Civic Intelligence

Daniel Bader Charitable Trust

EIN 39-6516314 • Milwaukee, WI

Foley 777 E Wisconsin Ave Ste 3500Milwaukee, WI 53202-5306
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

16th percentile

0.00x

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

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

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

$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 1.8% of source-year revenue.

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

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

96th percentile

306%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Up

$26,489,795

Up $2,684,362 (+11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$26,489,795

Up $2,684,362 (+11%) from 2023

Revenue

Up

$5,140,472

Up $3,875,453 (+306%) from 2023

Expenses

Down

$2,457,360

Down $501,033 (-17%) from 2023

Net Income

Up

$2,683,112

Up $4,376,486 (+258%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $19,360,501Liabilities 2011: $02011Assets 2012: $16,983,251Liabilities 2012: $02012Assets 2013: $13,176,944Liabilities 2013: $02013Assets 2014: $16,352,935Liabilities 2014: $02014Assets 2015: $15,925,497Liabilities 2015: $02015Assets 2019: $25,796,227Liabilities 2019: $02019Assets 2020: $23,496,386Liabilities 2020: $1Net Assets 2020: $23,496,3862020Assets 2021: $24,557,393Liabilities 2021: $1Net Assets 2021: $24,557,3932021Assets 2022: $25,507,829Liabilities 2022: $1Net Assets 2022: $25,507,8292022Assets 2023: $23,805,433Liabilities 2023: $1Net Assets 2023: $23,805,4332023Assets 2024: $26,489,795Liabilities 2024: $0Net Assets 2024: $26,489,7952024

Highlighted filing

2024

Assets$26,489,795
Liabilities$0
Net Assets$26,489,795

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $2,573,961Expenses 2011: $2,686,379Net Income 2011: -$112,4182011Revenue 2012: $3,712,497Expenses 2012: $5,864,525Net Income 2012: -$2,152,0282012Revenue 2013: $4,676,512Expenses 2013: $8,222,553Net Income 2013: -$3,546,0412013Revenue 2014: $4,350,436Expenses 2014: $1,603,563Net Income 2014: $2,746,8732014Revenue 2015: $5,267,170Expenses 2015: $5,200,839Net Income 2015: $66,3312015Revenue 2019: $5,838,428Expenses 2019: $3,788,531Net Income 2019: $2,049,8972019Revenue 2020: $2,716,914Expenses 2020: $5,047,791Net Income 2020: -$2,330,8772020Revenue 2021: $3,180,714Expenses 2021: $2,136,093Net Income 2021: $1,044,6212021Revenue 2022: $2,437,014Expenses 2022: $1,469,620Net Income 2022: $967,3942022Revenue 2023: $1,265,019Expenses 2023: $2,958,393Net Income 2023: -$1,693,3742023Revenue 2024: $5,140,472Expenses 2024: $2,457,360Net Income 2024: $2,683,1122024

Highlighted filing

2024

Revenue$5,140,472
Expenses$2,457,360
Net Income$2,683,112

Filings

Latest Filing Detail
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED SCHEDULESee Attached Schedule-$90,000-$90,000
Filing and Contact Details

Filer

Filer Name
Daniel Bader Charitable Trust
EIN
39-6516314
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 Appendix264 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/ExcessDistriCyovToNextYrAmt01466410
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01466410
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/TotalCorpusAmt01466410
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02541707
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/BusinessNameLine1Txt0DANIEL BADER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0396516314
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02025-08-12T16:42:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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