Civic Intelligence

Burman Univerity Foundation

990EZ • Fiscal year 2022 • EIN 30-1218167

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 26, 2023

6730 University DrLacombe, AB T4L2E5CA

(403) 786-2540

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

75th percentile

0.00x

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Net Margin

26th percentile

-25%

Higher net margin than 26% of similar nonprofits.

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Top Officer Pay

95th percentile

$0

Higher top officer pay than 95% of similar nonprofits.

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

2022 filings • NTEE B82 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Assets

$20,376

No earlier filing loaded for comparison.

Net Assets

$20,376

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$182,956

No earlier filing loaded for comparison.

Expenses

$228,203

No earlier filing loaded for comparison.

Net Income

-$45,247

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2022: $20,376Liabilities 2022: $0Net Assets 2022: $20,3762022Assets 2023: $23,487Liabilities 2023: $0Net Assets 2023: $23,4872023Assets 2024: $17,241Liabilities 2024: $0Net Assets 2024: $17,2412024

Highlighted filing

2022

Assets$20,376
Liabilities$0
Net Assets$20,376

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $182,956Expenses 2022: $228,203Net Income 2022: -$45,2472022Revenue 2023: $47,936Expenses 2023: $44,825Net Income 2023: $3,1112023Revenue 2024: $82,403Expenses 2024: $88,649Net Income 2024: -$6,2462024

Highlighted filing

2022

Revenue$182,956
Expenses$228,203
Net Income-$45,247
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 26, 2023
Return Version
2022v5.0
Gross Receipts
$182,956
Mission and Program Overview

Mission

To provide students with scholarships to encourage them into living a life of service post-graduation.

Program Services

DescriptionGrantsExpenses
ADVANCEMENT OF EDUCATION THROUGH FUNDING AGREEMENTS WITH BURMAN UNIVERSITY.$0$223,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOREN AGREYPresident/Chair Of The Board-$0--
DARRELL HUETHERTreasurer-$0--
ERIC RAJAHSecretary-$0--
PAUL MUSAFILIDirector-$0--
VICTOR DINGMANDirector-$0--
GERALD GRANTDirector-$0--
ELVIN SARUKDirector-$0--
MARY LOU TOOPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Burman University Foundation
EIN
30-1218167
Phone
4037862540
Address
CA

Signing Officer

Name
Loren Agrey
Title
Treasurer
Signed
2023-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Larson Gross Pllc
Address
2211 RIMLAND DR STE 422, BELLINGHAM, WA 98226
Preparer
Steve Forbes-cpa
Phone
3607344280
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 3,827. Description: funding grants . Amount: 223,906. Total to form 990-ez, line 16: 227,733.

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DARRELL HUETHER
IRS990EZ/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt06730 UNIVERSITY DRIVE
IRS990EZ/BooksInCareOfDetail/ForeignAddress/CityNm0LACOMBE
IRS990EZ/BooksInCareOfDetail/ForeignAddress/CountryCd0CA
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd0T4L2E5
IRS990EZ/BooksInCareOfDetail/ForeignAddress/ProvinceOrStateNm0AB
IRS990EZ/BooksInCareOfDetail/PhoneNum04037862540
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065623
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020376
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0182956
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-45247
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0470
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065623
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020376
IRS990EZ/GrossReceiptsAmt0182956
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065623
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065623
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LOREN AGREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DARRELL HUETHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC RAJAH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL MUSAFILI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICTOR DINGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GERALD GRANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ELVIN SARUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY LOU TOOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CHAIR OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0227733
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE STUDENTS WITH SCHOLARSHIPS TO ENCOURAGE THEM INTO LIVING A LIFE OF SERVICE POST-GRADUATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ADVANCEMENT OF EDUCATION THROUGH FUNDING AGREEMENTS WITH BURMAN UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0223906
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0228203
IRS990EZ/TotalProgramServiceExpensesAmt0223906
IRS990EZ/TotalRevenueAmt0182956
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BURMANU.CA
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0182956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067859
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0250815
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0108801
IRS990ScheduleA/SubstantialContributorsTotAmt0142014
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0182956
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067859
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0250815
IRS990ScheduleA/TotalSupportAmt0250815
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK CHARGES. AMOUNT: 3,827. DESCRIPTION: FUNDING GRANTS . AMOUNT: 223,906. TOTAL TO FORM 990-EZ, LINE 16: 227,733.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/ForeignPhoneNum04037862540
ReturnHeader/BusinessOfficerGrp/PersonNm0LOREN AGREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURMAN UNIVERSITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURM
ReturnHeader/Filer/EIN0301218167
ReturnHeader/Filer/ForeignAddress/AddressLine1Txt06730 UNIVERSITY DR
ReturnHeader/Filer/ForeignAddress/CityNm0LACOMBE
ReturnHeader/Filer/ForeignAddress/CountryCd0CA
ReturnHeader/Filer/ForeignAddress/ForeignPostalCd0T4L2E5
ReturnHeader/Filer/ForeignAddress/ProvinceOrStateNm0AB
ReturnHeader/Filer/PhoneNum04037862540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911663574
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARSON GROSS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 RIMLAND DR STE 422
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098226
ReturnHeader/PreparerPersonGrp/PhoneNum03607344280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE FORBES-CPA
ReturnHeader/ReturnTs02023-09-28T15:50:21-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGREY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings