Civic Intelligence

The Burdick Companies Medical Trust

EIN 16-1430485 • 501(c)9 • Cicero, NY

Profile

Provide employee benefit plans

5885 East Circle Drive 200Cicero, NY 13039-8604

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.05x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-30%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-5.1%

Faster revenue growth than 29% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$1,331,046

Down $570,065 (-30%) from 2023

Liabilities

Down

$69,147

Down $151,876 (-69%) from 2023

Net Assets

Down

$1,261,899

Down $418,189 (-25%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Down

$2,738,140

Down $148,053 (-5.1%) from 2023

Expenses

Down

$3,308,205

Down $41,434 (-1.2%) from 2023

Net Income

Down

-$570,065

Down $106,619 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $268,730Liabilities 2010: $116,327Net Assets 2010: $152,4032010Assets 2011: $229,641Liabilities 2011: $194,827Net Assets 2011: $34,8142011Assets 2012: $150,044Liabilities 2012: $118,595Net Assets 2012: $31,4492012Assets 2013: $541,633Liabilities 2013: $151,492Net Assets 2013: $390,1412013Assets 2014: $762,676Liabilities 2014: $79,346Net Assets 2014: $683,3302014Assets 2015: $1,247,610Liabilities 2015: $606,800Net Assets 2015: $640,8102015Assets 2016: $1,197,099Liabilities 2016: $274,509Net Assets 2016: $922,5902016Assets 2017: $1,640,714Liabilities 2017: $175,465Net Assets 2017: $1,465,2492017Assets 2018: $1,752,413Liabilities 2018: $176,016Net Assets 2018: $1,576,3972018Assets 2019: $2,004,541Liabilities 2019: $179,254Net Assets 2019: $1,825,2872019Assets 2020: $1,849,971Liabilities 2020: $70,300Net Assets 2020: $1,779,6712020Assets 2021: $2,157,721Liabilities 2021: $175,173Net Assets 2021: $1,982,5482021Assets 2022: $2,364,557Liabilities 2022: $189,557Net Assets 2022: $2,175,0002022Assets 2023: $1,901,111Liabilities 2023: $221,023Net Assets 2023: $1,680,0882023Assets 2024: $1,331,046Liabilities 2024: $69,147Net Assets 2024: $1,261,8992024

Highlighted filing

2024

Assets$1,331,046
Liabilities$69,147
Net Assets$1,261,899
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,586,8992010Expenses 2011: $1,867,1752011Expenses 2012: $2,297,8672012Revenue 2013: $2,183,937Expenses 2013: $1,792,348Net Income 2013: $391,5892013Revenue 2014: $2,241,138Expenses 2014: $2,020,095Net Income 2014: $221,0432014Revenue 2015: $2,453,645Expenses 2015: $1,968,711Net Income 2015: $484,9342015Revenue 2016: $2,551,113Expenses 2016: $1,998,147Net Income 2016: $552,9662016Revenue 2017: $2,329,899Expenses 2017: $1,886,284Net Income 2017: $443,6152017Revenue 2018: $2,135,717Expenses 2018: $2,024,018Net Income 2018: $111,6992018Revenue 2019: $2,224,286Expenses 2019: $1,972,158Net Income 2019: $252,1282019Revenue 2020: $2,368,276Expenses 2020: $2,522,846Net Income 2020: -$154,5702020Revenue 2021: $2,064,166Expenses 2021: $1,756,416Net Income 2021: $307,7502021Revenue 2022: $2,442,264Expenses 2022: $2,235,428Net Income 2022: $206,8362022Revenue 2023: $2,886,193Expenses 2023: $3,349,639Net Income 2023: -$463,4462023Revenue 2024: $2,738,140Expenses 2024: $3,308,205Net Income 2024: -$570,0652024

