Civic Intelligence

Burnett Charitable Trust

990PF • Fiscal year 2012 • EIN 42-1253249

Jan 01, 2012 to Dec 31, 2012 • Filed on May 07, 2013

Organization Profile
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

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$27,415

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,387,781

Up $1,005,244 (+30%) from 2011

Net Assets

Up

$4,387,781

Up $1,005,244 (+30%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$324,436

Up $42,112 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2012

Assets$4,387,781
Liabilities$0
Net Assets$4,387,781
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$324,436
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$27,415-$27,415
JOHN THOMASTrustee/Farm Manager-$14,936-$14,936
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF DALLAS CENTERGOVERNMENT - SUPPORT PUBLIC LIBRARY; RECREATIONPUBLIC CHARITYDALLAS CENTER, IA, US$54,555
Paid GrantDALLAS CENTER-GRIMES SCHOOLGOVERNMENT - SUPPORT PUBLIC SCHOOLPUBLIC CHARITYDALLAS CENTER, IA, US$54,555
Paid GrantFIRST PRESBYTERIAN CHURCHRELIGIOUS - SUPPORT CHURCHPUBLIC CHARITYDALLAS CENTER, IA, US$54,555
Paid GrantSPURGEON MANORCHARITABLE - SUPPORT LONG TERM CARE FACILITYPUBLIC CHARITYDALLAS CENTER, IA, US$54,555
Paid GrantSOUTHEAST POLK SCHOOLGOVERNMENT - SUPPORT PUBLIC SCHOOLPUBLIC CHARITYRUNNELLS, IA, US$27,278
Filing and Contact Details

Filer

EIN
42-1253249
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm064875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss064875
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01630678
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps01582
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01582
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss03164
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01150846
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome01287471
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss045843
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm011637
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss025273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0268591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm042209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0324436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome01329680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01329680
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps023093
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm042209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss078938
IRS990PF/BalanceSheets/CapitalStockBOY01319366
IRS990PF/BalanceSheets/CapitalStockEOY01319366
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0897723
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0802808
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0856631
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0184822
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0208121
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0248204
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0149775
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY099381
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0105744
IRS990PF/BalanceSheets/InvestmentsLandEtcBasis0321290
IRS990PF/BalanceSheets/InvestmentsLandEtcBOY0444498
IRS990PF/BalanceSheets/InvestmentsLandEtcEOY0321290
IRS990PF/BalanceSheets/InvestmentsLandEtcEOYFMV01224000
IRS990PF/BalanceSheets/InvestmentsOtherBOY01327894
IRS990PF/BalanceSheets/InvestmentsOtherEOY02036439
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02181919
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY02377
IRS990PF/BalanceSheets/OtherAssetsEOY03861
IRS990PF/BalanceSheets/OtherAssetsEOYFMV00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY02063171
IRS990PF/BalanceSheets/RetainedEarningsEOY03068415
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0375448
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0915881
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0915881
IRS990PF/BalanceSheets/TotalAssetsBOY03382537
IRS990PF/BalanceSheets/TotalAssetsEOY04387781
IRS990PF/BalanceSheets/TotalAssetsEOYFMV05532379
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03382537
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04387781
IRS990PF/BalanceSheets/TotalNetAssetsBOY03382537
IRS990PF/BalanceSheets/TotalNetAssetsEOY04387781
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01150846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis089858
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis162771
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis23769
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3798
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis4598
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis55149
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis69432
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis71860
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis84544
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis950394
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1072375
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis115
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis125
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis146
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis165
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis176
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis185
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis195
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis207
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis226
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis233274
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis245564
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2514
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis261422
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis272657
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis282803
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis293189
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis301361

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,387,781
Liabilities
$0
Net assets
$4,387,781
Revenue
-
Expenses
$324,436
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.30$5.68$5.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.38$0.35$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.14$0.40$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$1.76$0.34$1.41
2013Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.22$0.37$0.15
2012Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.32
2011Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.28
2010Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.29