Civic Intelligence

Rhea Bigelow Charitable Trust

990PF • Fiscal year 2021 • EIN 81-6928544

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
777 E Wisconsin AvenueMilwaukee, WI 53202-5306

(414) 297-5891

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

59th percentile

20%

Higher net margin than 59% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

28th percentile

1.5%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

142%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$16,801,053

Up $254,411 (+1.5%) from 2020

Net Assets

Up

$16,801,053

Up $254,411 (+1.5%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin59th percentile

Revenue

Up

$1,275,590

Up $748,547 (+142%) from 2020

Expenses

Up

$1,021,179

Up $118,024 (+13%) from 2020

Net Income

Up

$254,411

Up $630,523 (+168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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: $1Net 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

2021

Assets$16,801,053
Liabilities$1
Net Assets$16,801,053
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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

2021

Revenue$1,275,590
Expenses$1,021,179
Net Income$254,411
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL M HESSTrustee-$0--
JERRY K BIGELOWTrustee-$0--
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
2022-05-11
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 Appendix335 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/StockNm1EQUITY MUTUAL FUNDS
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018556930
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL M HESS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JERRY K BIGELOW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2BARN CONSTRUCTION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JUDE CHILDREN'S RESEARCH HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MOUNTAIN VALLEY HORSE RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROUTT COUNTY CRISIS SUPPORT (YAMPA VALLEY COM FDN)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt077 BEAR ROCK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1501 ST JUDE PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt233933 COLORADO RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 771392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENDERSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MCCOY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STEAMBOAT SPRINGS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028739
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1381051942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280463
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0750000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0930000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0911013
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0911013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03268
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036315
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt033047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03268
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0944060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt033047
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036315
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03268
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0FOLEY & LARDNER LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt012587
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt025174
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt012587
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REIMBURSEMENT OF ATTORNEY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DISBURSEMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt097
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt098
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0195
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncomeSchedule2/OtherIncomeDetail/Desc02019 TAX OVERPAYMENT APPLIED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt049817
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSEL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt049817
TaxesSchedule/TaxesDetail/Amt0575
TaxesSchedule/TaxesDetail/Amt19500
TaxesSchedule/TaxesDetail/Amt23116
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12021 ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt22020 TAX DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0575
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL M HESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142975891
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RHEA BIGELOW CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RHEA
ReturnHeader/Filer/EIN0816928544
ReturnHeader/Filer/InCareOfNm0% DANIEL M HESS
ReturnHeader/Filer/PhoneNum04142975891
ReturnHeader/Filer/USAddress/AddressLine1Txt0777 E WISCONSIN AVENUE
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/PreparerPersonNm0DANIEL M HESS
ReturnHeader/ReturnTs02022-05-12T11:07:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIEL M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HESS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$16,801,053
Liabilities
$1
Net assets
$16,801,053
Revenue
$1,275,590
Expenses
$1,021,179
Net income
$254,411
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
2021Detailed filing. Detailed filing data is available for this year.$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