Civic Intelligence

John C Burney & Mary a Burney Charitable

EIN 22-2864947 • Jamestown, RI

10 Ave BJamestown, RI 02835
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

99th percentile

100%

Higher net margin than 99% 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

57th percentile

0.4%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$37,447

Up $142 (+0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$37,447

Up $142 (+0.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin99th percentile

Revenue

Down

$142

Down $26,061 (-99%) from 2023

Expenses

Down

$0

Down $416,213 (-100%) from 2023

Net Income

Up

$142

Up $390,152 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$200K$150K$100K$50K$0Assets 2011: $177,968Liabilities 2011: $02011Assets 2012: $177,830Liabilities 2012: $02012Assets 2013: $178,882Liabilities 2013: $02013Assets 2014: $167,728Liabilities 2014: $02014Assets 2015: $161,613Liabilities 2015: $02015Assets 2019: $159,416Liabilities 2019: $02019Assets 2020: $146,940Liabilities 2020: $0Net Assets 2020: $146,9402020Assets 2021: $177,945Liabilities 2021: $0Net Assets 2021: $177,9452021Assets 2022: $162,506Liabilities 2022: $0Net Assets 2022: $162,5062022Assets 2023: $37,305Liabilities 2023: $0Net Assets 2023: $37,3052023Assets 2024: $37,447Liabilities 2024: $0Net Assets 2024: $37,4472024

Highlighted filing

2024

Assets$37,447
Liabilities$0
Net Assets$37,447
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$500K$0-$500KRevenue 2011: $2,808Expenses 2011: $8,180Net Income 2011: -$5,3722011Revenue 2012: $9,617Expenses 2012: $10,755Net Income 2012: -$1,1382012Revenue 2013: $12,555Expenses 2013: $11,312Net Income 2013: $1,2432013Revenue 2014: $604Expenses 2014: $11,509Net Income 2014: -$10,9052014Revenue 2015: $7,584Expenses 2015: $13,655Net Income 2015: -$6,0712015Revenue 2019: $5,878Expenses 2019: $19,597Net Income 2019: -$13,7192019Revenue 2020: $5,355Expenses 2020: $17,831Net Income 2020: -$12,4762020Revenue 2021: $7,077Expenses 2021: $74Net Income 2021: $7,0032021Revenue 2022: $9,561Expenses 2022: $25,000Net Income 2022: -$15,4392022Revenue 2023: $26,203Expenses 2023: $416,213Net Income 2023: -$390,0102023Revenue 2024: $142Expenses 2024: $0Net Income 2024: $1422024

Highlighted filing

2024

Revenue$142
Expenses$0
Net Income$142
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$37,447
Liabilities
$0
Net assets
$37,447
Revenue
$142
Expenses
$0
Net income
$142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.26$4.16$3.90
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$0.00$1.63$0.10$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.00$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.05$0.18$0.12
2019Summary only. Only limited summary data is available for this year.$1.59$0.00$0.06$0.20$0.14
2015Summary only. Only limited summary data is available for this year.$1.62$0.00$0.08$0.14$0.06
2014Summary only. Only limited summary data is available for this year.$1.68$0.00$0.01$0.12$0.11
2013Summary only. Only limited summary data is available for this year.$1.79$0.00$0.13$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$0.10$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$1.78$0.00$0.03$0.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Loren DeveauTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John C Burney & Mary A Burney Charitable
EIN
22-2864947
Phone
4012267953
Address
10 Ave B, Jamestown, RI 02835

Signing Officer

Name
Loren Deveau
Title
Trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Adam Financial LLP
Address
41 Long Wharf Mall, Newport, RI 02840
Preparer
Jeffrey C Adam CPA
Phone
4018461993
Raw XML Appendix167 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
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0142
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0142
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0142
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037447
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037447
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01839
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01839
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01839
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01841
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/DistributableAmountGrp/TotalTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02
IRS990PF/FMVAssetsEOYAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt037305
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt037305
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037305
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037305
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037447
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037305
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037447
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt037376
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037376
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0561
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01841
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036815
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt037376
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Loren Deveau
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 Ave B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Jamestown
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002835
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 Ave B
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jamestown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002835
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Loren Deveau
IRS990PF/StatementsRegardingActyGrp/PhoneNum04012267953
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt01839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01839
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0393288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0391449
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0391449
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0391449
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0393288
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Loren Deveau
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John C Burney & Mary A Burney Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0222864947
ReturnHeader/Filer/PhoneNum04012267953
ReturnHeader/Filer/USAddress/AddressLine1Txt010 Ave B
ReturnHeader/Filer/USAddress/CityNm0Jamestown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203411157
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adam Financial LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041 Long Wharf Mall
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002840
ReturnHeader/PreparerPersonGrp/PhoneNum04018461993
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey C Adam CPA
ReturnHeader/ReturnTs02025-11-17T11:32:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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