Skip to main content

Nonprofit · EIN 93-6333221

BORGEN FAMILY TRUST

Also known as BORGEN ARLEN TTEE

Tax-exempt · HENDERSON, NV 89015

Financials

$75$9922022$351$7902023$481$3402024
Revenue Expenses · by fiscal year end
Financials of BORGEN FAMILY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$481$340$141$8,119$0$8,119
August 31, 2024990-PF$351$790-$439$7,978$0$7,978
August 31, 2023990-PF$75$992-$917$8,417$0$8,417
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$489
Net gain from sales of assets
-$8

Expenses

Grants and similar amounts paid
$0
Excise tax on investment income
$4

Balance sheet and other

Total assets, start of year
$7,978
Total assets, end of year
$8,119
Total liabilities, end of year
$0
Net assets, end of year
$8,119
Fair market value of assets
$7,394
Net investment income
$551

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Arlen Borgen
1065 Vanlier Ln, Henderson, NV 89015
Trustee0$0
Heather Borgen
921 Ashford Way, Henderson, NV 89015
Trustee0$0
Heidi Melfi
PO Box 425, Baghdad, AZ 86321
Trustee0$0
990-PF for the year ended August 31, 2024: 3 people
NameTitleHours / weekCompensation
Arlen Borgen
1065 Vanlier Ln, Henderson, NV 89015
Trustee0$0
Heather Borgen
921 Ashford Way, Henderson, NV 89015
Trustee0$0
Heidi Melfi
PO Box 425, Baghdad, AZ 86321
Trustee0$0
990-PF for the year ended August 31, 2023: 3 people
NameTitleHours / weekCompensation
Arlen Borgen
1065 Vanlier Ln, Henderson, NV 89015
Trustee0$0
Heather Borgen
921 Ashford Way, Henderson, NV 89015
Trustee0$0
Heidi Melfi
PO Box 425, Baghdad, AZ 86321
Trustee0$0

Address and contacts

Address (IRS master file)
1065 VANLIER LN, HENDERSON, NV 89015-6977
Signed the 990-PF
Arlen Borgen, Trustee
Phone
(435) 459-9455
Return prepared by
Monica L Morales

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
93-6333221
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
August
Files
Form 990-PF
Category (NTEE)
Human services (P84)
Assets (IRS master file)
$8,119
Income (IRS master file)
$1,089

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$481$340$8,119XML
990-PFAugust 2024$351$790$7,978XML
990-PFAugust 2023$75$992$8,417XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-6333221).

Questions about BORGEN FAMILY TRUST

What is the EIN of BORGEN FAMILY TRUST?
The employer identification number (EIN) of BORGEN FAMILY TRUST is 93-6333221.
Is BORGEN FAMILY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to BORGEN FAMILY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BORGEN FAMILY TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BORGEN FAMILY TRUST due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BORGEN FAMILY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of BORGEN FAMILY TRUST?
The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BORGEN FAMILY TRUST have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $481, expenses of $340 and total assets of $8,119 at year end.

Other nonprofits in HENDERSON

All nonprofits in HENDERSON · Nevada · Human services