Civic Intelligence

Donald and Donna Baumgartner Charitable Trust

990PF • Fiscal year 2017 • EIN 47-5676223

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 03, 2018

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

70th percentile

9.5%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,096,752

Up $95,527 (+9.5%) from 2016

Net Assets

Up

$1,096,752

Up $95,527 (+9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Down

$155,416

Down $845,809 (-84%) from 2016

Expenses

Up

$59,889

Up $59,889 from 2016

Net Income

Down

$95,527

Down $905,698 (-90%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2017

Assets$1,096,752
Liabilities$0
Net Assets$1,096,752
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

2017

Revenue$155,416
Expenses$59,889
Net Income$95,527
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Apr 3, 2018
Return Version
2016v3.1
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
2018-04-03
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 Appendix283 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD W BAUMGARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONNA F BAUMGARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt059840
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt044756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049256
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DONALD AND DONNA BAUMGARTNER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0777 E WISCONSIN AVE STE 3500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532025306
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09840
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt09840
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX EXEMPT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0546
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143548050
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD AND DONNA BAUMGARTNER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BAUM
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096AC9681D068BB5EA74B03085E9CF43663CCFE08
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220180995000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-04-09
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/PreparationDt02018-03-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON J KOHOUT
ReturnHeader/ReturnTs02018-04-09T13:32:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
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
$1,096,752
Liabilities
$0
Net assets
$1,096,752
Revenue
$155,416
Expenses
$59,889
Net income
$95,527
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