Civic Intelligence

Burlington Community School District Educational Foundation

990 • Fiscal year 2020 • EIN 42-1266807

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

Organization Profile
1429 West AvenueBurlington, IA 52601-4064

(319) 572-4647

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.75x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

27th percentile

-6.1%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-14%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$2,262,407

Down $7,088 (-0.3%) from 2019

Net Assets

Down

$2,178,037

Down $6,908 (-0.3%) from 2019

Liabilities

Down

$84,370

Down $180 (-0.2%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin27th percentile

Revenue

Down

$112,334

Down $18,810 (-14%) from 2019

Expenses

Up

$119,242

Up $20,456 (+21%) from 2019

Net Income

Down

-$6,908

Down $39,266 (-121%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $880,238Liabilities 2012: $40,179Net Assets 2012: $840,0592012Assets 2013: $964,628Liabilities 2013: $54,774Net Assets 2013: $909,8542013Assets 2015: $1,857,984Liabilities 2015: $57,048Net Assets 2015: $1,800,9362015Assets 2016: $2,085,847Liabilities 2016: $74,271Net Assets 2016: $2,011,5762016Assets 2017: $2,166,170Liabilities 2017: $71,095Net Assets 2017: $2,095,0752017Assets 2018: $2,232,502Liabilities 2018: $79,915Net Assets 2018: $2,152,5872018Assets 2019: $2,269,495Liabilities 2019: $84,550Net Assets 2019: $2,184,9452019Assets 2020: $2,262,407Liabilities 2020: $84,370Net Assets 2020: $2,178,0372020Assets 2021: $2,293,131Liabilities 2021: $100,800Net Assets 2021: $2,192,3312021Assets 2022: $2,371,097Liabilities 2022: $102,750Net Assets 2022: $2,268,3472022Assets 2023: $2,433,434Liabilities 2023: $116,000Net Assets 2023: $2,317,4342023Assets 2024: $2,830,503Liabilities 2024: $119,300Net Assets 2024: $2,711,2032024Assets 2025: $3,001,799Liabilities 2025: $124,250Net Assets 2025: $2,877,5492025

Highlighted filing

2020

Assets$2,262,407
Liabilities$84,370
Net Assets$2,178,037
Open 2020 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $152,194Expenses 2012: $43,741Net Income 2012: $108,4532012Revenue 2013: $126,692Expenses 2013: $56,897Net Income 2013: $69,7952013Revenue 2015: $824,970Expenses 2015: $80,714Net Income 2015: $744,2562015Revenue 2016: $299,263Expenses 2016: $88,623Net Income 2016: $210,6402016Revenue 2017: $183,404Expenses 2017: $99,905Net Income 2017: $83,4992017Revenue 2018: $182,816Expenses 2018: $125,304Net Income 2018: $57,5122018Revenue 2019: $131,144Expenses 2019: $98,786Net Income 2019: $32,3582019Revenue 2020: $112,334Expenses 2020: $119,242Net Income 2020: -$6,9082020Revenue 2021: $144,355Expenses 2021: $130,061Net Income 2021: $14,2942021Revenue 2022: $200,032Expenses 2022: $124,016Net Income 2022: $76,0162022Revenue 2023: $159,280Expenses 2023: $110,193Net Income 2023: $49,0872023Revenue 2024: $498,514Expenses 2024: $104,745Net Income 2024: $393,7692024Revenue 2025: $297,394Expenses 2025: $131,048Net Income 2025: $166,3462025

Highlighted filing

2020

Revenue$112,334
Expenses$119,242
Net Income-$6,908
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$505,108
Mission and Program Overview

Mission

Support of public education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,198,626$2,182,006▼ $16,620
Rtn Earn Endowment Incm Other Fnds$2,184,945$2,178,037▼ $6,908
Investments Other Securities$51,584$56,043▲ $4,459
Cash and Non-Interest-Bearing Accounts$19,285$24,358▲ $5,073
Total Assets$2,269,495$2,262,407▼ $7,088
Liabilities
Grants Payable$84,550$84,370▼ $180
Total Liabilities$84,550$84,370▼ $180
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,184,945$2,178,037▼ $6,908
Total Liabilities and Net Assets / Fund Balance$2,269,495$2,262,407▼ $7,088

