Civic Intelligence

Joseph and Vera Zilber Family Foundation Inc

990T • Fiscal year 2024 • EIN 39-2076346

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 15, 2025

Organization Profile
710 N PLANKINTON AVE Suite 1200Milwaukee, WI 53203

(414) 274-2447

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2012: $84,871Liabilities 2012: $7,879,1032012Assets 2013: $47,868,854Liabilities 2013: $7,004,5822013Assets 2014: $49,203,258Liabilities 2014: $7,588,6452014Assets 2015: $214,434,569Liabilities 2015: $11,772,949Net Assets 2015: $202,661,6202015Assets 2016: $188,080,253Liabilities 2016: $13,114,197Net Assets 2016: $174,966,0562016Assets 2017: $184,959,199Liabilities 2017: $12,455,956Net Assets 2017: $172,503,2432017Assets 2018: $196,395,748Liabilities 2018: $7,368,099Net Assets 2018: $189,027,6492018Assets 2019: $200,392,482Liabilities 2019: $3,482,953Net Assets 2019: $196,909,5292019Assets 2020: $222,792,049Liabilities 2020: $7,071,917Net Assets 2020: $215,720,1322020Assets 2021: $281,524,864Liabilities 2021: $5,175,776Net Assets 2021: $276,349,0882021Assets 2022: $301,880,639Liabilities 2022: $5,839,010Net Assets 2022: $296,041,6292022Assets 2023: $356,779,401Liabilities 2023: $5,420,819Net Assets 2023: $351,358,5822023Assets 2024: $396,066,804Liabilities 2024: $22,446,161Net Assets 2024: $373,620,6432024

Latest loaded filing

2024

Assets$396,066,804
Liabilities$22,446,161
Net Assets$373,620,643
Open 2024 Filing

Operations Trend

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

$200M$150M$100M$50M$0-$50MRevenue 2012: $527Expenses 2012: $7,880,111Net Income 2012: -$7,879,5842012Revenue 2013: $49,107,123Expenses 2013: $467,944Net Income 2013: $48,639,1792013Revenue 2014: $205,837Expenses 2014: $2,284,296Net Income 2014: -$2,078,4592014Revenue 2015: $168,745,037Expenses 2015: $9,471,152Net Income 2015: $159,273,8852015Revenue 2016: $6,524,403Expenses 2016: $11,034,861Net Income 2016: -$4,510,4582016Revenue 2017: $7,330,475Expenses 2017: $11,328,560Net Income 2017: -$3,998,0852017Revenue 2018: $15,323,541Expenses 2018: $7,260,318Net Income 2018: $8,063,2232018Revenue 2019: $9,025,381Expenses 2019: $7,620,937Net Income 2019: $1,404,4442019Revenue 2020: $14,759,051Expenses 2020: $12,534,586Net Income 2020: $2,224,4652020Revenue 2021: $21,372,942Expenses 2021: $7,806,154Net Income 2021: $13,566,7882021Revenue 2022: $24,555,392Expenses 2022: $14,068,164Net Income 2022: $10,487,2282022Revenue 2023: $24,039,017Expenses 2023: $14,400,461Net Income 2023: $9,638,5562023Revenue 2024: $23,310,960Expenses 2024: $34,789,288Net Income 2024: -$11,478,3282024

Latest loaded filing

2024

Revenue$23,310,960
Expenses$34,789,288
Net Income-$11,478,328
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 15, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Joseph and Vera Zilber Family Foundation Inc
EIN
39-2076346
In Care Of
% JOEL J FIRKUS
Phone
4142742447
Address
710 N PLANKINTON AVE Suite 1200, MILWAUKEE, WI 53203

Signing Officer

Name
Mark Madigan
Title
Secretary
Phone
4142742400
Signed
2025-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
330 E KILBOURN AVENUE SUITE 750, MILWAUKEE, WI 53202
Preparer
Jacob Cook
Phone
4142725900
Raw XML Appendix99 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
IRS990T/AvlblPre2018NOLCarryoverAmt079625
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOEL J FIRKUS
IRS990T/BooksInCareOfDetail/PhoneNum04142742796
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0710 N PLANKINTON AVE SUITE 1200
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd053203
IRS990T/BookValueAssetsEOYAmt0396066804
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt010000
IRS990T/OverpaymentSection/OverpaymentAmt010000
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IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt199464
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt28093
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1901103
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd2901104
IRS990T/PriorYearOverpaymentCreditAmt010000
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1901102
IRS990TScheduleA/PrincipalBusinessActivityCd2901103
IRS990TScheduleA/PrincipalBusinessActivityCd3901104
IRS990TScheduleA/SequenceReferenceNum01
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IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-54621
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-926
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2-1290
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-54621
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2-926
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt3-1290
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-54621
IRS990TScheduleA/TotUnrltTrdBusIncmAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2-926
IRS990TScheduleA/TotUnrltTrdBusIncmAmt3-1290
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0Investment Partnership
IRS990TScheduleA/TradeOrBusinessDesc1Investment Partnership
IRS990TScheduleA/TradeOrBusinessDesc2Investment Partnership
IRS990TScheduleA/TradeOrBusinessDesc3Investment Partnership
IRS990TScheduleA/UBIBeforeNOLDedAmt0-54621
IRS990TScheduleA/UBIBeforeNOLDedAmt1-926
IRS990TScheduleA/UBIBeforeNOLDedAmt2-1290
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-54621
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-926
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2-1290
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalPaymentsAmt010000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt00
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK MADIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04142742400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph and Vera Zilber Family Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0392076346
ReturnHeader/Filer/InCareOfNm0% JOEL J FIRKUS
ReturnHeader/Filer/PhoneNum04142742447
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 N PLANKINTON AVE Suite 1200
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E KILBOURN AVENUE SUITE 750
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053202
ReturnHeader/PreparerPersonGrp/PhoneNum04142725900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB COOK
ReturnHeader/ReturnTs02025-01-24T09:30:07-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$396$22.4$374$23.3$34.8$11.5
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$357$5.42$351$24.0$14.4$9.64
2022Detailed filing. Detailed filing data is available for this year.$302$5.84$296$24.6$14.1$10.5
2021Detailed filing. Detailed filing data is available for this year.$282$5.18$276$21.4$7.81$13.6
2020Detailed filing. Detailed filing data is available for this year.$223$7.07$216$14.8$12.5$2.22
2019Detailed filing. Detailed filing data is available for this year.$200$3.48$197$9.03$7.62$1.40
2018Detailed filing. Detailed filing data is available for this year.$196$7.37$189$15.3$7.26$8.06
2017Detailed filing. Detailed filing data is available for this year.$185$12.5$173$7.33$11.3$4.00
2016Detailed filing. Detailed filing data is available for this year.$188$13.1$175$6.52$11.0$4.51
2015Detailed filing. Detailed filing data is available for this year.$214$11.8$203$169$9.47$159
2014Summary only. Only limited summary data is available for this year.$49.2$7.59$0.21$2.28$2.08
2013Summary only. Only limited summary data is available for this year.$47.9$7.00$49.1$0.47$48.6
2012Summary only. Only limited summary data is available for this year.$0.08$7.88$0.00$7.88$7.88