Civic Intelligence

Edna Erna Pugh Trust Dtd 7241997

990PF • Fiscal year 2020 • EIN 39-6659528

Jan 01, 2020 to Dec 31, 2020 • Filed on May 07, 2021

Organization Profile
N2898 County Rd BhMarkesan, WI 53946

(920) 398-2900

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

$433,223

No earlier filing loaded for comparison.

Net Assets

$433,223

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

$153,429

No earlier filing loaded for comparison.

Expenses

$29,710

No earlier filing loaded for comparison.

Net Income

$123,719

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $433,223Liabilities 2020: $1Net Assets 2020: $433,2232020Assets 2021: $391,813Liabilities 2021: $1Net Assets 2021: $391,8132021Assets 2022: $357,535Liabilities 2022: $1Net Assets 2022: $357,5352022Assets 2023: $318,635Liabilities 2023: $1Net Assets 2023: $318,6352023Assets 2024: $338,210Liabilities 2024: $0Net Assets 2024: $338,2102024

Highlighted filing

2020

Assets$433,223
Liabilities$1
Net Assets$433,223
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $153,429Expenses 2020: $29,710Net Income 2020: $123,7192020Revenue 2021: $2,261Expenses 2021: $43,671Net Income 2021: -$41,4102021Revenue 2022: $3,401Expenses 2022: $37,679Net Income 2022: -$34,2782022Revenue 2023: $497Expenses 2023: $39,397Net Income 2023: -$38,9002023Revenue 2024: $39,742Expenses 2024: $20,167Net Income 2024: $19,5752024

Highlighted filing

2020

Revenue$153,429
Expenses$29,710
Net Income$123,719
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SOMMERSTrustee-$2,500-$2,500
JON WILSNACKTrustee-$2,500-$2,500
Filing and Contact Details

Filer

Filer Name
Edna Erna Pugh Trust Dtd 7241997
EIN
39-6659528
Phone
9203982900
Address
N2898 COUNTY RD BH, MARKESAN, WI 53946

Signing Officer

Name
Scott Sommers
Title
Trustee
Phone
9203982900
Signed
2021-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Huberty & Associates Sc
Address
201 E FOND DU LAC ST PO BOX 272, RIPON, WI 54971
Preparer
Christine Taylor CPA
Phone
9207487741
Raw XML Appendix218 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0300000
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0309504
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0309504
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IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0433815
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03809
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06507
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0427308
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT SOMMERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JON WILSNACK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0N2898 COUNTY RD BH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MARKESAN
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IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt024100
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt024100
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt024100
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SCOTT SOMMERS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09203982900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SUPPORT TO MARKESAN DISTRICT SCHOOLS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt024100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARKESAN DISTRICT SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019310
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04790
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04790
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04790
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04790
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0132748
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt120681
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ANNUITY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0132748
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt120681
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0132748
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt120681
TaxesSchedule/TaxesDetail/Amt037
TaxesSchedule/TaxesDetail/Amt114
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt114
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SOMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203982900
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDNA ERNA PUGH TRUST DTD 7241997
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0396659528
ReturnHeader/Filer/PhoneNum09203982900
ReturnHeader/Filer/USAddress/AddressLine1Txt0N2898 COUNTY RD BH
ReturnHeader/Filer/USAddress/CityNm0MARKESAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053946
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391392227
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUBERTY & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E FOND DU LAC ST PO BOX 272
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIPON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054971
ReturnHeader/PreparerPersonGrp/PhoneNum09207487741
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE TAYLOR CPA
ReturnHeader/ReturnTs02021-05-07T17:38:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMERS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$433,223
Liabilities
$1
Net assets
$433,223
Revenue
$153,429
Expenses
$29,710
Net income
$123,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.40$0.20$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.00$0.39$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.03$0.38$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.02$0.44$0.41
2020Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.53$0.30$1.24