Civic Intelligence

Isabel Bader 2021 Charitable Tr

EIN 88-6725502 • Milwaukee, WI

Milwaukee, WI
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$40,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

100th percentile

1244%

Faster asset growth than 100% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1035%

Faster revenue growth than 98% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$70,520,047

Up $65,272,203 (+1244%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$70,520,047

Up $65,272,203 (+1244%) from 2023

Revenue

Up

$66,222,844

Up $60,387,905 (+1035%) from 2023

Expenses

Down

$950,640

Down $136,663 (-13%) from 2023

Net Income

Up

$65,272,204

Up $60,524,568 (+1275%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2022: $500,208Liabilities 2022: $0Net Assets 2022: $500,2082022Assets 2023: $5,247,844Liabilities 2023: $0Net Assets 2023: $5,247,8442023Assets 2024: $70,520,047Liabilities 2024: $0Net Assets 2024: $70,520,0472024

Highlighted filing

2024

Assets$70,520,047
Liabilities$0
Net Assets$70,520,047

Operations Trend

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

$80M$60M$40M$20M$0Revenue 2022: $500,208Expenses 2022: $0Net Income 2022: $500,2082022Revenue 2023: $5,834,939Expenses 2023: $1,087,303Net Income 2023: $4,747,6362023Revenue 2024: $66,222,844Expenses 2024: $950,640Net Income 2024: $65,272,2042024

Highlighted filing

2024

Revenue$66,222,844
Expenses$950,640
Net Income$65,272,204

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM FOSTERTrustee-$40,000-$40,000
DANIEL BADERTrustee-$0--
MARGARET FOSTERTrustee-$0--
GEORGE DIONISOPOULOSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Isabel Bader 2021 Charitable Trust
EIN
88-6725502
In Care Of
% GEORGE DIONISOPOULOS
Phone
4143197053
Address
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306

Signing Officer

Name
George Dionisopoulos
Title
Trustee
Phone
4142712400
Signed
2025-05-12
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 Appendix319 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0880000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt0920750
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01829134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0908384
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01044904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0908384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0136520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0136520
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0920750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136520
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01044904
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ISABEL BADER 2005 REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MILWAUKEE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0532025306
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064524104
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018750
TaxesSchedule/TaxesDetail/Amt0757
TaxesSchedule/TaxesDetail/Amt1800
TaxesSchedule/TaxesDetail/Amt29575
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09575
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE DIONISOPOULOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04142712400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ISABEL BADER 2021 CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ISAB
ReturnHeader/Filer/EIN0886725502
ReturnHeader/Filer/InCareOfNm0% GEORGE DIONISOPOULOS
ReturnHeader/Filer/PhoneNum04143197053
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOLEY LARDNER 777 E WISCONSIN AVE
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532025306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02025-05-13T09:58:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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