Civic Intelligence

David Bader Charitable Trust

990PF • Fiscal year 2023 • EIN 39-6516313

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 12, 2024

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

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

5th percentile

-136%

Higher net margin than 5% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$90,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

12th percentile

-6.7%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,717,357

Down $1,712,971 (-6.7%) from 2022

Net Assets

Down

$23,717,357

Down $1,712,971 (-6.7%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$1,253,645

Down $1,181,007 (-49%) from 2022

Expenses

Up

$2,957,594

Up $1,488,835 (+101%) from 2022

Net Income

Down

-$1,703,949

Down $2,669,842 (-276%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$23,717,357
Liabilities$0
Net Assets$23,717,357
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$1,253,645
Expenses$2,957,594
Net Income-$1,703,949
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 12, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay34th 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
2024-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix269 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0608780
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01604457
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0995677
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03224928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0333508
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0995677
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02562759
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02562759
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0608780
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02562759
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03558436
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975729
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-12
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/PreparationDt02024-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02025-01-02T15:48:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,717,357
Liabilities
$0
Net assets
$23,717,357
Revenue
$1,253,645
Expenses
$2,957,594
Net income
-$1,703,949
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