Civic Intelligence

John W Varrell Trust Estate

990PF • Fiscal year 2023 • EIN 39-6052813

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 03, 2024

Organization Profile
1208 Elm StBoscobel, WI 53805

(608) 375-2727

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$200

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

993100%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$60,627

Up $8,075 (+15%) from 2022

Net Assets

Up

$60,627

Up $8,075 (+15%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$9,932

Up $9,931 (+993100%) from 2022

Expenses

Down

$1,857

Down $718 (-28%) from 2022

Net Income

Up

$8,075

Up $10,649 (+414%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2023

Assets$60,627
Liabilities$1
Net Assets$60,627
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$9,932
Expenses$1,857
Net Income$8,075
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 3, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA UPDIKETrustee-$200-$200
NANCY WAGNERDirector-$100-$100
JERRY STASKALDirector-$100-$100
Filing and Contact Details

Filer

Filer Name
John W Varrell Trust Estate
EIN
39-6052813
Address
1208 ELM ST, BOSCOBEL, WI 53805

Signing Officer

Name
Patricia Updike
Title
Trustee
Phone
6084853068
Signed
2024-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Associates Inc
Address
840 Wisconsin Avenue, Boscobel, WI 53805
Preparer
Jody Mayne
Phone
6083752727
Raw XML Appendix263 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN W VARRELL TRUST ESTATE
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
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ReturnHeader/Filer/USAddress/AddressLine1Txt01208 ELM ST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0840 Wisconsin Avenue
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053805
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,627
Liabilities
$1
Net assets
$60,627
Revenue
$9,932
Expenses
$1,857
Net income
$8,075
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