Civic Intelligence

Watkins Burnham Fund

990PF • Fiscal year 2022 • EIN 06-1483377

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 13, 2023

90 Elm StreetProvidence, RI 02903

(401) 274-1550

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

96th percentile

176%

Faster asset growth than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

2895%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$488,188

Up $311,187 (+176%) from 2021

Net Assets

Up

$488,188

Up $311,187 (+176%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue

Up

$371,948

Up $359,529 (+2895%) from 2021

Expenses

Up

$60,761

Up $15,101 (+33%) from 2021

Net Income

Up

$311,187

Up $344,428 (+1036%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $99,483Liabilities 2011: $02011Assets 2012: $87,131Liabilities 2012: $02012Assets 2013: $83,601Liabilities 2013: $02013Assets 2014: $101,922Liabilities 2014: $02014Assets 2015: $208,761Liabilities 2015: $02015Assets 2019: $205,321Liabilities 2019: $1Net Assets 2019: $205,3212019Assets 2020: $210,242Liabilities 2020: $12020Assets 2021: $177,001Liabilities 2021: $1Net Assets 2021: $177,0012021Assets 2022: $488,188Liabilities 2022: $0Net Assets 2022: $488,1882022Assets 2023: $458,358Liabilities 2023: $12023Assets 2024: $439,032Liabilities 2024: $0Net Assets 2024: $439,0322024

Highlighted filing

2022

Assets$488,188
Liabilities$0
Net Assets$488,188

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $5,769Expenses 2011: $13,799Net Income 2011: -$8,0302011Revenue 2012: $6,531Expenses 2012: $18,883Net Income 2012: -$12,3522012Revenue 2013: $17,118Expenses 2013: $20,648Net Income 2013: -$3,5302013Revenue 2014: $43,530Expenses 2014: $25,209Net Income 2014: $18,3212014Revenue 2015: $131,234Expenses 2015: $24,395Net Income 2015: $106,8392015Revenue 2019: $56,552Expenses 2019: $26,700Net Income 2019: $29,8522019Revenue 2020: $11,510Expenses 2020: $20,361Net Income 2020: -$8,8512020Revenue 2021: $12,419Expenses 2021: $45,660Net Income 2021: -$33,2412021Revenue 2022: $371,948Expenses 2022: $60,761Net Income 2022: $311,1872022Revenue 2023: $10,327Expenses 2023: $40,157Net Income 2023: -$29,8302023Revenue 2024: $11,787Expenses 2024: $31,113Net Income 2024: -$19,3262024

Highlighted filing

2022

Revenue$371,948
Expenses$60,761
Net Income$311,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 13, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ELEYTreasurer (As Of 9/22)-$0--
FANCHON M BURNHAMDirector (As Of 9/22)-$0--
HELEN METCALF BURNHAMPresident (As Of 9/22)-$0--
JOHN SAVIL BURNHAMVice President (As Of 9/22)-$0--
RICHARD I BURNHAMPresident (To 4/22)-$0--
ROBERT GAUMONTSecretary (As Of 9/22)-$0--
Filing and Contact Details

Filer

Filer Name
Watkins Burnham Fund
EIN
06-1483377
Phone
4012741550
Address
90 ELM STREET, PROVIDENCE, RI 02903

Signing Officer

Name
Elizabeth Eley
Title
Treasurer
Phone
4012741550
Signed
2023-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Kahn Litwin Renza & Co Ltd
Address
951 NORTH MAIN STREET, PROVIDENCE, RI 02904
Preparer
Sandy Ross
Phone
4012742001
Raw XML Appendix360 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH ELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FANCHON M BURNHAM
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT (AS OF 9/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT (AS OF 9/22)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT (TO 4/22)
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMHERST COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ISLAND MOVING COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NEWPORT HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHRIST CHURCH GEORGETOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 SOUTH PLEASANT STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33116 O STREET NW
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320007
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt055000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020807
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020807
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0162
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt054647
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08730
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056680
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035873
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt054809
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt080
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02481
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02481
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH ELEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04012741550
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATKINS BURNHAM FUND
ReturnHeader/Filer/BusinessNameControlTxt0WATK
ReturnHeader/Filer/EIN0061483377
ReturnHeader/Filer/PhoneNum04012741550
ReturnHeader/Filer/USAddress/AddressLine1Txt090 ELM STREET
ReturnHeader/Filer/USAddress/CityNm0PROVIDENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002903
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050409384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAHN LITWIN RENZA & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0951 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002904
ReturnHeader/PreparerPersonGrp/PhoneNum04012742001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANDY ROSS
ReturnHeader/ReturnTs02023-04-17T15:35:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ELEY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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