Nonprofit · EIN 20-5940739
JORDAN FAMILY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,833,142 | $1,631,037 | $202,105 | $20,736,920 | $0 | $20,736,920 |
| June 30, 2024 | 990-PF | $1,480,774 | $1,617,762 | -$136,988 | $20,692,188 | $0 | $20,692,188 |
| June 30, 2023 | 990-PF | $1,028,568 | $1,530,837 | -$502,269 | $20,842,749 | $0 | $20,842,749 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $529,948
- Dividends
- $965,606
- Interest
- $1
- Net gain from sales of assets
- $399,446
- Other income
- -$61,859
Expenses
- Grants and similar amounts paid
- $1,512,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,519,871
- Excise tax on investment income
- $20,855
Balance sheet and other
- Total assets, start of year
- $20,692,188
- Total assets, end of year
- $20,736,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,736,920
- Fair market value of assets
- $33,256,579
- Qualifying distributions
- $1,519,871
- Net investment income
- $1,588,140
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM PAUL JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | PRESIDENT | 0.25 | $0 |
| DORIAN S JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | VP, SECRETARY & TREASURER | 0.25 | $0 |
| JULIA K JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
| JEFFREY S BILLINGS 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | ASST SECRETARY & TREASURER | 0.25 | $0 |
| WILLIAM P JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM PAUL JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | PRESIDENT | 0.25 | $0 |
| DORIAN S JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | VP, SECRETARY & TREASURER | 0.25 | $0 |
| JULIA K JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
| JEFFREY S BILLINGS 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | ASST SECRETARY & TREASURER | 0.25 | $0 |
| WILLIAM P JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM PAUL JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | PRESIDENT | 0.25 | $0 |
| DORIAN S JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | VP, SECRETARY & TREASURER | 0.25 | $0 |
| JULIA K JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
| JEFFREY S BILLINGS 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | ASST SECRETARY & TREASURER | 0.25 | $0 |
| WILLIAM P JORDAN 833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 532025615 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 833 E MICHIGAN ST STE 1800, MILWAUKEE, WI 53202-5621
- In care of
- % G & K WISCONSIN SERVICES LLC
- Signed the 990-PF
- DORIAN S JORDAN, VP, SEC'Y & TREASURER
- Phone
- (414) 273-3500
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5940739
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,736,920
- Income (IRS master file)
- $6,012,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,833,142 | $1,631,037 | $20,736,920 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $1,480,774 | $1,617,762 | $20,692,188 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $1,028,568 | $1,530,837 | $20,842,749 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5940739).
Questions about JORDAN FAMILY FOUNDATION INC
- What is the EIN of JORDAN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of JORDAN FAMILY FOUNDATION INC is 20-5940739.
- Is JORDAN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JORDAN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JORDAN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JORDAN FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JORDAN FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JORDAN FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JORDAN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,833,142, expenses of $1,631,037 and total assets of $20,736,920 at year end.
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