Civic Intelligence

Daggett Charitable Trust

990PF • Fiscal year 2014 • EIN 39-6632001

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 04, 2015

Organization Profile
PO Box 337Montello, WI 53949-0337

(608) 297-2171

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

190%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$976,823

Down $3,836 (-0.4%) from 2013

Net Assets

Down

$976,823

Down $3,836 (-0.4%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin41st percentile

Revenue

Up

$8,947

Up $5,864 (+190%) from 2013

Expenses

Up

$8,947

Up $5,864 (+190%) from 2013

Net Income

Flat

$0

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $985,996Liabilities 2010: $0Net Assets 2010: $985,9962010Assets 2011: $984,830Liabilities 2011: $0Net Assets 2011: $984,8302011Assets 2012: $983,523Liabilities 2012: $0Net Assets 2012: $983,5232012Assets 2013: $980,659Liabilities 2013: $1Net Assets 2013: $980,6592013Assets 2014: $976,823Liabilities 2014: $1Net Assets 2014: $976,8232014Assets 2015: $1,165,559Liabilities 2015: $1Net Assets 2015: $1,165,5592015Assets 2016: $1,183,934Liabilities 2016: $0Net Assets 2016: $1,183,9342016Assets 2017: $1,182,845Liabilities 2017: $0Net Assets 2017: $1,182,8452017Assets 2018: $1,182,768Liabilities 2018: $0Net Assets 2018: $1,182,7682018Assets 2019: $1,189,351Liabilities 2019: $1Net Assets 2019: $1,189,3512019Assets 2020: $1,190,076Liabilities 2020: $1Net Assets 2020: $1,190,0762020Assets 2021: $167,070Liabilities 2021: $1Net Assets 2021: $167,0702021Assets 2022: $159,469Liabilities 2022: $1Net Assets 2022: $159,4692022Assets 2023: $154,757Liabilities 2023: $1Net Assets 2023: $154,7572023Assets 2024: $149,221Liabilities 2024: $0Net Assets 2024: $149,2212024

Highlighted filing

2014

Assets$976,823
Liabilities$1
Net Assets$976,823
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $2,0962010Expenses 2011: $2,4162011Expenses 2012: $7402012Revenue 2013: $3,083Expenses 2013: $3,083Net Income 2013: $02013Revenue 2014: $8,947Expenses 2014: $8,947Net Income 2014: $02014Revenue 2015: $205,576Expenses 2015: $16,840Net Income 2015: $188,7362015Revenue 2016: $18,553Expenses 2016: $4,564Net Income 2016: $13,9892016Revenue 2017: $152Expenses 2017: $1,241Net Income 2017: -$1,0892017Revenue 2018: $2,312Expenses 2018: $2,389Net Income 2018: -$772018Revenue 2019: $12,599Expenses 2019: $6,016Net Income 2019: $6,5832019Revenue 2020: $20,600Expenses 2020: $7,800Net Income 2020: $12,8002020Revenue 2021: $14,528Expenses 2021: $1,033,532Net Income 2021: -$1,019,0042021Revenue 2022: $1,969Expenses 2022: $9,570Net Income 2022: -$7,6012022Revenue 2023: $5,498Expenses 2023: $10,210Net Income 2023: -$4,7122023Revenue 2024: $7,893Expenses 2024: $7,495Net Income 2024: $3982024

Highlighted filing

2014

Revenue$8,947
Expenses$8,947
Net Income$0
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE DAGGETTTrustee-$0--
ROBERT DAGGETTTrustee-$0--
KATIE DAGGETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daggett Charitable Trust
EIN
39-6632001
Phone
6082972171
Address
PO BOX 337, MONTELLO, WI 53949-0337

Signing Officer

Name
Alyce Daggett
Title
Trustee
Phone
6082972171
Signed
2015-08-04
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Rick Welsch CPA Cfp
Phone
6082744020
Raw XML Appendix300 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/StatementsRegardingActyGrp/IndividualWithBooksNm0RICK WELSCH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02110 LUANN LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MADISON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0537133074
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082744020
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 DAGGETT CHARITABLE TRUST SUPPORTS THE PRESERVATION AND MAINTENANCE OF DAGGETT MEMORIAL PARK IN MONTELLO, WISCONSIN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08947
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALYCE DAGGETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 337
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MONTELLO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0539490337
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08947
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0878080
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0878080
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0878080
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0102579
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH VALUE OF LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt098743
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt098743
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03836
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN CASH VALUE OF LIFE INSURANCE
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ALYCE DAGGETT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 337
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MONTELLO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0WI
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd0539490337
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALYCE DAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082972171
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAGGETT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAGG
ReturnHeader/Filer/EIN0396632001
ReturnHeader/Filer/PhoneNum06082972171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 337
ReturnHeader/Filer/USAddress/CityNm0MONTELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0539490337
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK WELSCH CPA CFP
ReturnHeader/ReturnTs02015-08-12T15:49:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$976,823
Liabilities
$1
Net assets
$976,823
Revenue
$8,947
Expenses
$8,947
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$1.03$1.02
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.01$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.02$0.00$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.21$0.02$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.00