Civic Intelligence

Norman & Carol Traeger Foundation Inc.

EIN 31-0988108 • Powell, OH

Pub. 78 Eligible
3791 Attucks DrivePowell, OH 43065
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

58th percentile

5.1%

Faster asset growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-9.7%

Faster revenue growth than 23% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,333,172

Up $162,940 (+5.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,333,172

Up $162,940 (+5.1%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Down

$330,273

Down $35,411 (-9.7%) from 2024

Expenses

Down

$167,333

Down $95,900 (-36%) from 2024

Net Income

Up

$162,940

Up $60,489 (+59%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,158,077Liabilities 2015: $0Net Assets 2015: $3,158,0772015Assets 2016: $3,283,937Liabilities 2016: $0Net Assets 2016: $3,283,9372016Assets 2017: $3,170,204Liabilities 2017: $0Net Assets 2017: $3,170,2042017Assets 2018: $3,130,296Liabilities 2018: $0Net Assets 2018: $3,130,2962018Assets 2019: $3,223,367Liabilities 2019: $0Net Assets 2019: $3,223,3672019Assets 2020: $3,085,857Liabilities 2020: $0Net Assets 2020: $3,085,8572020Assets 2021: $3,193,344Liabilities 2021: $0Net Assets 2021: $3,193,3442021Assets 2022: $3,293,726Liabilities 2022: $0Net Assets 2022: $3,293,7262022Assets 2023: $3,067,781Liabilities 2023: $0Net Assets 2023: $3,067,7812023Assets 2024: $3,170,232Liabilities 2024: $0Net Assets 2024: $3,170,2322024Assets 2025: $3,333,172Liabilities 2025: $0Net Assets 2025: $3,333,1722025

Highlighted filing

2025

Assets$3,333,172
Liabilities$0
Net Assets$3,333,172
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2015: $326,249Expenses 2015: $295,677Net Income 2015: $30,5722015Revenue 2016: $396,339Expenses 2016: $270,479Net Income 2016: $125,8602016Revenue 2017: $169,929Expenses 2017: $283,662Net Income 2017: -$113,7332017Revenue 2018: $212,115Expenses 2018: $252,023Net Income 2018: -$39,9082018Revenue 2019: $401,625Expenses 2019: $308,554Net Income 2019: $93,0712019Revenue 2020: $120,073Expenses 2020: $257,583Net Income 2020: -$137,5102020Revenue 2021: $348,316Expenses 2021: $240,829Net Income 2021: $107,4872021Revenue 2022: $373,667Expenses 2022: $273,285Net Income 2022: $100,3822022Revenue 2023: $66,206Expenses 2023: $292,151Net Income 2023: -$225,9452023Revenue 2024: $365,684Expenses 2024: $263,233Net Income 2024: $102,4512024Revenue 2025: $330,273Expenses 2025: $167,333Net Income 2025: $162,9402025

Highlighted filing

2025

Revenue$330,273
Expenses$167,333
Net Income$162,940
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,333,172
Liabilities
$0
Net assets
$3,333,172
Revenue
$330,273
Expenses
$167,333
Net income
$162,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.33$0.17$0.16
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.37$0.26$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.07$0.29$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.37$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.35$0.24$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.12$0.26$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.40$0.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.21$0.25$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.17$0.28$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.40$0.27$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.33$0.30$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jul 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norman L TraegerTrusteePT$0--
Carol TraegerTrustee-$0--
Jamie Traeger-MuneyTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Various-Powell, OH, US$139,250
Filing and Contact Details

Filer

Filer Name
Norman and Carol Traeger Foundation
EIN
31-0988108
In Care Of
% Norman Traeger
Phone
6148463600
Address
3791 Attucks Drive, Powell, OH 43065

Signing Officer

Name
Norman Traeger
Title
Trustee
Phone
4154352504
Signed
2025-07-08
Discuss with paid preparer
Yes

Preparer

Firm
Contemporary Business Solutions Inc
Address
3791 Attucks Dr, Powell, OH 43065
Preparer
Steven Covert CPA
Phone
6148463600
Raw XML Appendix336 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/PersonNm0Norman L Traeger
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carol Traeger
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06148463600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Amounts paid directly to other 501c 3 organizations
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0139250
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter outlining the activities of the charitable organization making the request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Norman L Traeger
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04154352504
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03700 Paradise Drive
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Belvedere Tiburon
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094920
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Gifts limited to 501(C) (3) organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Norman L Traeger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0139250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached statement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03791 Attucks Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Powell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043065
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0139250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt01053733
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0174440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0197092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt057842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt066745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt089631
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt048664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt057842
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0249554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt066745
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt089631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032368
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0249554
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0307396
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0139250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0174440
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt163
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Miscellaneous income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01065
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1681
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01065
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1681
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt0177697
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0Urban Putt San Jose LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt0200000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/NoteDt02023-01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024363
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024363
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0572
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign dividend tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal income tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0572
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN TRAEGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04154352504
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Norman and Carol Traeger Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORM
ReturnHeader/Filer/EIN0310988108
ReturnHeader/Filer/InCareOfNm0% Norman Traeger
ReturnHeader/Filer/PhoneNum06148463600
ReturnHeader/Filer/USAddress/AddressLine1Txt03791 Attucks Drive
ReturnHeader/Filer/USAddress/CityNm0Powell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311626993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Contemporary Business Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03791 Attucks Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Powell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043065
ReturnHeader/PreparerPersonGrp/PhoneNum06148463600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN COVERT CPA
ReturnHeader/ReturnTs02025-07-21T14:53:18-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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