Mary R Jordan Tr Ua 3512 3513 43

  • Milwaukee, WI
  • Tax-exempt since Jan. 1900
  • EIN: 43-6019552

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,373,965
Expenses
$1,034,609
Net Income
$339,356
Net Assets
$17,930,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $610,094
44.4%
Sales of Assets $763,565
55.6%
Other Income $306
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $974,382
94.2%
Compensation of Officers* $33,415
3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,930,200
Total Liabilities $0
Net Assets $17,930,200
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $33,415 $0

Document Links

990-PF
Filed on May 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,397,740
Expenses
$728,886
Net Income
$668,854
Net Assets
$17,592,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $507,319
36.3%
Sales of Assets $890,212
63.7%
Other Income $209
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $599,152
82.2%
Compensation of Officers* $76,518
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,592,130
Total Liabilities $0
Net Assets $17,592,130
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $76,518 $0

Document Links

990-PF
Filed on Oct. 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,757,199
Expenses
$1,488,583
Net Income
$3,268,616
Net Assets
$16,925,508
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $392,898
8.3%
Sales of Assets $4,363,929
91.7%
Other Income $372
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,399,182
94.0%
Compensation of Officers* $39,297
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,925,508
Total Liabilities $0
Net Assets $16,925,508
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $39,297 $0

Document Links

990-PF
Filed on Oct. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,987,384
Expenses
$850,526
Net Income
$1,136,858
Net Assets
$13,659,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $409,320
20.6%
Sales of Assets $1,577,985
79.4%
Other Income $79
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $786,983
92.5%
Compensation of Officers* $37,697
4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,659,293
Total Liabilities $0
Net Assets $13,659,293
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $37,697 $0

Document Links

990-PF
Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,415,947
Expenses
$733,687
Net Income
$682,260
Net Assets
$12,522,771
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $397,738
28.1%
Sales of Assets $1,018,145
71.9%
Other Income $64
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $689,224
93.9%
Compensation of Officers* $27,958
3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,522,772
Total Liabilities $1
Net Assets $12,522,771
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $27,958 $0

Document Links

990-PF
Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,189,718
Expenses
$549,649
Net Income
$640,069
Net Assets
$11,850,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $420,085
35.3%
Sales of Assets $769,633
64.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,253
83.6%
Compensation of Officers* $28,023
5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,850,467
Total Liabilities $1
Net Assets $11,850,466
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $28,023 $0

Document Links

990-PF
Filed on Oct. 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,766,101
Expenses
$811,933
Net Income
$954,168
Net Assets
$11,284,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $354,905
20.1%
Sales of Assets $1,411,196
79.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $756,587
93.2%
Compensation of Officers* $44,435
5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,284,801
Total Liabilities $0
Net Assets $11,284,801
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $44,435 $0

Document Links

990-PF
Filed on Oct. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$440,450
Expenses
$854,798
Net Income
-$414,348
Net Assets
$10,867,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $390,577
88.7%
Sales of Assets $49,873
11.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $717,785
84.0%
Compensation of Officers* $146,210
17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,867,100
Total Liabilities $0
Net Assets $10,867,100

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$785,911
Expenses
$823,618
Net Income
-$37,707
Net Assets
$11,318,278
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $392,791
50.0%
Sales of Assets $393,120
50.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $685,619
83.2%
Compensation of Officers* $139,886
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,318,278
Total Liabilities $0
Net Assets $11,318,278

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$577,070
Expenses
$1,228,498
Net Income
-$651,428
Net Assets
$10,063,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $357,138
61.9%
Sales of Assets $219,932
38.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,102,294
89.7%
Compensation of Officers* $112,051
9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,063,609
Total Liabilities $0
Net Assets $10,063,609

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$512,687
Expenses
$492,783
Net Income
$19,904
Net Assets
$11,843,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $394,562
77.0%
Sales of Assets $118,125
23.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $447,484
90.8%
Compensation of Officers* $35,817
7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,843,281
Total Liabilities $1
Net Assets $11,843,280

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$421,059
Expenses
$693,411
Net Income
-$272,352
Net Assets
$11,824,101
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $349,681
83.0%
Sales of Assets $71,378
17.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $654,990
94.5%
Compensation of Officers* $33,039
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,824,102
Total Liabilities $1
Net Assets $11,824,101

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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