Civic Intelligence

Daniel Bader Charitable Trust

990PF • Fiscal year 2021 • EIN 39-6516314

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

$24,557,393

Up $1,061,007 (+4.5%) from 2020

Net Assets

Up

$24,557,393

Up $1,061,007 (+4.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin72nd percentile

Revenue

Up

$3,180,714

Up $463,800 (+17%) from 2020

Expenses

Down

$2,136,093

Down $2,911,698 (-58%) from 2020

Net Income

Up

$1,044,621

Up $3,375,498 (+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: $19,360,501Liabilities 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

2021

Assets$24,557,393
Liabilities$1
Net Assets$24,557,393
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: $2,573,961Expenses 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

2021

Revenue$3,180,714
Expenses$2,136,093
Net Income$1,044,621
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
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
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 Appendix275 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/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0616000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01921653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01305653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03220541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01881025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01900642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01305653
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0594989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05101566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03220541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01881025
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0616000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05696555
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07002208
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERE MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL BADER CHARITABLE TRUST
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02022-08-11T17:38:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JERE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGAFFEY
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
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
$24,557,393
Liabilities
$1
Net assets
$24,557,393
Revenue
$3,180,714
Expenses
$2,136,093
Net income
$1,044,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$5.14$2.46$2.68
2023Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$1.27$2.96$1.69
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$2.44$1.47$0.97
2021Detailed filing. Detailed filing data is available for this year.$24.6$0.00$24.6$3.18$2.14$1.04
2020Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$2.72$5.05$2.33
2019Summary only. Only limited summary data is available for this year.$25.8$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.$16.4$0.00$4.35$1.60$2.75
2013Summary only. Only limited summary data is available for this year.$13.2$0.00$4.68$8.22$3.55
2012Summary only. Only limited summary data is available for this year.$17.0$0.00$3.71$5.86$2.15
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$2.57$2.69$0.11