Civic Intelligence

Chad Burkhart Memorial Sch Fund Tua

EIN 23-3098784 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

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

2nd percentile

-7079%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$300

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 260.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-97%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $8,108 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $8,108 (-100%) from 2023

Revenue

Down

$115

Down $3,208 (-97%) from 2023

Expenses

Up

$8,256

Up $6,156 (+293%) from 2023

Net Income

Down

-$8,141

Down $9,364 (-766%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2011: $10,221Liabilities 2011: $0Net Assets 2011: $10,2212011Assets 2012: $9,774Liabilities 2012: $0Net Assets 2012: $9,7742012Assets 2013: $9,042Liabilities 2013: $0Net Assets 2013: $9,0422013Assets 2014: $9,405Liabilities 2014: $0Net Assets 2014: $9,4052014Assets 2015: $9,558Liabilities 2015: $0Net Assets 2015: $9,5582015Assets 2017: $9,659Liabilities 2017: $0Net Assets 2017: $9,6592017Assets 2018: $8,707Liabilities 2018: $0Net Assets 2018: $8,7072018Assets 2020: $10,313Liabilities 2020: $0Net Assets 2020: $10,3132020Assets 2021: $6,962Liabilities 2021: $122Net Assets 2021: $6,8402021Assets 2022: $6,894Liabilities 2022: $0Net Assets 2022: $6,8942022Assets 2023: $8,108Liabilities 2023: $0Net Assets 2023: $8,1082023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KExpenses 2011: $2,1052011Expenses 2012: $2,1042012Revenue 2013: $1,371Expenses 2013: $2,102Net Income 2013: -$7312013Revenue 2014: $2,465Expenses 2014: $2,103Net Income 2014: $3622014Revenue 2015: $2,758Expenses 2015: $2,602Net Income 2015: $1562015Revenue 2017: $2,191Expenses 2017: $2,600Net Income 2017: -$4092017Revenue 2018: $1,627Expenses 2018: $2,600Net Income 2018: -$9732018Revenue 2020: $1,188Expenses 2020: $2,600Net Income 2020: -$1,4122020Revenue 2021: $331Expenses 2021: $3,808Net Income 2021: -$3,4772021Revenue 2022: $1,870Expenses 2022: $1,800Net Income 2022: $702022Revenue 2023: $3,323Expenses 2023: $2,100Net Income 2023: $1,2232023Revenue 2024: $115Expenses 2024: $8,256Net Income 2024: -$8,1412024

Highlighted filing

2024

Revenue$115
Expenses$8,256
Net Income-$8,141

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.12$8.26$8.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.11$0.00$8.11$3.32$2.10$1.22
2022Detailed filing. Detailed filing data is available for this year.$6.89$0.00$6.89$1.87$1.80$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.12$6.84$0.33$3.81$3.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$1.19$2.60$1.41
2018Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$1.63$2.60$0.97
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$0.00$9.66$2.19$2.60$0.41
2015Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$2.76$2.60$0.16
2014Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$2.47$2.10$0.36
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.04$0.00$9.04$1.37$2.10$0.73
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.00$9.77$2.10
2011Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$2.11
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$600-$600
Filing and Contact Details

Filer

Filer Name
Chad Burkhart Memorial Sch Fund Tua
EIN
23-3098784
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2023-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Raw XML Appendix315 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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0722005816 PIMCO INVESTMENT GRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192206C755 VANGUARD MORTGAGE-BA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464288620 ISHARES BROAD USD IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt352472T775 BRANDYWINEGLOBAL COR
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26. ISHARES US TREASURY BOND ETF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01807
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01559
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01559
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07667
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01195
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03090
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01575
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01195
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09226
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08031
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02022 TRANSACTIONS POSTED IN 2023
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02021 TRANSACTIONS POSTED IN 2022
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHAD BURKHART MEMORIAL SCH FUND TUA
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0233098784
ReturnHeader/Filer/PhoneNum08042737445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
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ReturnHeader/Filer/USAddress/ZIPCd0328919798
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02023-05-01T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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