Mae E Demmer Charitable Trust

990PF • Fiscal year 2018 • EIN 31-1576907

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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.

2018 filings • $5M-$10M nonprofits • Source year 2018

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

-427%

Higher net margin than 1% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

$34,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

-10%

Faster asset growth than 10% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

-83%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets18th percentile

Assets

Down

$5,590,109

Down $635,985 (-10%) from 2017

Net Assets

Down

$5,590,109

Down $635,985 (-10%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue18th percentile Net Margin1st percentile

Revenue

Down

$148,851

Down $725,405 (-83%) from 2017

Expenses

Down

$784,836

Down $9,612 (-1.2%) from 2017

Net Income

Down

-$635,985

Down $715,793 (-897%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2018

Assets$5,590,109

Liabilities$0

Net Assets$5,590,109

Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2018

Revenue$148,851

Expenses$784,836

Net Income-$635,985

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 14, 2019
Return Version: 2018v3.1

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: 2019-05-14
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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	SECURITY LITIGATION PROCEEDS
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
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	606865
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	606865
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	606865
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	285724
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	285724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	407482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	723442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	852664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	584693
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	584693
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3290829
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	432194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	407482
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	723442
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	875047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	852664
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	717918
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	432194
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3875522
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3443328
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	38737
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	38737
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	25407
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	25407
TaxesSchedule/TaxesDetail/Amt	0	4020
TaxesSchedule/TaxesDetail/Amt	1	5975
TaxesSchedule/TaxesDetail/CategoryTxt	0	ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX PAYMENT
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
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	2019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAE E DEMMER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MAEE
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	516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	516CA8FE4820834452EA7473957CE8436C6F617F
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	39556220191345000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-14
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	2019-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WAYNE R LUEDERS
ReturnHeader/ReturnTs	0	2019-05-14T13:15:24-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,590,109
Liabilities: $0
Net assets: $5,590,109
Revenue: $148,851
Expenses: $784,836
Net income: -$635,985

	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