Civic Intelligence

Ivan W and Bernice K Burnham Educational Foundation

990PF • Fiscal year 2012 • EIN 03-6016085

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 16, 2013

Organization Profile
PO Box 47703302-0477
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

96th percentile

$5,749

Higher top officer pay than 96% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

41st percentile

-2.6%

Faster asset growth than 41% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$333,546

Down $9,072 (-2.6%) from 2011

Net Assets

Down

$333,546

Down $9,072 (-2.6%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$22,415

Up $846 (+3.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2010: $347,787Liabilities 2010: $0Net Assets 2010: $347,7872010Assets 2011: $342,618Liabilities 2011: $0Net Assets 2011: $342,6182011Assets 2012: $333,546Liabilities 2012: $0Net Assets 2012: $333,5462012Assets 2013: $327,120Liabilities 2013: $0Net Assets 2013: $327,1202013Assets 2014: $329,562Liabilities 2014: $0Net Assets 2014: $329,5622014Assets 2015: $333,870Liabilities 2015: $0Net Assets 2015: $333,8702015Assets 2016: $330,068Liabilities 2016: $0Net Assets 2016: $330,0682016Assets 2017: $321,744Liabilities 2017: $0Net Assets 2017: $321,7442017Assets 2018: $313,647Liabilities 2018: $0Net Assets 2018: $313,6472018Assets 2019: $305,946Liabilities 2019: $0Net Assets 2019: $305,9462019Assets 2020: $300,254Liabilities 2020: $0Net Assets 2020: $300,2542020Assets 2021: $297,386Liabilities 2021: $0Net Assets 2021: $297,3862021Assets 2022: $296,076Liabilities 2022: $0Net Assets 2022: $296,0762022Assets 2023: $260,690Liabilities 2023: $0Net Assets 2023: $260,6902023Assets 2024: $256,518Liabilities 2024: $0Net Assets 2024: $256,5182024

Highlighted filing

2012

Assets$333,546
Liabilities$0
Net Assets$333,546
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2010: $21,4532010Expenses 2011: $21,5692011Expenses 2012: $22,4152012Revenue 2013: $17,792Expenses 2013: $24,224Net Income 2013: -$6,4322013Revenue 2014: $29,697Expenses 2014: $27,704Net Income 2014: $1,9932014Revenue 2015: $32,631Expenses 2015: $27,312Net Income 2015: $5,3192015Revenue 2016: $22,260Expenses 2016: $25,682Net Income 2016: -$3,4222016Revenue 2017: $14,003Expenses 2017: $22,327Net Income 2017: -$8,3242017Revenue 2018: $14,622Expenses 2018: $22,719Net Income 2018: -$8,0972018Revenue 2019: $14,318Expenses 2019: $22,079Net Income 2019: -$7,7612019Revenue 2020: $16,353Expenses 2020: $21,994Net Income 2020: -$5,6412020Revenue 2021: $21,090Expenses 2021: $23,956Net Income 2021: -$2,8662021Revenue 2022: $19,889Expenses 2022: $21,212Net Income 2022: -$1,3232022Revenue 2023: -$13,219Expenses 2023: $22,170Net Income 2023: -$35,3892023Revenue 2024: $13,610Expenses 2024: $20,412Net Income 2024: -$6,8022024

Highlighted filing

2012

Revenue-
Expenses$22,415
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 16, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$5,749-$5,749
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARWOOD UNION HIGH SCHOOLEDUCATIONAL SCHOLARSHIPSINSTITUTIONSOUTH DUXBURY, VT, US$7,492
Paid GrantWaterbury-Duxbury School DistrictEDUCATIONAL SCHOLARSHIPSINSTITUTIONWATERBURY, VT, US$6,746
Paid GrantOrchard Valley SchoolEDUCATIONAL SCHOLARSHIPSINSTITUTIONMONTPELIER, VT, US$1,762
Filing and Contact Details

Filer

EIN
03-6016085
Raw XML AppendixShowing 400 of 936 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired562010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired572010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582012-02-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired602010-10-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired662010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired672010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired682010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired692010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired702010-10-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired722012-02-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired742010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired752010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired762010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired772010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired782010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired792010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired802012-02-27
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired822010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired832010-10-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired852010-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired862010-06-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired872010-10-18
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold382012-07-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold402012-07-16
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold682012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold692012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold702012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold712012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold722012-10-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold732012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold742012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold752012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold762012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold772012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold782012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold792012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold802012-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold812012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold822012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold832012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold842012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold852012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold862012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold872012-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset03.385 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14.392 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset217.808 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset313.028 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41.986 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset59.403 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset63.149 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset75.593 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset821.128 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset96.524 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1010.4 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1116.898 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset128.049 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset133.359 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset145.434 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15387.467 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset162.277 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1738.334 FIDELITY SELECT PORTFOLIOS SELECT GOLD PT FUND #41
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18552.346 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1965.262 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2062.986 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset211.055 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221.454 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2310.824 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241.44 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25.877 HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset264.465 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271.256 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset282.325 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset299.476 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3023.776 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset31.423 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3230.4 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset33200.675 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3449.569 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset35138.931 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3691.714 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3775.867 ASTON FDS MONTAG & CALDWELL GROWTH FUND CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3828.991 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset399.479 BUFFALO SMALL CAP FD #1444
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4011.971 DODGE & COX STK FD COM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset41121.895 FIDELITY SPARTAN HIGH INCOME
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4210. HARBOR INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4318.202 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset446.132 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset45148.723 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset469.099 ROYCE SPECIAL EQUITY FD #327
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4741.491 TD ASSET MGMT SHORT TERM BOND #4
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4870.389 VANGUARD INTERM-TERM TREAS FD #35
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4935.211 VANGUARD INFLATION PROTECTED SEC 119
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5039.265 VIRTUS EMERGING MKTS OPPORTUNITY FUND I CLASS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$333,546
Liabilities
$0
Net assets
$333,546
Revenue
-
Expenses
$22,415
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14$0.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.13$0.22$0.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.20$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.21$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.16$0.22$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.15$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.14$0.22$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.22$0.26$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.33$0.27$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.30$0.28$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.18$0.24$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.22
2011Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.22
2010Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.21