Civic Intelligence

Edna M Burgland Foundation

990PF • Fiscal year 2019 • EIN 22-6918501

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
1865 Veterans Park Drive No 203Naples, FL 34109

(239) 449-6150

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$7,346

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,071,183

Up $155,534 (+17%) from 2015

Net Assets

$1,071,183

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$569,980

Up $542,665 (+1987%) from 2015

Expenses

Down

$81,487

Down $1,654 (-2.0%) from 2015

Net Income

Up

$488,493

Up $544,319 (+975%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2011: $866,802Liabilities 2011: $02011Assets 2012: $929,115Liabilities 2012: $02012Assets 2013: $1,024,293Liabilities 2013: $02013Assets 2014: $1,018,714Liabilities 2014: $02014Assets 2015: $915,649Liabilities 2015: $02015Assets 2019: $1,071,183Liabilities 2019: $0Net Assets 2019: $1,071,1832019Assets 2020: $1,064,867Liabilities 2020: $0Net Assets 2020: $1,064,8672020Assets 2021: $1,070,800Liabilities 2021: $0Net Assets 2021: $1,070,8002021Assets 2022: $883,252Liabilities 2022: $0Net Assets 2022: $883,2522022Assets 2023: $784,243Liabilities 2023: $12023

Highlighted filing

2019

Assets$1,071,183
Liabilities$0
Net Assets$1,071,183
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $20,117Expenses 2011: $63,390Net Income 2011: -$43,2732011Revenue 2012: $46,769Expenses 2012: $77,909Net Income 2012: -$31,1402012Revenue 2013: $22,222Expenses 2013: $74,199Net Income 2013: -$51,9772013Revenue 2014: $25,942Expenses 2014: $79,195Net Income 2014: -$53,2532014Revenue 2015: $27,315Expenses 2015: $83,141Net Income 2015: -$55,8262015Revenue 2019: $569,980Expenses 2019: $81,487Net Income 2019: $488,4932019Revenue 2020: $75,664Expenses 2020: $68,202Net Income 2020: $7,4622020Revenue 2021: $72,953Expenses 2021: $87,068Net Income 2021: -$14,1152021Revenue 2022: -$126,933Expenses 2022: $59,427Net Income 2022: -$186,3602022Revenue 2023: -$48,616Expenses 2023: $46,827Net Income 2023: -$95,4432023

Highlighted filing

2019

Revenue$569,980
Expenses$81,487
Net Income$488,493
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE PRUITTTrustee-$7,346-$7,346
JAMES R NICITrustee-$7,346-$7,346
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHUMANE SOCIETY OF COLLIER COUNTYANIMAL CRUELTY PREVENTIONPCNAPLES, FL, US$13,500
Paid GrantARTHRITIS RESEARCH INSTITUTEMEDICAL RESEARCHPCCLEARWATER, FL, US$13,500
Paid GrantTHE SALVATION ARMYCHARITABLE ACTIVITESPCNAPLES, FL, US$13,500
Paid GrantUNIVERSITY OF ARIZONA MEDICAL SCHOOLMEDICAL EDUCATIONPCTUCSON, AZ, US$13,500
Filing and Contact Details

Filer

Filer Name
Edna Burglund Foundation
EIN
22-6918501
Phone
2394496150
Address
1865 VETERANS PARK DRIVE NO 203, NAPLES, FL 34109

Signing Officer

Name
James Nici
Title
Trustee
Phone
2394496150
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
The CPA Group of Naples Pllc
Address
999 VANDERBILT BEACH RD SUITE 200, NAPLES, FL 34108
Preparer
Julie K Pisarri CPA
Phone
2392699626
Raw XML Appendix336 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3MEDICAL EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARTHRITIS RESEARCH INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF ARIZONA MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1300 N DUNCAN AVE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 8509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31501 N CAMPBELL AVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042095
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011931
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011905
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt026
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011905
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03000
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BROKERAGE TRANSFER ADJUSTMENT TO COST BASIS
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES NICI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02394496150
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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ReturnHeader/Filer/EIN0226918501
ReturnHeader/Filer/PhoneNum02394496150
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ReturnHeader/Filer/USAddress/CityNm0NAPLES
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ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C7758000D48457E438D2150F2CAE777D2222F89A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C7758000D48457E438D2150F2CAE777D2222F89A
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0164.68.194.145
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:07:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831006259
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE CPA GROUP OF NAPLES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 VANDERBILT BEACH RD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034108
ReturnHeader/PreparerPersonGrp/PhoneNum02392699626
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE K PISARRI CPA
ReturnHeader/ReturnTs02020-07-15T10:08:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,071,183
Liabilities
$0
Net assets
$1,071,183
Revenue
$569,980
Expenses
$81,487
Net income
$488,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.78$0.00$0.05$0.05$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.13$0.06$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.07$0.09$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$1.06$0.08$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.57$0.08$0.49
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.03$0.08$0.06
2014Summary only. Only limited summary data is available for this year.$1.02$0.00$0.03$0.08$0.05
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$0.02$0.07$0.05
2012Summary only. Only limited summary data is available for this year.$0.93$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$0.87$0.00$0.02$0.06$0.04