Civic Intelligence

The John R Burt & Mildred B Burt Charitable Foundation

990PF • Fiscal year 2012 • EIN 30-0081622

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 05, 2013

Organization Profile
525 Morley Dr48601
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

78th percentile

11%

Faster asset growth than 78% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,730,073

Up $172,630 (+11%) from 2011

Net Assets

Up

$1,730,073

Up $172,630 (+11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$96,090

Up $26,918 (+39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,375,368Liabilities 2010: $0Net Assets 2010: $1,375,3682010Assets 2011: $1,557,443Liabilities 2011: $0Net Assets 2011: $1,557,4432011Assets 2012: $1,730,073Liabilities 2012: $0Net Assets 2012: $1,730,0732012Assets 2013: $1,952,233Liabilities 2013: $0Net Assets 2013: $1,952,2332013Assets 2014: $2,256,105Liabilities 2014: $0Net Assets 2014: $2,256,1052014Assets 2015: $2,510,446Liabilities 2015: $0Net Assets 2015: $2,510,4462015Assets 2017: $3,067,830Liabilities 2017: $0Net Assets 2017: $3,067,8302017Assets 2018: $3,291,226Liabilities 2018: $0Net Assets 2018: $3,291,2262018Assets 2019: $3,407,361Liabilities 2019: $0Net Assets 2019: $3,407,3612019Assets 2020: $3,353,966Liabilities 2020: $0Net Assets 2020: $3,353,9662020Assets 2021: $3,592,728Liabilities 2021: $0Net Assets 2021: $3,592,7282021Assets 2022: $3,784,130Liabilities 2022: $0Net Assets 2022: $3,784,1302022Assets 2023: $4,058,215Liabilities 2023: $0Net Assets 2023: $4,058,2152023Assets 2024: $4,053,688Liabilities 2024: $0Net Assets 2024: $4,053,6882024

Highlighted filing

2012

Assets$1,730,073
Liabilities$0
Net Assets$1,730,073
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KExpenses 2010: $65,1662010Expenses 2011: $69,1722011Expenses 2012: $96,0902012Revenue 2013: $343,911Expenses 2013: $121,751Net Income 2013: $222,1602013Revenue 2014: $446,504Expenses 2014: $139,492Net Income 2014: $307,0122014Revenue 2015: $390,945Expenses 2015: $136,604Net Income 2015: $254,3412015Revenue 2017: $469,479Expenses 2017: $149,492Net Income 2017: $319,9872017Revenue 2018: $403,217Expenses 2018: $173,478Net Income 2018: $229,7392018Revenue 2019: $323,274Expenses 2019: $220,760Net Income 2019: $102,5142019Revenue 2020: $172,588Expenses 2020: $209,771Net Income 2020: -$37,1832020Revenue 2021: $470,999Expenses 2021: $226,146Net Income 2021: $244,8532021Revenue 2022: $432,824Expenses 2022: $247,821Net Income 2022: $185,0032022Revenue 2023: $525,545Expenses 2023: $244,650Net Income 2023: $280,8952023Revenue 2024: $286,736Expenses 2024: $291,263Net Income 2024: -$4,5272024

Highlighted filing

2012

Revenue-
Expenses$96,090
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 5, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON TUNNEYPresident-$0--
MATTHEW MOELLERVice Pres-$0--
SHAWN SNYSecretary/Tr-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVALLEY LUTHERAN HIGH SCHOEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$50,000
Paid GrantCONCORIDA UNIVERSITYEDUCATIONAL SCHOLARSHIP501(C)(3)ANN ARBOR, MI, US$10,000
Paid GrantCATHOLIC DIOCESE OF SAGINAWEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$10,000
Paid GrantBETHLEHEM LUTHERANEDUCATIONAL SCHOLARSHIP501(C)(3)SAGINAW, MI, US$10,000
Paid GrantSHEBOYGAN CHRISTIAN SCHOOEDUCATIONAL SCHOLARSHIP501(C)(3)SHEBOYGAN, WI, US$5,000
Paid GrantMICHIGAN LUTHERAN SEMINAREDUCATIONAL SCHOLARSHIP510(C)(3)SAGINAW, MI, US$2,500
Filing and Contact Details

Filer

EIN
30-0081622
Raw XML AppendixShowing 400 of 651 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0EATON VANCE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name10MARKET VECTORS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11PRUDENTIAL FINL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12SPDR S&P 500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13INTERNATIONAL GAME TECH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14ISHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name15MARKET VECTORS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20TCW EMERGING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21TCW EMERGING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22FEDERAL FARM CR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name24TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name25TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name26TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name27TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name28TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name29TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name30TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31TCW EMERGING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name32TCW EMERGING
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name35GOLDMAN SACHS 80962-0
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name37GOLDMAN SACHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name38GOLDMAN SACHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name39GOLDMAN SACHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name40GOLDMAN SACHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-106
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet37798
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0249594
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0252832
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0977675
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1392736
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2104715
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01011701
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1412824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2114824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ETF PRODUCTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3MUTUAL FUNDS ACCT 1392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4CORPORATE STOCK ACCT 1392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5ETF PRODUCTS ACCT 1392
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome043702
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome07410
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JASON TUNNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MATTHEW MOELLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHAWN SNY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY/TR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10525 MORLEY DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11525 MORLEY DRIVE

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,730,073
Liabilities
$0
Net assets
$1,730,073
Revenue
-
Expenses
$96,090
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.29$0.29$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.53$0.24$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$0.43$0.25$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.47$0.23$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.17$0.21$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.32$0.22$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.40$0.17$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.47$0.15$0.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.39$0.14$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.45$0.14$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.34$0.12$0.22
2012Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.07