Civic Intelligence

Boerger Family Charitable Trust

EIN 90-1250974 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

50th percentile

16%

Higher net margin than 50% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$63,022

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

1.6%

Faster asset growth than 47% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

94%

Faster revenue growth than 66% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$4,242,100

Up $65,501 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,242,100

Up $65,501 (+1.6%) from 2023

Revenue

Up

$414,927

Up $201,139 (+94%) from 2023

Expenses

Up

$347,789

Up $61,023 (+21%) from 2023

Net Income

Up

$67,138

Up $140,116 (+192%) 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 2019: $4,570,789Liabilities 2019: $0Net Assets 2019: $4,570,7892019Assets 2020: $4,448,361Liabilities 2020: $0Net Assets 2020: $4,448,3612020Assets 2021: $4,412,010Liabilities 2021: $0Net Assets 2021: $4,412,0102021Assets 2022: $4,248,753Liabilities 2022: $0Net Assets 2022: $4,248,7532022Assets 2023: $4,176,599Liabilities 2023: $0Net Assets 2023: $4,176,5992023Assets 2024: $4,242,100Liabilities 2024: $0Net Assets 2024: $4,242,1002024

Highlighted filing

2024

Assets$4,242,100
Liabilities$0
Net Assets$4,242,100

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2019: $136,369Expenses 2019: $311,647Net Income 2019: -$175,2782019Revenue 2020: $204,067Expenses 2020: $326,045Net Income 2020: -$121,9782020Revenue 2021: $386,188Expenses 2021: $345,376Net Income 2021: $40,8122021Revenue 2022: $120,914Expenses 2022: $362,200Net Income 2022: -$241,2862022Revenue 2023: $213,788Expenses 2023: $286,766Net Income 2023: -$72,9782023Revenue 2024: $414,927Expenses 2024: $347,789Net Income 2024: $67,1382024

Highlighted filing

2024

Revenue$414,927
Expenses$347,789
Net Income$67,138

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$63,022-$63,022
DIANE BOERGERCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Boerger Family Charitable Trust
EIN
90-1250974
Phone
6092746834
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
6092746834
Signed
2025-04-08
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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