Civic Intelligence

Burlington Community School District Educational Foundation

990 • Fiscal year 2022 • EIN 42-1266807

Jul 01, 2021 to Jun 30, 2022 • Filed on Aug 17, 2022

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

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

80th percentile

0.51x

Higher debt load relative to revenue than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

78th percentile

39%

Faster revenue growth than 78% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,371,097

Up $77,966 (+3.4%) from 2021

Net Assets

Up

$2,268,347

Up $76,016 (+3.5%) from 2021

Liabilities

Up

$102,750

Up $1,950 (+1.9%) from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin84th percentile

Revenue

Up

$200,032

Up $55,677 (+39%) from 2021

Expenses

Down

$124,016

Down $6,045 (-4.6%) from 2021

Net Income

Up

$76,016

Up $61,722 (+432%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$2,371,097
Liabilities$102,750
Net Assets$2,268,347
Open 2022 Filing

Operations Trend

Revenue Growth78th 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

2022

Revenue$200,032
Expenses$124,016
Net Income$76,016
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 17, 2022
Return Version
2021v4.2
Gross Receipts
$200,032
Mission and Program Overview

Mission

Support of public education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,254,674$2,336,639▲ $81,965
Rtn Earn Endowment Incm Other Fnds$2,192,331$2,268,347▲ $76,016
Cash and Non-Interest-Bearing Accounts$38,457$34,458▼ $3,999
Total Assets$2,293,131$2,371,097▲ $77,966
Liabilities
Grants Payable$100,800$102,750▲ $1,950
Total Liabilities$100,800$102,750▲ $1,950
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,192,331$2,268,347▲ $76,016
Total Liabilities and Net Assets / Fund Balance$2,293,131$2,371,097▲ $77,966
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Andrea HartmanPresident
Robert RitsonVice President
Carm McbethTrustee
Della ArcherTrustee
Donald KellarTrustee
Edward C WhithamTrustee
Jerry ParksTrustee
Joel SierenTrustee
Joni JamesTrustee
Kristin FritzTrustee
Mack TurnerTrustee
Matt RinkerTrustee
Tim CradicTrustee
Tonja BinderTrustee
Wesley WhiteSecretary
Robert M OsbourneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$200,032
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$200,032
Change in Net Assets
$76,016
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$123,653
Other Expenses$363
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$95,727--$95,727
Grants to Domestic Orgs$27,926--$27,926
Office Expenses-$363-$363
Total Functional Expenses$123,653$363$0$124,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Community SchoolBurlington, IA501 aRefer to Part Iv$27,927
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

Members or stockholder classes and rights Part VI line 6

“The number of directors of the corporation shall be not less than ten nor more than twenty-five with the exact number thereof to be determined by resolution of the board of directors from time to time.”

Member election for additional members Part VI line 7A

“The business and property of the corporation shall be managed and controlled by a board of directors. One-third of the total membership of the board of directors shall be selected annually by written ballot at the annual meeting of the corporation. The directors shall be chosen by ballot at such meetings by a majority of the votes of the directors, voting either in person or by proxy.”

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 treasurer 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
2022-08-17
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
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IRS990ScheduleC/MailingsMembersInd0false
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IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt095727
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt054
IRS990ScheduleI/RecipientTable/CashGrantAmt027927
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
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP FUNDS ARE PAID DIRECTLY TO THE COLLEGE OR UNIVERSITYGRANTS ARE PAID DIRECTLY TO THE BURLINGTON COMMUNITY 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/ExplanationTxt0THE NUMBER OF DIRECTORS OF THE CORPORATION SHALL BE NOT LESS THAN TEN NOR MORE THAN TWENTY-FIVE WITH THE EXACT NUMBER THEREOF TO BE DETERMINED BY RESOLUTION OF THE BOARD OF DIRECTORS FROM TIME TO TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BUSINESS AND PROPERTY OF THE CORPORATION SHALL BE MANAGED AND CONTROLLED BY A BOARD OF DIRECTORS. ONE-THIRD OF THE TOTAL MEMBERSHIP OF THE BOARD OF DIRECTORS SHALL BE SELECTED ANNUALLY BY WRITTEN BALLOT AT THE ANNUAL MEETING OF THE CORPORATION. THE DIRECTORS SHALL BE CHOSEN BY BALLOT AT SUCH MEETINGS BY A MAJORITY OF THE VOTES OF THE DIRECTORS, VOTING EITHER IN PERSON OR BY PROXY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, ETC, AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN WAS REVIEWED BY THE TREASURER BEFORE THE RETURN WAS MAILED IN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS AVAILABLE TO PUBLIC ON REQUEST
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT M OSBOURNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03195724647
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURLINGTON EDUCATIONAL FOUNDATION

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,371,097
Liabilities
$102,750
Net assets
$2,268,347
Revenue
$200,032
Expenses
$124,016
Net income
$76,016
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