Civic Intelligence

The John and Gwendolyn Burgee Foundation

EIN 13-3280697 • Montecito, CA

Revoked

Profile

Revocation date: Apr 15, 2015

639 Hot Springs RoadMontecito, CA 93108
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2011

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2011

Asset Growth

13th percentile

-93%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$5,001

Down $69,487 (-93%) from 2010

Liabilities

Flat

$0

Flat from 2010

Net Assets

Down

$5,001

Down $69,487 (-93%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$86,449

Up $55,779 (+182%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $74,488Liabilities 2010: $0Net Assets 2010: $74,4882010Assets 2011: $5,001Liabilities 2011: $0Net Assets 2011: $5,0012011

Highlighted filing

2011

Assets$5,001
Liabilities$0
Net Assets$5,001

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Expenses 2010: $30,6702010Expenses 2011: $86,4492011

Highlighted filing

2011

Revenue-
Expenses$86,449
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2010 to Nov 30, 2011
Signed
Jul 30, 2012
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BURGEEDir/Pres-$0--
GWENDOLYN H BURGEEDir/Treas-$0--
JOHN G BURGEEDir/VP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIDELITY CHARITABLE GIFT FUNDGENERAL501(C)(3)BOSTON, MA, US$69,183
Paid GrantMUSIC ACADEMY OF WESTERN SANTA BARBARAGENERAL501(C)(3)SANTA BARBARA, CA, US$14,000
Paid GrantBRAILLE INSTITUTEGENERAL501(C)(3)LOS ANGELES, CA, US$1,000
Paid GrantSANTA BARBARA OPERAGENERAL501(C)(3)SANTA BARBARA, CA, US$200
Paid GrantSANTA BARBARA CITY COLLEGEGENERAL501(C)(3)SANTA BARBARA, CA, US$100
Filing and Contact Details

Filer

EIN
13-3280697
Raw XML AppendixShowing 400 of 413 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/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIAL APPLICATION REQUIREMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JOHN H BURGEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08059695239
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10639 HOT SPRINGS ROAD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0MONTECITO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0931082030
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC (SECT 501(C)(3) ORGANIZATIONS ONLY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0JOHN H BURGEE
IRS990PF/SupplementaryInformation/ContributingManager1GWENDOLYN H BURGEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount114000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount469183
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BRAILLE INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MUSIC ACADEMY OF WESTERN SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SANTA BARBARA OPERA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SANTA BARBARA CITY COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14FIDELITY CHARITABLE GIFT FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10741 NORTH VERMONT AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111070 FAIRWAY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121330 STATE STREET SUITE 209
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13721 CLIFF DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine142 SEAPORT LANE 7TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SANTA BARBARA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode090029
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode193121
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode293101
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3931092394
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402210
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear084483
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
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IRS990PF/UndistributedIncome/AppliedToCurrentYear04145
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IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04145
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1023871
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear207579
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear308574
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4016930
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear509028
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
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IRS990PF/UndistributedIncome/TaxableAmount200
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LiquidationExplanationStmt/Statement0IN ANTICIPATION OF A COMPLETE TERMINATION DURING FISCAL YEAR ENDING NOVEMBER 30, 2012, THE ORGANIZATION TRANSFERED ALL OF ITS INVESTMENT ASSETS AND MOST OF THE CASH TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND, AN UNRELATED CHARITABLE ORGANIZATION. THE REMAINING CASH WILL BE USED TO MEET THE FINAL FEDERAL EXCISE TAX REQUIREMENTS AND NY STATE DISSOLUTION FEES. ANY RESIDUAL CASH REMAINING WILL BE TRANSFERED TO FIDELITY INVESTMENTS CHARITABLE GIFT FUND AS WELL.
OtherExpensesSchedule/OtherExpenses/Description0NY ANNUAL FINANCIAL REPORT FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks050
TaxesSchedule/Taxes/Amount049
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome049
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0133280697
ReturnHeader/Filer/Name/BusinessNameLine10THE JOHN AND GWENDOLYN BURGEE FOUNDATION
ReturnHeader/Filer/NameControl0JOHN
ReturnHeader/Filer/Phone08059695239
ReturnHeader/Filer/USAddress/AddressLine10639 HOT SPRINGS ROAD
ReturnHeader/Filer/USAddress/City0MONTECITO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode093108
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-30
ReturnHeader/Officer/Name0JOHN BURGEE

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