Civic Intelligence

Sheldon K Beren Charitable Trust

990PF • Fiscal year 2024 • EIN 47-0862874

Jul 01, 2023 to Jun 30, 2024

Organization Profile
Denver, CO
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

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

Net Margin

12th percentile

-36%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

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

Revenue Growth

88th percentile

94%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,865,369

Down $204,249 (-2.9%) from 2023

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2023

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin12th percentile

Revenue

Up

$570,262

Up $276,534 (+94%) from 2023

Expenses

Up

$774,511

Up $301,252 (+64%) from 2023

Net Income

Down

-$204,249

Down $24,718 (-14%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$10M$5.0M$0Assets 2011: $8,437,336Liabilities 2011: $02011Assets 2012: $8,414,285Liabilities 2012: $02012Assets 2013: $8,348,344Liabilities 2013: $02013Assets 2014: $8,429,759Liabilities 2014: $02014Assets 2015: $8,877,203Liabilities 2015: $0Net Assets 2015: $8,877,2032015Assets 2019: $7,859,282Liabilities 2019: $0Net Assets 2019: $7,859,2822019Assets 2020: $7,410,166Liabilities 2020: $0Net Assets 2020: $7,410,1662020Assets 2021: $7,174,135Liabilities 2021: $02021Assets 2022: $7,249,149Liabilities 2022: $12022Assets 2023: $7,069,618Liabilities 2023: $0Net Assets 2023: $7,069,6182023Assets 2024: $6,865,369Liabilities 2024: $12024

Highlighted filing

2024

Assets$6,865,369
Liabilities$1
Net Assets-
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,903,611Expenses 2011: $167,333Net Income 2011: $5,736,2782011Revenue 2012: $370,005Expenses 2012: $393,056Net Income 2012: -$23,0512012Revenue 2013: $276,251Expenses 2013: $342,194Net Income 2013: -$65,9432013Revenue 2014: $511,074Expenses 2014: $429,659Net Income 2014: $81,4152014Revenue 2015: $937,444Expenses 2015: $490,000Net Income 2015: $447,4442015Revenue 2019: $315,669Expenses 2019: $475,546Net Income 2019: -$159,8772019Revenue 2020: $10,368Expenses 2020: $459,484Net Income 2020: -$449,1162020Revenue 2021: $278,500Expenses 2021: $514,531Net Income 2021: -$236,0312021Revenue 2022: $609,619Expenses 2022: $534,605Net Income 2022: $75,0142022Revenue 2023: $293,728Expenses 2023: $473,259Net Income 2023: -$179,5312023Revenue 2024: $570,262Expenses 2024: $774,511Net Income 2024: -$204,2492024

Highlighted filing

2024

Revenue$570,262
Expenses$774,511
Net Income-$204,249
Open 2024 Filing
Filing Detail Status

This 2024 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$6,865,369
Liabilities
$1
Net assets
-
Revenue
$570,262
Expenses
$774,511
Net income
-$204,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$6.87$0.00$0.57$0.77$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.29$0.47$0.18
2022Summary only. Only limited summary data is available for this year.$7.25$0.00$0.61$0.53$0.08
2021Summary only. Only limited summary data is available for this year.$7.17$0.00$0.28$0.51$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.00$7.41$0.01$0.46$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.00$7.86$0.32$0.48$0.16
2015Detailed filing. Detailed filing data is available for this year.$8.88$0.00$8.88$0.94$0.49$0.45
2014Summary only. Only limited summary data is available for this year.$8.43$0.00$0.51$0.43$0.08
2013Summary only. Only limited summary data is available for this year.$8.35$0.00$0.28$0.34$0.07
2012Summary only. Only limited summary data is available for this year.$8.41$0.00$0.37$0.39$0.02
2011Summary only. Only limited summary data is available for this year.$8.44$0.00$5.90$0.17$5.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • $5M-$10M nonprofits