Civic Intelligence

Alfred and Isabel Bader 2014 Charitable Trust

990PF • Fiscal year 2017 • EIN 47-1295073

Oct 01, 2016 to Sep 30, 2017 • Filed on Aug 06, 2018

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

(414) 271-2400

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

99th percentile

225%

Faster asset growth than 99% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Revenue Growth

90th percentile

78%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$27,431,844

Up $24,831,597 (+955%) from 2015

Net Assets

$27,431,844

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin93rd percentile

Revenue

Up

$28,399,547

Up $19,449,139 (+217%) from 2015

Expenses

Up

$10,550,403

Up $4,200,225 (+66%) from 2015

Net Income

Up

$17,849,144

Up $15,248,914 (+586%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$200M$150M$100M$50M$0Assets 2014: $17Liabilities 2014: $02014Assets 2015: $2,600,247Liabilities 2015: $02015Assets 2017: $27,431,844Liabilities 2017: $0Net Assets 2017: $27,431,8442017Assets 2018: $18,878,619Liabilities 2018: $0Net Assets 2018: $18,878,6192018Assets 2019: $25,864,744Liabilities 2019: $1Net Assets 2019: $25,864,7442019Assets 2020: $50,004,066Liabilities 2020: $1Net Assets 2020: $50,004,0662020Assets 2021: $88,717,556Liabilities 2021: $1Net Assets 2021: $88,717,5562021Assets 2022: $159,722,448Liabilities 2022: $1Net Assets 2022: $159,722,4482022Assets 2023: $183,325,550Liabilities 2023: $0Net Assets 2023: $183,325,5502023Assets 2024: $190,429,077Liabilities 2024: $0Net Assets 2024: $190,429,0772024

Highlighted filing

2017

Assets$27,431,844
Liabilities$0
Net Assets$27,431,844
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$150M$100M$50M$0-$50MRevenue 2014: $250,017Expenses 2014: $250,000Net Income 2014: $172014Revenue 2015: $8,950,408Expenses 2015: $6,350,178Net Income 2015: $2,600,2302015Revenue 2017: $28,399,547Expenses 2017: $10,550,403Net Income 2017: $17,849,1442017Revenue 2018: $15,528,490Expenses 2018: $24,081,712Net Income 2018: -$8,553,2222018Revenue 2019: $20,868,720Expenses 2019: $13,882,586Net Income 2019: $6,986,1342019Revenue 2020: $46,487,147Expenses 2020: $22,347,830Net Income 2020: $24,139,3172020Revenue 2021: $62,553,918Expenses 2021: $23,840,417Net Income 2021: $38,713,5012021Revenue 2022: $102,689,039Expenses 2022: $27,934,625Net Income 2022: $74,754,4142022Revenue 2023: $64,044,169Expenses 2023: $40,640,509Net Income 2023: $23,403,6602023Revenue 2024: $63,718,679Expenses 2024: $51,613,106Net Income 2024: $12,105,5732024

Highlighted filing

2017

Revenue$28,399,547
Expenses$10,550,403
Net Income$17,849,144
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Aug 6, 2018
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID BADERTrustee-$0--
DANIEL BADERTrustee-$0--
JERE D MCGAFFEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alfred and Isabel Bader 2014 Charitable Trust
EIN
47-1295073
In Care Of
% JERE D MCGAFFEY
Address
FOLEY 777 E WISCONSIN AVE Suite 350, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Jere D Mcgaffey
Title
Trustee
Signed
2018-08-06
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 Appendix316 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/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01176
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027431844
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01106926
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01113284
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06358
IRS990PF/DistributableAmountGrp/TotalTaxAmt06358
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt08000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022604760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07444616
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015160144
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0339071
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.5
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID BADER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL BADER
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JERE D MCGAFFEY
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06194032
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt030000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt022500
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TaxesSchedule/TaxesDetail/CategoryTxt1EXTENSION PAYMENT
TaxesSchedule/TaxesDetail/CategoryTxt2ESTIMATED TAX PAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01176
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JERE D MCGAFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BADE
ReturnHeader/Filer/EIN0471295073
ReturnHeader/Filer/InCareOfNm0% JERE D MCGAFFEY
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE Suite 350
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220182255000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-13
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/PreparationDt02018-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02018-08-13T14:14:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,431,844
Liabilities
$0
Net assets
$27,431,844
Revenue
$28,399,547
Expenses
$10,550,403
Net income
$17,849,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$190$0.00$190$63.7$51.6$12.1
2023Detailed filing. Detailed filing data is available for this year.$183$0.00$183$64.0$40.6$23.4
2022Detailed filing. Detailed filing data is available for this year.$160$0.00$160$103$27.9$74.8
2021Detailed filing. Detailed filing data is available for this year.$88.7$0.00$88.7$62.6$23.8$38.7
2020Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$46.5$22.3$24.1
2019Detailed filing. Detailed filing data is available for this year.$25.9$0.00$25.9$20.9$13.9$6.99
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.00$18.9$15.5$24.1$8.55
2017Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$28.4$10.6$17.8
2015Summary only. Only limited summary data is available for this year.$2.60$0.00$8.95$6.35$2.60
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.25$0.25$0.00