Civic Intelligence

Patty and Jay Baker Foundation Inc.

990PF • Fiscal year 2022 • EIN 39-1776268

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 27, 2023

Organization Profile
833 E Michigan St 1800Milwaukee, WI 53202

(414) 273-3500

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

94th percentile

64%

Faster asset growth than 94% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-47%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$18,748,481

Up $7,285,855 (+64%) from 2021

Net Assets

Up

$18,748,481

Up $7,285,855 (+64%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Down

$7,295,253

Down $6,420,373 (-47%) from 2021

Expenses

Down

$9,398

Down $4,727 (-33%) from 2021

Net Income

Down

$7,285,855

Down $6,415,646 (-47%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth94th 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: $1Net Assets 2020: $867,7302020Assets 2021: $11,462,626Liabilities 2021: $1Net Assets 2021: $11,462,6262021Assets 2022: $18,748,481Liabilities 2022: $0Net 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

2022

Assets$18,748,481
Liabilities$0
Net Assets$18,748,481
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$7,295,253
Expenses$9,398
Net Income$7,285,855
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

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

Filer

Filer Name
Patty and Jay Baker Foundation Inc
EIN
39-1776268
Phone
4142733500
Address
833 E MICHIGAN ST 1800, MILWAUKEE, WI 53202

Signing Officer

Name
Peter M Sommerhauser
Title
Assistant Secretary
Phone
4142733500
Signed
2023-04-27
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 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAY H BAKER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PATTY G BAKER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09394
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0658080
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0648686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0946534
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010213197
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03994525
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09737296
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0648686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09088610
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015154256
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0946534
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010213197
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03994525
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09394
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024242866
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024891552
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAY H BAKER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04101 GULF SHORE BLVD N PH 5
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034103
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAY H BAKER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04101 GULF SHORE BLVD N PH 5
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NAPLES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034103
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt02021 FORM 990-PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt12022 FORM 990-PF ESTIMATED TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER M SOMMERHAUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04142733500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
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 1800
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-05-02T09:11:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMERHAUSER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,748,481
Liabilities
$0
Net assets
$18,748,481
Revenue
$7,295,253
Expenses
$9,398
Net income
$7,285,855
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