Civic Intelligence

Daggett Charitable Trust

990PF • Fiscal year 2017 • EIN 39-6632001

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 29, 2018

Organization Profile
PO Box 374Montello, WI 53949

(608) 297-2171

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

1st percentile

-716%

Higher net margin than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,182,845

Down $1,089 (-0.1%) from 2016

Net Assets

Down

$1,182,845

Down $1,089 (-0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin1st percentile

Revenue

Down

$152

Down $18,401 (-99%) from 2016

Expenses

Down

$1,241

Down $3,323 (-73%) from 2016

Net Income

Down

-$1,089

Down $15,078 (-108%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2017

Assets$1,182,845
Liabilities$0
Net Assets$1,182,845
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$152
Expenses$1,241
Net Income-$1,089
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 29, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

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

Filer

Filer Name
Daggett Charitable Trust
EIN
39-6632001
Phone
6082972171
Address
PO BOX 374, MONTELLO, WI 53949

Signing Officer

Name
Robert Daggett
Title
Trustee
Phone
6082972171
Signed
2018-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Mbe Cpas Llp
Address
PO BOX 163, BARABOO, WI 53913
Preparer
Timothy Moy CPA
Phone
6083567733
Raw XML Appendix287 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/SummaryOfDirectChrtblActyGrp/Description1Txt0THE DAGGETT CHARITABLE TRUST SUPPORTS THE PRESERVATION AND MAINTENANCE OF DAGGETT MEMORIAL PARK IN MONTELLO, WI
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01089
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
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0878080
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0878080
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0878080
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARK MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11089
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11089
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082972171
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAGGETT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAGG
ReturnHeader/Filer/EIN0396632001
ReturnHeader/Filer/PhoneNum06082972171
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 374
ReturnHeader/Filer/USAddress/CityNm0MONTELLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053949
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId089A4FBA5624FC935A69D1FA3D11D8245997E3B09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D67A618A6A47AADE84D15B16E73A76D17FF946CD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.245.183.60
ReturnHeader/FilingSecurityInformation/IPDt02018-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm022:49:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200794302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 163
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARABOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053913
ReturnHeader/PreparerPersonGrp/PhoneNum06083567733
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY MOY CPA
ReturnHeader/ReturnTs02018-03-30T10:58:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,182,845
Liabilities
$0
Net assets
$1,182,845
Revenue
$152
Expenses
$1,241
Net income
-$1,089
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