Civic Intelligence

The Bogen Family Charitable Trust

EIN 11-3683099 • Boulder, CO

PO Box 19948Boulder, CO 80308
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

3rd percentile

-2139%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2025

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 2025

Asset Growth

43rd percentile

-6.3%

Faster asset growth than 43% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-20%

Faster revenue growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$21,439

Down $1,433 (-6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$21,439

Down $1,433 (-6.3%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$67

Down $17 (-20%) from 2024

Expenses

Flat

$1,500

Flat from 2024

Net Income

Down

-$1,433

Down $17 (-1.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $498,152Liabilities 2011: $0Net Assets 2011: $498,1522011Assets 2012: $474,507Liabilities 2012: $0Net Assets 2012: $474,5072012Assets 2013: $333,568Liabilities 2013: $0Net Assets 2013: $333,5682013Assets 2014: $401,794Liabilities 2014: $0Net Assets 2014: $401,7942014Assets 2015: $410,787Liabilities 2015: $0Net Assets 2015: $410,7872015Assets 2016: $320,842Liabilities 2016: $0Net Assets 2016: $320,8422016Assets 2017: $351,720Liabilities 2017: $0Net Assets 2017: $351,7202017Assets 2018: $425,046Liabilities 2018: $0Net Assets 2018: $425,0462018Assets 2019: $339,702Liabilities 2019: $0Net Assets 2019: $339,7022019Assets 2020: $206,731Liabilities 2020: $0Net Assets 2020: $206,7312020Assets 2021: $92,791Liabilities 2021: $0Net Assets 2021: $92,7912021Assets 2022: $38,796Liabilities 2022: $0Net Assets 2022: $38,7962022Assets 2023: $24,288Liabilities 2023: $0Net Assets 2023: $24,2882023Assets 2024: $22,872Liabilities 2024: $0Net Assets 2024: $22,8722024Assets 2025: $21,439Liabilities 2025: $0Net Assets 2025: $21,4392025

Highlighted filing

2025

Assets$21,439
Liabilities$0
Net Assets$21,439
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $43,8222011Expenses 2012: $38,5462012Revenue 2013: -$171,388Expenses 2013: $50,186Net Income 2013: -$221,5742013Revenue 2014: $50,095Expenses 2014: $55,892Net Income 2014: -$5,7972014Revenue 2015: $65,424Expenses 2015: $84,976Net Income 2015: -$19,5522015Revenue 2016: $9,354Expenses 2016: $103,287Net Income 2016: -$93,9332016Revenue 2017: $262,998Expenses 2017: $48,968Net Income 2017: $214,0302017Revenue 2018: $38,223Expenses 2018: $32,218Net Income 2018: $6,0052018Revenue 2019: $59,039Expenses 2019: $31,713Net Income 2019: $27,3262019Revenue 2020: -$7,980Expenses 2020: $95,197Net Income 2020: -$103,1772020Revenue 2021: $60Expenses 2021: $114,000Net Income 2021: -$113,9402021Revenue 2022: $5Expenses 2022: $54,000Net Income 2022: -$53,9952022Revenue 2023: $992Expenses 2023: $15,500Net Income 2023: -$14,5082023Revenue 2024: $84Expenses 2024: $1,500Net Income 2024: -$1,4162024Revenue 2025: $67Expenses 2025: $1,500Net Income 2025: -$1,4332025

Highlighted filing

2025

Revenue$67
Expenses$1,500
Net Income-$1,433
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,439
Liabilities
$0
Net assets
$21,439
Revenue
$67
Expenses
$1,500
Net income
-$1,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.02$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.01$0.16$0.15
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.39$0.00$0.39$0.00$0.54$0.54
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.00$1.14$1.14
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.07$0.00$2.07$0.08$0.95$1.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.59$0.32$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.38$0.32$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.52$0.00$3.52$2.63$0.49$2.14
2016Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.09$1.03$0.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$0.65$0.85$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.50$0.56$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$1.71$0.50$2.22
2012Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.39
2011Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BOGENTrustee-$0--
JODI BOGENTrustee-$0--
ANDREW BOGENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bogen Family Charitable Trust
EIN
11-3683099
Phone
2013940207
Address
PO BOX 19948, BOULDER, CO 80308

Signing Officer

Name
Richard Bogen
Title
Trustee
Phone
2013940207
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Shenker Zacarese & Marks Llp
Address
53 NORTH PARK AVE - SUITE 51, ROCKVILLE CENTRE, NY 11570
Preparer
Louis Zacarese
Phone
5165367100
Raw XML Appendix244 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.

Path#Value
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt050392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0105100
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0240179
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0240511
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BOGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02013940207
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOGEN FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BOGE
ReturnHeader/Filer/EIN0113683099
ReturnHeader/Filer/PhoneNum02013940207
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19948
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080308
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112774468
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHENKER ZACARESE & MARKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 NORTH PARK AVE - SUITE 51
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE CENTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011570
ReturnHeader/PreparerPersonGrp/PhoneNum05165367100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS ZACARESE
ReturnHeader/ReturnTs02025-07-21T12:27:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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