Civic Intelligence

David Bader Charitable Trust

990PF • Fiscal year 2020 • EIN 39-6516313

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 04, 2021

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

(414) 271-2400

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.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

8th percentile

-86%

Higher net margin than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

35th percentile

$88,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

8th percentile

-8.9%

Faster asset growth than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,422,381

Down $2,301,675 (-8.9%) from 2019

Net Assets

$23,422,381

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$2,713,623

Down $3,121,777 (-53%) from 2019

Expenses

Up

$5,046,334

Up $1,258,695 (+33%) from 2019

Net Income

Down

-$2,332,711

Down $4,380,472 (-214%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30M$20M$10M$0Assets 2011: $19,287,404Liabilities 2011: $02011Assets 2012: $16,912,289Liabilities 2012: $02012Assets 2013: $13,105,986Liabilities 2013: $02013Assets 2014: $16,281,996Liabilities 2014: $02014Assets 2015: $15,854,504Liabilities 2015: $02015Assets 2019: $25,724,056Liabilities 2019: $02019Assets 2020: $23,422,381Liabilities 2020: $1Net Assets 2020: $23,422,3812020Assets 2021: $24,481,493Liabilities 2021: $1Net Assets 2021: $24,481,4932021Assets 2022: $25,430,328Liabilities 2022: $1Net Assets 2022: $25,430,3282022Assets 2023: $23,717,357Liabilities 2023: $0Net Assets 2023: $23,717,3572023Assets 2024: $26,408,391Liabilities 2024: $0Net Assets 2024: $26,408,3912024

Highlighted filing

2020

Assets$23,422,381
Liabilities$1
Net Assets$23,422,381
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,574,558Expenses 2011: $2,686,388Net Income 2011: -$111,8302011Revenue 2012: $3,712,713Expenses 2012: $5,862,605Net Income 2012: -$2,149,8922012Revenue 2013: $4,676,699Expenses 2013: $8,222,737Net Income 2013: -$3,546,0382013Revenue 2014: $4,350,628Expenses 2014: $1,603,737Net Income 2014: $2,746,8912014Revenue 2015: $5,266,277Expenses 2015: $5,200,000Net Income 2015: $66,2772015Revenue 2019: $5,835,400Expenses 2019: $3,787,639Net Income 2019: $2,047,7612019Revenue 2020: $2,713,623Expenses 2020: $5,046,334Net Income 2020: -$2,332,7112020Revenue 2021: $3,178,707Expenses 2021: $2,135,982Net Income 2021: $1,042,7252021Revenue 2022: $2,434,652Expenses 2022: $1,468,759Net Income 2022: $965,8932022Revenue 2023: $1,253,645Expenses 2023: $2,957,594Net Income 2023: -$1,703,9492023Revenue 2024: $5,146,876Expenses 2024: $2,457,092Net Income 2024: $2,689,7842024

Highlighted filing

2020

Revenue$2,713,623
Expenses$5,046,334
Net Income-$2,332,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 4, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED SCHEDULESee Attached Schedule-$88,000-$88,000
Filing and Contact Details

Filer

Filer Name
David Bader Charitable Trust
EIN
39-6516313
In Care Of
% JERE D MCGAFFEY
Address
FOLEY 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Jere D Mcgaffey
Title
Trustee
Signed
2021-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Jason J Kohout
Phone
4142712400
Raw XML Appendix302 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03300 N DR MARTIN LUTHER KING JR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053212
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04750000
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/AppliedToCurrentYearAmt01557893
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01557893
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01884576
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01904117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03886945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03886945
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07013621
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03224928
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01884576
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01904117
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04782821
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03224928
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010900566
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07675638
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HELEN DANIELS BADER CHARITABLE LEAD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1HELEN DANIELS BADER CHARITABLE LEAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0FOLEY LARDNER LLP 777 E WISCONSI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1FOLEY LARDNER LLP 777 E WISCONSI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532025306
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd1532025306
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0313359
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1887302
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE D MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0396516313
ReturnHeader/Filer/InCareOfNm0% JERE D MCGAFFEY
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/PreparationDt02021-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02021-08-10T16:04:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$23,422,381
Liabilities
$1
Net assets
$23,422,381
Revenue
$2,713,623
Expenses
$5,046,334
Net income
-$2,332,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$5.15$2.46$2.69
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.25$2.96$1.70
2022Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$2.43$1.47$0.97
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$3.18$2.14$1.04
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.71$5.05$2.33
2019Summary only. Only limited summary data is available for this year.$25.7$0.00$5.84$3.79$2.05
2015Summary only. Only limited summary data is available for this year.$15.9$0.00$5.27$5.20$0.07
2014Summary only. Only limited summary data is available for this year.$16.3$0.00$4.35$1.60$2.75
2013Summary only. Only limited summary data is available for this year.$13.1$0.00$4.68$8.22$3.55
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$3.71$5.86$2.15
2011Summary only. Only limited summary data is available for this year.$19.3$0.00$2.57$2.69$0.11