Civic Intelligence

Burlington Area School District Educational Endownment Fund Inc

990EZ • Fiscal year 2015 • EIN 39-1965499

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization ProfileN/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.

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-96%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$24,382

Up $788 (+3.3%) from 2014

Net Assets

Up

$24,382

Up $788 (+3.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin100th percentile

Revenue

Down

$789

Down $19,165 (-96%) from 2014

Expenses

Down

$0

Down $19,920 (-100%) from 2014

Net Income

Up

$789

Up $755 (+2221%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $27,697Net Assets 2011: $27,6972011Assets 2012: $30,181Net Assets 2012: $30,1812012Assets 2013: $23,560Liabilities 2013: $0Net Assets 2013: $23,5602013Assets 2014: $23,594Liabilities 2014: $0Net Assets 2014: $23,5942014Assets 2015: $24,382Liabilities 2015: $0Net Assets 2015: $24,3822015Assets 2016: $23,918Liabilities 2016: $0Net Assets 2016: $23,9182016Assets 2017: $23,944Liabilities 2017: $0Net Assets 2017: $23,9442017Assets 2018: $25,337Liabilities 2018: $0Net Assets 2018: $25,3372018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$24,382
Liabilities$0
Net Assets$24,382
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $9,093Expenses 2011: $17,315Net Income 2011: -$8,2222011Revenue 2012: $7,745Expenses 2012: $5,261Net Income 2012: $2,4842012Revenue 2013: $187Expenses 2013: $6,808Net Income 2013: -$6,6212013Revenue 2014: $19,954Expenses 2014: $19,920Net Income 2014: $342014Revenue 2015: $789Expenses 2015: $0Net Income 2015: $7892015Revenue 2016: $536Expenses 2016: $1,000Net Income 2016: -$4642016Revenue 2017: $36Expenses 2017: $10Net Income 2017: $262017Revenue 2018: $1,405Expenses 2018: $12Net Income 2018: $1,3932018Revenue 2019: $39Expenses 2019: $25,376Net Income 2019: -$25,3372019

Highlighted filing

2015

Revenue$789
Expenses$0
Net Income$789
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Gross Receipts
$789
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDED SUPPORT FOR THE DON DALTON STADIUM--
TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL ANDERSONDirector-$0--
KEVIN BIRDDirector-$0--
CHRIS MILLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Burlington Area School District
EIN
39-1965499
Phone
2627633561
Address
C/O KEVIN BIRD 2903 S BROWNS LAKE, BURLINGTON, WI 53105

Signing Officer

Name
Kevin Bird
Title
Director
Phone
2627633561
Signed
2016-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Edwards Group Cpas Sc
Address
441 MILWAUKEE AVE, BURLINGTON, WI 53105-1230
Preparer
Paul B Edwards CPA Jd
Phone
2627637616
Supplemental Narrative

Additional Explanations

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

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

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023593
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0750
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IRS990EZ/ExcessOrDeficitForYearAmt0789
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt039
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL ANDERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SUPPORT FOR THE DON DALTON STADIUM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt0789
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt019954
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt019920
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt019954
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt034
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt034
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt029
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt029
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt029
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt029
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt029
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt029
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391080193
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BURLINGTON AREA SCHOOL DISTRICT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0BURLINGTON AREA SCHOOL DISTRICT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02627633561
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGTON AREA SCHOOL DISTRICT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0391965499
ReturnHeader/Filer/PhoneNum02627633561
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KEVIN BIRD 2903 S BROWNS LAKE
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391793586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARDS GROUP CPAS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0441 MILWAUKEE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0531051230
ReturnHeader/PreparerPersonGrp/PhoneNum02627637616
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02016-08-12T14:10:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,382
Liabilities
$0
Net assets
$24,382
Revenue
$789
Expenses
$0
Net income
$789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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