Civic Intelligence

Edna Erna Pugh Trust Dtd 7241997

990PF • Fiscal year 2021 • EIN 39-6659528

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1831%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 110.6% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

25th percentile

-9.6%

Faster asset growth than 25% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-99%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$391,813

Down $41,410 (-9.6%) from 2020

Net Assets

Down

$391,813

Down $41,410 (-9.6%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$2,261

Down $151,168 (-99%) from 2020

Expenses

Up

$43,671

Up $13,961 (+47%) from 2020

Net Income

Down

-$41,410

Down $165,129 (-133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2021

Assets$391,813
Liabilities$1
Net Assets$391,813
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$2,261
Expenses$43,671
Net Income-$41,410
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SOMMERSTrustee-$2,500-$2,500
DENNIS WALKER JRTrustee-$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
2022-05-12

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 Appendix243 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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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/PreparationDt02022-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE TAYLOR CPA
ReturnHeader/ReturnTs02022-05-16T11:15:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMERS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,813
Liabilities
$1
Net assets
$391,813
Revenue
$2,261
Expenses
$43,671
Net income
-$41,410
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