Civic Intelligence

Pagel Graphic Arts Scholarship Trust Fund

990PF • Fiscal year 2021 • EIN 39-1674169

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization Profile
1022 Oconobanks DriveColgate, WI 53017-9782

(414) 405-0117

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,400

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

74th percentile

25%

Faster asset growth than 74% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

697%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$142,218

Up $28,751 (+25%) from 2020

Net Assets

Up

$142,218

Up $28,751 (+25%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$31,897

Up $27,896 (+697%) from 2020

Expenses

Down

$3,146

Down $81 (-2.5%) from 2020

Net Income

Up

$28,751

Up $27,977 (+3615%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $291,150Liabilities 2012: $0Net Assets 2012: $291,1502012Assets 2013: $278,545Liabilities 2013: $1Net Assets 2013: $278,5452013Assets 2014: $249,132Liabilities 2014: $1Net Assets 2014: $249,1322014Assets 2015: $220,714Liabilities 2015: $1Net Assets 2015: $220,7142015Assets 2016: $194,485Liabilities 2016: $1Net Assets 2016: $194,4852016Assets 2017: $164,033Liabilities 2017: $0Net Assets 2017: $164,0332017Assets 2018: $151,376Liabilities 2018: $0Net Assets 2018: $151,3762018Assets 2019: $112,693Liabilities 2019: $0Net Assets 2019: $112,6932019Assets 2020: $113,467Liabilities 2020: $1Net Assets 2020: $113,4672020Assets 2021: $142,218Liabilities 2021: $1Net Assets 2021: $142,2182021Assets 2022: $152,108Liabilities 2022: $1Net Assets 2022: $152,1082022Assets 2023: $93,715Liabilities 2023: $1Net Assets 2023: $93,7152023Assets 2024: $93,134Liabilities 2024: $1Net Assets 2024: $93,1342024Assets 2025: $68,349Liabilities 2025: $0Net Assets 2025: $68,3492025

Highlighted filing

2021

Assets$142,218
Liabilities$1
Net Assets$142,218
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2012: $16,2622012Revenue 2013: $5,180Expenses 2013: $17,785Net Income 2013: -$12,6052013Revenue 2014: -$3,724Expenses 2014: $25,689Net Income 2014: -$29,4132014Revenue 2015: $23,122Expenses 2015: $51,540Net Income 2015: -$28,4182015Revenue 2016: $14,635Expenses 2016: $40,864Net Income 2016: -$26,2292016Revenue 2017: $10,522Expenses 2017: $40,974Net Income 2017: -$30,4522017Revenue 2018: $20,505Expenses 2018: $33,162Net Income 2018: -$12,6572018Revenue 2019: $16,806Expenses 2019: $55,489Net Income 2019: -$38,6832019Revenue 2020: $4,001Expenses 2020: $3,227Net Income 2020: $7742020Revenue 2021: $31,897Expenses 2021: $3,146Net Income 2021: $28,7512021Revenue 2022: $13,400Expenses 2022: $3,511Net Income 2022: $9,8892022Revenue 2023: $4,268Expenses 2023: $62,659Net Income 2023: -$58,3912023Revenue 2024: $1,909Expenses 2024: $2,490Net Income 2024: -$5812024Revenue 2025: $16,932Expenses 2025: $41,717Net Income 2025: -$24,7852025

Highlighted filing

2021

Revenue$31,897
Expenses$3,146
Net Income$28,751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT CARLSONTrustee-$2,400-$2,400
SHERI SWEIGERTTrustee-$0--
WENDY PROEBSTINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pagel Graphic Arts Scholarship Trust
EIN
39-1674169
Phone
4144050117
Address
1022 OCONOBANKS DRIVE, COLGATE, WI 53017-9782

Signing Officer

Name
Robert Carlson
Title
President
Phone
4144050117
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Schumacher Sama Llp
Address
10400 W INNOVATION DR SUITE 301, WAUWATOSA, WI 53226
Preparer
Michael Sama CPA
Phone
4143272320
Raw XML Appendix320 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2GAINS FROM THE SALE OF INVESTMENTS HELD FOR THE PURPOSE OF PROVIDING
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3CURRENT SCHOLARSHIPS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT CARLSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01022 OCONOBANKS DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLGATE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0530179782
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04144050117
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION WAS FORMED TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS IN THE GRAPHIC ARTS FIELD.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT CARLSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04144050117
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01022 OCONOBANKS DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLGATE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd053017
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE - EXCEPT FISCAL YEAR END IS JUNE 30TH
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0990 PF TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt046
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0750
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RETURN OF SCHOLARSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0750
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CARLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04144050117
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAGEL GRAPHIC ARTS SCHOLARSHIP TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0PAGE
ReturnHeader/Filer/EIN0391674169
ReturnHeader/Filer/PhoneNum04144050117
ReturnHeader/Filer/USAddress/AddressLine1Txt01022 OCONOBANKS DRIVE
ReturnHeader/Filer/USAddress/CityNm0COLGATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0530179782
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391079140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUMACHER SAMA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010400 W INNOVATION DR SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04143272320
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SAMA CPA
ReturnHeader/ReturnTs02021-11-12T14:01:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARLSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$142,218
Liabilities
$1
Net assets
$142,218
Revenue
$31,897
Expenses
$3,146
Net income
$28,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.17$0.42$0.25
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.02$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.63$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.13$0.04$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.32$0.03$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.04$0.03$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.17$0.55$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.21$0.33$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.11$0.41$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.15$0.41$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.23$0.52$0.28
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.00$2.49$0.04$0.26$0.29
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.05$0.18$0.13
2012Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • <$500k nonprofits