Civic Intelligence

Schumaker Charitable Trust

EIN 30-6714601 • Pennington, NJ

Pub. 78 EligibleNTEE T20
PO Box 1532Pennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.00x

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

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Net Margin

45th percentile

9.2%

Higher net margin than 45% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$77,613

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

NTEE T20 • $5M-$10M nonprofits • Source year 2024

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

5.2%

Faster revenue growth than 37% of similar nonprofits.

NTEE T20 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,137,175

Up $68,466 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,137,175

Up $68,466 (+1.4%) from 2023

Revenue

Up

$570,170

Up $28,116 (+5.2%) from 2023

Expenses

Up

$517,984

Up $96,528 (+23%) from 2023

Net Income

Down

$52,186

Down $68,412 (-57%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2022: $4,956,229Liabilities 2022: $0Net Assets 2022: $4,956,2292022Assets 2023: $5,068,709Liabilities 2023: $0Net Assets 2023: $5,068,7092023Assets 2024: $5,137,175Liabilities 2024: $0Net Assets 2024: $5,137,1752024

Highlighted filing

2024

Assets$5,137,175
Liabilities$0
Net Assets$5,137,175

Operations Trend

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

$6.0M$4.0M$2.0M$0Revenue 2022: $5,272,771Expenses 2022: $355,944Net Income 2022: $4,916,8272022Revenue 2023: $542,054Expenses 2023: $421,456Net Income 2023: $120,5982023Revenue 2024: $570,170Expenses 2024: $517,984Net Income 2024: $52,1862024

Highlighted filing

2024

Revenue$570,170
Expenses$517,984
Net Income$52,186

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$77,613-$77,613
Filing and Contact Details

Filer

Filer Name
Schumaker Charitable Trust
EIN
30-6714601
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1582622J104 SIEMENS HEALTHINEERS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19298736109 EURONET WORLDWIDE IN
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