Civic Intelligence

Donald and Donna Baumgartner Charitable Trust

990PF • Fiscal year 2021 • EIN 47-5676223

Dec 01, 2020 to Nov 30, 2021 • Filed on Apr 26, 2022

Organization Profile
Foley 777 E Wisconsin Ave Ste 3500Milwaukee, WI 53202-5306

(414) 319-7053

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

60%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

3351%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,507,470

Up $566,594 (+60%) from 2020

Net Assets

Up

$1,507,470

Up $566,594 (+60%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

Up

$571,991

Up $555,417 (+3351%) from 2020

Expenses

Down

$5,245

Down $48,230 (-90%) from 2020

Net Income

Up

$566,746

Up $603,647 (+1636%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2021

Assets$1,507,470
Liabilities$0
Net Assets$1,507,470
Open 2021 Filing

Operations Trend

Revenue Growth99th 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

2021

Revenue$571,991
Expenses$5,245
Net Income$566,746
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Apr 26, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th 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 STE 3500, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Donald Baumgartner
Title
Trustee
Phone
4143548050
Signed
2022-04-26
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11154926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt292199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIXED INCOME FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTERNATIVE INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt017218
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0152
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt087988
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt087988
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt087988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt090969
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02981
IRS990PF/DistributableAmountGrp/TotalTaxAmt02981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05988
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05988
IRS990PF/FMVAssetsEOYAmt01935503
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0925698
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01182033
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027706
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt090969
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01819377
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD W BAUMGARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DONNA F BAUMGARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0FOLEY 777 E WISCONSIN AVE STE 3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1FOLEY 777 E WISCONSIN AVE STE 3500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1532025306
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/StateAbbreviationCd0WI
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum04143197053
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532025306
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0345794
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0609227
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,791 SHS VANGUARD S&P 500 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0152
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET BOOK TO TAX ADJUSTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX EXEMPT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06807
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04938
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04938
TaxesSchedule/TaxesDetail/Amt0307
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BAUMGARTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04143548050
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
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 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/PreparationDt02022-03-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02022-04-28T12:50:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAUMGARTNER
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,507,470
Liabilities
$0
Net assets
$1,507,470
Revenue
$571,991
Expenses
$5,245
Net income
$566,746
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