Civic Intelligence

Schumaker Charitable Trust

990PF • Fiscal year 2022 • EIN 30-6714601

Mar 15, 2022 to Dec 31, 2022 • Filed on Nov 11, 2023

PO Box 1532Pennington, NJ 08534

(212) 852-3049

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

65th percentile

0.00x

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

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Net Margin

86th percentile

93%

Higher net margin than 86% of similar nonprofits.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$49,539

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2022 filings • NTEE T20 • $5M-$10M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$4,956,229

No earlier filing loaded for comparison.

Net Assets

$4,956,229

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$5,272,771

No earlier filing loaded for comparison.

Expenses

$355,944

No earlier filing loaded for comparison.

Net Income

$4,916,827

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$4,956,229
Liabilities$0
Net Assets$4,956,229

Operations Trend

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

2022

Revenue$5,272,771
Expenses$355,944
Net Income$4,916,827
Jump To
Filing Snapshot
Filing Period
Mar 15, 2022 to Dec 31, 2022
Signed
Nov 11, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$49,539-$49,539
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
2023-11-11
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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