Mae E Demmer Charitable Trust

990PF • Fiscal year 2017 • EIN 31-1576907

Jan 01, 2017 to Dec 31, 2017 • Filed on May 06, 2018

Organization Profile

FOLEY 777 E WISCONSIN AVE Suite 350Milwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

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

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

9.1%

Higher net margin than 63% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

$34,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

1.3%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

186%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets17th percentile

Assets

$6,226,094

Up $79,707 (+1.3%) from 2016

Net Assets

$6,226,094

Up $79,707 (+1.3%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue17th percentile Net Margin63rd percentile

Revenue

$874,256

Up $568,823 (+186%) from 2016

Expenses

Down

$794,448

Down $381,700 (-32%) from 2016

Net Income

$79,808

Up $950,523 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2017

Assets$6,226,094

Liabilities$0

Net Assets$6,226,094

Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2017

Revenue$874,256

Expenses$794,448

Net Income$79,808

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 6, 2018
Return Version: 2017v2.3

Compensation and Service Providers

Top Officer Pay33rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WAYNE R LUEDERS	Trustee	-	$34,000	-	$34,000
RICHARD GOISMAN	Trustee	-	$34,000	-	$34,000
ROBERT L HANLEY	Trustee	-	$34,000	-	$34,000
JOANN GOISMAN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Mae E Demmer Charitable Trust
EIN: 31-1576907
In Care Of: % WAYNE R LUEDERS
Phone: 4142975786
Address: FOLEY 777 E WISCONSIN AVE Suite 350, MILWAUKEE, WI 53202-5306

Signing Officer

Name: Wayne R Lueders
Title: Trustee
Phone: 4142975786
Signed: 2018-05-06
Discuss with paid preparer: Yes

Preparer

Firm: Foley & Lardner Llp
Address: 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer: Wayne R Lueders
Phone: 4142712400

Raw XML Appendix341 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ROBERT L HANLEY
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4142975786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	590561
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	CHARITY MUST SUBMIT PROPOSAL TO TRUSTEES FOR APPROVAL. COMPLETION OF WISCONSIN COMMON GRANT APPLICATION; PURPOSE, GOALS, AND ACHIEVEMENTS OF APPLICANTS, BUDGET INFORMATION, EVIDENCE OF EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	FOLEY LARDNER LLP - WAYNE LUEDERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	4142712400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVE SUITE 3500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	THE RECIPIENT MUST BE A PUBLIC CHARITY AS DESCRIBED IN SECTION 509(A)(1), (2) OR (3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	VARIES. DEADLINES SET BY TRUSTEES AT EACH TRUSTEE MEETING.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	590561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	53202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	590561
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	316215
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	316215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	723442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	852664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	584693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	254657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	254657
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3443328
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	407482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	723442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	852664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	584693
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	723697
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	407482
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3697985
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3290503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	61736
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	61736
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	101
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	BOOK TO TAX COST ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1941
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	38090
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	38090
TaxesSchedule/TaxesDetail/Amt	0	2061
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAE E DEMMER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DEMM
ReturnHeader/Filer/EIN	0	311576907
ReturnHeader/Filer/InCareOfNm	0	% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum	0	4142975786
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	FOLEY 777 E WISCONSIN AVE Suite 350
ReturnHeader/Filer/USAddress/CityNm	0	MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	WI
ReturnHeader/Filer/USAddress/ZIPCd	0	532025306
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	96AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	96AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	39556220181305000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2018-05-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	151.153.1.1
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	532025306
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4142712400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WAYNE R LUEDERS
ReturnHeader/ReturnTs	0	2018-05-10T17:00:31-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,226,094
Liabilities: $0
Net assets: $6,226,094
Revenue: $874,256
Expenses: $794,448
Net income: $79,808

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.06	$0.35	$0.29
2021Detailed filing. Detailed filing data is available for this year.	$3.88	$0.00	$3.88	$0.12	$0.90	$0.78
2020Detailed filing. Detailed filing data is available for this year.	$4.66	$0.00	$4.66	$0.15	$0.62	$0.47
2019Detailed filing. Detailed filing data is available for this year.	$5.13	$0.00	$5.13	$0.15	$0.61	$0.46
2018Detailed filing. Detailed filing data is available for this year.	$5.59	$0.00	$5.59	$0.15	$0.78	$0.64
2017Detailed filing. Detailed filing data is available for this year.	$6.23	$0.00	$6.23	$0.87	$0.79	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$6.15	$0.00	$6.15	$0.31	$1.18	$0.87
2015Detailed filing. Detailed filing data is available for this year.	$7.02	$0.00	$7.02	$0.51	$1.41	$0.90
2010Detailed filing. Detailed filing data is available for this year.	$6.25	$0.00	$6.25		$0.54