Civic Intelligence

Mary Ella Jerome Family Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-2001356

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

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

41st percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-73%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$522,894

Down $10,047 (-1.9%) from 2021

Net Assets

Down

$522,894

Down $10,047 (-1.9%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin16th percentile

Revenue

Down

$30,416

Down $80,555 (-73%) from 2021

Expenses

Down

$40,463

Down $42,140 (-51%) from 2021

Net Income

Down

-$10,047

Down $38,415 (-135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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: $1Net 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

2022

Assets$522,894
Liabilities$1
Net Assets$522,894
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$30,416
Expenses$40,463
Net Income-$10,047
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
2023-05-04
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 Appendix344 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt459201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt555394
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1410 SOUTH THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21659 10 1/2 STREET
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt035555
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037565
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037565
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0102928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022813
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035555
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02240
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138253
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0331
TaxesSchedule/TaxesDetail/Amt12742
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TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0331
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ELLA JEROME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07155373511
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
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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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S 6TH ST 2300
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06128764500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P NICKELS CPA
ReturnHeader/ReturnTs02023-05-09T09:38:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLA JEROME
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$522,894
Liabilities
$1
Net assets
$522,894
Revenue
$30,416
Expenses
$40,463
Net income
-$10,047
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