Civic Intelligence

Edna Erna Pugh Trust Dtd 7241997

990PF • Fiscal year 2022 • EIN 39-6659528

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-1008%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$2,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 73.5% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

32nd percentile

-8.7%

Faster asset growth than 32% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

75th percentile

50%

Faster revenue growth than 75% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$357,535

Down $34,278 (-8.7%) from 2021

Net Assets

Down

$357,535

Down $34,278 (-8.7%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin3rd percentile

Revenue

Up

$3,401

Up $1,140 (+50%) from 2021

Expenses

Down

$37,679

Down $5,992 (-14%) from 2021

Net Income

Up

-$34,278

Up $7,132 (+17%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$357,535
Liabilities$1
Net Assets$357,535
Open 2022 Filing

Operations Trend

Revenue Growth75th 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

2022

Revenue$3,401
Expenses$37,679
Net Income-$34,278
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st 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
2023-05-10

Preparer

Firm
Taylor & Associates Cpas LLC
Address
201 E FOND DU LAC ST, RIPON, WI 54971-1527
Preparer
Christine Taylor CPA
Phone
9207487741
Raw XML Appendix256 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/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07841
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015509
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05544
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05544
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SOMMERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09203982900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883948386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 E FOND DU LAC ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIPON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549711527
ReturnHeader/PreparerPersonGrp/PhoneNum09207487741
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE TAYLOR CPA
ReturnHeader/ReturnTs02023-05-12T11:10:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SOMMERS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$357,535
Liabilities
$1
Net assets
$357,535
Revenue
$3,401
Expenses
$37,679
Net income
-$34,278
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