Civic Intelligence

Burgess Steel Charitable Trust Inc

EIN 20-1171802 • 501(c)3 • Englewood, NJ

Profile

The purpose of the burgess steel charitable trust is to raise funds and make contributions to charities.

200 West Forest AvenueEnglewood, NJ 07631

n/A

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

NTEE T30 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.00x

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

NTEE T30 • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

95%

Higher net margin than 96% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2024

Asset Growth

95th percentile

500%

Faster asset growth than 95% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$68,637

Up $57,197 (+500%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$68,637

No earlier filing loaded for comparison.

Revenue

Up

$60,471

Up $72,706 (+594%) from 2023

Expenses

Down

$3,274

Down $12,122 (-79%) from 2023

Net Income

Up

$57,197

Up $84,828 (+307%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2015: $24,751Liabilities 2015: $0Net Assets 2015: $24,7512015Assets 2016: $36,523Liabilities 2016: $0Net Assets 2016: $36,5232016Assets 2017: $44,693Liabilities 2017: $0Net Assets 2017: $44,6932017Assets 2018: $43,860Liabilities 2018: $0Net Assets 2018: $43,8602018Assets 2019: $40,004Liabilities 2019: $0Net Assets 2019: $40,0042019Assets 2020: $57,599Liabilities 2020: $0Net Assets 2020: $57,5992020Assets 2021: $24,768Liabilities 2021: $02021Assets 2022: $39,071Liabilities 2022: $0Net Assets 2022: $39,0712022Assets 2023: $11,440Liabilities 2023: $02023Assets 2024: $68,637Liabilities 2024: $0Net Assets 2024: $68,6372024

Highlighted filing

2024

Assets$68,637
Liabilities$0
Net Assets$68,637

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2015: $78,510Expenses 2015: $55,959Net Income 2015: $22,5512015Revenue 2016: $86,384Expenses 2016: $74,612Net Income 2016: $11,7722016Revenue 2017: $95,983Expenses 2017: $87,813Net Income 2017: $8,1702017Revenue 2018: $94,138Expenses 2018: $94,971Net Income 2018: -$8332018Revenue 2019: $92,590Expenses 2019: $96,446Net Income 2019: -$3,8562019Revenue 2020: $119,284Expenses 2020: $101,689Net Income 2020: $17,5952020Revenue 2021: -$5,846Expenses 2021: $26,985Net Income 2021: -$32,8312021Revenue 2022: $33,984Expenses 2022: $19,681Net Income 2022: $14,3032022Revenue 2023: -$12,235Expenses 2023: $15,396Net Income 2023: -$27,6312023Revenue 2024: $60,471Expenses 2024: $3,274Net Income 2024: $57,1972024

Highlighted filing

2024

Revenue$60,471
Expenses$3,274
Net Income$57,197

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$115,265
Mission and Program Overview

Mission

The purpose of the burgess steel charitable trust is to raise funds and make contributions to charities.

Program Services

DescriptionGrantsExpenses
THE PURPOSE OF THE BURGESS STEEL CHARITABLE TRUST IS TO RAISE FUNDS AND MAKE CONTRIBUTIONS TO CHARITIES.$18,000$18,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P GUERINTrustee-$0--
TIMOTHY GUERINTrustee-$0--
TROY VOLPETrustee-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$115,265---
Total Events$115,265-$81,281$-81,281
Filing and Contact Details

Filer

Filer Name
Burgess Steel Charitable Trust Inc
EIN
20-1171802
In Care Of
% TROY VOLPE
Phone
2018713500
Address
200 WEST FOREST AVENUE, ENGLEWOOD, NJ 07631

Signing Officer

Name
Troy Volpe
Title
Trustee
Phone
2018713500
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
331 NEWMAN SPRINGS RD STE 125, RED BANK, NJ 07701-6765
Preparer
Joseph B Malfettano CPA
Phone
7328423113
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

Donees name:hackensack meridian bayshore medical grant amount:10000

Form 990EZ Part I Line 16

Description:MISCELLANEOUS FEES Amount:86

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ENGLEWOOD
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P GUERIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIMOTHY GUERIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TROY VOLPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt086
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE BURGESS STEEL CHARITABLE TRUST IS TO RAISE FUNDS AND MAKE CONTRIBUTIONS TO CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PURPOSE OF THE BURGESS STEEL CHARITABLE TRUST IS TO RAISE FUNDS AND MAKE CONTRIBUTIONS TO CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt081281
IRS990EZ/SpecialEventsNetIncomeLossAmt0-81281
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019681
IRS990EZ/TotalProgramServiceExpensesAmt018000
IRS990EZ/TotalRevenueAmt033984
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt056500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt052934
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt032000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0189354
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0495903
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.61816
IRS990ScheduleA/PublicSupportPY509Pct00.61603
IRS990ScheduleA/PublicSupportTotal509Amt0306549
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt056500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt052934
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094138
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0495903
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:HACKENSACK MERIDIAN BAYSHORE MEDICAL GRANT AMOUNT:10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:MISCELLANEOUS FEES Amount:86
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TROY VOLPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02018713500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURGESS STEEL CHARITABLE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0BURG
ReturnHeader/Filer/EIN0201171802
ReturnHeader/Filer/InCareOfNm0% TROY VOLPE
ReturnHeader/Filer/PhoneNum02018713500
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 WEST FOREST AVENUE
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0331 NEWMAN SPRINGS RD STE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0077016765
ReturnHeader/PreparerPersonGrp/PhoneNum07328423113
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B MALFETTANO CPA
ReturnHeader/ReturnTs02023-11-15T19:05:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TROY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOLPE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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