Civic Intelligence

Dugdale Charitable Test Trust 121213701900

990PF • Fiscal year 2019 • EIN 42-6520405

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 28, 2020

PO 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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

80th percentile

$3,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.2%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$222,488

Down $4,990 (-2.2%) from 2018

Net Assets

Down

$222,488

Down $4,990 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$29,697

Down $33,293 (-53%) from 2018

Expenses

Down

$34,687

Down $286,768 (-89%) from 2018

Net Income

Up

-$4,990

Up $253,475 (+98%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$222,488
Liabilities$0
Net Assets$222,488

Operations Trend

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

2019

Revenue$29,697
Expenses$34,687
Net Income-$4,990
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 28, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$3,500-$3,500
Filing and Contact Details

Filer

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

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
7123252842
Signed
2020-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix293 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt057026
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt057026
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt057026
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0900
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt069704
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0125010
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES - INCOME (ALLOCABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0310
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt1310
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0310
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt1310
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt067
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1000000000 MISCELLANEOUS ENTRY
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt138
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029817
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0250
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07123252842
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUGDALE CHARITABLE TEST TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DUGD
ReturnHeader/Filer/EIN0426520405
ReturnHeader/Filer/PhoneNum07123252842
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO 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/PreparationDt02020-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T09:00:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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