Civic Intelligence

Burleigh Family Foundation

EIN 31-6543121 • Cincinnati, OH

221 East Fourth Street 2300Cincinnati, OH 45202
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 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

3rd percentile

-2582%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-98%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $157,036 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $157,036 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$6,083

Down $299,919 (-98%) from 2022

Expenses

Down

$163,119

Down $2,771,069 (-94%) from 2022

Net Income

Up

-$157,036

Up $2,471,150 (+94%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,491,647Liabilities 2015: $0Net Assets 2015: $3,491,6472015Assets 2016: $3,426,568Liabilities 2016: $0Net Assets 2016: $3,426,5682016Assets 2017: $3,587,925Liabilities 2017: $0Net Assets 2017: $3,587,9252017Assets 2018: $3,662,261Liabilities 2018: $0Net Assets 2018: $3,662,2612018Assets 2019: $3,121,419Liabilities 2019: $0Net Assets 2019: $3,121,4192019Assets 2020: $2,819,734Liabilities 2020: $0Net Assets 2020: $2,819,7342020Assets 2021: $2,785,222Liabilities 2021: $0Net Assets 2021: $2,785,2222021Assets 2022: $157,036Liabilities 2022: $0Net Assets 2022: $157,0362022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $317,693Expenses 2015: $542,325Net Income 2015: -$224,6322015Revenue 2016: $274,206Expenses 2016: $339,285Net Income 2016: -$65,0792016Revenue 2017: $463,052Expenses 2017: $301,695Net Income 2017: $161,3572017Revenue 2018: $390,015Expenses 2018: $315,679Net Income 2018: $74,3362018Revenue 2019: $55,685Expenses 2019: $596,527Net Income 2019: -$540,8422019Revenue 2020: $45,391Expenses 2020: $347,076Net Income 2020: -$301,6852020Revenue 2021: $287,889Expenses 2021: $322,401Net Income 2021: -$34,5122021Revenue 2022: $306,002Expenses 2022: $2,934,188Net Income 2022: -$2,628,1862022Revenue 2023: $6,083Expenses 2023: $163,119Net Income 2023: -$157,0362023

Highlighted filing

2023

Revenue$6,083
Expenses$163,119
Net Income-$157,036
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$6,083
Expenses
$163,119
Net income
-$157,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.16$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.31$2.93$2.63
2021Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.29$0.32$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.05$0.35$0.30
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.06$0.60$0.54
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.39$0.32$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.46$0.30$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.27$0.34$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.32$0.54$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R BURLEIGHTrustee-$0--
CATHERINE ANNE HUSTED BURLEIGHTrustee-$0--
DAVID W BURLEIGHTrustee-$0--
MARGARET W BRECOUNTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Burleigh Family Foundation
EIN
31-6543121
Phone
5135791500
Address
221 EAST FOURTH STREET 2300, CINCINNATI, OH 45202

Signing Officer

Name
William Burleigh
Title
Trustee
Phone
5135791500
Signed
2024-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Cassady Schiller & Associates Inc
Address
4555 LAKE FOREST DRIVE SUITE 400, CINCINNATI, OH 45242
Preparer
Linda M Brogan
Phone
5134836699
Raw XML Appendix327 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05135791500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM R BURLEIGH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CATHERINE ANNE HUSTED BURLEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0147115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BURLEIGH FUND 21986 - DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KNIGHTS OF COLUMBUS CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1981
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0147115
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07165
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02825107
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0156795
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0179019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0387957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0102984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0102984
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03703928
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0155050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02825107
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0156795
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0179019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0387957
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162215
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0155050
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03806912
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03651862
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0IN EARLY 2022, THE TRUSTEES INITIATED A PLAN OF DISSOLUTION FOR THE FOUNDATION WITH A TARGET OF 2023 AS THE YEAR FOR THE FINAL TERMINATION. IN MARCH 2022, THE FOUNDATION SENT "GOING OUT OF BUSINESS NOTICES TO CHARITIES TO WHICH IT HAS MADE GRANTS IN THE PAST. THE FOLLOWING LIST ADDRESSES THE MAJOR DISTRIBUTIONS OF ASSETS UNDER THE PLAN OF DISSOLUTION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt08978
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08978
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0844
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY & OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0844
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BURLEIGH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05135791500
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLEIGH FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0316543121
ReturnHeader/Filer/PhoneNum05135791500
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 EAST FOURTH STREET 2300
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311311065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASSADY SCHILLER & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DRIVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045242
ReturnHeader/PreparerPersonGrp/PhoneNum05134836699
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDA M BROGAN
ReturnHeader/ReturnTs02024-05-15T12:37:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURLEIGH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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