Civic Intelligence

Patty and Jay Baker Foundation Inc.

990PF • Fiscal year 2020 • EIN 39-1776268

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 22, 2021

Organization Profile
833 E Michigan St No 1800Milwaukee, WI 53202

(414) 273-3500

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-36999%

Higher net margin than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

2nd percentile

-54%

Faster asset growth than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$867,730

Down $1,011,175 (-54%) from 2019

Net Assets

Down

$867,730

Down $1,011,175 (-54%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin1st percentile

Revenue

Down

$2,733

Down $67,736 (-96%) from 2019

Expenses

Down

$1,013,909

Down $9,625,611 (-90%) from 2019

Net Income

Up

-$1,011,176

Up $9,557,875 (+90%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $17,279,139Liabilities 2010: $0Net Assets 2010: $17,279,1392010Assets 2011: $11,332,632Liabilities 2011: $12011Assets 2012: $6,647,241Liabilities 2012: $0Net Assets 2012: $6,647,2412012Assets 2013: $17,625,267Liabilities 2013: $1Net Assets 2013: $17,625,2672013Assets 2014: $30,971,111Liabilities 2014: $1Net Assets 2014: $30,971,1112014Assets 2015: $22,787,067Liabilities 2015: $1Net Assets 2015: $22,787,0672015Assets 2017: $6,456,317Liabilities 2017: $0Net Assets 2017: $6,456,3172017Assets 2018: $12,447,956Liabilities 2018: $0Net Assets 2018: $12,447,9562018Assets 2019: $1,878,905Liabilities 2019: $1Net Assets 2019: $1,878,9052019Assets 2020: $867,730Liabilities 2020: $0Net Assets 2020: $867,7302020Assets 2021: $11,462,626Liabilities 2021: $1Net Assets 2021: $11,462,6262021Assets 2022: $18,748,481Liabilities 2022: $1Net Assets 2022: $18,748,4812022Assets 2023: $15,995,631Liabilities 2023: $1Net Assets 2023: $15,995,6312023Assets 2024: $2,204,725Liabilities 2024: $0Net Assets 2024: $2,204,7252024

Highlighted filing

2020

Assets$867,730
Liabilities$0
Net Assets$867,730
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $4,701,7502010Revenue 2011: $40,743Expenses 2011: $5,987,250Net Income 2011: -$5,946,5072011Expenses 2012: $4,781,5002012Revenue 2013: $21,368,932Expenses 2013: $10,390,906Net Income 2013: $10,978,0262013Revenue 2014: $45,441,216Expenses 2014: $9,614,770Net Income 2014: $35,826,4462014Revenue 2015: $26,903,358Expenses 2015: $21,675,101Net Income 2015: $5,228,2572015Revenue 2017: $1,765Expenses 2017: $10,237,696Net Income 2017: -$10,235,9312017Revenue 2018: $20,845,934Expenses 2018: $4,508,058Net Income 2018: $16,337,8762018Revenue 2019: $70,469Expenses 2019: $10,639,520Net Income 2019: -$10,569,0512019Revenue 2020: $2,733Expenses 2020: $1,013,909Net Income 2020: -$1,011,1762020Revenue 2021: $13,715,626Expenses 2021: $14,125Net Income 2021: $13,701,5012021Revenue 2022: $7,295,253Expenses 2022: $9,398Net Income 2022: $7,285,8552022Revenue 2023: $2,239,905Expenses 2023: $4,992,755Net Income 2023: -$2,752,8502023Revenue 2024: $649,539Expenses 2024: $14,440,445Net Income 2024: -$13,790,9062024

Highlighted filing

2020

Revenue$2,733
Expenses$1,013,909
Net Income-$1,011,176
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY H BAKERPresident/Treasurer/Director-$0--
PATTY G BAKERVice Pres/Secretary/Director-$0--
PETER M SOMMERHAUSERAssistant Secretary/Director-$0--
Filing and Contact Details

Filer

Filer Name
Patty and Jay Baker Foundation Inc
EIN
39-1776268
Phone
4142733500
Address
833 E MICHIGAN ST NO 1800, MILWAUKEE, WI 53202

Signing Officer

Name
Peter M Sommerhauser
Title
Assistant Secretary
Phone
4142733500
Signed
2021-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Godfrey & Kahn Sc
Address
833 EAST MICHIGAN STREET SUITE 1800, MILWAUKEE, WI 53202-5615
Preparer
Timothy C Smith
Phone
4142733500
Raw XML Appendix275 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/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019992526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030159290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0946534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010213197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03994525
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09737296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05267738
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01013909
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0946534
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050151816
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049205282
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M SOMMERHAUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04142733500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATTY AND JAY BAKER FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PETER M SOMMERHAUSER
ReturnHeader/Filer/BusinessNameControlTxt0PATT
ReturnHeader/Filer/EIN0391776268
ReturnHeader/Filer/PhoneNum04142733500
ReturnHeader/Filer/USAddress/AddressLine1Txt0833 E MICHIGAN ST NO 1800
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391128206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GODFREY & KAHN SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0833 EAST MICHIGAN STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025615
ReturnHeader/PreparerPersonGrp/PhoneNum04142733500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY C SMITH
ReturnHeader/ReturnTs02021-04-27T08:18:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMERHAUSER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$867,730
Liabilities
$0
Net assets
$867,730
Revenue
$2,733
Expenses
$1,013,909
Net income
-$1,011,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.65$14.4$13.8
2023Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$2.24$4.99$2.75
2022Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$7.30$0.01$7.29
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$13.7$0.01$13.7
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.00$1.01$1.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.07$10.6$10.6
2018Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$20.8$4.51$16.3
2017Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.00$10.2$10.2
2015Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$26.9$21.7$5.23
2014Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$45.4$9.61$35.8
2013Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$21.4$10.4$11.0
2012Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$4.78
2011Summary only. Only limited summary data is available for this year.$11.3$0.00$0.04$5.99$5.95
2010Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$4.70