Civic Intelligence

Burnett Charitable Trust

990PF • Fiscal year 2013 • EIN 42-1253249

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile
1919 Douglas St 2nd FL MacN8000-027Charlotte, NC 68102

(402) 536-5506

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

7th percentile

-70%

Higher net margin than 7% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

60th percentile

$38,467

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

24th percentile

-3.4%

Faster asset growth than 24% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$4,236,920

Down $150,861 (-3.4%) from 2012

Net Assets

Down

$4,236,920

Down $150,861 (-3.4%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin7th percentile

Revenue

$216,665

No earlier filing loaded for comparison.

Expenses

Up

$367,526

Up $43,090 (+13%) from 2012

Net Income

-$150,861

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2013

Assets$4,236,920
Liabilities$1
Net Assets$4,236,920
Open 2013 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

2013

Revenue$216,665
Expenses$367,526
Net Income-$150,861
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$38,467-$38,467
JOHN THOMASTrustee/Farm Manager-$8,710-$8,710
Filing and Contact Details

Filer

EIN
42-1253249
Phone
4025365506

Signing Officer

Name
Wells Fargo Bank
Title
Trustee
Phone
4025365506
Signed
2014-05-08
Discuss with paid preparer
Yes

Preparer

Preparer
Curtis E Brand CPA
Phone
5152253141
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26TEMPLETON FRONTIER MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ADR MGD FUTURES STRAT CL 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28ASG GLOBAL ALTRTIV CL Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29DREHAUS ACTIVE INC FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30ROBECO BOSTON PTRS LONG/SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31SPDR WILSHIRE INTL RE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt024273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt194800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285165
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt346158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt478919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt599234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt696286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt791540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt894601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt942594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1060385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1182071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1229052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1323360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1480764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15105519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16515611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1745680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1877456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1948011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2033806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2139531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2279450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2332680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2447661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2512402
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2616044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2731834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2829948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29115388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3031901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3161800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0104714
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt063951
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt034003
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FED TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0202668
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0202668
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0870
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt063951
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019234
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt019233
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt038467
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0276619
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0276619
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104714
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104714
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-150861
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0438866
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01239
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01239
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02478
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt063951
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0166745
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt034003
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014936
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05126
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0297527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0367526
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0216665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0216665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020908
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049920
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42010-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52003-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62006-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72006-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82007-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102005-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112005-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122005-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132010-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202001-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212001-01-01

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Filings

Displayed year

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

Open filing
Assets
$4,236,920
Liabilities
$1
Net assets
$4,236,920
Revenue
$216,665
Expenses
$367,526
Net income
-$150,861
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