Civic Intelligence

William Stark Jones Foundation

990PF • Fiscal year 2017 • EIN 39-6786974

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 28, 2018

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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-287%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

13th percentile

-7.6%

Faster asset growth than 13% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,200,352

Down $181,476 (-7.6%) from 2016

Net Assets

Down

$2,200,352

Down $181,476 (-7.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$63,278

Down $93,438 (-60%) from 2016

Expenses

Up

$244,754

Up $1,961 (+0.8%) from 2016

Net Income

Down

-$181,476

Down $95,399 (-111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2017

Assets$2,200,352
Liabilities$0
Net Assets$2,200,352
Open 2017 Filing

Operations Trend

Revenue Growth4th 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

2017

Revenue$63,278
Expenses$244,754
Net Income-$181,476
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE W LAMBERTTrustee-$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
Phone
4148314866
Signed
2018-08-28

Preparer

Firm
The Perlson Group Sc
Address
6980 N PORT WASHINGTON RD STE 205, GLENDALE, WI 53217
Preparer
Kay M Gnat-schaefer
Phone
4143511040
Raw XML AppendixShowing 400 of 1,513 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2400 SHS ALASKA AIR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm330 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51200 SHS ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6400 SHS AMERISOURCEBERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7150 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8350 SHS APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm963 SHS BRIGHTHOUSE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10315 SHS BRITISH AMERN TOBACCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12500 SHS CBS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13300 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14400 SHS CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15600 SHS CERNER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161000 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171200 SHS COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18400 SHS COMPASS MNRLS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19200 SHS COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20300 SHS DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 SHS DELTA AIRLINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221200 SHS DIEBOLD NIXDORF INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23600 SHS FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm242600 FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251000 SHS GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26300 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27500 SHS IDACORP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 SHS TWENTY FIRST CENTURY FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29600 SHS KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301800 SHS KNOLL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31700 SHS LEGGETT & PLATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32400 SHS LILLY ELI & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34400 SHS LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35700 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36700 SHS METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37125 SHS MOHAWK INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38500 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39500 SHS NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40500 SHS OCCIDENTAL PETROLEUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41900 SHS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421200 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43250 SHS PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44150 SHS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45600 SHS REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46300 SHS ROCKWELL COLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47300 SHS SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48100 SHS SHERWIN WILLIAMS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53400 SHS TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54300 SHS TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551500 SHS TWIN DISC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56300 SHS UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57150 SHS VAIL RESORTS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601128 SHS WEC ENERGY GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62300 SHS WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63500 SHS ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641500 SHS STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652000 SHS US BANCORP
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,200,352
Liabilities
$0
Net assets
$2,200,352
Revenue
$63,278
Expenses
$244,754
Net income
-$181,476
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