Civic Intelligence

Daniel P Haerther Charitable Trust

990PF • Fiscal year 2024 • EIN 26-1225450

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization Profile
20 N Wacker Dr 2800Chicago, IL 60606

(312) 840-7049

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$189,868

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

36th percentile

1.9%

Faster asset growth than 36% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

78%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$38,566,901

Up $711,331 (+1.9%) from 2023

Net Assets

Up

$38,566,901

Up $711,331 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin70th percentile

Revenue

Up

$3,878,629

Up $1,695,080 (+78%) from 2023

Expenses

Up

$3,112,897

Up $431,037 (+16%) from 2023

Net Income

Up

$765,732

Up $1,264,043 (+254%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2012: $38,689,255Liabilities 2012: $525,621Net Assets 2012: $38,163,6342012Assets 2013: $37,365,505Liabilities 2013: $473,875Net Assets 2013: $36,891,6302013Assets 2015: $37,967,949Liabilities 2015: $760,443Net Assets 2015: $37,207,5062015Assets 2016: $37,184,016Liabilities 2016: $1,388,792Net Assets 2016: $35,795,2242016Assets 2017: $39,663,572Liabilities 2017: $1,418,726Net Assets 2017: $38,244,8462017Assets 2018: $37,498,258Liabilities 2018: $1,103,414Net Assets 2018: $36,394,8442018Assets 2019: $37,820,747Liabilities 2019: $1,345,123Net Assets 2019: $36,475,6242019Assets 2020: $35,380,960Liabilities 2020: $0Net Assets 2020: $35,380,9602020Assets 2021: $36,743,536Liabilities 2021: $0Net Assets 2021: $36,743,5362021Assets 2022: $37,294,020Liabilities 2022: $0Net Assets 2022: $37,294,0202022Assets 2023: $37,855,570Liabilities 2023: $0Net Assets 2023: $37,855,5702023Assets 2024: $38,566,901Liabilities 2024: $0Net Assets 2024: $38,566,9012024

Highlighted filing

2024

Assets$38,566,901
Liabilities$0
Net Assets$38,566,901
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $2,136,4722012Revenue 2013: $716,388Expenses 2013: $2,312,115Net Income 2013: -$1,595,7272013Revenue 2015: $460,742Expenses 2015: $2,644,359Net Income 2015: -$2,183,6172015Revenue 2016: $1,220,237Expenses 2016: $2,632,519Net Income 2016: -$1,412,2822016Revenue 2017: $5,161,365Expenses 2017: $2,711,743Net Income 2017: $2,449,6222017Revenue 2018: $1,194,804Expenses 2018: $3,044,806Net Income 2018: -$1,850,0022018Revenue 2019: $2,892,968Expenses 2019: $2,812,188Net Income 2019: $80,7802019Revenue 2020: $1,955,793Expenses 2020: $2,627,943Net Income 2020: -$672,1502020Revenue 2021: $3,772,879Expenses 2021: $2,364,404Net Income 2021: $1,408,4752021Revenue 2022: $2,976,383Expenses 2022: $2,880,428Net Income 2022: $95,9552022Revenue 2023: $2,183,549Expenses 2023: $2,681,860Net Income 2023: -$498,3112023Revenue 2024: $3,878,629Expenses 2024: $3,112,897Net Income 2024: $765,7322024

