Civic Intelligence

Samuel Staten Sr Charitable Trust

990EZ • Fiscal year 2023 • EIN 23-3043585

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileWWW.STATENCHARITABLETRUST.ORG
506 Corporate Drive WestLanghorne, PA 19047

(267) 757-0720

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.4%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$246,657

Up $17,007 (+7.4%) from 2022

Net Assets

Up

$246,657

Up $17,007 (+7.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$162,707

Up $12,547 (+8.4%) from 2022

Expenses

Down

$145,700

Down $27,416 (-16%) from 2022

Net Income

Up

$17,007

Up $39,963 (+174%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$300K$200K$100K$0Assets 2011: $168,185Liabilities 2011: $02011Assets 2012: $189,465Liabilities 2012: $0Net Assets 2012: $189,4652012Assets 2013: $193,196Liabilities 2013: $0Net Assets 2013: $193,1962013Assets 2014: $178,845Liabilities 2014: $0Net Assets 2014: $178,8452014Assets 2015: $182,792Liabilities 2015: $0Net Assets 2015: $182,7922015Assets 2016: $198,114Liabilities 2016: $0Net Assets 2016: $198,1142016Assets 2017: $223,555Liabilities 2017: $0Net Assets 2017: $223,5552017Assets 2018: $265,341Liabilities 2018: $0Net Assets 2018: $265,3412018Assets 2019: $263,779Liabilities 2019: $0Net Assets 2019: $263,7792019Assets 2020: $241,249Liabilities 2020: $0Net Assets 2020: $241,2492020Assets 2021: $252,606Liabilities 2021: $0Net Assets 2021: $252,6062021Assets 2022: $229,650Liabilities 2022: $0Net Assets 2022: $229,6502022Assets 2023: $246,657Liabilities 2023: $0Net Assets 2023: $246,6572023Assets 2024: $242,436Liabilities 2024: $0Net Assets 2024: $242,4362024

Highlighted filing

2023

Assets$246,657
Liabilities$0
Net Assets$246,657
Open 2023 Filing

Operations Trend

Revenue Growth54th percentile

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

$200K$100K$0-$100KRevenue 2011: $128,797Expenses 2011: $128,060Net Income 2011: $7372011Revenue 2012: $134,653Expenses 2012: $113,373Net Income 2012: $21,2802012Revenue 2013: $166,173Expenses 2013: $162,442Net Income 2013: $3,7312013Revenue 2014: $140,666Expenses 2014: $155,017Net Income 2014: -$14,3512014Revenue 2015: $133,783Expenses 2015: $129,836Net Income 2015: $3,9472015Revenue 2016: $149,271Expenses 2016: $133,949Net Income 2016: $15,3222016Revenue 2017: $158,639Expenses 2017: $133,198Net Income 2017: $25,4412017Revenue 2018: $170,949Expenses 2018: $129,163Net Income 2018: $41,7862018Revenue 2019: $179,249Expenses 2019: $180,811Net Income 2019: -$1,5622019Revenue 2020: $132,987Expenses 2020: $155,517Net Income 2020: -$22,5302020Revenue 2021: $151,360Expenses 2021: $140,003Net Income 2021: $11,3572021Revenue 2022: $150,160Expenses 2022: $173,116Net Income 2022: -$22,9562022Revenue 2023: $162,707Expenses 2023: $145,700Net Income 2023: $17,0072023Revenue 2024: $175,210Expenses 2024: $179,431Net Income 2024: -$4,2212024

Highlighted filing

2023

Revenue$162,707
Expenses$145,700
Net Income$17,007
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$162,707
Mission and Program Overview

Mission

Donations to specific charities

Program Services

DescriptionGrantsExpenses
GAVE DONATIONS TO SPECIFIC CHARITIES AND SCHOLARSHIPS TO QUALIFIED STUDENTS--
GAVE SCHOLARSHIPS TO QUALIFIED STUDENTS--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERRY N BLACKMANTrustee-$0--
JODI T BLACKMANTrustee-$0--
JOEL TRIGIANITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Staten Sr Charitable Trust
EIN
23-3043585
Address
506 CORPORATE DRIVE WEST, LANGHORNE, PA 19047

Signing Officer

Name
Jodi T Blackman
Title
Trustee
Phone
2677570720
Signed
2024-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Perry N Blackman CPA
Address
506 CORPORATE DR WEST, Langhorne, PA 19047
Preparer
Perry N Blackman CPA
Phone
2677570720
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdonations to other charities 45,950golf and dinner fees 33,631door prizes and raffle cost 2,707golf outing prizes 1,300polo shirts and hats 14,523photographer for outing 2,804website 540putting contest and signs 2,420award trophies 618scholarships 13,000bank charges 15event insurance 300”

Raw XML Appendix135 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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IRS990EZ/ApplicationPendingInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum02677570720
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANGHORNE
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229650
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PERRY N BLACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JODI T BLACKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOEL TRIGIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0117808
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DONATIONS TO SPECIFIC CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt01955
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GAVE DONATIONS TO SPECIFIC CHARITIES AND SCHOLARSHIPS TO QUALIFIED STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GAVE SCHOLARSHIPS TO QUALIFIED STUDENTS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0145700
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0162707
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.STATENCHARITABLETRUST.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0161700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0149200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0151280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0132750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0178985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0773915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0265
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02549
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99670
IRS990ScheduleA/PublicSupportPY170Pct00.99900
IRS990ScheduleA/PublicSupportTotal170Amt0773915
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0161700
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0132750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0178985
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0773915
IRS990ScheduleA/TotalSupportAmt0776464
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDONATIONS TO OTHER CHARITIES 45,950GOLF AND DINNER FEES 33,631DOOR PRIZES AND RAFFLE COST 2,707GOLF OUTING PRIZES 1,300POLO SHIRTS AND HATS 14,523PHOTOGRAPHER FOR OUTING 2,804WEBSITE 540PUTTING CONTEST AND SIGNS 2,420AWARD TROPHIES 618SCHOLARSHIPS 13,000BANK CHARGES 15EVENT INSURANCE 300
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JODI T BLACKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02677570720
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL STATEN SR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0233043585
ReturnHeader/Filer/USAddress/AddressLine1Txt0506 CORPORATE DRIVE WEST
ReturnHeader/Filer/USAddress/CityNm0LANGHORNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019047
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232244789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERRY N BLACKMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0506 CORPORATE DR WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Langhorne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019047
ReturnHeader/PreparerPersonGrp/PhoneNum02677570720
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PERRY N BLACKMAN CPA
ReturnHeader/ReturnTs02024-11-13T10:41:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$246,657
Liabilities
$0
Net assets
$246,657
Revenue
$162,707
Expenses
$145,700
Net income
$17,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$1.75$1.79$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$1.63$1.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.50$1.73$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.51$1.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.33$1.56$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$1.79$1.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.71$1.29$0.42
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.59$1.33$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.49$1.34$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$1.34$1.30$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.41$1.55$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.66$1.62$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$1.35$1.13$0.21
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$1.29$1.28$0.01