Civic Intelligence

The Burt Family Foundation

EIN 20-5811009 • Austin, TX

212 Bella Cima DrAustin, TX 78734
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 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-35%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-97%

Faster asset growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

70%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,751

Down $126,570 (-97%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,751

Down $126,570 (-97%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin19th percentile

Revenue

Up

$358,571

Up $147,433 (+70%) from 2023

Expenses

Down

$485,141

Down $64,137 (-12%) from 2023

Net Income

Up

-$126,570

Up $211,570 (+63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0Assets 2011: $531,320Liabilities 2011: $02011Assets 2012: $471,774Liabilities 2012: $0Net Assets 2012: $471,7742012Assets 2013: $465,077Liabilities 2013: $0Net Assets 2013: $465,0772013Assets 2014: $456,058Liabilities 2014: $0Net Assets 2014: $456,0582014Assets 2015: $291,686Liabilities 2015: $0Net Assets 2015: $291,6862015Assets 2016: $281,171Liabilities 2016: $0Net Assets 2016: $281,1712016Assets 2017: $201,556Liabilities 2017: $0Net Assets 2017: $201,5562017Assets 2018: $182,769Liabilities 2018: $0Net Assets 2018: $182,7692018Assets 2019: $214,880Liabilities 2019: $940Net Assets 2019: $213,9402019Assets 2020: $709,174Liabilities 2020: $0Net Assets 2020: $709,1742020Assets 2021: $147,443Liabilities 2021: $3,577Net Assets 2021: $143,8662021Assets 2022: $468,461Liabilities 2022: $0Net Assets 2022: $468,4612022Assets 2023: $130,321Liabilities 2023: $0Net Assets 2023: $130,3212023Assets 2024: $3,751Liabilities 2024: $0Net Assets 2024: $3,7512024

Highlighted filing

2024

Assets$3,751
Liabilities$0
Net Assets$3,751
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $30,597Expenses 2011: $90,633Net Income 2011: -$60,0362011Expenses 2012: $86,1412012Revenue 2013: $23,866Expenses 2013: $30,563Net Income 2013: -$6,6972013Revenue 2014: $21,615Expenses 2014: $30,634Net Income 2014: -$9,0192014Revenue 2015: -$101,319Expenses 2015: $63,053Net Income 2015: -$164,3722015Revenue 2016: $33,073Expenses 2016: $43,588Net Income 2016: -$10,5152016Revenue 2017: $20,884Expenses 2017: $100,499Net Income 2017: -$79,6152017Revenue 2018: $18,096Expenses 2018: $36,883Net Income 2018: -$18,7872018Revenue 2019: $52,979Expenses 2019: $21,808Net Income 2019: $31,1712019Revenue 2020: $1,071,635Expenses 2020: $213,906Net Income 2020: $857,7292020Revenue 2021: $373,094Expenses 2021: $966,269Net Income 2021: -$593,1752021Revenue 2022: $500,650Expenses 2022: $176,055Net Income 2022: $324,5952022Revenue 2023: $211,138Expenses 2023: $549,278Net Income 2023: -$338,1402023Revenue 2024: $358,571Expenses 2024: $485,141Net Income 2024: -$126,5702024

Highlighted filing

2024

Revenue$358,571
Expenses$485,141
Net Income-$126,570
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,751
Liabilities
$0
Net assets
$3,751
Revenue
$358,571
Expenses
$485,141
Net income
-$126,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$0.49$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.21$0.55$0.34
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.50$0.18$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.14$0.37$0.97$0.59
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.07$0.21$0.86
2019Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.05$0.02$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.02$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.10$0.06$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.02$0.03$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.09
2011Summary only. Only limited summary data is available for this year.$0.53$0.00$0.03$0.09$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory L BurtPresident-$0--
Donna S BurtVice President-$0--
Wesley A BurtDirector-$0--
Matthew D BurtDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Burt Family Foundation
EIN
20-5811009
Phone
5122435533
Address
212 Bella Cima Dr, Austin, TX 78734

Signing Officer

Name
Gregory L Burt
Title
President
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Steve Shook CPA
Address
3508 Far West Blvd Suite 115, Austin, TX 78731
Preparer
Steve Shook CPA
Phone
5124811936
Raw XML Appendix348 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/PersonNm0Gregory L Burt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donna S Burt
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0478500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Funds to identify and secure food sources to share with families, and engage non-profits in support of community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Equation Collaborative Corp
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01633 Linda Sue Ln
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Encinitas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0478500
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/AppliedToCurrentYearAmt02368
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0525504
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0166734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0933678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0199978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07719
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07719
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02302126
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0476232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0525504
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0166734
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0933678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0199978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0478600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0476232
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02309845
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01833613
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Gregory L and Donna Burt CN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Gregory L and Donna Burt
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Gregory L and Donna Burt
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Gregory L and Donna Burt
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Gregory L and Donna Burt
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Gregory L and Donna Burt
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5212 Bella Cima Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Austin
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd078734
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd178734
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd278734
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd378734
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd478734
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd578734
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt045000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1100009
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt261507
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt383016
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt430010
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt530010
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum35
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum46
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0100009
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt161507
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt283016
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt330010
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt430010
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,031 sh LUBYX Ultra Short Bond Fund (public stk)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc16,163 sh LUBYX Ultra Short Bond Fund (public stk)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc28,285 sh LUBYX Ultra Short Bond Fund (public stk)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc32,995 sh LUBYX Ultra Short Bond Fund (public stk)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc42,992 sh LUBYX Ultra Short Bond Fund (public stk)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-05-01
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-06-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-08-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32024-11-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42024-12-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt016300
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt016300
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01456
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise tax receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01421
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01421
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisory fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax preparation fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1900
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory L Burt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Burt Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0205811009
ReturnHeader/Filer/PhoneNum05122435533
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 Bella Cima Dr
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steve Shook CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03508 Far West Blvd Suite 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124811936
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Shook CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-11T10:19:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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