Burlington Area School District Educational Endownment Fund Inc

990EZ • Fiscal year 2013 • EIN 39-1965499

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2014

Organization Profile N/A

C/O Kevin Bird 2903 S Browns LakeBurlington, WI 53105

(262) 763-3561

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-3541%

Higher net margin than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-22%

Faster asset growth than 19% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-98%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$23,560

Down $6,621 (-22%) from 2012

Net Assets

Down

$23,560

Down $6,621 (-22%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin1st percentile

Revenue

Down

$187

Down $7,558 (-98%) from 2012

Expenses

$6,808

Up $1,547 (+29%) from 2012

Net Income

Down

-$6,621

Down $9,105 (-367%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

Highlighted filing

2013

Assets$23,560

Liabilities$0

Net Assets$23,560

Open 2013 Filing

Operations Trend

Revenue Growth1st percentile

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

Highlighted filing

2013

Revenue$187

Expenses$6,808

Net Income-$6,621

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Aug 4, 2014
Return Version: 2013v3.1
Gross Receipts: $187

Mission and Program Overview

Mission

To provide equipment, facilities, and programs not available through the burlington area school district.

Program Services

Description	Grants	Expenses
PROVIDED SUPPORT FOR THE MUSIC MATTERS PROGRAM	$6,730	$6,730
PROVIDED SUPPORT FOR THE MUSIC MATTERS PROGRAM	-	-

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL ANDERSON	Director	-	$0	-	-
KEVIN BIRD	Director	-	$0	-	-
CHRIS MILLER	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 39-1965499
Phone: 2627633561

Signing Officer

Name: Kevin Bird
Title: Director
Phone: 2627633561
Signed: 2014-08-04
Discuss with paid preparer: Yes

Preparer

Preparer: Paul B Edwards CPA Jd
Phone: 2627637616

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Music matters incorporated music education bhs 2211 sunnysife dr kansasville, wi 53139 6,730 0 0”

Form 990-ez, Part I, Line 16

“Expenses office expenses 10 total 10”

Form 990-ez, Part III

“To provide equipment, facilities, and programs not available through the burlington area school district.”

Form 990-ez, Part III, Line 31

“Provided support for the music matters program”

Raw XML Appendix125 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
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	MICHAEL ANDERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	KEVIN BIRD
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	CHRIS MILLER
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	KEVIN BIRD
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2627633561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	2903 S BROWNS LAKE DR
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	53105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	30181
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	23560
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	150
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-6621
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	68
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	30181
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	23560
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6730
IRS990EZ/GrossReceiptsAmt	0	187
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	37
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	30181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	23560
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	30181
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	23560
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	MICHAEL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KEVIN BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	CHRIS MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherExpensesTotalAmt	0	10
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	PROVIDED SUPPORT FOR THE MUSIC MATTERS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	PROVIDED SUPPORT FOR THE MUSIC MATTERS PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	6730
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	6730
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	6808
IRS990EZ/TotalProgramServiceExpensesAmt	0	6730
IRS990EZ/TotalRevenueAmt	0	187
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	391080193
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	BURLINGTON AREA SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	MUSIC MATTERS INCORPORATED MUSIC EDUCATION BHS 2211 SUNNYSIFE DR KANSASVILLE, WI 53139 6,730 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	EXPENSES OFFICE EXPENSES 10 TOTAL 10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	PROVIDED SUPPORT FOR THE MUSIC MATTERS PROGRAM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEVIN BIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2627633561
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	BURLINGTON AREA SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2	0	EDUCATIONAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	BURL
ReturnHeader/Filer/EIN	0	391965499
ReturnHeader/Filer/PhoneNum	0	2627633561
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O KEVIN BIRD 2903 S BROWNS LAKE
ReturnHeader/Filer/USAddress/City	0	BURLINGTON
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	531051230
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2627637616
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs	0	2014-08-12T13:08:13-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $23,560
Liabilities: $0
Net assets: $23,560
Revenue: $187
Expenses: $6,808
Net income: -$6,621

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.00		$0.00	$0.04	$25.4	$25.3
2018Detailed filing. Detailed filing data is available for this year.	$25.3	$0.00	$25.3	$1.41	$0.01	$1.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$23.9	$0.00	$23.9	$0.04	$0.01	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$23.9	$0.00	$23.9	$0.54	$1.00	$0.46
2015Detailed filing. Detailed filing data is available for this year.	$24.4	$0.00	$24.4	$0.79	$0.00	$0.79
2014Detailed filing. Detailed filing data is available for this year.	$23.6	$0.00	$23.6	$20.0	$19.9	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$23.6	$0.00	$23.6	$0.19	$6.81	$6.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$30.2		$30.2	$7.75	$5.26	$2.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$27.7		$27.7	$9.09	$17.3	$8.22