Civic Intelligence

The Burton-Harris Family Foundation

EIN 33-0799649 • San Juan Capistrano, CA

26941 Highland DrSan Juan Capistrano, CA 92675
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

26th percentile

-18%

Higher net margin than 26% of similar nonprofits.

<$500k nonprofits • Source year 2020

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 2020

Asset Growth

49th percentile

-2.6%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

8.3%

Faster revenue growth than 62% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$218,525

Down $5,799 (-2.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$218,525

Down $5,799 (-2.6%) from 2019

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Up

$32,500

Up $2,500 (+8.3%) from 2019

Expenses

Up

$38,299

Up $6,902 (+22%) from 2019

Net Income

Down

-$5,799

Down $4,402 (-315%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2010: $123,325Liabilities 2010: $0Net Assets 2010: $123,3252010Assets 2011: $148,021Liabilities 2011: $0Net Assets 2011: $148,0212011Assets 2012: $169,435Liabilities 2012: $0Net Assets 2012: $169,4352012Assets 2013: $184,074Liabilities 2013: $0Net Assets 2013: $184,0742013Assets 2015: $208,997Liabilities 2015: $0Net Assets 2015: $208,9972015Assets 2016: $220,312Liabilities 2016: $0Net Assets 2016: $220,3122016Assets 2017: $227,316Liabilities 2017: $0Net Assets 2017: $227,3162017Assets 2018: $225,721Liabilities 2018: $0Net Assets 2018: $225,7212018Assets 2019: $224,324Liabilities 2019: $0Net Assets 2019: $224,3242019Assets 2020: $218,525Liabilities 2020: $0Net Assets 2020: $218,5252020

Highlighted filing

2020

Assets$218,525
Liabilities$0
Net Assets$218,525
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

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

$40K$20K$0-$20KExpenses 2010: $29,9432010Expenses 2011: $26,8042011Expenses 2012: $3,5862012Revenue 2013: $17,000Expenses 2013: $2,361Net Income 2013: $14,6392013Revenue 2015: $17,000Expenses 2015: $4,641Net Income 2015: $12,3592015Revenue 2016: $21,500Expenses 2016: $10,185Net Income 2016: $11,3152016Revenue 2017: $31,025Expenses 2017: $24,021Net Income 2017: $7,0042017Revenue 2018: $30,000Expenses 2018: $31,595Net Income 2018: -$1,5952018Revenue 2019: $30,000Expenses 2019: $31,397Net Income 2019: -$1,3972019Revenue 2020: $32,500Expenses 2020: $38,299Net Income 2020: -$5,7992020

Highlighted filing

2020

Revenue$32,500
Expenses$38,299
Net Income-$5,799
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,525
Liabilities
$0
Net assets
$218,525
Revenue
$32,500
Expenses
$38,299
Net income
-$5,799
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.33$0.38$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.30$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.30$0.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.31$0.24$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.22$0.10$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.17$0.05$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.17$0.02$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.27
2010Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 16, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN C HARRISPresident-$0--
BENJAMIN C HARRIS JRDirector-$0--
RANDEL M HARRISDirector-$0--
ANDREW B HARRISSecretary-$0--
MARK DOTYDirector-$0--
KIMBERLY A BOWENDirector-$0--
STEPHEN L DOTYDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Burton-Harris Family Foundation
EIN
33-0799649
Phone
9496731040
Address
26941 Highland Dr, San Juan Capistrano, CA 92675

Signing Officer

Name
Andrew B Harris
Title
Secretary
Signed
2021-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Wertz & Company LLP
Address
5450 Trabuco Road, Irvine, CA 92620
Preparer
Barbara J Dove CPA
Phone
9497565000
Raw XML Appendix264 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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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE BURTON-HARRIS FAMILY FOUNDATIONFEIN 33-6219815TAX YEAR - 2020ATTACHMENT TO 990-PF, PART 1, LINE 16, COLUMN (a) and (b)Line 16b, Accounting fees:Wertz & Company, LLP Acctg/tax prep fees $2,662PART 1, LINE 23 - OTHER EXPENSETHE PRESIDENT OF THE FOUNDATION PURCHASED AN INSURANCE POLICY ON HE AND HIS WIFE'S (DECEASED 2/13/19) LIFE. AT TIME OF SECOND TO DIE, THE POLICY WILL PROVIDE $1,000,000 TO THE FOUNDATION TO FUND FOR FUTURE GRANTS. THE EXPENSE IS NET OF THE CASH SURRENDER VALUE AVAILABLE AT 12/31/20 ON SAID POLICY.
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010971
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02658
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05978
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02658
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012826
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01855
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05978
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04123
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BEN HARRIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt026941 Highland Dr
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0San Juan Capistrano
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092675
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt032500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0222428
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0cash surr value-life ins
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CASH SURRENDER VALUE - LIFE INSURANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0213951
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0213951
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE (SEE NOTE)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0126
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt223476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt310
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW B HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Burton-Harris Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0330799649
ReturnHeader/Filer/PhoneNum09496731040
ReturnHeader/Filer/USAddress/AddressLine1Txt026941 Highland Dr
ReturnHeader/Filer/USAddress/CityNm0San Juan Capistrano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020639624
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wertz & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Trabuco Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092620
ReturnHeader/PreparerPersonGrp/PhoneNum09497565000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara J Dove CPA
ReturnHeader/ReturnTs02021-02-16T11:37:34-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARRIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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