Civic Intelligence

Donald and Donna Baumgartner Charitable Trust

990PF • Fiscal year 2016 • EIN 47-5676223

Dec 23, 2015 to Nov 30, 2016 • Filed on Apr 04, 2017

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

(414) 319-7053

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,001,225

No earlier filing loaded for comparison.

Net Assets

$1,001,225

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin99th percentile

Revenue

$1,001,225

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$1,001,225

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $1,001,225Liabilities 2016: $0Net Assets 2016: $1,001,2252016Assets 2017: $1,096,752Liabilities 2017: $0Net Assets 2017: $1,096,7522017Assets 2018: $968,055Liabilities 2018: $0Net Assets 2018: $968,0552018Assets 2019: $977,780Liabilities 2019: $0Net Assets 2019: $977,7802019Assets 2020: $940,876Liabilities 2020: $0Net Assets 2020: $940,8762020Assets 2021: $1,507,470Liabilities 2021: $0Net Assets 2021: $1,507,4702021Assets 2022: $1,438,413Liabilities 2022: $0Net Assets 2022: $1,438,4132022Assets 2023: $1,403,716Liabilities 2023: $0Net Assets 2023: $1,403,7162023Assets 2024: $1,413,959Liabilities 2024: $0Net Assets 2024: $1,413,9592024

Highlighted filing

2016

Assets$1,001,225
Liabilities$0
Net Assets$1,001,225
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,001,225Expenses 2016: $0Net Income 2016: $1,001,2252016Revenue 2017: $155,416Expenses 2017: $59,889Net Income 2017: $95,5272017Revenue 2018: $24,370Expenses 2018: $153,067Net Income 2018: -$128,6972018Revenue 2019: $11,437Expenses 2019: $3,125Net Income 2019: $8,3122019Revenue 2020: $16,574Expenses 2020: $53,475Net Income 2020: -$36,9012020Revenue 2021: $571,991Expenses 2021: $5,245Net Income 2021: $566,7462021Revenue 2022: $123,498Expenses 2022: $192,379Net Income 2022: -$68,8812022Revenue 2023: $1,037,228Expenses 2023: $1,071,434Net Income 2023: -$34,2062023Revenue 2024: $1,013,348Expenses 2024: $1,003,086Net Income 2024: $10,2622024

Highlighted filing

2016

Revenue$1,001,225
Expenses$0
Net Income$1,001,225
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 23, 2015 to Nov 30, 2016
Signed
Apr 4, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD W BAUMGARTNERTrustee-$0--
DONNA F BAUMGARTNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald and Donna Baumgartner Charitable Trust
EIN
47-5676223
In Care Of
% DONALD W BAUMGARTNER
Phone
4143197053
Address
FOLEY 777 E WISCONSIN AVE Suite 350, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Donald Baumgartner
Title
Trustee
Phone
4143548050
Signed
2017-04-04
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 Appendix205 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/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049281
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0985617
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD W BAUMGARTNER
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532025306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04143197053
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD AND DONNA BAUMGARTNER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt08000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EXECUTIVE DIRECTOR OF THE MUSEUM ENDOWMENT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0777 E WISCONSIN AVE STE 3500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
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IRS990ScheduleB/GeneralRuleInd0X
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0777 E WISCONSIN AVE STE 3500
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MILWAUKEE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0532025306
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143548050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0475676223
ReturnHeader/Filer/InCareOfNm0% DONALD W BAUMGARTNER
ReturnHeader/Filer/PhoneNum04143197053
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE Suite 350
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02017-04-12T14:27:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-23
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,225
Liabilities
$0
Net assets
$1,001,225
Revenue
$1,001,225
Expenses
$0
Net income
$1,001,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.01$1.00$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.04$1.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.57$0.01$0.57
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.02$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.15$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.16$0.06$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00