Civic Intelligence

The Burchfield Family Charitable

EIN 20-8062447 • Mclean, VA

623 Potomac River RdMclean, VA 22102
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

90th percentile

38%

Faster asset growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

172%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,149,647

Up $1,144,082 (+38%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,149,647

Up $1,144,082 (+38%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin96th percentile

Revenue

Up

$1,781,019

Up $1,127,258 (+172%) from 2024

Expenses

Down

$285,933

Down $694,098 (-71%) from 2024

Net Income

Up

$1,495,086

Up $1,821,356 (+558%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,110,338Liabilities 2011: $02011Assets 2012: $1,356,721Liabilities 2012: $02012Assets 2013: $1,787,845Liabilities 2013: $02013Assets 2014: $2,033,087Liabilities 2014: $02014Assets 2015: $1,667,929Liabilities 2015: $0Net Assets 2015: $1,667,9292015Assets 2016: $1,834,194Liabilities 2016: $0Net Assets 2016: $1,834,1942016Assets 2017: $1,969,516Liabilities 2017: $0Net Assets 2017: $1,969,5162017Assets 2018: $1,893,290Liabilities 2018: $0Net Assets 2018: $1,893,2902018Assets 2019: $1,966,040Liabilities 2019: $0Net Assets 2019: $1,966,0402019Assets 2020: $2,225,328Liabilities 2020: $0Net Assets 2020: $2,225,3282020Assets 2021: $2,683,593Liabilities 2021: $0Net Assets 2021: $2,683,5932021Assets 2022: $2,692,766Liabilities 2022: $0Net Assets 2022: $2,692,7662022Assets 2023: $2,980,831Liabilities 2023: $0Net Assets 2023: $2,980,8312023Assets 2024: $3,005,565Liabilities 2024: $0Net Assets 2024: $3,005,5652024Assets 2025: $4,149,647Liabilities 2025: $0Net Assets 2025: $4,149,6472025

Highlighted filing

2025

Assets$4,149,647
Liabilities$0
Net Assets$4,149,647
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $415,739Expenses 2011: $174,487Net Income 2011: $241,2522011Revenue 2012: $458,028Expenses 2012: $211,645Net Income 2012: $246,3832012Revenue 2013: $508,214Expenses 2013: $77,090Net Income 2013: $431,1242013Revenue 2014: $518,290Expenses 2014: $273,048Net Income 2014: $245,2422014Revenue 2015: $529,766Expenses 2015: $494,925Net Income 2015: $34,8412015Revenue 2016: $337,129Expenses 2016: $170,864Net Income 2016: $166,2652016Revenue 2017: $206,853Expenses 2017: $71,531Net Income 2017: $135,3222017Revenue 2018: $158,223Expenses 2018: $234,449Net Income 2018: -$76,2262018Revenue 2019: $192,386Expenses 2019: $119,636Net Income 2019: $72,7502019Revenue 2020: $282,129Expenses 2020: $22,841Net Income 2020: $259,2882020Revenue 2021: $487,625Expenses 2021: $29,360Net Income 2021: $458,2652021Revenue 2022: $545,495Expenses 2022: $536,322Net Income 2022: $9,1732022Revenue 2023: $611,571Expenses 2023: $323,506Net Income 2023: $288,0652023Revenue 2024: $653,761Expenses 2024: $980,031Net Income 2024: -$326,2702024Revenue 2025: $1,781,019Expenses 2025: $285,933Net Income 2025: $1,495,0862025

Highlighted filing

2025

Revenue$1,781,019
Expenses$285,933
Net Income$1,495,086
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,149,647
Liabilities
$0
Net assets
$4,149,647
Revenue
$1,781,019
Expenses
$285,933
Net income
$1,495,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$1.78$0.29$1.50
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.65$0.98$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.61$0.32$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.55$0.54$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.49$0.03$0.46
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.28$0.02$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.12$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.16$0.23$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.07$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.34$0.17$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.53$0.49$0.03
2014Summary only. Only limited summary data is available for this year.$2.03$0.00$0.52$0.27$0.25
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$0.51$0.08$0.43
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$0.46$0.21$0.25
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.42$0.17$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOBBY R BURCHFIELDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Burchfield Family Charitable
EIN
20-8062447
Phone
7036244914
Address
623 POTOMAC RIVER RD, MCLEAN, VA 22102

Signing Officer

Name
Bobby R Burchfield
Title
Trustee
Phone
7039178777
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Morgan Wingate Pc
Address
7501 WISCONSIN AVENUE STE 600E, BETHESDA, MD 20814
Preparer
Merritt L Wingate CPA
Phone
3017186100
Raw XML Appendix345 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/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0623 POTOMAC RIVER RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MCLEAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd022102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BOBBY BURCHFIELD
IRS990PF/StatementsRegardingActyGrp/PhoneNum07036244914
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/ContributingManagerNm0BOBBY R BURCHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ENDOW A SCHOLARSHIP IN HONOR OF HIS PARENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LINCOLN MEMORIAL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06965 CUMBERLAND GAP PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARROGATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd037752
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt0250000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0351291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0101291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0626511
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt029855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0113246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0101291
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0668321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0626511
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt029855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011955
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0250000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0668321
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0769612
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BOBBY BURCHFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1BOBBY BURCHFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0623 POTOMAC RIVER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1623 POTOMAC RIVER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MCLEAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1MCLEAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd122102
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010811
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1600000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0600000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CAPITAL INTEREST IN BRADDOCK PARTNERS, LP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0351004
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DEPOSIT IN TRANSIT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026559
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026559
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/Amt15160
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt069
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15160
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOBBY R BURCHFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07039178777
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURCHFIELD FAMILY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURC
ReturnHeader/Filer/EIN0208062447
ReturnHeader/Filer/PhoneNum07036244914
ReturnHeader/Filer/USAddress/AddressLine1Txt0623 POTOMAC RIVER RD
ReturnHeader/Filer/USAddress/CityNm0MCLEAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521320874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGAN WINGATE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE STE 600E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum03017186100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MERRITT L WINGATE CPA
ReturnHeader/ReturnTs02025-11-10T09:03:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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