Civic Intelligence

William Stark Jones Foundation Katherine W Lambert Co-Trustee

EIN 39-6786974 • Milwaukee, WI

4667 N Wilshire RoadMilwaukee, WI 53211
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.2%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

30%

Faster revenue growth than 70% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,718,147

Up $3,236 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,718,147

Up $3,236 (+0.2%) from 2023

Revenue

Up

$234,838

Up $53,679 (+30%) from 2023

Expenses

Up

$248,160

Up $3,765 (+1.5%) from 2023

Net Income

Up

-$13,322

Up $49,914 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,643,856Liabilities 2011: $12011Assets 2012: $2,705,378Liabilities 2012: $0Net Assets 2012: $2,705,3782012Assets 2013: $2,624,668Liabilities 2013: $1Net Assets 2013: $2,624,6682013Assets 2014: $2,625,990Liabilities 2014: $1Net Assets 2014: $2,625,9902014Assets 2015: $2,467,905Liabilities 2015: $2Net Assets 2015: $2,467,9032015Assets 2016: $2,381,828Liabilities 2016: $0Net Assets 2016: $2,381,8282016Assets 2017: $2,200,352Liabilities 2017: $0Net Assets 2017: $2,200,3522017Assets 2018: $2,177,206Liabilities 2018: $0Net Assets 2018: $2,177,2062018Assets 2019: $2,197,765Liabilities 2019: $1Net Assets 2019: $2,197,7652019Assets 2020: $1,917,434Liabilities 2020: $1Net Assets 2020: $1,917,4342020Assets 2021: $1,873,149Liabilities 2021: $1Net Assets 2021: $1,873,1492021Assets 2022: $1,770,781Liabilities 2022: $1Net Assets 2022: $1,770,7812022Assets 2023: $1,714,911Liabilities 2023: $0Net Assets 2023: $1,714,9112023Assets 2024: $1,718,147Liabilities 2024: $0Net Assets 2024: $1,718,1472024

Highlighted filing

2024

Assets$1,718,147
Liabilities$0
Net Assets$1,718,147

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $65,701Expenses 2011: $208,465Net Income 2011: -$142,7642011Expenses 2012: $205,7962012Revenue 2013: $131,360Expenses 2013: $211,631Net Income 2013: -$80,2712013Revenue 2014: $207,013Expenses 2014: $205,691Net Income 2014: $1,3222014Revenue 2015: $93,042Expenses 2015: $251,129Net Income 2015: -$158,0872015Revenue 2016: $156,716Expenses 2016: $242,793Net Income 2016: -$86,0772016Revenue 2017: $63,278Expenses 2017: $244,754Net Income 2017: -$181,4762017Revenue 2018: $235,810Expenses 2018: $243,913Net Income 2018: -$8,1032018Revenue 2019: $248,569Expenses 2019: $244,158Net Income 2019: $4,4112019Revenue 2020: -$36,363Expenses 2020: $243,775Net Income 2020: -$280,1382020Revenue 2021: $199,194Expenses 2021: $243,825Net Income 2021: -$44,6312021Revenue 2022: $141,830Expenses 2022: $243,875Net Income 2022: -$102,0452022Revenue 2023: $181,159Expenses 2023: $244,395Net Income 2023: -$63,2362023Revenue 2024: $234,838Expenses 2024: $248,160Net Income 2024: -$13,3222024

Highlighted filing

2024

Revenue$234,838
Expenses$248,160
Net Income-$13,322

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.23$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.18$0.24$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.14$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.20$0.24$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.04$0.24$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.25$0.24$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.24$0.24$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.24$0.18
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.16$0.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.09$0.25$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.21$0.21$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.13$0.21$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.21
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.07$0.21$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE LAMBERTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William Stark Jones Foundation
EIN
39-6786974
Phone
4143360181
Address
4667 N WILSHIRE ROAD, MILWAUKEE, WI 53211

Signing Officer

Name
Katherine Lambert
Title
Trustee
Phone
4143360181
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
James David and Associates LLC
Address
6980 N PORT WASHINGTON RD STE 205, MILWAUKEE, WI 53217
Preparer
James D Broughton
Phone
4143511040
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01718147
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0331954
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0282722
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0282722
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0431631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0413880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0409223
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0651326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0721545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01432036
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0300000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0300000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0496444
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01714911
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01718147
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02620425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01714911
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01718147
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01714911
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038172
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0125330
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02506603
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02544775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE LAMBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04667 N WILSHIRE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053211
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0240000
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KATHERINE LAMBERT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04667 N WILSHIRE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04143360181
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt131000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt162500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt191500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt222000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt501000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt605000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FRENCH EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PREGNANCY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4BVNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SUPPORT "FEED THE HUNGRY"
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SUPPORT CHILDREN/HEARING LOSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SCHOLARSHIP CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26COMMUNITY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28EARLY CHILDHOOD EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31SUPPORT BOYS SOCCER TEAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33SUPPORT RECREATION & COMMUNITY SVC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36OPERATING SUPPORT

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