Civic Intelligence

Rhea Bigelow Charitable Trust

990PF • Fiscal year 2018 • EIN 81-6928544

Jan 01, 2018 to Dec 31, 2018 • Filed on May 09, 2019

Organization Profile
777 E Wisconsin AvenueMilwaukee, WI 53202-5306

(414) 271-2400

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

4th percentile

-105%

Higher net margin than 4% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$22,788

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

$17,328,514

No earlier filing loaded for comparison.

Net Assets

$17,328,514

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin4th percentile

Revenue

$454,042

No earlier filing loaded for comparison.

Expenses

$930,120

No earlier filing loaded for comparison.

Net Income

-$476,078

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.

$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

2018

Assets$17,328,514
Liabilities$0
Net Assets$17,328,514
Open 2018 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 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

2018

Revenue$454,042
Expenses$930,120
Net Income-$476,078
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL M HESSTrustee-$22,788-$22,788
JERRY K BIGELOWTrustee-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Daniel M Hess
Title
Trustee
Phone
4142712400
Signed
2019-05-09
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 Appendix336 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0TRUSTEE FEES FOR MR. HESS ARE PAID DIRECTLY TO FOLEY & LARDNER LLP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02827434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13920471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210134488
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29865612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TAXABLE BOND MUTUAL FUNDS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0379089
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STATEMENT.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED STATEMENT.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 BEAR ROCK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2760 CRITTER CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENDERSONVILLE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0507802
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0843933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0336131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0356477
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0336131
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020346
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0507802
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0356477
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01346
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02691
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01345
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DISBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3UNDERPAYMENT PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt063
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2239
OtherIncomeSchedule2/OtherIncomeDetail/Desc02017 TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt030174
TaxesSchedule/TaxesDetail/Amt0240
TaxesSchedule/TaxesDetail/Amt1371849
TaxesSchedule/TaxesDetail/Amt27000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12017 TAXES
TaxesSchedule/TaxesDetail/CategoryTxt22018 ESTIMATED TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0240
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142712400
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RHEA BIGELOW CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RHEA
ReturnHeader/Filer/EIN0816928544
ReturnHeader/Filer/InCareOfNm0% DANIEL M HESS
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId051F8E3EB4D90A1578DE05A6DFD335B66C635AF45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051F8E3EB4D90A1578DE05A6DFD335B66C635AF45
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId039556220191335000007
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-13
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/PreparerPersonNm0DANIEL M HESS
ReturnHeader/ReturnTs02019-05-13T14:31:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,328,514
Liabilities
$0
Net assets
$17,328,514
Revenue
$454,042
Expenses
$930,120
Net income
-$476,078
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
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.45$0.93$0.48