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$56,043--
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Robert RitsonPresident
Andrea HartmanVice President
Brenda MitchellTrustee
Carm McbethTrustee
Chad PalmerTrustee
Dawn SnyderTrustee
Della ArcherTrustee
Donald KellarTrustee
Edward C WhithamTrustee
Jerry ParksTrustee
Joel SierenTrustee
Joni JamesTrustee
Joseph RectorTrustee
Mack TurnerTrustee
Matt RinkerTrustee
Sharice EdwardsTrustee
Tim CradicTrustee
Tonja BinderTrustee
Mark TaylorSecretary
Robert M OsbourneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$54,122
Program Service Revenue
$0
Investment Income
$51,000
Other Revenue
$7,212
All Other Contributions
$54,122
Change in Net Assets
$-6,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,054
Other Expenses$188
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$79,200--$79,200
Grants to Domestic Orgs$39,854--$39,854
Office Expenses-$188-$188
Total Functional Expenses$119,054$188$0$119,242
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Community SchoolBurlington, IA501 aRefer to Part Iv$39,854
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Governing documents, etc, available to public upon request”

Form 990 governing body review Part VI line 11

“The tax return was reviewed by the trasurer before the return was mailed in.”

Conflict of interest policy compliance Part VI line 12C

“The organization does not have a conflict of interest policy”

Governing documents etc available to public Part VI line 19

“Financial statements available to public on request”

Filing and Contact Details

Filer

Filer Name
Burlington Educational Foundation
EIN
42-1266807
Address
1429 WEST AVENUE, BURLINGTON, IA 52601-4064

Signing Officer

Name
Robert M Osbourne
Title
Treasurer
Phone
3195724647
Signed
2020-11-03
Discuss with paid preparer
No

