Civic Intelligence

Daggett Charitable Tr

990PF • Fiscal year 2020 • EIN 39-6632001

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 23, 2021

Organization Profile
P O Box 374Montello, WI 53949

(605) 297-2171

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

64%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,190,076

Up $725 (+0.1%) from 2019

Net Assets

Up

$1,190,076

Up $725 (+0.1%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$20,600

Up $8,001 (+64%) from 2019

Expenses

Up

$7,800

Up $1,784 (+30%) from 2019

Net Income

Up

$12,800

Up $6,217 (+94%) from 2019

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

2020

Assets$1,190,076
Liabilities$1
Net Assets$1,190,076
Open 2020 Filing

Operations Trend

Revenue Growth88th 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

2020

Revenue$20,600
Expenses$7,800
Net Income$12,800
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 23, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
Daggett Charitable Trust
EIN
39-6632001
In Care Of
% Robert Daggett
Phone
6052972171
Address
P O Box 374, Montello, WI 53949

Signing Officer

Name
Robert Daggett
Title
Trustee
Phone
6084940216
Signed
2021-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Dennis H Locy LLC
Address
306 N Main St, Pardeeville, WI 53954
Preparer
Dennis H Locy
Phone
6084293090
Raw XML Appendix288 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 the Daggett Memorial Park in Montello WI
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0NA
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt0878080
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Land Buildings and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0878080
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0878080
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0304041
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Morgan Stanley Investments
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0148734
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0175694
OtherDecreasesSchedule/OtherDecreasesDetail/Amt012075
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Fair Mkt Value Adj
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Professional Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advisory Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02059
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14412
TaxesSchedule/TaxesDetail/Amt0329
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0329
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT DAGGETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06084940216
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Daggett Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0DAGG
ReturnHeader/Filer/EIN0396632001
ReturnHeader/Filer/InCareOfNm0% Robert Daggett
ReturnHeader/Filer/PhoneNum06052972171
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 374
ReturnHeader/Filer/USAddress/CityNm0Montello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053949
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0854164500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dennis H Locy LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 N Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pardeeville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053954
ReturnHeader/PreparerPersonGrp/PhoneNum06084293090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS H LOCY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-23T10:25:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAGGETT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,190,076
Liabilities
$1
Net assets
$1,190,076
Revenue
$20,600
Expenses
$7,800
Net income
$12,800
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