Civic Intelligence

Joseph and Vera Zilber Family Foundation Inc

EIN 39-6077241 • Milwaukee, WI

710 N PLANKINTON AVE Suite 1200Milwaukee, WI 53203
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

9th percentile

-157%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$5,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-77%

Faster revenue growth than 11% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,791,449 (-100%) from 2022

Liabilities

Down

$0

Down $2,910,218 (-100%) from 2022

Net Assets

Down

$0

Down $881,231 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Down

$421,612

Down $1,386,130 (-77%) from 2022

Expenses

Up

$1,084,542

Up $644,110 (+146%) from 2022

Net Income

Down

-$662,930

Down $2,030,240 (-148%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$40M$30M$20M$10M$0Assets 2011: $34,163,637Liabilities 2011: $18,491,0022011Assets 2012: $26,748,406Liabilities 2012: $18,467,3802012Assets 2013: $23,797,958Liabilities 2013: $18,471,7832013Assets 2014: $21,572,244Liabilities 2014: $17,408,8992014Assets 2015: $17,902,017Liabilities 2015: $16,170,2572015Assets 2016: $15,376,936Liabilities 2016: $15,431,7782016Assets 2020: $7,980,423Liabilities 2020: $8,038,5302020Assets 2021: $7,268,438Liabilities 2021: $5,579,125Net Assets 2021: $1,689,3132021Assets 2022: $3,791,449Liabilities 2022: $2,910,218Net Assets 2022: $881,2312022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $6,128,355Expenses 2011: $5,566,030Net Income 2011: $562,3252011Revenue 2012: -$1,323,452Expenses 2012: $6,068,156Net Income 2012: -$7,391,6082012Revenue 2013: $952,081Expenses 2013: $5,192,926Net Income 2013: -$4,240,8452013Revenue 2014: $2,469,216Expenses 2014: $4,248,798Net Income 2014: -$1,779,5822014Revenue 2015: $1,588,461Expenses 2015: $2,486,568Net Income 2015: -$898,1072015Revenue 2016: $600,548Expenses 2016: $2,232,167Net Income 2016: -$1,631,6192016Revenue 2020: $779,112Expenses 2020: $849,118Net Income 2020: -$70,0062020Revenue 2021: $2,421,809Expenses 2021: $672,980Net Income 2021: $1,748,8292021Revenue 2022: $1,807,742Expenses 2022: $440,432Net Income 2022: $1,367,3102022Revenue 2023: $421,612Expenses 2023: $1,084,542Net Income 2023: -$662,9302023

Highlighted filing

2023

Revenue$421,612
Expenses$1,084,542
Net Income-$662,930
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$421,612
Expenses
$1,084,542
Net income
-$662,930
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.42$1.08$0.66
2022Detailed filing. Detailed filing data is available for this year.$3.79$2.91$0.88$1.81$0.44$1.37
2021Detailed filing. Detailed filing data is available for this year.$7.27$5.58$1.69$2.42$0.67$1.75
2020Summary only. Only limited summary data is available for this year.$7.98$8.04$0.78$0.85$0.07
2016Summary only. Only limited summary data is available for this year.$15.4$15.4$0.60$2.23$1.63
2015Summary only. Only limited summary data is available for this year.$17.9$16.2$1.59$2.49$0.90
2014Summary only. Only limited summary data is available for this year.$21.6$17.4$2.47$4.25$1.78
2013Summary only. Only limited summary data is available for this year.$23.8$18.5$0.95$5.19$4.24
2012Summary only. Only limited summary data is available for this year.$26.7$18.5$1.32$6.07$7.39
2011Summary only. Only limited summary data is available for this year.$34.2$18.5$6.13$5.57$0.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcy Zilber JacksonPresident/Director-$5,000-$5,000
Marilyn ZilberDirector-$5,000-$5,000
Shane M JacksonDirector-$5,000-$5,000
Melissa S A JacksonDirector-$5,000-$5,000
James F JanzVice President/Director-$5,000-$5,000
Stephan J ChevalierSecretary/Treasurer/Director-$5,000-$5,000
Michael P MervisDirector-$5,000-$5,000
Mark MadiganDirector-$5,000-$5,000
John K TsuiDirector-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Joseph and Vera Zilber Family Foundation Inc
EIN
39-6077241
In Care Of
% STEPHAN J CHEVALIER CPA
Phone
4142742474
Address
710 N PLANKINTON AVE Suite 1200, MILWAUKEE, WI 53203

Signing Officer

Name
Stephan J Chevalier CPA
Title
Treasurer
Phone
4142742400
Signed
2023-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
330 E KILBOURN AVENUE SUITE 750, MILWAUKEE, WI 53202
Preparer
Kelly Raquet
Phone
4142725900
Raw XML Appendix392 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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DissolutionStmt/DissolutionInformationGrp/PersonNm0HAWAII COMMUNITY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Cash in the amount of $850,531 was distributed to Hawaii Community Foundation as part of the dissolution. A final grant of cash in the amount of $43,040 will be paid after final obligations of the foundation are satisfied. The fund was established to invest in the local community.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Marcy Zilber Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Marilyn Zilber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Shane M Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Melissa S A Jackson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4James F Janz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Stephan J Chevalier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Michael P Mervis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Mark Madigan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8John K Tsui
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President/Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0710 N PLANKTON AVE STE 1200
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8FIRST HAWAIIAN BANK BLDG
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHAN J CHEVALIER CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142742474
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ZILBERFAMILYFOUNDATION.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Grantseekers are encouraged to contact the Foundation at [email protected] with a one-page letter of inquiry before preparing a proposal. Given limited resources of time and money, the Foundation typically invites proposals that respond to its priorities, rather than fund unsolicited proposals.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ZILBER FAMILY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0710 N PLANKINTON AVE STE 1200
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation does not consider requests for: -Individual assistance -For-profit organizations -Political parties or candidates -Endowments, annual fund appeals, fundraising events -Conferences, workshops -Individual scholarships, fellowships, research, loans or travel -Sectarian religious concerns -Athletic events -Film or media projects, publications Grant recipients are required to report on progress toward expected results every six months, with disbursements dependent on staff approval of narrative and financial reports.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1850531
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LAW SCHOOL AND ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ZILBER FAMILY FUND AS PLAN OF DISSOLUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARQUETTE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HAWAII COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01250 W WISCONSIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1827 FORT STREET MALL
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02793360
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02700839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02605175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02620150
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02605175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02620150
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09123
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0218301
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET UNREALIZED LOSS ON INVESTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0284
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER LIABILITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012231
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012231
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05690
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHAN J CHEVALIER CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04142742400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH AND VERA ZILBER FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0396077241
ReturnHeader/Filer/InCareOfNm0% STEPHAN J CHEVALIER CPA
ReturnHeader/Filer/PhoneNum04142742474
ReturnHeader/Filer/USAddress/AddressLine1Txt0710 N PLANKINTON AVE Suite 1200
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053203
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/PreparerPersonNm0Kelly Raquet
ReturnHeader/ReturnTs02023-09-29T11:25:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHAN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHEVALIER CPA
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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