Nonprofit · EIN 27-5285669
ST MARCUS FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $537,097 | $198,104 | $338,993 | $13,197,021 | $1,335,311 | $11,861,710 |
| June 30, 2024 | 990 | $1,012,965 | $215,147 | $797,818 | $12,786,488 | $1,334,025 | $11,452,463 |
| June 30, 2023 | 990 | $8,070,513 | $216,254 | $7,854,259 | $12,221,776 | $1,334,041 | $10,887,735 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $52,298
- Program service revenue
- $0
- Investment income
- $484,799
- Net gain from sales of assets
- $321,794
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $91,937
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,850
- Program services (functional)
- $92,187
- Management and general (functional)
- $105,917
Balance sheet and other
- Total assets, start of year
- $12,786,488
- Total assets, end of year
- $13,197,021
- Total liabilities, end of year
- $1,335,311
- Net assets, end of year
- $11,861,710
- Publicly traded securities
- $3,936,382
- Net assets without donor restrictions
- $11,097,471
- Net assets with donor restrictions
- $764,239
- Gross receipts
- $537,097
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2011
- State of legal domicile
- WI
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILLI GUST | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK JESKE | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 1 | $0 |
| CRAIG SCHMUTZER | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILLI GUST | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK JESKE | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 1 | $0 |
| CRAIG SCHMUTZER | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILLI GUST | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK JESKE | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 1 | $0 |
| CRAIG SCHMUTZER | TREASURER Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2215 N PALMER ST, MILWAUKEE, WI 53212-3242
- In care of
- % BARRY SPENCER
- Principal officer (990 for 2024)
- LILLI GUST, 2215 N PALMER, MILWAUKEE, WI 53212
- Signed the 990
- LILLI GUST, PRESIDENT
- Phone
- (414) 267-8371
- Website
- HTTPS://WWW.STMARCUS.ORG/
- Return prepared by
- RITZ HOLMAN LLP
Mission
TO PROVIDE FINANCIAL SUPPORT TO FURTHER CERTAIN OF THE EXEMPT PURPOSES OF THE ST. MARCUS EVANGELICAL LUTHERAN CHURCH, INC., INCLUDING, WITHOUT LIMITATION, FINANCIAL SUPPORT FOR THE ST. MARCUS LUTHERAN SCHOOL.
Program accomplishments
- FINANCIAL SUPPORT PROVIDED TO ST. MARCUS EVANGELICAL LUTHERAN CHURCH, INC.Expenses $92,187 · grants $91,937
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-5285669
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X11)
- Assets (IRS master file)
- $13,197,021
- Income (IRS master file)
- $537,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $537,097 | $198,104 | $13,197,021 | XML |
| 990 | June 2024 | $1,012,965 | $215,147 | $12,786,488 | IRS |
| 990 | June 2023 | $8,070,513 | $216,254 | $12,221,776 | XML |
| 990 | June 2022 | $461,505 | $246,772 | $2,702,210 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 27-5285669).
Questions about ST MARCUS FOUNDATION INC
- What is the EIN of ST MARCUS FOUNDATION INC?
- The employer identification number (EIN) of ST MARCUS FOUNDATION INC is 27-5285669.
- Is ST MARCUS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ST MARCUS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARCUS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST MARCUS 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 ST MARCUS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST MARCUS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LILLI GUST.
- Who are the officers and directors of ST MARCUS FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ST MARCUS FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $537,097, expenses of $198,104 and total assets of $13,197,021 at year end.
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