Civic Intelligence

The Burton Foundation C/O Dorian Alex Vergos & Co LLC

990PF • Fiscal year 2018 • EIN 13-3975899

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
363 Seventh Avenue 13th FloorNew York, NY 10001

(212) 343-4000

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

71st percentile

0.00x

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

14th percentile

-122%

Higher net margin than 14% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

20th percentile

-8.3%

Faster asset growth than 20% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

24%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$1,183,166

Down $107,570 (-8.3%) from 2017

Net Assets

Down

$1,183,166

Down $107,570 (-8.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin14th percentile

Revenue

Up

$88,088

Up $16,883 (+24%) from 2017

Expenses

Down

$195,658

Down $12,653 (-6.1%) from 2017

Net Income

Up

-$107,570

Up $29,536 (+22%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,645,776Liabilities 2010: $0Net Assets 2010: $1,645,7762010Assets 2011: $1,466,246Liabilities 2011: $0Net Assets 2011: $1,466,2462011Assets 2012: $1,374,719Liabilities 2012: $0Net Assets 2012: $1,374,7192012Assets 2013: $1,561,348Liabilities 2013: $0Net Assets 2013: $1,561,3482013Assets 2014: $1,418,615Liabilities 2014: $0Net Assets 2014: $1,418,6152014Assets 2015: $1,298,290Liabilities 2015: $0Net Assets 2015: $1,298,2902015Assets 2016: $1,427,842Liabilities 2016: $0Net Assets 2016: $1,427,8422016Assets 2017: $1,290,736Liabilities 2017: $0Net Assets 2017: $1,290,7362017Assets 2018: $1,183,166Liabilities 2018: $0Net Assets 2018: $1,183,1662018Assets 2019: $2,073,935Liabilities 2019: $0Net Assets 2019: $2,073,9352019Assets 2020: $2,030,173Liabilities 2020: $0Net Assets 2020: $2,030,1732020Assets 2021: $2,184,042Liabilities 2021: $0Net Assets 2021: $2,184,0422021Assets 2022: $1,994,041Liabilities 2022: $0Net Assets 2022: $1,994,0412022Assets 2023: $1,901,374Liabilities 2023: $0Net Assets 2023: $1,901,3742023Assets 2024: $1,794,698Liabilities 2024: $0Net Assets 2024: $1,794,6982024

Highlighted filing

2018

Assets$1,183,166
Liabilities$0
Net Assets$1,183,166
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $187,3962010Expenses 2011: $205,7472011Expenses 2012: $211,7192012Revenue 2013: $376,892Expenses 2013: $190,263Net Income 2013: $186,6292013Revenue 2014: $134,525Expenses 2014: $277,258Net Income 2014: -$142,7332014Revenue 2015: $104,352Expenses 2015: $224,677Net Income 2015: -$120,3252015Revenue 2016: $337,301Expenses 2016: $207,749Net Income 2016: $129,5522016Revenue 2017: $71,205Expenses 2017: $208,311Net Income 2017: -$137,1062017Revenue 2018: $88,088Expenses 2018: $195,658Net Income 2018: -$107,5702018Revenue 2019: $1,098,215Expenses 2019: $193,800Net Income 2019: $904,4152019Revenue 2020: $107,819Expenses 2020: $166,611Net Income 2020: -$58,7922020Revenue 2021: $329,156Expenses 2021: $175,287Net Income 2021: $153,8692021Revenue 2022: $33,343Expenses 2022: $223,344Net Income 2022: -$190,0012022Revenue 2023: $38,063Expenses 2023: $130,730Net Income 2023: -$92,6672023Revenue 2024: $80,153Expenses 2024: $186,829Net Income 2024: -$106,6762024

Highlighted filing

2018

Revenue$88,088
Expenses$195,658
Net Income-$107,570
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BURTON B STANIARTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTFOR THE ORGANIZATION'S CHARITABLE USEPCSEE ATTACHED STATEMENT, NY, US$161,335
Filing and Contact Details

Filer

Filer Name
The Burton Foundation
EIN
13-3975899
In Care Of
% BURTON B STANIAR
Phone
2123434000
Address
363 SEVENTH AVENUE 13TH FLOOR, NEW YORK, NY 10001

Signing Officer

Name
Burton B Staniar
Title
Trustee
Phone
2123074800
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Dorian a Vergos & Company LLC
Address
363 7th Avenue - 13th Floor, NEW YORK, NY 10001
Preparer
Dorian a Vergos
Phone
2123074800
Raw XML Appendix344 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01429183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01618037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01447881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0172585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.697335
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0172585
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0172585
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0172585
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0363 7TH AVENUE 13TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010001
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BURTON B STANIAR
IRS990PF/StatementsRegardingActyGrp/PhoneNum02123434000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MR BURTON B STANIAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0161335
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE ORGANIZATION'S CHARITABLE USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0161335
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/AppliedToCurrentYearAmt065381
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0114215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0128341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0135268
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0168854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0106609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0106609
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0653882
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0107204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0114215
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0128341
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0135268
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0168854
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172585
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0107204
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0760491
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0653287
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NY DEPARTMENT OF LAW
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09859
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09859
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
TaxesSchedule/TaxesDetail/Amt0714
TaxesSchedule/TaxesDetail/Amt11000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX EXPENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0714
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BURTON B STANIAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02123074800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURTON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O DORIAN ALEX VERGOS & CO LLC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0133975899
ReturnHeader/Filer/InCareOfNm0% BURTON B STANIAR
ReturnHeader/Filer/PhoneNum02123434000
ReturnHeader/Filer/USAddress/AddressLine1Txt0363 SEVENTH AVENUE 13TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01B4762860DAA678FE3AACEFF7687593638D942CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B4762860DAA678FE3AACEFF7687593638D942CE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId013762020191285000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.154.219.130
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DORIAN A VERGOS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0363 7th Avenue - 13th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02123074800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORIAN A VERGOS
ReturnHeader/ReturnTs02019-05-08T08:45:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,183,166
Liabilities
$0
Net assets
$1,183,166
Revenue
$88,088
Expenses
$195,658
Net income
-$107,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.13$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.03$0.22$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.33$0.18$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.10$0.19$0.90
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.09$0.20$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.07$0.21$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.34$0.21$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.10$0.22$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.13$0.28$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.38$0.19$0.19
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.21
2011Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.21
2010Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.19