Civic Intelligence

Burkardt Family Foundation

990PF • Fiscal year 2017 • EIN 20-1310347

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization Profile
72 Great Pond RoadNorth Andover, MA 01845

(978) 686-4454

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

287%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-9.3%

Faster asset growth than 28% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$45,641

Down $4,662 (-9.3%) from 2016

Net Assets

Down

$45,641

Down $4,662 (-9.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,627

Down $3,824 (-174%) from 2016

Expenses

Up

$3,035

Up $2,919 (+2516%) from 2016

Net Income

Down

-$4,662

Down $6,743 (-324%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$80K$60K$40K$20K$0Assets 2011: $73,137Liabilities 2011: $02011Assets 2012: $51,429Liabilities 2012: $02012Assets 2013: $51,591Liabilities 2013: $02013Assets 2014: $48,729Liabilities 2014: $02014Assets 2015: $48,222Liabilities 2015: $0Net Assets 2015: $48,2222015Assets 2016: $50,303Liabilities 2016: $0Net Assets 2016: $50,3032016Assets 2017: $45,641Liabilities 2017: $0Net Assets 2017: $45,6412017Assets 2018: $45,021Liabilities 2018: $0Net Assets 2018: $45,0212018Assets 2019: $43,155Liabilities 2019: $0Net Assets 2019: $43,1552019Assets 2020: $76,470Liabilities 2020: $0Net Assets 2020: $76,4702020Assets 2021: $37,908Liabilities 2021: $0Net Assets 2021: $37,9082021Assets 2022: $42,497Liabilities 2022: $0Net Assets 2022: $42,4972022Assets 2023: $44,786Liabilities 2023: $0Net Assets 2023: $44,7862023Assets 2024: $50,001Liabilities 2024: $0Net Assets 2024: $50,0012024

Highlighted filing

2017

Assets$45,641
Liabilities$0
Net Assets$45,641
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2011: $58,239Expenses 2011: $50,509Net Income 2011: $7,7302011Revenue 2012: $8,397Expenses 2012: $30,105Net Income 2012: -$21,7082012Revenue 2013: $7,263Expenses 2013: $7,101Net Income 2013: $1622013Revenue 2014: $4,266Expenses 2014: $7,128Net Income 2014: -$2,8622014Revenue 2015: $3,993Expenses 2015: $4,500Net Income 2015: -$5072015Revenue 2016: $2,197Expenses 2016: $116Net Income 2016: $2,0812016Revenue 2017: -$1,627Expenses 2017: $3,035Net Income 2017: -$4,6622017Revenue 2018: $2,915Expenses 2018: $3,535Net Income 2018: -$6202018Revenue 2019: $1,343Expenses 2019: $3,209Net Income 2019: -$1,8662019Revenue 2020: $33,350Expenses 2020: $35Net Income 2020: $33,3152020Revenue 2021: $14,545Expenses 2021: $53,107Net Income 2021: -$38,5622021Revenue 2022: $7,825Expenses 2022: $3,236Net Income 2022: $4,5892022Revenue 2023: $6,124Expenses 2023: $3,835Net Income 2023: $2,2892023Revenue 2024: $5,250Expenses 2024: $35Net Income 2024: $5,2152024

Highlighted filing

2017

Revenue-$1,627
Expenses$3,035
Net Income-$4,662
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS M BURKARDTTrustee-$0--
PAMELA H BURKARDTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Burkardt Family Foundation
EIN
20-1310347
Phone
9786864454
Address
72 GREAT POND ROAD, NORTH ANDOVER, MA 01845

Signing Officer

Name
Pamela H Burkardt
Title
Manager
Phone
9786864454
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Shaheen Pallone & Associates Pc
Address
861 TURNPIKE STREET, NORTH ANDOVER, MA 01845
Preparer
John M Pallone
Phone
9786867200
Raw XML Appendix316 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/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS M BURKARDT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PAMELA H BURKARDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0YOUTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOYS & GIRLS CLUB OF LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0136 WATER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAWRENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001841
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt02486
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08902
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0514
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03383
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04321
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0514
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035565
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035051
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0MA FORM PC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA H BURKARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum09786864454
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURKARDT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0201310347
ReturnHeader/Filer/PhoneNum09786864454
ReturnHeader/Filer/USAddress/AddressLine1Txt072 GREAT POND ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTH ANDOVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001845
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058AF2F1C91D9631027E096196C2E2C9981DECB62
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058AF2F1C91D9631027E096196C2E2C9981DECB62
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.212.11.95
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:30:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043173778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAHEEN PALLONE & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0861 TURNPIKE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001845
ReturnHeader/PreparerPersonGrp/PhoneNum09786867200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN M PALLONE
ReturnHeader/ReturnTs02018-05-15T13:05:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,641
Liabilities
$0
Net assets
$45,641
Revenue
-$1,627
Expenses
$3,035
Net income
-$4,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$5.25$0.04$5.22
2023Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$6.12$3.84$2.29
2022Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$7.83$3.24$4.59
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$14.5$53.1$38.6
2020Detailed filing. Detailed filing data is available for this year.$76.5$0.00$76.5$33.4$0.04$33.3
2019Detailed filing. Detailed filing data is available for this year.$43.2$0.00$43.2$1.34$3.21$1.87
2018Detailed filing. Detailed filing data is available for this year.$45.0$0.00$45.0$2.92$3.54$0.62
2017Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$1.63$3.04$4.66
2016Detailed filing. Detailed filing data is available for this year.$50.3$0.00$50.3$2.20$0.12$2.08
2015Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$3.99$4.50$0.51
2014Summary only. Only limited summary data is available for this year.$48.7$0.00$4.27$7.13$2.86
2013Summary only. Only limited summary data is available for this year.$51.6$0.00$7.26$7.10$0.16
2012Summary only. Only limited summary data is available for this year.$51.4$0.00$8.40$30.1$21.7
2011Summary only. Only limited summary data is available for this year.$73.1$0.00$58.2$50.5$7.73