Civic Intelligence

Burns Foundation

990PF • Fiscal year 2023 • EIN 38-6034469

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 27, 2024

Organization Profile
215 Division StPetoskey, MI 49770

(231) 347-2556

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-33%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$6,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.9%

Faster asset growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

26%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$406,283

Down $16,338 (-3.9%) from 2022

Net Assets

Down

$406,283

Down $16,338 (-3.9%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin17th percentile

Revenue

Up

$74,931

Up $15,227 (+26%) from 2022

Expenses

Up

$100,031

Up $1,678 (+1.7%) from 2022

Net Income

Up

-$25,100

Up $13,549 (+35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2011: $610,687Liabilities 2011: $02011Assets 2012: $597,996Liabilities 2012: $02012Assets 2013: $591,319Liabilities 2013: $02013Assets 2014: $578,822Liabilities 2014: $1Net Assets 2014: $578,8222014Assets 2015: $609,292Liabilities 2015: $1Net Assets 2015: $609,2922015Assets 2016: $625,400Liabilities 2016: $0Net Assets 2016: $625,4002016Assets 2017: $591,279Liabilities 2017: $0Net Assets 2017: $591,2792017Assets 2018: $588,309Liabilities 2018: $0Net Assets 2018: $588,3092018Assets 2019: $589,011Liabilities 2019: $1Net Assets 2019: $589,0112019Assets 2020: $551,932Liabilities 2020: $1Net Assets 2020: $551,9322020Assets 2021: $461,270Liabilities 2021: $1Net Assets 2021: $461,2702021Assets 2022: $422,621Liabilities 2022: $1Net Assets 2022: $422,6212022Assets 2023: $406,283Liabilities 2023: $1Net Assets 2023: $406,2832023Assets 2024: $408,186Liabilities 2024: $0Net Assets 2024: $408,1862024

Highlighted filing

2023

Assets$406,283
Liabilities$1
Net Assets$406,283
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$200K$100K$0-$100KRevenue 2011: $11,448Expenses 2011: $37,489Net Income 2011: -$26,0412011Revenue 2012: $27,579Expenses 2012: $40,270Net Income 2012: -$12,6912012Revenue 2013: $34,427Expenses 2013: $41,104Net Income 2013: -$6,6772013Revenue 2014: $31,935Expenses 2014: $44,432Net Income 2014: -$12,4972014Revenue 2015: $79,686Expenses 2015: $49,216Net Income 2015: $30,4702015Revenue 2016: $76,439Expenses 2016: $60,331Net Income 2016: $16,1082016Revenue 2017: $61,364Expenses 2017: $95,485Net Income 2017: -$34,1212017Revenue 2018: $104,256Expenses 2018: $107,226Net Income 2018: -$2,9702018Revenue 2019: $132,175Expenses 2019: $131,473Net Income 2019: $7022019Revenue 2020: $101,203Expenses 2020: $138,282Net Income 2020: -$37,0792020Revenue 2021: $26,764Expenses 2021: $117,426Net Income 2021: -$90,6622021Revenue 2022: $59,704Expenses 2022: $98,353Net Income 2022: -$38,6492022Revenue 2023: $74,931Expenses 2023: $100,031Net Income 2023: -$25,1002023Revenue 2024: $124,420Expenses 2024: $99,421Net Income 2024: $24,9992024

Highlighted filing

2023

Revenue$74,931
Expenses$100,031
Net Income-$25,100
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 27, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN D BURNS DECEASEDPrior Presid-$6,000-$6,000
SHIRLEY B BURNSSecretary-$4,000-$4,000
MARCELLA LACEY BURNSPresident-$0--
CHRISTINA BURNS FARRELLVice Preside-$0--
COURTNEY BURNS ROSEVEARTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Burns Foundation Inc
EIN
38-6034469
Phone
2313472556
Address
215 DIVISION ST, PETOSKEY, MI 49770

Signing Officer

Name
Shirley B Burns
Title
Secretary
Phone
2313472556
Signed
2024-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Great Lakes Inc
Address
134 W HARRIS ST, CADILLAC, MI 49601
Preparer
Robert V Beattie CPA
Phone
2317759789
Raw XML Appendix337 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0373565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01322897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO INVESTMENT ACCOUNT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029552
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt045291
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt088
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029640
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt045291
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074931
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045291
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029552
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029552
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-25100
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt067789
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt088
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045291
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt074474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt085000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0100031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt074931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt517546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt425232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt517546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt427450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt527115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GE HEALTHCARE TECHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GE HEALTHCARE TECHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ILLINOIS TOOL WORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MICRO FOCUS INTL PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WALMART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045291
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-25100
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08762
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0406283
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0422621
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0406283
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt064988
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt064988
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt064988
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066023
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01035
IRS990PF/DistributableAmountGrp/TotalTaxAmt01035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt02
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt037
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01355615
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028539
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt023520
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt023520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0387300
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0373565
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01322897
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0422621
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0406283
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0422621
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0406283
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01355615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0422621
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0406283
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0422621
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0406283
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01340571
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01322897
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020109
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt066023
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01320462
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01340571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt46000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARCELLA LACEY BURNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTINA BURNS FARRELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHIRLEY B BURNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3COURTNEY BURNS ROSEVEAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DEAN D BURNS DECEASED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRIOR PRESID
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0357 EAST 68TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1651 PARKLAND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2215 DIVISION ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt322 WESTRIDGE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4215 DIVISION ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0APARTMENT 2-B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROCHESTER HILLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PETOSKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LEWISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PETOSKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010065
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd148307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd249770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd317837
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd449770
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt085000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt085000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHIRLEY B BURNS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0215 DIVISION ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PETOSKEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd049770
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02313473404
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HEALTH SCIENCE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TESTING & TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HEALTH CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3LITTLE TRAVERSE BAY HOSPICE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MCLAREN NORTHERN MICHIGAN FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICHIGAN DYSLEXIA INSTITUTE NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLANNED PARENTHOOD OF NORTHERN MICH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0360 CONNABLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1681 EAST LAKE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21003 SPRING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3712 PLEASANT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PETOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARBOR SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PETOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PETOSKEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd249770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd349770
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt064988
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017379
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025421
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105940
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017379
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012074
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025421
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020012
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0105940
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt085928
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0457
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0457
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08762
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO TAX BASIS
TaxesSchedule/TaxesDetail/Amt0699
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MICHIGAN ANNUAL
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIRLEY B BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02313472556
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0386034469
ReturnHeader/Filer/PhoneNum02313472556
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 DIVISION ST
ReturnHeader/Filer/USAddress/CityNm0PETOSKEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049770
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381910111
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS GREAT LAKES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0134 W HARRIS ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CADILLAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049601
ReturnHeader/PreparerPersonGrp/PhoneNum02317759789
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT V BEATTIE CPA
ReturnHeader/ReturnTs02024-09-24T14:17:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$406,283
Liabilities
$1
Net assets
$406,283
Revenue
$74,931
Expenses
$100,031
Net income
-$25,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$1.24$0.99$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.75$1.00$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.60$0.98$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.27$1.17$0.91
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$1.01$1.38$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.89$0.00$5.89$1.32$1.31$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$1.04$1.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.61$0.95$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.00$6.25$0.76$0.60$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$0.80$0.49$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$0.32$0.44$0.12
2013Summary only. Only limited summary data is available for this year.$5.91$0.00$0.34$0.41$0.07
2012Summary only. Only limited summary data is available for this year.$5.98$0.00$0.28$0.40$0.13
2011Summary only. Only limited summary data is available for this year.$6.11$0.00$0.11$0.37$0.26