Civic Intelligence

The Stanley and Roberta Bogen Charitable Foundation

990PF • Fiscal year 2018 • EIN 94-3457573

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

956 Fifth Avenue No 7ANew York, NY 10105

(212) 756-4482

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

87th percentile

27%

Faster asset growth than 87% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$3,773,181

Up $1,594,756 (+73%) from 2015

Net Assets

Up

$3,773,181

Up $1,594,756 (+73%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,032,802

Up $391,420 (+61%) from 2015

Expenses

Down

$399,450

Down $236,710 (-37%) from 2015

Net Income

Up

$633,352

Up $628,130 (+12029%) from 2015

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 2010: $932,162Liabilities 2010: $0Net Assets 2010: $932,1622010Assets 2011: $953,396Liabilities 2011: $0Net Assets 2011: $953,3962011Assets 2012: $1,182,515Liabilities 2012: $0Net Assets 2012: $1,182,5152012Assets 2013: $1,912,665Liabilities 2013: $12013Assets 2014: $2,173,859Liabilities 2014: $0Net Assets 2014: $2,173,8592014Assets 2015: $2,178,425Liabilities 2015: $0Net Assets 2015: $2,178,4252015Assets 2018: $3,773,181Liabilities 2018: $0Net Assets 2018: $3,773,1812018Assets 2019: $4,150,574Liabilities 2019: $0Net Assets 2019: $4,150,5742019Assets 2020: $3,554,644Liabilities 2020: $0Net Assets 2020: $3,554,6442020Assets 2022: $3,135,703Liabilities 2022: $0Net Assets 2022: $3,135,7032022Assets 2023: $3,161,872Liabilities 2023: $12023Assets 2024: $3,129,381Liabilities 2024: $0Net Assets 2024: $3,129,3812024

Highlighted filing

2018

Assets$3,773,181
Liabilities$0
Net Assets$3,773,181

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $190,0332010Expenses 2011: $444,0472011Expenses 2012: $550,0462012Revenue 2013: $1,295,796Expenses 2013: $565,646Net Income 2013: $730,1502013Revenue 2014: $955,754Expenses 2014: $711,847Net Income 2014: $243,9072014Revenue 2015: $641,382Expenses 2015: $636,160Net Income 2015: $5,2222015Revenue 2018: $1,032,802Expenses 2018: $399,450Net Income 2018: $633,3522018Revenue 2019: $1,026,905Expenses 2019: $669,467Net Income 2019: $357,4382019Revenue 2020: $21,472Expenses 2020: $488,490Net Income 2020: -$467,0182020Revenue 2022: $1,272,772Expenses 2022: $455,737Net Income 2022: $817,0352022Revenue 2023: $1,049,936Expenses 2023: $729,978Net Income 2023: $319,9582023Revenue 2024: $1,022,222Expenses 2024: $661,580Net Income 2024: $360,6422024

Highlighted filing

2018

Revenue$1,032,802
Expenses$399,450
Net Income$633,352
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STANLEY BOGENTrustee As Needed-$0--
ROBERTA BOGENTrustee As Needed-$0--
Filing and Contact Details

Filer

Filer Name
The Stanley and Roberta Bogen Charitable
EIN
94-3457573
Phone
2127564482
Address
956 FIFTH AVENUE NO 7A, NEW YORK, NY 10105

Signing Officer

Name
Stanley Bogen
Title
Trustee
Phone
2123023300
Signed
2019-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Company Llp
Address
709 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604
Preparer
David Sunshine CPA
Phone
9149492990
Raw XML AppendixShowing 400 of 916 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/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0635333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0737628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0634160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0711350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0563254
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.337017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.329108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0348915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0643996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0642842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02561457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02110727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01711456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0397338
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0AVENUE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt50GENERAL SUPPORT
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