Civic Intelligence

Rhea Bigelow Charitable Trust

EIN 81-6928544 • Milwaukee, WI

777 E Wisconsin AvenueMilwaukee, WI 53202-5306
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

12%

Higher net margin than 60% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

37th percentile

0.7%

Faster asset growth than 37% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

37%

Faster revenue growth than 76% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,929,041

Up $125,251 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,929,041

Up $120,195 (+0.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin60th percentile

Revenue

Up

$1,011,969

Up $271,239 (+37%) from 2023

Expenses

Up

$891,627

Up $73,802 (+9.0%) from 2023

Net Income

Up

$120,342

Up $197,437 (+256%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2018: $17,328,514Liabilities 2018: $0Net Assets 2018: $17,328,5142018Assets 2019: $16,924,086Liabilities 2019: $0Net Assets 2019: $16,924,0862019Assets 2020: $16,546,642Liabilities 2020: $0Net Assets 2020: $16,546,6422020Assets 2021: $16,801,053Liabilities 2021: $0Net Assets 2021: $16,801,0532021Assets 2022: $16,885,955Liabilities 2022: $14Net Assets 2022: $16,885,9412022Assets 2023: $16,803,790Liabilities 2023: $0Net Assets 2023: $16,808,8462023Assets 2024: $16,929,041Liabilities 2024: $0Net Assets 2024: $16,929,0412024

Highlighted filing

2024

Assets$16,929,041
Liabilities$0
Net Assets$16,929,041
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2018: $454,042Expenses 2018: $930,120Net Income 2018: -$476,0782018Revenue 2019: $465,036Expenses 2019: $869,464Net Income 2019: -$404,4282019Revenue 2020: $527,043Expenses 2020: $903,155Net Income 2020: -$376,1122020Revenue 2021: $1,275,590Expenses 2021: $1,021,179Net Income 2021: $254,4112021Revenue 2022: $947,690Expenses 2022: $862,802Net Income 2022: $84,8882022Revenue 2023: $740,730Expenses 2023: $817,825Net Income 2023: -$77,0952023Revenue 2024: $1,011,969Expenses 2024: $891,627Net Income 2024: $120,3422024

Highlighted filing

2024

Revenue$1,011,969
Expenses$891,627
Net Income$120,342
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,929,041
Liabilities
$0
Net assets
$16,929,041
Revenue
$1,011,969
Expenses
$891,627
Net income
$120,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$1.01$0.89$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$0.74$0.82$0.08
2022Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.95$0.86$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$1.28$1.02$0.25
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.53$0.90$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$0.47$0.87$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$0.00$17.3$0.45$0.93$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL M HESSTrustee-$0--
JERRY K BIGELOWTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNTAIN VALLEY HORSE RESCUEBARN CONSTRUCTIONPCMCCOY, CO, US$370,000
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALUNRESTRICTED GRANTPCMEMPHIS, TN, US$250,000
Paid GrantWILL & DENI MCINTYRE FOUNDATIONUNRESTRICTED GRANTPCHENDERSONVILLE, NC, US$100,000
Paid GrantROUTT COUNTY CRISIS SUPPORTUNRESTRICTED GRANTPCSTEAMBOAT SPRINGS, CO, US$100,000
Filing and Contact Details

Filer

Filer Name
Rhea Bigelow Charitable Trust
EIN
81-6928544
In Care Of
% DANIEL M HESS
Phone
4142975891
Address
777 E WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
Daniel M Hess
Title
Trustee
Phone
4142975891
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Daniel M Hess
Phone
4142712400
Raw XML Appendix359 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-11-13T11:06:21-06:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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