Highlighted filing

2024

Revenue$3,878,629
Expenses$3,112,897
Net Income$765,732
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD W BURKE SRTrustee-$172,625$17,243$189,868
MARY L BURKETrustee-$40,000-$40,000
JEROME R PRASSASTrustee-$40,000-$40,000
HILLARY ANNE EBACHTrustee-$40,000-$40,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHEDD AQUARIUMGENERAL PURPOSESPCCHICAGO, IL, US$460,000
Paid GrantPRINCETON UNIVERSITYGENERAL PURPOSESPCPRINCETON, NJ, US$166,667
Paid GrantDE LASALLE INSTITUTEGENERAL PURPOSESPCCHICAGO, IL, US$154,650
Paid GrantDEPAUL PREP COLLEGEGENERAL PURPOSESSO ICHICAGO, IL, US$148,300
Paid GrantHOLY TRINITY HIGH SCHOOLGENERAL PURPOSESPCCHICAGO, IL, US$148,250
Paid GrantMOTHER MCAULEY HIGH SCHOOLGENERAL PURPOSESPCCHICAGO, IL, US$148,100
Paid GrantST PATRICK HIGH SCHOOLGENERAL PURPOSESPCCHICAGO, IL, US$148,100
Paid GrantTRINITY HIGH SCHOOLGENERAL PURPOSESPCRIVER FOREST, IL, US$148,100
Paid GrantBROTHER RICE HIGH SCHOOLGENERAL PURPOSESPCCHICAGO, IL, US$140,895
Paid GrantMORTON ARBORETUMGENERAL PURPOSESPCLISLE, IL, US$125,000
Paid GrantCATHOLIC CHARITIESGENERAL PURPOSESPCCHICAGO, IL, US$100,000
Paid GrantHIGHSIGHTGENERAL PURPOSESPCCHICAGO, IL, US$100,000
Paid GrantCHICAGO JESUIT ACADEMYGENERAL PURPOSESPCCHICAGO, IL, US$52,500
Paid GrantARRUPE COLLEGE OF LOYOLA UNIVERSITYGENERAL PURPOSESPCCHICAGO, IL, US$51,000
Paid GrantOFFICE OF HUMAN DIGINITYGENERAL PURPOSESPCCHICAGO, IL, US$50,000
Paid GrantTHE RESURRECTION PROJECTGENERAL PURPOSESPCCHICAGO, IL, US$50,000
Paid GrantSAN MIGUEL SCHOOLSGENERAL PURPOSESPCCHICAGO, IL, US$45,000
Paid GrantLAWRENCE HALL YOUTH SERVICESGENERAL PURPOSESPCCHICAGO, IL, US$40,000
Paid GrantHOLY FAMILY SCHOLARSGENERAL PURPOSESPCCHICAGO, IL, US$30,000
Paid GrantACADEMIC APPROACHGENERAL PURPOSESNCCHICAGO, IL, US$18,135
Paid GrantMARILLAC ST VINCENT FAMILY SERVICESGENERAL PURPOSESPCCHICAGO, IL, US$10,000
Paid Grant-EDUCATIONALICHICAGO, IL, US$1,000
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Paid Grant-EDUCATIONALICHICAGO, IL, US$500
Filing and Contact Details

Filer

Filer Name
Daniel P Haerther Charitable Trust
EIN
26-1225450
Phone
3128407049
Address
20 N WACKER DR 2800, CHICAGO, IL 60606

Signing Officer

Name
Richard W Burke Sr
Title
Trustee
Phone
3128407049
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori J Eggett
Phone
3037409400
Raw XML AppendixShowing 400 of 1,465 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51102723
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5331309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5436422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt554531538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5670477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5732772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5863582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5990375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6030305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6161508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN TOWER CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARGO VISION CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ARMSTRONG WORLD INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASML HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK OF HAWAII CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKLEY W R COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BJS WHOLESALE CLUB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADRIDGE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CACI INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CROWDSTRIKE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FULLER H B CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GARTNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GE AEROSPACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GENTEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GRACO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HOULIHAN LOKEY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES RUSSELL 1000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JACK HENRY & ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JOHN BEAN TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28KADANT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LAMAR ADVERTISING COMPANY NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LANDSTAR SYSTEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LENNOX INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LPL FINANCIAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NATIONAL BEVERAGE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NVIDIA CORP

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Filings

Displayed year

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

Open filing
Assets
$38,566,901
Liabilities
$0
Net assets
$38,566,901
Revenue
$3,878,629
Expenses
$3,112,897
Net income
$765,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$3.88$3.11$0.77
2023Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$2.18$2.68$0.50
2022Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$2.98$2.88$0.10
2021Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$3.77$2.36$1.41
2020Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$1.96$2.63$0.67
2019Detailed filing. Detailed filing data is available for this year.$37.8$1.35$36.5$2.89$2.81$0.08
2018Detailed filing. Detailed filing data is available for this year.$37.5$1.10$36.4$1.19$3.04$1.85
2017Detailed filing. Detailed filing data is available for this year.$39.7$1.42$38.2$5.16$2.71$2.45
2016Detailed filing. Detailed filing data is available for this year.$37.2$1.39$35.8$1.22$2.63$1.41
2015Detailed filing. Detailed filing data is available for this year.$38.0$0.76$37.2$0.46$2.64$2.18
2013Detailed filing. Detailed filing data is available for this year.$37.4$0.47$36.9$0.72$2.31$1.60
2012Detailed filing. Detailed filing data is available for this year.$38.7$0.53$38.2$2.14