Highlighted filing

2024

Revenue$2,738,140
Expenses$3,308,205
Net Income-$570,065
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,331,046
Liabilities
$69,147
Net assets
$1,261,899
Revenue
$2,738,140
Expenses
$3,308,205
Net income
-$570,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.07$1.26$2.74$3.31$0.57
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.22$1.68$2.89$3.35$0.46
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.19$2.18$2.44$2.24$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.18$1.98$2.06$1.76$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.07$1.78$2.37$2.52$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.18$1.83$2.22$1.97$0.25
2018Detailed filing. Detailed filing data is available for this year.$1.75$0.18$1.58$2.14$2.02$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.18$1.47$2.33$1.89$0.44
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.27$0.92$2.55$2.00$0.55
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.61$0.64$2.45$1.97$0.48
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.08$0.68$2.24$2.02$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.15$0.39$2.18$1.79$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.12$0.03$2.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.19$0.03$1.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.12$0.15$1.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$2,738,140
Mission and Program Overview

Mission

Provide employee benefit plans

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,680,088$1,261,899▼ $418,189
Cash and Non-Interest-Bearing Accounts$1,796,298$1,239,344▼ $556,954
Accounts Receivable$72,613$54,302▼ $18,311
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,901,111$1,331,046▼ $570,065
Other Assets Total$32,200$37,400▲ $5,200
Liabilities
Accounts Payable and Accrued Expenses$221,023$69,147▼ $151,876
Total Liabilities$221,023$69,147▼ $151,876
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,680,088$1,261,899▼ $418,189
Total Liabilities and Net Assets / Fund Balance$1,901,111$1,331,046▼ $570,065
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
-Plan Administrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,738,140
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-570,065

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,738,140
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,738,140
Total Revenue per Form 990
$2,738,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,069,101--$3,069,101
Other Expenses$14,006--$14,006
Total Functional Expenses$3,308,205$0$0$3,308,205

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,308,205
Total Expenses per Audited Statements$3,308,205
Total Expenses per Form 990$3,308,205
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Drivers village, inc. Is the plan sponsor of 'the burdick companies medical trust.' the company is wholly owned by roger l. Burdick and roger is a trustee of 'the burdick companies medical trust.' robyn finsel is employed by drivers village, inc. (the plan sponsor) as corporate controller. Robyn is the plan administrator of 'the burdick companies medical trust.'”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 was submitted to mr. Roger burdick for his approval prior to submission.”

Form 990, Part VI, Section C, Line 18

“The burdick companies medical trust's form 990 will be made available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The burdick companies medical trust's governing documents and policies will be made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
The Burdick Companies Medical Trust
EIN
16-1430485
Phone
3154521556
Address
5885 EAST CIRCLE DRIVE 200, CICERO, NY 13039-8604

Signing Officer

Name
Roger L Burdick
Title
Trustee
Phone
3154521556
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger L Burdick
Formed
1993
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Dannible & Mckee Llp
Address
221 SOUTH WARREN ST, SYRACUSE, NY 13202
Preparer
John F Martin CPA
Phone
3154729127
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Incurred, but not reported claims payable 151,876.”

Form 990, Part XII, Line 2C

“This process remains unchanged from prior years.”

Raw XML Appendix318 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum03154521556
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IRS990/Desc0PROVIDER OF MEDICAL, DENTAL AND VISION INSURANCE TO EMPLOYEES.
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2BRYAN BURDICK
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PLAN ADMINISTRATOR
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantToRelatedPersonInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRIVERS VILLAGE, INC. IS THE PLAN SPONSOR OF 'THE BURDICK COMPANIES MEDICAL TRUST.' THE COMPANY IS WHOLLY OWNED BY ROGER L. BURDICK AND ROGER IS A TRUSTEE OF 'THE BURDICK COMPANIES MEDICAL TRUST.' ROBYN FINSEL IS EMPLOYED BY DRIVERS VILLAGE, INC. (THE PLAN SPONSOR) AS CORPORATE CONTROLLER. ROBYN IS THE PLAN ADMINISTRATOR OF 'THE BURDICK COMPANIES MEDICAL TRUST.'
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 WAS SUBMITTED TO MR. ROGER BURDICK FOR HIS APPROVAL PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BURDICK COMPANIES MEDICAL TRUST'S FORM 990 WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BURDICK COMPANIES MEDICAL TRUST'S GOVERNING DOCUMENTS AND POLICIES WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCURRED, BUT NOT REPORTED CLAIMS PAYABLE 151,876.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS PROCESS REMAINS UNCHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER L BURDICK
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURDICK COMPANIES MEDICAL TRUST
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
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ReturnHeader/ReturnTs02025-10-27T07:38:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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