Civic Intelligence

The Bogen Family Charitable Trust

990PF • Fiscal year 2023 • EIN 11-3683099

May 01, 2022 to Apr 30, 2023 • Filed on Dec 05, 2023

Organization Profile
PO Box 19948Boulder, CO 80308

(201) 394-0207

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-1463%

Higher net margin than 2% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

13th percentile

-37%

Faster asset growth than 13% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

19740%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$24,288

Down $14,508 (-37%) from 2022

Net Assets

Down

$24,288

Down $14,508 (-37%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$992

Up $987 (+19740%) from 2022

Expenses

Down

$15,500

Down $38,500 (-71%) from 2022

Net Income

Up

-$14,508

Up $39,487 (+73%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$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

2023

Assets$24,288
Liabilities$0
Net Assets$24,288
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$992
Expenses$15,500
Net Income-$14,508
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Dec 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD BOGENTrustee-$0--
JODI BOGENTrustee-$0--
ANDREW BOGENTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHERE WITH CARESUPPORT FOR FAMILIES FACING CRITICAL ILLNESSPUBLIC CHARITYBOULDER, CO, US$9,500
Paid GrantBOULDER COMMUNITY HOSPITAL FOUNDATIONMEDICAL SERVICES TO COMMUNITYPUBLIC CHARITYBOULDER CITY, NV, US$1,500
Paid GrantBOULDER JEWISH COMMUNITY CENTERRELIGIOUS - JUDAISMPUBLIC CHARITYBOULDER, CO, US$1,000
Paid GrantEFAAPROVIDES BASIC NECESSITIES TO PEOPLE IN NEEDPUBLIC CHARITYBOULDER, CO, US$1,000
Paid GrantI HAVE A DREAM FOUNDATION OF BOULDER COUNTYSUPPORT FOR CHILDREN OF UNDER-RESOURCED COMMUNITIESPUBLIC CHARITYBOULDER, CO, US$1,000
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
2023-12-05
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 Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD BOGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JODI BOGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW BOGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3I HAVE A DREAM FOUNDATION OF BOULDER COUNTY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21575 YARMOUTH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33012 STERLING CIRCLE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42825 WILDERNESS PLACE SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOULDER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOULDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01482
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01482
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt050392
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0105100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt072178
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0240938
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt050392
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0105100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt072178
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013268
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0240938
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0227670
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0920
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0920
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD BOGEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02013940207
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-05
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/PreparationDt02023-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUIS ZACARESE
ReturnHeader/ReturnTs02023-12-15T14:24:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOGEN
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,288
Liabilities
$0
Net assets
$24,288
Revenue
$992
Expenses
$15,500
Net income
-$14,508
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
Peer Organizations

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