Civic Intelligence

Burnett Charitable Trust

990PF • Fiscal year 2014 • EIN 42-1253249

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile
1919 Douglas St 2nd FL MacN8000-027Omaha, NE 68102

(402) 536-5506

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

33rd percentile

$45,211

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

91st percentile

33%

Faster asset growth than 91% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

711%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,649,718

Up $1,412,798 (+33%) from 2013

Net Assets

Up

$5,649,718

Up $1,412,798 (+33%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin95th percentile

Revenue

Up

$1,756,961

Up $1,540,296 (+711%) from 2013

Expenses

Down

$344,163

Down $23,363 (-6.4%) from 2013

Net Income

Up

$1,412,798

Up $1,563,659 (+1036%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2014

Assets$5,649,718
Liabilities$1
Net Assets$5,649,718
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

2014

Revenue$1,756,961
Expenses$344,163
Net Income$1,412,798
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN THOMASTrustee/Farm Manager-$45,211-$45,211
WELLS FARGO BANK NATrustee-$44,054-$44,054
Filing and Contact Details

Filer

Filer Name
Burnett Charitable Trust
EIN
42-1253249
Phone
4025365506
Address
1919 DOUGLAS ST 2ND FL MAC, N8000-027, OMAHA, NE 68102

Signing Officer

Name
Wells Fargo Bank
Title
Trustee
Phone
4025365506
Signed
2015-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PIMCO LOW DURATION FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17PIMCO FOREIGN BOND UNHEDGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PIMCO FOREIGN BOND HEDGED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FED STRAT VALUE DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FIRST EAGLE OVERSEAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21HARBOR INTL FUND CL INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ARBITRAGE FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ELEMENTS ROGERS TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PRINCIPAL INVESTORS RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25EDGEWOOD GRWTH INSTL
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/CategoryOrItemTxt32BLACKROCK GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33PRINCIPAL GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt028014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt193826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt347044
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt474819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt597090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6147634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt795176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt899215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt942826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1054756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1236450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1478304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15100358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16550015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt170
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18119371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1948587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2031921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2136062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2280562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2343627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2461559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2513422
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2755513
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2829476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29111638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3054068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31139925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3228594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3319766
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0137470
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01552358
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt042758
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FED TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt09533
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01732586
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt09533
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01742119
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0455
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0455
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0910
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01552358
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt022867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045734
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0279789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0279789
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0137470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0137470
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01412798
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt057600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt057600
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02907128
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01584
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01552358
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01708464
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt042758
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06976
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09533
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07882
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0303911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt038964
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0344163
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01747428
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01756961
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024122
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt038964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt064374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32009-10-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62010-04-28

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,649,718
Liabilities
$1
Net assets
$5,649,718
Revenue
$1,756,961
Expenses
$344,163
Net income
$1,412,798
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