Civic Intelligence

John W Varrell Trust Estate

EIN 39-6052813 • Boscobel, WI

1208 Elm StBoscobel, WI 53805
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$69,928

Up $9,301 (+15%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$69,928

Up $9,301 (+15%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$11,350

Up $1,418 (+14%) from 2023

Expenses

Up

$2,049

Up $192 (+10%) from 2023

Net Income

Up

$9,301

Up $1,226 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$80K$60K$40K$20K$0Assets 2011: $41,289Liabilities 2011: $02011Assets 2012: $40,522Liabilities 2012: $02012Assets 2013: $40,794Liabilities 2013: $02013Assets 2014: $43,389Liabilities 2014: $02014Assets 2015: $42,151Liabilities 2015: $02015Assets 2019: $49,989Liabilities 2019: $02019Assets 2020: $54,427Liabilities 2020: $1Net Assets 2020: $54,4272020Assets 2021: $61,979Liabilities 2021: $1Net Assets 2021: $61,9792021Assets 2022: $52,552Liabilities 2022: $1Net Assets 2022: $52,5522022Assets 2023: $60,627Liabilities 2023: $1Net Assets 2023: $60,6272023Assets 2024: $69,928Liabilities 2024: $0Net Assets 2024: $69,9282024

Highlighted filing

2024

Assets$69,928
Liabilities$0
Net Assets$69,928
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $1,091Expenses 2011: $1,843Net Income 2011: -$7522011Revenue 2012: $546Expenses 2012: $1,313Net Income 2012: -$7672012Revenue 2013: $1,604Expenses 2013: $1,332Net Income 2013: $2722013Revenue 2014: $3,321Expenses 2014: $726Net Income 2014: $2,5952014Revenue 2015: $0Expenses 2015: $1,238Net Income 2015: -$1,2382015Revenue 2019: $9,047Expenses 2019: $3,334Net Income 2019: $5,7132019Revenue 2020: $5,273Expenses 2020: $835Net Income 2020: $4,4382020Revenue 2021: $10,535Expenses 2021: $2,983Net Income 2021: $7,5522021Revenue 2022: $1Expenses 2022: $2,575Net Income 2022: -$2,5742022Revenue 2023: $9,932Expenses 2023: $1,857Net Income 2023: $8,0752023Revenue 2024: $11,350Expenses 2024: $2,049Net Income 2024: $9,3012024

Highlighted filing

2024

Revenue$11,350
Expenses$2,049
Net Income$9,301
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$69,928
Liabilities
$0
Net assets
$69,928
Revenue
$11,350
Expenses
$2,049
Net income
$9,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$69.9$0.00$69.9$11.4$2.05$9.30
2023Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$9.93$1.86$8.08
2022Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$0.00$2.58$2.57
2021Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$10.5$2.98$7.55
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$5.27$0.84$4.44
2019Summary only. Only limited summary data is available for this year.$50.0$0.00$9.05$3.33$5.71
2015Summary only. Only limited summary data is available for this year.$42.2$0.00$0.00$1.24$1.24
2014Summary only. Only limited summary data is available for this year.$43.4$0.00$3.32$0.73$2.60
2013Summary only. Only limited summary data is available for this year.$40.8$0.00$1.60$1.33$0.27
2012Summary only. Only limited summary data is available for this year.$40.5$0.00$0.55$1.31$0.77
2011Summary only. Only limited summary data is available for this year.$41.3$0.00$1.09$1.84$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA UPDIKETrustee-$0--
NANCY WAGNERDirector-$0--
JERRY STASKALDirector-$0--
Filing and Contact Details

Filer

Filer Name
John W Varrell Trust Estate
EIN
39-6052813
In Care Of
% PATRICIA UPDIKE
Phone
6084853068
Address
1208 ELM ST, BOSCOBEL, WI 53805

Signing Officer

Name
Patricia Updike
Title
Trustee
Phone
6084853068
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Associates Inc
Address
840 Wisconsin Avenue, Boscobel, WI 53805
Preparer
Jody Mayne
Phone
6083752727
Raw XML Appendix294 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/RecipientPersonNm0BURL MILLER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017267 OAKES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSCOBEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053805
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToCurrentYearAmt01911
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02943
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02188
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt012612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02943
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04438
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01911
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015946
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0553
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0553
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SAFE DEPOSIT BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0230
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0138
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA UPDIKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06084853068
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN W VARRELL TRUST ESTATE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0396052813
ReturnHeader/Filer/InCareOfNm0% PATRICIA UPDIKE
ReturnHeader/Filer/PhoneNum06084853068
ReturnHeader/Filer/USAddress/AddressLine1Txt01208 ELM ST
ReturnHeader/Filer/USAddress/CityNm0BOSCOBEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391819170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0840 Wisconsin Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boscobel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053805
ReturnHeader/PreparerPersonGrp/PhoneNum06083752727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY MAYNE
ReturnHeader/ReturnTs02025-05-13T14:39:56-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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