Civic Intelligence

Ivan W and Bernice K Burnham Educational Foundation

990PF • Fiscal year 2021 • EIN 03-6016085

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 26, 2022

5 Commerce Park North-wealthBedford, NH 03110

(877) 773-1229

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

83rd percentile

$6,061

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

29%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$297,386

Down $2,868 (-1.0%) from 2020

Net Assets

Down

$297,386

Down $2,868 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$21,090

Up $4,737 (+29%) from 2020

Expenses

Up

$23,956

Up $1,962 (+8.9%) from 2020

Net Income

Up

-$2,866

Up $2,775 (+49%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$297,386
Liabilities$0
Net Assets$297,386

Operations Trend

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

2021

Revenue$21,090
Expenses$23,956
Net Income-$2,866
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 26, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,061-$6,061
Filing and Contact Details

Filer

Filer Name
Ivan W and Bernice K Burnham Educational
EIN
03-6016085
Phone
8777731229
Address
5 COMMERCE PARK NORTH-WEALTH, BEDFORD, NH 03110

Signing Officer

Name
Tricia J Smith
Title
TD Bank Trustee
Phone
8777731229
Signed
2022-04-26
Raw XML Appendix345 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 COMMERCE PARK NORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd003110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TD Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08777731229
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter describing programs and financial need
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TD Bank NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08777731229
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05 Commerce Park North
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bedford
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd003110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Individuals/organizations must be in or around the town of Waterbury, VT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25619
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WATERBURY-DUXBURY SCHOOL DISTRICT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARWOOD UNION MIDDLEHIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ORCHARD VALLEY WALDORF SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0THATCHER BROOK PRIMARY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTN LISA ATWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt047 STOWE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1458 VT ROUTE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ATTN MADELIEF BECHERER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTH DUXBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONTPELIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd205651
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016857
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016649
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0211
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01100
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0208
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0211
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016857
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0208
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01400
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01192
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt162
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA J SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TD Bank Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08777731229
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IVAN W AND BERNICE K BURNHAM EDUCATIONAL
ReturnHeader/Filer/BusinessNameControlTxt0IVAN
ReturnHeader/Filer/EIN0036016085
ReturnHeader/Filer/PhoneNum08777731229
ReturnHeader/Filer/USAddress/AddressLine1Txt05 COMMERCE PARK NORTH-WEALTH
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003110
ReturnHeader/ReturnTs02022-04-29T12:00:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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