Civic Intelligence

Burlington Community School District Educational Foundation

990 • Fiscal year 2024 • EIN 42-1266807

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 20, 2024

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

46th percentile

0.04x

Higher debt load relative to assets than 46% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

213%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$2,830,503

Up $397,069 (+16%) from 2023

Net Assets

Up

$2,711,203

Up $393,769 (+17%) from 2023

Liabilities

Up

$119,300

Up $3,300 (+2.8%) from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin96th percentile

Revenue

Up

$498,514

Up $339,234 (+213%) from 2023

Expenses

Down

$104,745

Down $5,448 (-4.9%) from 2023

Net Income

Up

$393,769

Up $344,682 (+702%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2024

Assets$2,830,503
Liabilities$119,300
Net Assets$2,711,203
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$498,514
Expenses$104,745
Net Income$393,769
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 20, 2024
Return Version
2023v5.1
Gross Receipts
$498,514
Mission and Program Overview

Mission

Support of public education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,399,533$2,813,891▲ $414,358
Rtn Earn Endowment Incm Other Fnds$2,317,434$2,711,203▲ $393,769
Cash and Non-Interest-Bearing Accounts$33,901$16,612▼ $17,289
Total Assets$2,433,434$2,830,503▲ $397,069
Liabilities
Grants Payable$116,000$119,300▲ $3,300
Total Liabilities$116,000$119,300▲ $3,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,317,434$2,711,203▲ $393,769
Total Liabilities and Net Assets / Fund Balance$2,433,434$2,830,503▲ $397,069
Compensation and Service Providers
Top Officer Pay40th 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
Kimberlee BurnettTrustee
Kristin FritzTrustee
Mack TurnerTrustee
Matt RinkerTrustee
Tim CradicTrustee
Tonja BinderTrustee
Wesley WhiteTrustee
Bryan BakerSecretary
Robert M OsbourneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$498,514
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$498,514
Change in Net Assets
$393,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,458
Other Expenses$1,287
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$89,675--$89,675
Grants to Domestic Orgs$13,783--$13,783
Office Expenses-$1,037-$1,037
Fees for Services Accounting-$250-$250
Total Functional Expenses$103,458$1,287$0$104,745
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Burlington Community SchoolBurlington, IA501 aRefer to Part Iv$13,783
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
2024-08-20
Discuss with paid preparer
No

Organization Details

Formed
1986
Legal Domicile
Ia
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
18

Preparer

Firm
Fma Inc
Address
400 SOUTH ROOSEVELT AVE, BURLINGTON, IA 52601
Preparer
Suzanne E Johnson
Phone
3197547706
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0VARIOUS PUBLIC SCHOOL PROJECTS AND GRANTS INCLUDINGMUSIC, VOCATIONAL ARTS,COMPUTER PROGRAMS FOREDUCATION
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt013783
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144355
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01056303
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058212
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058212
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62130
IRS990ScheduleA/PublicSupportPY170Pct00.67790
IRS990ScheduleA/PublicSupportTotal170Amt0692467
IRS990ScheduleA/SubstantialContributorsTotAmt0363836
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0498514
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144355
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054122
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01056303
IRS990ScheduleA/TotalSupportAmt01114515
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0false
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt089675
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR COLLEGE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt065
IRS990ScheduleI/RecipientTable/CashGrantAmt013783
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 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
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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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt02830503
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01287
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103458
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0116000
IRS990/TotalLiabilitiesEOYAmt0119300
IRS990/TotalLiabilitiesGrp/BOYAmt0116000
IRS990/TotalLiabilitiesGrp/EOYAmt0119300
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0498514
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02433434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02830503
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,830,503
Liabilities
$119,300
Net assets
$2,711,203
Revenue
$498,514
Expenses
$104,745
Net income
$393,769
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