Civic Intelligence

Daniel Bader Charitable Trust

990PF • Fiscal year 2023 • EIN 39-6516314

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

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

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

Net Margin

6th percentile

-134%

Higher net margin than 6% 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 7.1% 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

-48%

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

$23,805,433

Down $1,702,396 (-6.7%) from 2022

Net Assets

Down

$23,805,433

Down $1,702,396 (-6.7%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

Down

$1,265,019

Down $1,171,995 (-48%) from 2022

Expenses

Up

$2,958,393

Up $1,488,773 (+101%) from 2022

Net Income

Down

-$1,693,374

Down $2,660,768 (-275%) 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: $19,360,501Liabilities 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

2023

Assets$23,805,433
Liabilities$1
Net Assets$23,805,433
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: $2,573,961Expenses 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

2023

Revenue$1,265,019
Expenses$2,958,393
Net Income-$1,693,374
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
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBADER PHILANTHROPIES INCGENERAL-MILWAUKEE, WI, US$2,550,000
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
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 Appendix263 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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01613810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01005030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03220541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0326196
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01005030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02541707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02541707
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/TotalCorpusAmt02541707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03546737
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/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/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/PreparationDt02024-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02024-10-07T11:50:58-05:00
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
$23,805,433
Liabilities
$1
Net assets
$23,805,433
Revenue
$1,265,019
Expenses
$2,958,393
Net income
-$1,693,374
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