Civic Intelligence

David Bader Charitable Trust

990PF • Fiscal year 2021 • EIN 39-6516313

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 08, 2022

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

72nd percentile

33%

Higher net margin than 72% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$90,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

4.5%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

17%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$24,481,493

Up $1,059,112 (+4.5%) from 2020

Net Assets

Up

$24,481,493

Up $1,059,112 (+4.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin72nd percentile

Revenue

Up

$3,178,707

Up $465,084 (+17%) from 2020

Expenses

Down

$2,135,982

Down $2,910,352 (-58%) from 2020

Net Income

Up

$1,042,725

Up $3,375,436 (+145%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2021

Assets$24,481,493
Liabilities$1
Net Assets$24,481,493
Open 2021 Filing

Operations Trend

Revenue Growth55th 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

2021

Revenue$3,178,707
Expenses$2,135,982
Net Income$1,042,725
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 8, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED SCHEDULESee Attached Schedule-$90,000-$90,000
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 Mcgaffey
Title
Trustee
Phone
4142975729
Signed
2022-08-08
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 Appendix273 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/ExcessDistributionCyovYr2Amt01884576
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$24,481,493
Liabilities
$1
Net assets
$24,481,493
Revenue
$3,178,707
Expenses
$2,135,982
Net income
$1,042,725
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