Civic Intelligence

Edgar & Lucile Schergens Foundation Inc.

EIN 35-1848445 • Tell City, IN

Pub. 78 Eligible
83 Guttenberg LnTell City, IN 47586
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

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

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

98th percentile

910%

Faster revenue growth than 98% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,687,559

Up $945,124 (+14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,687,559

Up $945,124 (+14%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$1,493,933

Up $1,346,051 (+910%) from 2023

Expenses

Up

$383,069

Up $84,245 (+28%) from 2023

Net Income

Up

$1,110,864

Up $1,261,806 (+836%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,783,229Liabilities 2020: $0Net Assets 2020: $6,783,2292020Assets 2021: $7,108,471Liabilities 2021: $0Net Assets 2021: $7,108,4712021Assets 2022: $6,893,377Liabilities 2022: $0Net Assets 2022: $6,893,3772022Assets 2023: $6,742,435Liabilities 2023: $0Net Assets 2023: $6,742,4352023Assets 2024: $7,687,559Liabilities 2024: $0Net Assets 2024: $7,687,5592024

Highlighted filing

2024

Assets$7,687,559
Liabilities$0
Net Assets$7,687,559
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $796,628Expenses 2020: $423,683Net Income 2020: $372,9452020Revenue 2021: $777,671Expenses 2021: $452,429Net Income 2021: $325,2422021Revenue 2022: $222,582Expenses 2022: $437,676Net Income 2022: -$215,0942022Revenue 2023: $147,882Expenses 2023: $298,824Net Income 2023: -$150,9422023Revenue 2024: $1,493,933Expenses 2024: $383,069Net Income 2024: $1,110,8642024

Highlighted filing

2024

Revenue$1,493,933
Expenses$383,069
Net Income$1,110,864
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,687,559
Liabilities
$0
Net assets
$7,687,559
Revenue
$1,493,933
Expenses
$383,069
Net income
$1,110,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$1.49$0.38$1.11
2023Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.15$0.30$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$0.22$0.44$0.22
2021Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.78$0.45$0.33
2020Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.80$0.42$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William BordersPresident-$0--
Karen WernerVice President-$0--
Kristi ApplegateTreasurer-$0--
Anjan KashyabBoard Member-$0--
Patrick BordersBoard Member-$0--
Mary Jo BordersBoard Member-$0--
Derrick LawalinBoard Member-$0--
Missy NobleBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Edgar & Lucile Schergens Foundation Inc
EIN
35-1848445
In Care Of
% Kristi Applegate
Phone
8126080300
Address
83 Guttenberg Ln, Tell City, IN 47586

Signing Officer

Name
Kristi Applegate
Title
Treasurer
Phone
8126080300
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
MarshTerry&Associates
Address
3420 Newton Street, Jasper, IN 47546
Preparer
Katelyn Marsh CPA
Phone
8124811553
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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0376068
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0376068
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0The Foundation
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt083 Guttenberg Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tell City
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047586
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08126080300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION FORMS ARE AVAILABLE UPON REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0William Borders
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08126080300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt065 Luzern Lane
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Tell City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd047586
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PERRY COUNTY INDIANA RECIPIENTS PREFERRED, BUT NOT REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1346068
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1College Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Perry County Junior Achievement
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1College Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tell City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tell City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047586
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd147586
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0376068
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/AppliedToCurrentYearAmt031789
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0344279
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0363775
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0376068
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0331986
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0344279
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Business Registration Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Schergans Building Maintenanc
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Operating Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23876
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt392
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Miscellaneous Revenue
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12507
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Other Professional Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt044269
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTI APPLEGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08126080300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edgar & Lucile Schergens Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0EDGA
ReturnHeader/Filer/EIN0351848445
ReturnHeader/Filer/InCareOfNm0% Kristi Applegate
ReturnHeader/Filer/PhoneNum08126080300
ReturnHeader/Filer/USAddress/AddressLine1Txt083 Guttenberg Ln
ReturnHeader/Filer/USAddress/CityNm0Tell City
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047586
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0743038610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MarshTerry&Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03420 Newton Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jasper
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047546
ReturnHeader/PreparerPersonGrp/PhoneNum08124811553
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATELYN MARSH CPA
ReturnHeader/ReturnTs02025-11-14T13:45:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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