Civic Intelligence

Mae E Demmer Charitable Trust

990PF • Fiscal year 2021 • EIN 31-1576907

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization Profile
Foley 777 E Wisconsin Ave Ste 3500Milwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

1st percentile

-668%

Higher net margin than 1% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$34,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 29.1% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

5th percentile

-17%

Faster asset growth than 5% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,879,325

Down $780,785 (-17%) from 2020

Net Assets

Down

$3,879,325

Down $780,785 (-17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

Down

$116,843

Down $36,787 (-24%) from 2020

Expenses

Up

$897,628

Up $273,285 (+44%) from 2020

Net Income

Down

-$780,785

Down $310,072 (-66%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,247,715Liabilities 2010: $0Net Assets 2010: $6,247,7152010Assets 2015: $7,019,309Liabilities 2015: $0Net Assets 2015: $7,019,3092015Assets 2016: $6,146,387Liabilities 2016: $0Net Assets 2016: $6,146,3872016Assets 2017: $6,226,094Liabilities 2017: $0Net Assets 2017: $6,226,0942017Assets 2018: $5,590,109Liabilities 2018: $0Net Assets 2018: $5,590,1092018Assets 2019: $5,130,823Liabilities 2019: $0Net Assets 2019: $5,130,8232019Assets 2020: $4,660,110Liabilities 2020: $0Net Assets 2020: $4,660,1102020Assets 2021: $3,879,325Liabilities 2021: $0Net Assets 2021: $3,879,3252021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$3,879,325
Liabilities$0
Net Assets$3,879,325
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $538,0452010Revenue 2015: $514,931Expenses 2015: $1,410,956Net Income 2015: -$896,0252015Revenue 2016: $305,433Expenses 2016: $1,176,148Net Income 2016: -$870,7152016Revenue 2017: $874,256Expenses 2017: $794,448Net Income 2017: $79,8082017Revenue 2018: $148,851Expenses 2018: $784,836Net Income 2018: -$635,9852018Revenue 2019: $154,885Expenses 2019: $614,171Net Income 2019: -$459,2862019Revenue 2020: $153,630Expenses 2020: $624,343Net Income 2020: -$470,7132020Revenue 2021: $116,843Expenses 2021: $897,628Net Income 2021: -$780,7852021Revenue 2022: $63,601Expenses 2022: $348,825Net Income 2022: -$285,2242022

Highlighted filing

2021

Revenue$116,843
Expenses$897,628
Net Income-$780,785
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAYNE R LUEDERSTrustee-$34,000-$34,000
RICHARD GOISMANTrustee-$34,000-$34,000
ROBERT L HANLEYTrustee-$34,000-$34,000
JOANN GOISMANTrustee-$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 STE 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Wayne Lueders
Title
Trustee
Phone
4142975786
Signed
2022-05-02
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 Appendix312 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/SummaryOfDirectChrtblActyGrp/Expenses1Amt0735285
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CHARITY MUST SUBMIT PROPOSAL TO TRUSTEES FOR APPROVAL. COMPLETION ON WISCONSIN COMMON GRANT APPLICATION; PURPOSE, GOALS, AND ACHIEVEMENTS OF APPLICANTS, BUDGET INFORMATION, EVIDENCE OF EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FOLEY LARDNER LLP - WAYNE LUEDERS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04142712400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0777 E WISCONSIN AVE SUITE 3500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0532025306
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE 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/SubmissionDeadlinesTxt0VARIES. DEADLINES SET BY TRUSTEES AT EACH TRUSTEE MEETING.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0735285
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053202
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0735285
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0215315
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0215315
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0324156
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0289187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0432194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0407482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0723442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0723442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02082504
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0629485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0324156
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0289187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0432194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0407482
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0844800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0629485
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02805946
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02176461
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt037903
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt037903
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020369
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020369
TaxesSchedule/TaxesDetail/Amt01400
TaxesSchedule/TaxesDetail/Amt1247
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAE E DEMMER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MAEE
ReturnHeader/Filer/EIN0311576907
ReturnHeader/Filer/InCareOfNm0% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum04142975786
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE STE 3500
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WAYNE R LUEDERS
ReturnHeader/ReturnTs02022-05-03T11:16:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUEDERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,879,325
Liabilities
$0
Net assets
$3,879,325
Revenue
$116,843
Expenses
$897,628
Net income
-$780,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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