Civic Intelligence

William Stark Jones Foundation

990PF • Fiscal year 2015 • EIN 39-6786974

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
250 West Coventry Court Suite 207Milwaukee, WI 53217

(414) 831-4866

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-170%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.0%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,467,905

Down $158,085 (-6.0%) from 2014

Net Assets

Down

$2,467,903

Down $158,087 (-6.0%) from 2014

Liabilities

Up

$2

Up $1 (+100%) from 2014

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin4th percentile

Revenue

Down

$93,042

Down $113,971 (-55%) from 2014

Expenses

Up

$251,129

Up $45,438 (+22%) from 2014

Net Income

Down

-$158,087

Down $159,409 (-12058%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2015

Assets$2,467,905
Liabilities$2
Net Assets$2,467,903
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$93,042
Expenses$251,129
Net Income-$158,087
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine W LambertTrustee-$0--
Thomas J LandersTrustee-$0--
Peter KlodeTrustee-$0--
Kathleen F DeMarinisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William Stark Jones Foundation
EIN
39-6786974
Phone
4148314866
Address
250 West Coventry Court Suite 207, Milwaukee, WI 53217

Signing Officer

Name
Katherine W Lambert
Title
Trustee
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Whyte Hirschboeck Dudek SC
Address
555 E Wells St Suite 1900, Milwaukee, WI 53202-3819
Preparer
Steven R Allen
Phone
4142732100
Raw XML Appendix308 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Katherine W Lambert
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas J Landers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Peter Klode
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kathleen F DeMarinis
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Katherine W Lambert
IRS990PF/StatementsRegardingActyGrp/PhoneNum04148314866
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0239500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Operating support, et al
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list of grants attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05225 W Vliet Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Milwaukee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0239500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0153249
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0153249
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047960
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt051513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt051867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018566
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018566
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0296359
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt086251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047960
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt051513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt058768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt051867
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0239500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt086251
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0314925
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0228674
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt10
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Lambert Law LLC
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Whyte Hirschboeck Dudek S.C.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt10
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01918
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt11631
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01918
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt11631
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0117
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02
TaxesSchedule/TaxesDetail/Amt02623
TaxesSchedule/TaxesDetail/Amt14777
TaxesSchedule/TaxesDetail/Amt2563
TaxesSchedule/TaxesDetail/CategoryTxt0Excise tax - 2014 balance due
TaxesSchedule/TaxesDetail/CategoryTxt1Excise tax - 2015 estimated tax
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign tax withheld - dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02623
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt14777
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2563
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katherine W Lambert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William Stark Jones Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Katherine W Lambert Co-Trustee
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0396786974
ReturnHeader/Filer/PhoneNum04148314866
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 West Coventry Court Suite 207
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Whyte Hirschboeck Dudek SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 E Wells St Suite 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532023819
ReturnHeader/PreparerPersonGrp/PhoneNum04142732100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven R Allen
ReturnHeader/ReturnTs02016-05-13T13:20:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,467,905
Liabilities
$2
Net assets
$2,467,903
Revenue
$93,042
Expenses
$251,129
Net income
-$158,087
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