Civic Intelligence

Majerus Family Foundation Inc

EIN 46-2384558 • Milwaukee, WI

1313 N Franklin Place Apt 1405Milwaukee, WI 53202
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-521%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$457,127

Down $203,821 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$457,127

Down $203,821 (-31%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Up

$47,765

Up $57,166 (+608%) from 2023

Expenses

Down

$296,572

Down $196,526 (-40%) from 2023

Net Income

Up

-$248,807

Up $253,692 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $4,296,262Liabilities 2013: $0Net Assets 2013: $4,296,2622013Assets 2014: $4,408,948Liabilities 2014: $02014Assets 2015: $3,358,390Liabilities 2015: $0Net Assets 2015: $3,358,3902015Assets 2016: $2,590,786Liabilities 2016: $0Net Assets 2016: $2,590,7862016Assets 2017: $2,166,346Liabilities 2017: $0Net Assets 2017: $2,166,3462017Assets 2018: $1,317,284Liabilities 2018: $0Net Assets 2018: $1,317,2842018Assets 2019: $1,248,738Liabilities 2019: $0Net Assets 2019: $1,248,7382019Assets 2020: $1,231,409Liabilities 2020: $0Net Assets 2020: $1,231,4092020Assets 2021: $1,409,399Liabilities 2021: $0Net Assets 2021: $1,409,3992021Assets 2022: $1,049,398Liabilities 2022: $0Net Assets 2022: $1,049,3982022Assets 2023: $660,948Liabilities 2023: $0Net Assets 2023: $660,9482023Assets 2024: $457,127Liabilities 2024: $0Net Assets 2024: $457,1272024

Highlighted filing

2024

Assets$457,127
Liabilities$0
Net Assets$457,127
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $5,508,187Expenses 2013: $1,215,058Net Income 2013: $4,293,1292013Revenue 2014: $128,243Expenses 2014: $203,527Net Income 2014: -$75,2842014Revenue 2015: $292,420Expenses 2015: $1,632,006Net Income 2015: -$1,339,5862015Revenue 2016: -$68,605Expenses 2016: $867,895Net Income 2016: -$936,5002016Revenue 2017: $119,289Expenses 2017: $713,685Net Income 2017: -$594,3962017Revenue 2018: $156,159Expenses 2018: $879,248Net Income 2018: -$723,0892018Revenue 2019: $67,463Expenses 2019: $90,513Net Income 2019: -$23,0502019Revenue 2020: $87,960Expenses 2020: $104,082Net Income 2020: -$16,1222020Revenue 2021: $100,501Expenses 2021: $48,038Net Income 2021: $52,4632021Revenue 2022: $190,950Expenses 2022: $112,856Net Income 2022: $78,0942022Revenue 2023: -$9,401Expenses 2023: $493,098Net Income 2023: -$502,4992023Revenue 2024: $47,765Expenses 2024: $296,572Net Income 2024: -$248,8072024

Highlighted filing

2024

Revenue$47,765
Expenses$296,572
Net Income-$248,807
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,127
Liabilities
$0
Net assets
$457,127
Revenue
$47,765
Expenses
$296,572
Net income
-$248,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.05$0.30$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.01$0.49$0.50
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.19$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.16$0.88$0.72
2017Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.12$0.71$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.07$0.87$0.94
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.29$1.63$1.34
2014Summary only. Only limited summary data is available for this year.$4.41$0.00$0.13$0.20$0.08
2013Summary only. Only limited summary data is available for this year.$4.30$0.00$4.30$5.51$1.22$4.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOETTE D MAJERUSPresident-$0--
LORI HOCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Majerus Family Foundation Inc
EIN
46-2384558
Phone
4144038928
Address
1313 N FRANKLIN PLACE APT 1405, MILWAUKEE, WI 53202

Signing Officer

Name
Joette D Majerus
Title
President
Phone
4144038928
Signed
2025-06-15

Preparer

Firm
Affinity Accounting
Address
759 N MILWAUKEE ST STE 203, MILWAUKEE, WI 53202
Preparer
Victoria Haas
Phone
4145338100
Raw XML AppendixShowing 400 of 570 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BAIRD SHORT TERM BD FD INSTL
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BAIRD INTER BOND FD INSTL CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt073375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt158144
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt073375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt158144
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16813
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt779878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt837790
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011008
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt779878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837790
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1317735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHAMPLAIN MID CAP CLASS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FIDELITY SMALL CAP INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIDELITY TOTAL MARKET INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES CORE S&P SMALL-CAP E
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES RUSSELL MID-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES TR RUS MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES CORE S&P SMALL-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES TR 3 7 YR TREAS BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES TR RUS TP 200 GR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES TR RUS TP 200 VL ETF
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PUTNAM LARGE CAP VAL FUND CL Y
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0288000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0288000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012212
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08929
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0131519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0131519
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0406112
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1929 N ASTOR ST 1901
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOETTE MAJERUS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUWATOSA
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://MAJERUSFAMILYFOUNDATION.ORG/
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GIFTING TO SUPPORT HIGHER EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0GIFTING TO SUPPORT EDUCATION TUITION TO SEVERAL STUDENTS EACH YEAR MAKING COLLEGE EDUCATION ACCESSIBLE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0GIFTING TO SUPPORT COMMUNITY DEVELOPMENT THROUGH EDUCATION,YOUTH DEVELOPMENT, WORKFORCE READINESS AND FAMILY ENGAGEMENT PROGRAMS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0GIFTING TO SUPPORT THE EXPANSION OF CANCER RESEARCH.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000

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