Civic Intelligence

David Bader Charitable Trust

990PF • Fiscal year 2024 • EIN 39-6516313

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 11, 2025

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

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

88th percentile

52%

Higher net margin than 88% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$90,000

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

311%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$26,408,391

Up $2,691,034 (+11%) from 2023

Net Assets

Up

$26,408,391

Up $2,691,034 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin88th percentile

Revenue

Up

$5,146,876

Up $3,893,231 (+311%) from 2023

Expenses

Down

$2,457,092

Down $500,502 (-17%) from 2023

Net Income

Up

$2,689,784

Up $4,393,733 (+258%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2024

Assets$26,408,391
Liabilities$0
Net Assets$26,408,391
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$5,146,876
Expenses$2,457,092
Net Income$2,689,784
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay25th 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
2025-08-11
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 Appendix266 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/AppliedToCurrentYearAmt0683824
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01738179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01054355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02562759
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01054355
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01508404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01508404
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0683824
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01508404
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02562759
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975729
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
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
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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/PreparationDt02025-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02025-08-12T16:49:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,408,391
Liabilities
$0
Net assets
$26,408,391
Revenue
$5,146,876
Expenses
$2,457,092
Net income
$2,689,784
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