Civic Intelligence

Daggett Charitable Trust

990PF • Fiscal year 2019 • EIN 39-6632001

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 23, 2020

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

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

43rd percentile

0.6%

Faster asset growth than 43% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

445%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,189,351

Up $6,583 (+0.6%) from 2018

Net Assets

Up

$1,189,351

Up $6,583 (+0.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin90th percentile

Revenue

Up

$12,599

Up $10,287 (+445%) from 2018

Expenses

Up

$6,016

Up $3,627 (+152%) from 2018

Net Income

Up

$6,583

Up $6,660 (+8649%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2019

Assets$1,189,351
Liabilities$1
Net Assets$1,189,351
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$12,599
Expenses$6,016
Net Income$6,583
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd 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
2020-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Mbe Cpas Llp
Address
E10890 PENNY LN/PO BOX 163, BARABOO, WI 53913
Preparer
Timothy Moy CPA
Phone
6083567733
Raw XML Appendix324 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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 DAGGETT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 374
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONTELLO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053949
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06082972171
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, WI
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05528
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0301930
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MORGAN STANLEY INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1UNREALIZED GAIN OR LOSS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0300990
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13051
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0300990
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13051
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PARK MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12864
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02664
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12864
TaxesSchedule/TaxesDetail/Amt0488
TaxesSchedule/TaxesDetail/CategoryTxt0OTHER TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0488
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082972171
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-23
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/AtSubmissionCreationDeviceId0308DF623857C12FA6C4E14D57830FD136881AB68
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFD5503105255EEE9971BFDD3557A3423DC282AB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.245.183.60
ReturnHeader/FilingSecurityInformation/IPDt02020-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:57:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200794302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MBE CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0E10890 PENNY LN/PO BOX 163
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BARABOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053913
ReturnHeader/PreparerPersonGrp/PhoneNum06083567733
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY MOY CPA
ReturnHeader/ReturnTs02020-07-27T16:02:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,189,351
Liabilities
$1
Net assets
$1,189,351
Revenue
$12,599
Expenses
$6,016
Net income
$6,583
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