Civic Intelligence

Jane E Burson and John H Burson Foundation

990PF • Fiscal year 2018 • EIN 42-1701468

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 16, 2019

Organization Profile
30005 St AndrewsPerrysburg, OH 43551-3527

(419) 666-0911

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$467,330

Up $4,746 (+1.0%) from 2017

Net Assets

Up

$467,330

Up $4,746 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin75th percentile

Revenue

Down

$33,357

Down $9,844 (-23%) from 2017

Expenses

Down

$27,161

Down $14,936 (-35%) from 2017

Net Income

Up

$6,196

Up $5,092 (+461%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$600K$400K$200K$0Assets 2010: $454,907Liabilities 2010: $0Net Assets 2010: $454,9072010Assets 2011: $454,223Liabilities 2011: $0Net Assets 2011: $454,2232011Assets 2012: $495,800Liabilities 2012: $0Net Assets 2012: $495,8002012Assets 2013: $514,775Liabilities 2013: $0Net Assets 2013: $514,7752013Assets 2014: $500,128Liabilities 2014: $0Net Assets 2014: $500,1282014Assets 2015: $453,814Liabilities 2015: $0Net Assets 2015: $453,8142015Assets 2016: $461,738Liabilities 2016: $0Net Assets 2016: $461,7382016Assets 2017: $462,584Liabilities 2017: $0Net Assets 2017: $462,5842017Assets 2018: $467,330Liabilities 2018: $0Net Assets 2018: $467,3302018Assets 2019: $466,986Liabilities 2019: $12019Assets 2020: $408,737Liabilities 2020: $12020Assets 2021: $414,488Liabilities 2021: $0Net Assets 2021: $414,4882021Assets 2022: $404,453Liabilities 2022: $12022Assets 2023: $497,553Liabilities 2023: $12023

Highlighted filing

2018

Assets$467,330
Liabilities$0
Net Assets$467,330
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $31,8902010Expenses 2011: $33,0562011Expenses 2012: $34,3522012Revenue 2013: $21,510Expenses 2013: $4,507Net Income 2013: $17,0032013Revenue 2014: $27,515Expenses 2014: $41,480Net Income 2014: -$13,9652014Revenue 2015: $380Expenses 2015: $46,694Net Income 2015: -$46,3142015Revenue 2016: $51,205Expenses 2016: $14,987Net Income 2016: $36,2182016Revenue 2017: $43,201Expenses 2017: $42,097Net Income 2017: $1,1042017Revenue 2018: $33,357Expenses 2018: $27,161Net Income 2018: $6,1962018Revenue 2019: $36,501Expenses 2019: $38,102Net Income 2019: -$1,6012019Revenue 2020: -$15,026Expenses 2020: $41,866Net Income 2020: -$56,8922020Revenue 2021: $45,777Expenses 2021: $40,026Net Income 2021: $5,7512021Revenue 2022: $38,089Expenses 2022: $48,123Net Income 2022: -$10,0342022Revenue 2023: $126,726Expenses 2023: $33,626Net Income 2023: $93,1002023

Highlighted filing

2018

Revenue$33,357
Expenses$27,161
Net Income$6,196
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN H BURSONPres-Treas-$0--
GEORGE M JONES IIIVice Pres-$0--
LARRY C PETERSONSecretary-$0--
BARBARA J BURSONTrustee-$0--
GRANT M KEUNETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jane Burson &john Burson Foundation
EIN
42-1701468
Phone
4196660911
Address
30005 ST ANDREWS, PERRYSBURG, OH 43551-3527

Signing Officer

Name
John H Burson
Title
Pres-treas
Phone
4196660911
Signed
2019-04-16

Preparer

Firm
Shumaker Loop & Kendrick Llp
Address
1000 JACKSON ST, TOLEDO, OH 43604-5573
Preparer
John H Burson
Phone
4192419000
Raw XML Appendix324 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN H BURSON
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN H BURSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt030005 ST ANDREWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PERRYSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0435513527
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04196660911
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN BURSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04192419000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01000 JACKSON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOLEDO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0436045573
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0501(C)(3) CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0ONGOING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CARVER CAMP OF METROPOLITAN MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 SOUTH STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15333 SEVEN MILE E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DETROIT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148234
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02820
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022305
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036745
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025125
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt033925
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022305
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SHUMAKER LOOP & KENDRICK LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0967
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01935
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0968
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01560
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR NON-DIV DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt110
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIV DISTRIBUTIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0314
TaxesSchedule/TaxesDetail/Amt1595
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURER-'17 INC.
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OHIO ATTORNEY GENERAL ANNUAL FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0595
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H BURSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES-TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04196660911
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JANE BURSON &JOHN BURSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JANE
ReturnHeader/Filer/EIN0421701468
ReturnHeader/Filer/PhoneNum04196660911
ReturnHeader/Filer/USAddress/AddressLine1Txt030005 ST ANDREWS
ReturnHeader/Filer/USAddress/CityNm0PERRYSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0435513527
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B14CA9B9BB7E4D8A88755DA1A50EA8930C60594
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09D0763A7D944C7A4669104539545AE1BC1D8F26D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.240.36.78
ReturnHeader/FilingSecurityInformation/IPDt02019-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:04:31
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0344439491
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHUMAKER LOOP & KENDRICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0436045573
ReturnHeader/PreparerPersonGrp/PhoneNum04192419000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H BURSON
ReturnHeader/ReturnTs02019-04-23T15:04:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,330
Liabilities
$0
Net assets
$467,330
Revenue
$33,357
Expenses
$27,161
Net income
$6,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.98$0.00$1.27$0.34$0.93
2022Summary only. Only limited summary data is available for this year.$4.04$0.00$0.38$0.48$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.46$0.40$0.06
2020Summary only. Only limited summary data is available for this year.$4.09$0.00$0.15$0.42$0.57
2019Summary only. Only limited summary data is available for this year.$4.67$0.00$0.37$0.38$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.33$0.27$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.43$0.42$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.51$0.15$0.36
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.00$0.47$0.46
2014Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.28$0.41$0.14
2013Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.22$0.05$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.34
2011Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.33
2010Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.32