Organization Details

Formed
1986
Legal Domicile
Ia
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Fma Inc
Address
400 SOUTH ROOSEVELT AVE, BURLINGTON, IA 52601
Preparer
Suzanne E Johnson
Phone
3197547706
Raw XML AppendixShowing 400 of 478 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF PUBLIC EDUCATION
IRS990/AllOtherContributionsAmt054122
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ROBERT M OSBOURNE
IRS990/BooksInCareOfDetail/PhoneNum03195724647
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 NAVAJO
IRS990/BooksInCareOfDetail/USAddress/CityNm0BURLINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052601
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt019285
IRS990/CashNonInterestBearingGrp/EOYAmt024358
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt054122
IRS990/CYGrantsAndSimilarPaidAmt0119054
IRS990/CYInvestmentIncomeAmt051000
IRS990/CYOtherExpensesAmt0188
IRS990/CYOtherRevenueAmt07212
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-6908
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0119242
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0112334
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc049 SCHOLARSHIPS AWARDED FOR STUDENTS COLLEGE EDUCATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt079200
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt134.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt146.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD C WHITHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1DELLA ARCHER
IRS990/Form990PartVIISectionAGrp/PersonNm2TONJA BINDER
IRS990/Form990PartVIISectionAGrp/PersonNm3JERRY PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT RITSON
IRS990/Form990PartVIISectionAGrp/PersonNm5SHARICE EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm6CARM MCBETH
IRS990/Form990PartVIISectionAGrp/PersonNm7DAWN SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm8DONALD KELLAR
IRS990/Form990PartVIISectionAGrp/PersonNm9BRENDA MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm10MACK TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm11JOEL SIEREN
IRS990/Form990PartVIISectionAGrp/PersonNm12MATT RINKER
IRS990/Form990PartVIISectionAGrp/PersonNm13MARK TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT M OSBOURNE
IRS990/Form990PartVIISectionAGrp/PersonNm15JOSEPH RECTOR
IRS990/Form990PartVIISectionAGrp/PersonNm16JONI JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm17ANDREA HARTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18CHAD PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm19TIM CRADIC
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0723
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt079200
IRS990/GrantsPayableGrp/BOYAmt084550
IRS990/GrantsPayableGrp/EOYAmt084370
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt079200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt079200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039854
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039854
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0393497
IRS990/GrossReceiptsAmt0505108
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt050277
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt050277
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt051584
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt056043
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02198626
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02182006
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0392774
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF PUBLIC EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02184945
IRS990/NetAssetsOrFundBalancesEOYAmt02178037
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0723
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0723
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0188
IRS990/OfficeExpensesGrp/TotalAmt0188
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MINORITY INTEREST IN
IRS990/OtherRevenueMiscGrp/Desc1OTHER INVESTMENT POOL
IRS990/OtherRevenueMiscGrp/ExclusionAmt07212
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07212
IRS990/OtherRevenueTotalAmt07212
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0VARIOUS PUBLIC SCHOOL PROJECTS AND GRANTS INCLUDINGMUSIC, VOCATIONAL ARTS,COMPUTER PROGRAMS FOREDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt039854
IRS990/ProgSrvcAccomActy2Grp/GrantAmt039854
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029294
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt097541
IRS990/PYInvestmentIncomeAmt0100423
IRS990/PYOtherExpensesAmt01245
IRS990/PYOtherRevenueAmt01427
IRS990/PYRevenuesLessExpensesAmt032358
IRS990/PYTotalExpensesAmt098786
IRS990/PYTotalRevenueAmt0131144
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-6908
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02184945
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02178037
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0AS UNUSUAL GRANTS SCHEDULE A PART IVYEAR DATE AMOUNT 2014 06/15/2015 $ 710,000.002015 01/11/2016 $ 211,202.002016 03/24/2017 $ 126,288.00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt029294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0217325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt058212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0101850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0105907
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048693
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0354146
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23890
IRS990ScheduleA/PublicSupportPY170Pct00.20560
IRS990ScheduleA/PublicSupportTotal170Amt0136514
IRS990ScheduleA/SubstantialContributorsTotAmt080811
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt029294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017632
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039368
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0217325
IRS990ScheduleA/TotalSupportAmt0571471
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/DirectContactLegislatorsInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt056043
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MINORITY INTEREST IN OTHER
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt056043
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt079200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt049
IRS990ScheduleI/RecipientTable/CashGrantAmt039854
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0REFER TO PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BURLINGTON COMMUNITY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0426037437
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01429 WEST AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURLINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052601
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP FUNDS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITYGRANTS ARE PAID DIRECTLY TO THE BURLINGTON COMMUITY SCHOOL DISTRICT
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1SCHEDULE I PART 2 LINE 1 GRANTS TO SUPPORT PUBLIC EDUCATION
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Additional Information for Schedule I
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING DOCUMENTS, ETC, AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN WAS REVIEWED BY THE TRASURER BEFORE THE RETURN WAS MAILED IN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS AVAILABLE TO PUBLIC ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,262,407
Liabilities
$84,370
Net assets
$2,178,037
Revenue
$112,334
Expenses
$119,242
Net income
-$6,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.00$0.12$2.88$0.30$0.13$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.12$2.71$0.50$0.10$0.39
2023Detailed filing. Detailed filing data is available for this year.$2.43$0.12$2.32$0.16$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.10$2.27$0.20$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.29$0.10$2.19$0.14$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.08$2.18$0.11$0.12$0.01
2019Summary only. Only limited summary data is available for this year.$2.27$0.08$2.18$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$2.23$0.08$2.15$0.18$0.13$0.06
2017Summary only. Only limited summary data is available for this year.$2.17$0.07$2.10$0.18$0.10$0.08
2016Summary only. Only limited summary data is available for this year.$2.09$0.07$2.01$0.30$0.09$0.21
2015Summary only. Only limited summary data is available for this year.$1.86$0.06$1.80$0.82$0.08$0.74
2013Summary only. Only limited summary data is available for this year.$0.96$0.05$0.91$0.13$0.06$0.07
2012Summary only. Only limited summary data is available for this year.$0.88$0.04$0.84$0.15$0.04$0.11