Civic Intelligence

William Stark Jones Foundation

990PF • Fiscal year 2019 • EIN 39-6786974

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 23, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

46th percentile

1.8%

Higher net margin than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

0.9%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

5.4%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,197,765

Up $20,559 (+0.9%) from 2018

Net Assets

Up

$2,197,765

Up $20,559 (+0.9%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Up

$248,569

Up $12,759 (+5.4%) from 2018

Expenses

Up

$244,158

Up $245 (+0.1%) from 2018

Net Income

Up

$4,411

Up $12,514 (+154%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2019

Assets$2,197,765
Liabilities$1
Net Assets$2,197,765
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$248,569
Expenses$244,158
Net Income$4,411
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd 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
2020-09-23

Preparer

Firm
The Perlson Group Sc
Address
6980 N PORT WASHINGTON RD STE 205, GLENDALE, WI 53217
Preparer
Kay M Gnat-schaefer
Phone
4143511040
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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/StockNm1100 SHS ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2450 SHS ALCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm330 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm520 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6600 SHS APOLLO GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7293.65 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8300 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9400 SHS CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10200 SHS CHEVRON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111000 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12150 SHS CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13125 SHS COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14300 SHS DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15500 SHS DELTA AIRLINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16500 SHS DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17225 EXACT SCIENCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18600 SHS FASTENAL COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19151.21 SHS FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20400 SHS FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21600 SHS FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2217 GARRETT MOTION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23100 SHS GENERAL DYAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241000 HANNON ARMSTRONG CAPITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25175 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26125 SHS IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27150 SHS INTL BUSNESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28300 SHS ISHARES CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29900 SHS ISHARES DIV GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301500 SHS KEYCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31600 SHS KIMBERLY CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33500 SHS KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34400 SHS LILLY ELI & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35300 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36700 SHS MARATHON PETROLEUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371800 MARATHON OIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38300 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39250 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40500 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41300 NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42900 SHS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431200 SHS PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44300 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45250 SHS QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46150 SHS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4729 SHS RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48300 SHS SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49200 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50250 SHS SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511500 SHS STATE STREET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52700 SHS STEEL DYNAMICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53250 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54700 TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55250 SHS VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56200 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57200 SHS VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58200 SHS WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591200 SHS WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60600 SHS WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61150 SHS WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62600 SHS YETI HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631500 SHS STATE STREET CORP
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,197,765
Liabilities
$1
Net assets
$2,197,765
Revenue
$248,569
Expenses
$244,158
Net income
$4,411
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