Civic Intelligence

Burlington Area School District Educational Endownment Fund Inc

990EZ • Fiscal year 2018 • EIN 39-1965499

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 12, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

57th percentile

5.8%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

3803%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$25,337

Up $1,393 (+5.8%) from 2017

Net Assets

Up

$25,337

Up $1,393 (+5.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

Up

$1,405

Up $1,369 (+3803%) from 2017

Expenses

Up

$12

Up $2 (+20%) from 2017

Net Income

Up

$1,393

Up $1,367 (+5258%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2018

Assets$25,337
Liabilities$0
Net Assets$25,337
Open 2018 Filing

Operations Trend

Revenue Growth100th 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

2018

Revenue$1,405
Expenses$12
Net Income$1,393
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 12, 2019
Return Version
2018v3.1
Gross Receipts
$1,405
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.-$12
TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.--
Compensation and Service Providers
Top Officer Pay76th 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
2019-06-12
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 Appendix113 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN BIRD
IRS990EZ/BooksInCareOfDetail/PhoneNum02627633561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02903 S BROWNS LAKE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053105
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt023944
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt025337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01369
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01393
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt023944
IRS990EZ/Form990TotalAssetsGrp/EOYAmt025337
IRS990EZ/GrossReceiptsAmt01405
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InvestmentIncomeAmt036
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023944
IRS990EZ/NetAssetsOrFundBalancesEOYAmt025337
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023944
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt025337
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN BIRD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
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/DescriptionProgramSrvcAccomTxt0TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EQUIPMENT, FACILITIES, AND PROGRAMS NOT AVAILABLE THROUGH THE BURLINGTON AREA SCHOOL DISTRICT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012
IRS990EZ/TotalProgramServiceExpensesAmt012
IRS990EZ/TotalRevenueAmt01405
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AIDE TO BURLINGTON HIGH SCHOOL FOR SPECIAL NEEDS THAT CANNOT BE BUDGETTED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/SchoolInd0X
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN BIRD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02627633561
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-12
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09549C19CAE3298783B342A663344A89FB41B3E45
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09549C19CAE3298783B342A663344A89FB41B3E45
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.128.219.125
ReturnHeader/FilingSecurityInformation/IPDt02019-06-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm020:22:01
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/PreparationDt02019-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL B EDWARDS CPA JD
ReturnHeader/ReturnTs02019-06-12T20:22:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,337
Liabilities
$0
Net assets
$25,337
Revenue
$1,405
Expenses
$12
Net income
$1,393
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