Civic Intelligence

Burnett Charitable Trust

990PF • Fiscal year 2011 • EIN 42-1253249

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 23, 2012

1919 Douglas St 2nd FL MacN8000-02768102
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

88th percentile

$23,192

Higher top officer pay than 88% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

82nd percentile

15%

Faster asset growth than 82% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$3,382,537

Up $451,934 (+15%) from 2010

Net Assets

Up

$3,382,537

Up $451,934 (+15%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$282,324

Down $4,377 (-1.5%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,930,603Liabilities 2010: $0Net Assets 2010: $2,930,6032010Assets 2011: $3,382,537Liabilities 2011: $0Net Assets 2011: $3,382,5372011Assets 2012: $4,387,781Liabilities 2012: $0Net Assets 2012: $4,387,7812012Assets 2013: $4,236,920Liabilities 2013: $1Net Assets 2013: $4,236,9202013Assets 2014: $5,649,718Liabilities 2014: $1Net Assets 2014: $5,649,7182014Assets 2015: $5,385,384Liabilities 2015: $1Net Assets 2015: $5,385,3842015Assets 2016: $5,373,867Liabilities 2016: $0Net Assets 2016: $5,373,8672016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2011

Assets$3,382,537
Liabilities$0
Net Assets$3,382,537

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MExpenses 2010: $286,7012010Expenses 2011: $282,3242011Expenses 2012: $324,4362012Revenue 2013: $216,665Expenses 2013: $367,526Net Income 2013: -$150,8612013Revenue 2014: $1,756,961Expenses 2014: $344,163Net Income 2014: $1,412,7982014Revenue 2015: $139,572Expenses 2015: $403,906Net Income 2015: -$264,3342015Revenue 2016: $383,041Expenses 2016: $349,947Net Income 2016: $33,0942016Revenue 2017: $299,915Expenses 2017: $5,681,578Net Income 2017: -$5,381,6632017

Highlighted filing

2011

Revenue-
Expenses$282,324
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 23, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$23,192-$23,192
JOHN THOMASTrustee/Farm Manager-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF DALLAS CENTERGOVERNMENT - SUPPORT PUBLIC LIBRARY; RECREATIONPUBLIC CHARITYDALLAS CENTER, IA, US$51,375
Paid GrantDALLAS CENTER-GRIMES SCHOOLGOVERNMENT - SUPPORT PUBLIC SCHOOLPUBLIC CHARITYDALLAS CENTER, IA, US$51,374
Paid GrantFIRST PRESBYTERIAN CHURCHRELIGIOUS - SUPPORT CHURCHPUBLIC CHARITYDALLAS CENTER, IA, US$51,374
Paid GrantSPURGEON MANORCHARITABLE - SUPPORT LONG TERM CARE FACILITYPUBLIC CHARITYDALLAS CENTER, IA, US$51,374
Paid GrantSOUTHEAST POLK SCHOOLGOVERNMENT - SUPPORT PUBLIC SCHOOLPUBLIC CHARITYRUNNELLS, IA, US$25,687
Filing and Contact Details

Filer

EIN
42-1253249
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-11-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-10-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22007-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32010-04-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42007-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52006-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-04-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-06-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82007-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92001-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102001-01-01

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