Civic Intelligence

Daniel and Linda Bader Foundation

990PF • Fiscal year 2016 • EIN 39-6586346

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

FOLEY 777 E WISCONSIN AVE Suite 350Milwaukee, WI 53202-5306

(414) 297-5786

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

4th percentile

-78%

Faster asset growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

71%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,603

Down $9,426 (-78%) from 2015

Net Assets

Down

$2,603

Down $9,426 (-78%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue

Up

$51,083

Up $21,141 (+71%) from 2015

Expenses

Up

$60,509

Up $3,832 (+6.8%) from 2015

Net Income

Up

-$9,426

Up $17,309 (+65%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $437Liabilities 2011: $02011Assets 2012: $7,602Liabilities 2012: $02012Assets 2013: $3,074Liabilities 2013: $02013Assets 2014: $38,764Liabilities 2014: $1Net Assets 2014: $38,7642014Assets 2015: $12,029Liabilities 2015: $1Net Assets 2015: $12,0292015Assets 2016: $2,603Liabilities 2016: $0Net Assets 2016: $2,6032016Assets 2017: $16,360Liabilities 2017: $0Net Assets 2017: $16,3602017Assets 2018: $11,412Liabilities 2018: $0Net Assets 2018: $11,4122018Assets 2019: $8,743Liabilities 2019: $1Net Assets 2019: $8,7432019Assets 2020: $5,800Liabilities 2020: $1Net Assets 2020: $5,8002020Assets 2021: $1,332Liabilities 2021: $1Net Assets 2021: $1,3322021Assets 2022: $3,770Liabilities 2022: $1Net Assets 2022: $3,7702022Assets 2023: $10,352Liabilities 2023: $1Net Assets 2023: $10,3522023Assets 2024: $7,188Liabilities 2024: $0Net Assets 2024: $7,1882024

Highlighted filing

2016

Assets$2,603
Liabilities$0
Net Assets$2,603

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $148,144Expenses 2011: $151,672Net Income 2011: -$3,5282011Revenue 2012: $64,612Expenses 2012: $57,446Net Income 2012: $7,1662012Revenue 2013: $78,639Expenses 2013: $83,167Net Income 2013: -$4,5282013Revenue 2014: $105,465Expenses 2014: $69,775Net Income 2014: $35,6902014Revenue 2015: $29,942Expenses 2015: $56,677Net Income 2015: -$26,7352015Revenue 2016: $51,083Expenses 2016: $60,509Net Income 2016: -$9,4262016Revenue 2017: $76,703Expenses 2017: $62,946Net Income 2017: $13,7572017Revenue 2018: $30,915Expenses 2018: $35,863Net Income 2018: -$4,9482018Revenue 2019: $61,470Expenses 2019: $34,807Net Income 2019: $26,6632019Revenue 2020: $36,986Expenses 2020: $39,929Net Income 2020: -$2,9432020Revenue 2021: $1Expenses 2021: $4,469Net Income 2021: -$4,4682021Revenue 2022: $44,692Expenses 2022: $42,254Net Income 2022: $2,4382022Revenue 2023: $92,292Expenses 2023: $85,710Net Income 2023: $6,5822023Revenue 2024: $45,123Expenses 2024: $48,287Net Income 2024: -$3,1642024

Highlighted filing

2016

Revenue$51,083
Expenses$60,509
Net Income-$9,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL BADERTrustee-$0--
JERE D MCGAFFEYTrustee-$0--
WAYNE R LUEDERSTrustee-$0--
LINDA BADERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel and Linda Bader Foundation
EIN
39-6586346
In Care Of
% WAYNE R LUEDERS
Phone
4142975786
Address
FOLEY 777 E WISCONSIN AVE Suite 350, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Wayne R Lueders
Title
Trustee
Phone
4142975786
Signed
2017-05-10
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 Appendix349 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WAYNE R LUEDERS
IRS990PF/StatementsRegardingActyGrp/PhoneNum04142975786
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS TO TAX EXEMPT CHARITABLE ORGANIZATIONS AS REPORTED IN PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt054000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DANIEL BADER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MILWAUKEE JEWISH DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MILWAUKEE JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06401 N SANTA MONICA BLVD 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11360 N PROSPECT AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MILWAUKEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0165
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt081995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056751
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0149573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0149573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0321048
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069015
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt081995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056751
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt059789
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059624
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0470621
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0410997
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DANIEL BADER
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1DANIEL BADER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02664 NORTH SUMMIT AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12664 NORTH SUMMIT AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd053211
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd153211
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt011487
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt14680
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt032187
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt117353
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0415 SHS TJX COMPANIES INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1161 SHS ACCENTURE PLC IRELAND CL A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-03-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-03-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05789
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06149
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0303
TaxesSchedule/TaxesDetail/Amt0360
TaxesSchedule/TaxesDetail/CategoryTxt0ESTIMATED TAX PAYMENTS
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE R LUEDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975786
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL AND LINDA BADER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DANI
ReturnHeader/Filer/EIN0396586346
ReturnHeader/Filer/InCareOfNm0% WAYNE R LUEDERS
ReturnHeader/Filer/PhoneNum04142975786
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE Suite 350
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220171325000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0151.153.1.1
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/PreparationDt02017-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02017-05-12T11:46:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.45$0.48$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.92$0.86$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.45$0.42$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.37$0.40$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.61$0.35$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.31$0.36$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.77$0.63$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.51$0.61$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.30$0.57$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.05$0.70$0.36
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.79$0.83$0.05
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.65$0.57$0.07
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$1.48$1.52$0.04