Civic Intelligence

Edna Erna Pugh Trust Dtd 7241997

EIN 39-6659528 • Markesan, WI

N2898 County Rd BhMarkesan, WI 53946
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

67th percentile

6.1%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

7896%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$338,210

Up $19,575 (+6.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$338,210

Up $19,575 (+6.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin89th percentile

Revenue

Up

$39,742

Up $39,245 (+7896%) from 2023

Expenses

Down

$20,167

Down $19,230 (-49%) from 2023

Net Income

Up

$19,575

Up $58,475 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$338,210
Liabilities$0
Net Assets$338,210
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$39,742
Expenses$20,167
Net Income$19,575
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,210
Liabilities
$0
Net assets
$338,210
Revenue
$39,742
Expenses
$20,167
Net income
$19,575
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SOMMERSTrustee-$0--
DENNIS WALKER JRTrustee-$0--
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
2025-05-14
Discuss with paid preparer
Yes

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 Appendix255 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/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/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE TAYLOR CPA
ReturnHeader/ReturnTs02025-05-15T09:57:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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