0.00$0.30$0.88$0.58