Robert R & Cooper L Burchenal Foundation

990PF • Fiscal year 2023 • EIN 23-7231471

Dec 01, 2022 to Nov 30, 2023 • Filed on Jan 20, 2024

Organization Profile

PO Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

75%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

4.4%

Faster asset growth than 56% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

-28%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets31st percentile

Assets

$1,208,939

Up $51,296 (+4.4%) from 2022

Net Assets

$1,208,939

Up $51,296 (+4.4%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin94th percentile

Revenue

Down

$68,097

Down $26,731 (-28%) from 2022

Expenses

Down

$16,801

Down $564 (-3.2%) from 2022

Net Income

Down

$51,296

Down $26,167 (-34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2023

Assets$1,208,939

Liabilities$0

Net Assets$1,208,939

Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

Highlighted filing

2023

Revenue$68,097

Expenses$16,801

Net Income$51,296

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2022 to Nov 30, 2023
Signed: Jan 20, 2024
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARTHA L BURCHENAL	Trustee	-	$0	-	-
BETH B JONES	Trustee	-	$0	-	-
ANNE F BURCHENAL	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Robert R & Cooper L Burchenal Foundation
EIN: 23-7231471
Phone: 5135345310
Address: PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name: Martha Burchenal
Title: Trustee
Phone: 5135345310
Signed: 2024-01-20
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer: Doak a Pfaff
Phone: 6142327288

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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	WRITTEN FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	ROBERT R AND COOPER L BURCHENAL F
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8662064816
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	38 FOUNTAIN SQ PLAZA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	45263
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	APPALACHIAN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNIVERSITY OF NORTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	AT CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	ASU BOX 32014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27514
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	7500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	9232
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	120271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	111039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	435951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	7761160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	111039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	8086072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	435951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	7650121
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9232
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	8086072
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	8197111
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	1045
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	4907
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMNT MNGMNT FEES (NON-DED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	4907
TaxesSchedule/TaxesDetail/Amt	0	730
TaxesSchedule/TaxesDetail/Amt	1	1244
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARTHA BURCHENAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ROBERT R & COOPER L BURCHENAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BURC
ReturnHeader/Filer/EIN	0	237231471
ReturnHeader/Filer/PhoneNum	0	5135345310
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 630858
ReturnHeader/Filer/USAddress/CityNm	0	CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	452630858
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	43212
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6142327288
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOAK A PFAFF
ReturnHeader/ReturnTs	0	2024-03-08T17:00:14-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2022-12-01
ReturnHeader/TaxPeriodEndDt	0	2023-11-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,208,939
Liabilities: $0
Net assets: $1,208,939
Revenue: $68,097
Expenses: $16,801
Net income: $51,296

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$1.27	$0.00	$1.27	$0.08	$0.01	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.21	$0.00	$1.21	$0.07	$0.02	$0.05
2022Detailed filing. Detailed filing data is available for this year.	$1.16	$0.00	$1.16	$0.09	$0.02	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.06	$0.06	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$1.08	$0.00	$1.08	$0.06	$0.64	$0.58