Civic Intelligence

William Stark Jones Foundation

990PF • Fiscal year 2020 • EIN 39-6786974

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

770%

Higher net margin than 100% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-13%

Faster asset growth than 7% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,917,434

Down $280,331 (-13%) from 2019

Net Assets

Down

$1,917,434

Down $280,331 (-13%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$36,363

Down $284,932 (-115%) from 2019

Expenses

Down

$243,775

Down $383 (-0.2%) from 2019

Net Income

Down

-$280,138

Down $284,549 (-6451%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2020

Assets$1,917,434
Liabilities$1
Net Assets$1,917,434
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue-$36,363
Expenses$243,775
Net Income-$280,138
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE 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 Lambert
Title
Trustee
Phone
4148314866
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
The Perlson Group
Address
6980 N PORT WASHINGTON RD STE 205, MILWAUKEE, WI 53217
Preparer
James D Broughton
Phone
4143511040
Raw XML AppendixShowing 400 of 1,346 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/StockNm16125 SHS COSTCO WHOLESALE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23600 SHS HANNON ARMSTRONG CAPITAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,600 SHS ISHARES GOLD TRUST
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43400 SHS RAYTHEON COMPANY
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,917,434
Liabilities
$1
Net assets
$1,917,434
Revenue
-$36,363
Expenses
$243,775
Net income
-$280,138
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