Civic Intelligence

A H Burnett Foundation

990PF • Fiscal year 2020 • EIN 20-3624633

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 13, 2020

PO Box 140788Gainesville, FL 32614

(352) 406-8910

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$35,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$7,733,012

Down $71,674 (-0.9%) from 2019

Net Assets

Down

$7,733,012

Down $71,674 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$347,237

Down $50,642 (-13%) from 2019

Expenses

Up

$417,704

Up $154,067 (+58%) from 2019

Net Income

Down

-$70,467

Down $204,709 (-152%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,364,743Liabilities 2012: $02012Assets 2013: $7,446,305Liabilities 2013: $4,7792013Assets 2014: $7,899,949Liabilities 2014: $4962014Assets 2015: $7,636,458Liabilities 2015: $1,2842015Assets 2016: $7,673,686Liabilities 2016: $02016Assets 2018: $7,671,997Liabilities 2018: $0Net Assets 2018: $7,671,9972018Assets 2019: $7,804,686Liabilities 2019: $0Net Assets 2019: $7,804,6862019Assets 2020: $7,733,012Liabilities 2020: $0Net Assets 2020: $7,733,0122020Assets 2021: $7,776,665Liabilities 2021: $0Net Assets 2021: $7,776,6652021Assets 2022: $7,788,619Liabilities 2022: $0Net Assets 2022: $7,788,6192022Assets 2023: $7,380,764Liabilities 2023: $0Net Assets 2023: $7,380,7642023Assets 2024: $7,101,864Liabilities 2024: $0Net Assets 2024: $7,101,8642024Assets 2025: $6,965,490Liabilities 2025: $0Net Assets 2025: $6,965,4902025

Highlighted filing

2020

Assets$7,733,012
Liabilities$0
Net Assets$7,733,012

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $152,648Expenses 2012: $524,210Net Income 2012: -$371,5622012Revenue 2013: $579,548Expenses 2013: $502,765Net Income 2013: $76,7832013Revenue 2014: $990,605Expenses 2014: $534,888Net Income 2014: $455,7172014Revenue 2015: $535,494Expenses 2015: $799,773Net Income 2015: -$264,2792015Revenue 2016: $265,359Expenses 2016: $226,847Net Income 2016: $38,5122016Revenue 2018: $317,389Expenses 2018: $1,252,285Net Income 2018: -$934,8962018Revenue 2019: $397,879Expenses 2019: $263,637Net Income 2019: $134,2422019Revenue 2020: $347,237Expenses 2020: $417,704Net Income 2020: -$70,4672020Revenue 2021: $363,205Expenses 2021: $318,189Net Income 2021: $45,0162021Revenue 2022: $349,498Expenses 2022: $337,544Net Income 2022: $11,9542022Revenue 2023: $180,762Expenses 2023: $596,833Net Income 2023: -$416,0712023Revenue 2024: $237,773Expenses 2024: $529,353Net Income 2024: -$291,5802024Revenue 2025: $285,382Expenses 2025: $436,505Net Income 2025: -$151,1232025

Highlighted filing

2020

Revenue$347,237
Expenses$417,704
Net Income-$70,467
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 13, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Ellen BurnettCo-TrusteePT$35,000-$35,000
Janet JonesCo-TrusteePT$33,000-$33,000
H John FeldmanCo-TrusteePT$33,000-$33,000
Filing and Contact Details

Filer

Filer Name
A H Burnett Foundation
EIN
20-3624633
Phone
3524068910
Address
PO Box 140788, Gainesville, FL 32614

Signing Officer

Name
Mary Ellen Burnett
Title
Co-Trustee
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mark Farner CPA PA
Address
10935 SE 177th Place Suite 401, Summerfield, FL 34491
Preparer
Mark Farner CPA
Phone
3523473131
Raw XML Appendix352 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/PersonNm0Mary Ellen Burnett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Janet Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2H John Feldman
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7273500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Ministry - unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Open Door Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Desire Street Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Faith Lutheran School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2International Prostrate Cancer Foun
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Lake Sumter Children's Advocacy Cen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Lifestream Behavioral Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Southeastern University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Vital Vision Resourcing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8St Paul's Catholic School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 18057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12727 S Grove Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt252 Riley Road Ste 322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 S Canal Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42020 Tally Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51000 Longfellow Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6226 Steel Gap Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81320 Sunshine Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Eustis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Celebration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Leesburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Leesburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lakeland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Steele
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Gainesville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Leesburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434748
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd635987
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd834748
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0302000
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/AppliedToCurrentYearAmt0404800
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0474725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt069925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0783880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt069925
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0742284
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0742284
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0404800
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0742284
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0812209
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01207
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Adjustment to Cost of Securites
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt079
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt079
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Tax Refunds
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01039
TaxesSchedule/TaxesDetail/Amt04741
TaxesSchedule/TaxesDetail/Amt18000
TaxesSchedule/TaxesDetail/Amt284
TaxesSchedule/TaxesDetail/CategoryTxt02018 Excise Tax - Balance Due
TaxesSchedule/TaxesDetail/CategoryTxt12019 Excise Tax - Estimated Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign Tax Paid
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Ellen Burnett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0A H Burnett Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AHBU
ReturnHeader/Filer/EIN0203624633
ReturnHeader/Filer/PhoneNum03524068910
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 140788
ReturnHeader/Filer/USAddress/CityNm0Gainesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593624882
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Farner CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010935 SE 177th Place Suite 401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Summerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034491
ReturnHeader/PreparerPersonGrp/PhoneNum03523473131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Farner CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T06:44:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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