Civic Intelligence

Dugdale Charitable Test Trust 121213701900

990PF • Fiscal year 2014 • EIN 42-6520405

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
P O Box 0634Milwaukee, WI 53201-0634

(712) 325-2842

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

55th percentile

$3,200

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

66th percentile

6.7%

Faster asset growth than 66% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-31%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$546,320

Up $34,105 (+6.7%) from 2013

Net Assets

Up

$546,320

Up $34,105 (+6.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin91st percentile

Revenue

Down

$61,096

Down $27,729 (-31%) from 2013

Expenses

Down

$26,991

Down $25,064 (-48%) from 2013

Net Income

Down

$34,105

Down $2,665 (-7.2%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2010: $532,932Liabilities 2010: $0Net Assets 2010: $532,9322010Assets 2011: $501,189Liabilities 2011: $356Net Assets 2011: $500,8332011Assets 2012: $475,445Liabilities 2012: $0Net Assets 2012: $475,4452012Assets 2013: $512,215Liabilities 2013: $0Net Assets 2013: $512,2152013Assets 2014: $546,320Liabilities 2014: $0Net Assets 2014: $546,3202014Assets 2015: $495,917Liabilities 2015: $0Net Assets 2015: $495,9172015Assets 2016: $516,211Liabilities 2016: $0Net Assets 2016: $516,2112016Assets 2017: $400,593Liabilities 2017: $0Net Assets 2017: $400,5932017Assets 2018: $227,478Liabilities 2018: $0Net Assets 2018: $227,4782018Assets 2019: $222,488Liabilities 2019: $0Net Assets 2019: $222,4882019Assets 2020: $283,415Liabilities 2020: $0Net Assets 2020: $283,4152020Assets 2021: $359,713Liabilities 2021: $0Net Assets 2021: $359,7132021Assets 2022: $356,041Liabilities 2022: $0Net Assets 2022: $356,0412022Assets 2023: $278,570Liabilities 2023: $0Net Assets 2023: $278,5702023Assets 2024: $264,724Liabilities 2024: $0Net Assets 2024: $264,7242024

Highlighted filing

2014

Assets$546,320
Liabilities$0
Net Assets$546,320
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $57,5452010Expenses 2011: $111,8422011Expenses 2012: $74,2162012Revenue 2013: $88,825Expenses 2013: $52,055Net Income 2013: $36,7702013Revenue 2014: $61,096Expenses 2014: $26,991Net Income 2014: $34,1052014Revenue 2015: $47,881Expenses 2015: $98,349Net Income 2015: -$50,4682015Revenue 2016: $107,298Expenses 2016: $87,002Net Income 2016: $20,2962016Revenue 2017: $144,445Expenses 2017: $260,057Net Income 2017: -$115,6122017Revenue 2018: $62,990Expenses 2018: $321,455Net Income 2018: -$258,4652018Revenue 2019: $29,697Expenses 2019: $34,687Net Income 2019: -$4,9902019Revenue 2020: $111,017Expenses 2020: $50,090Net Income 2020: $60,9272020Revenue 2021: $124,970Expenses 2021: $48,671Net Income 2021: $76,2992021Revenue 2022: $108,557Expenses 2022: $112,231Net Income 2022: -$3,6742022Revenue 2023: $63,351Expenses 2023: $140,820Net Income 2023: -$77,4692023Revenue 2024: $106,384Expenses 2024: $120,231Net Income 2024: -$13,8472024

Highlighted filing

2014

Revenue$61,096
Expenses$26,991
Net Income$34,105
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$3,200-$3,200
Filing and Contact Details

Filer

Filer Name
Dugdale Charitable Test Trust 121213701900
EIN
42-6520405
Phone
7123252842
Address
P O BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
7123252842
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Donald J Roman
Phone
4123556000
Raw XML Appendix370 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/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1989
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COUNCIL BLUFFS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051502
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07123252842
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MODALE UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0C/O WALTER UTMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01151 270TH TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MODALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051556
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021562
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0126973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021562
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037569
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt067842
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01242
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01242
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0400000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FARM PROPERTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NET FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt051820
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt051820
TaxesSchedule/TaxesDetail/Amt0790
TaxesSchedule/TaxesDetail/Amt11714
TaxesSchedule/TaxesDetail/Amt245
TaxesSchedule/TaxesDetail/CategoryTxt0BALANCE DUE PRIOR YR 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATE TAX PYMTS 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES PD ON DIVIDENDS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt245
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07123252842
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUGDALE CHARITABLE TEST TRUST 121213701900
ReturnHeader/Filer/BusinessNameControlTxt0DUGD
ReturnHeader/Filer/EIN0426520405
ReturnHeader/Filer/PhoneNum07123252842
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD J ROMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-14T17:00:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,320
Liabilities
$0
Net assets
$546,320
Revenue
$61,096
Expenses
$26,991
Net income
$34,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$1.06$1.20$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.00$2.79$0.63$1.41$0.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$1.09$1.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$1.25$0.49$0.76
2020Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.11$0.50$0.61
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.30$0.35$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.63$3.21$2.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$1.44$2.60$1.16
2016Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$1.07$0.87$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.48$0.98$0.50
2014Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.61$0.27$0.34
2013Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.89$0.52$0.37
2012Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.74
2011Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.12
2010Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.58