Civic Intelligence

Mary Ella Jerome Family Foundation Inc.

990PF • Fiscal year 2023 • EIN 39-2001356

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

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

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-85%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-4.9%

Faster asset growth than 38% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-1.3%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$497,384

Down $25,510 (-4.9%) from 2022

Net Assets

Down

$497,384

Down $25,510 (-4.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Down

$30,032

Down $384 (-1.3%) from 2022

Expenses

Up

$55,542

Up $15,079 (+37%) from 2022

Net Income

Down

-$25,510

Down $15,463 (-154%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$497,384
Liabilities$1
Net Assets$497,384

Operations Trend

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

2023

Revenue$30,032
Expenses$55,542
Net Income-$25,510
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

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
2024-05-03
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 Appendix368 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt460269
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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
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY ELLA JEROME
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01480 EAST MAPLE AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BARRON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd054812
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07155373511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt134500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARRON AREA EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UW RIVER FALLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BARRON FEDERATED MUSIC CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JY6 FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 WEST RIVER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1410 SOUTH THIRD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21461 16TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 E AMIDON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RIVER FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SIOUX FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3SD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd054812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd154022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd254812
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd357104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053350
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/AppliedToCurrentYearAmt034518
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034518
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt035555
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt088220
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022813
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055365
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020847
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0123775
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0102928
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0177
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0177
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ELLA JEROME
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07155373511
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P NICKELS CPA
ReturnHeader/ReturnTs02024-05-07T10:52:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELLA JEROME
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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