Civic Intelligence

Jay Ro Family Fund

990PF • Fiscal year 2015 • EIN 47-4432209

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 01, 2017

Organization Profile
C/O Messmer 742 W Capitol DriveMilwaukee, WI 53206

(414) 257-2547

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

$27,850

No earlier filing loaded for comparison.

Net Assets

$27,850

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

$31,089

No earlier filing loaded for comparison.

Expenses

$3,239

No earlier filing loaded for comparison.

Net Income

$27,850

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2015: $27,850Liabilities 2015: $0Net Assets 2015: $27,8502015Assets 2016: $23,605Liabilities 2016: $0Net Assets 2016: $23,6052016Assets 2017: $15,468Liabilities 2017: $0Net Assets 2017: $15,4682017Assets 2018: $7,931Liabilities 2018: $0Net Assets 2018: $7,9312018Assets 2019: $328Liabilities 2019: $1Net Assets 2019: $3282019Assets 2020: $978Liabilities 2020: $1Net Assets 2020: $9782020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$27,850
Liabilities$0
Net Assets$27,850
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2015: $31,089Expenses 2015: $3,239Net Income 2015: $27,8502015Revenue 2016: $4,410Expenses 2016: $8,655Net Income 2016: -$4,2452016Revenue 2017: $0Expenses 2017: $8,137Net Income 2017: -$8,1372017Revenue 2018: $0Expenses 2018: $7,537Net Income 2018: -$7,5372018Revenue 2019: $1Expenses 2019: $7,603Net Income 2019: -$7,6022019Revenue 2020: $1,800Expenses 2020: $1,150Net Income 2020: $6502020Revenue 2021: $0Expenses 2021: $978Net Income 2021: -$9782021

Highlighted filing

2015

Revenue$31,089
Expenses$3,239
Net Income$27,850
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 1, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ca Tri NaMember-$0--
Thomas J HeinenMember-$0--
Annic ThayMember-$0--
Filing and Contact Details

Filer

Filer Name
Jay Ro Family Fund
EIN
47-4432209
Address
C/O MESSMER 742 W CAPITOL DRIVE, MILWAUKEE, WI 53206

Signing Officer

Name
Thomas J Heinen
Title
Member
Signed
2017-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Ritz Holman LLP
Address
330 E Kilbourn Ste 550, Milwaukee, WI 53202-3144
Preparer
Andrew C Holman
Phone
4142711451
Raw XML Appendix179 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/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02547 N 67TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WAUWATOSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THOMAS J HEINEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142572547
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNERAL EXPENSE FOR RECIPIENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MEMORIAL EVENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0577
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12012
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2650
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas J Heinen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAY RO FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0JAYR
ReturnHeader/Filer/EIN0474432209
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MESSMER 742 W CAPITOL DRIVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ritz Holman LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0330 E Kilbourn Ste 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532023144
ReturnHeader/PreparerPersonGrp/PhoneNum04142711451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW C HOLMAN
ReturnHeader/ReturnTs02017-02-01T11:22:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$27,850
Liabilities
$0
Net assets
$27,850
Revenue
$31,089
Expenses
$3,239
Net income
$27,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.98$0.98
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.80$1.15$0.65
2019Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.00$7.60$7.60
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.00$7.54$7.54
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.00$8.14$8.14
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$4.41$8.66$4.25
2015Detailed filing. Detailed filing data is available for this year.$27.9$0.00$27.9$31.1$3.24$27.9