Civic Intelligence

Jane E Burson and John H Burson Foundation

990PF • Fiscal year 2020 • EIN 42-1701468

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 01, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

379%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

24th percentile

-12%

Faster asset growth than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Assets

Flat

$408,737

Flat from 2020

Net Assets

$408,737

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Flat

-$15,026

Flat from 2020

Expenses

Flat

$41,866

Flat from 2020

Net Income

Flat

-$56,892

Flat from 2020

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2020: $408,7372020Assets 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

2020

Assets$408,737
Liabilities$0
Net Assets$408,737

Operations Trend

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 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

2020

Revenue-$15,026
Expenses$41,866
Net Income-$56,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 1, 2021
Return Version
2020v4.0
Compensation and Service Providers

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
2021-01-01
Discuss with paid preparer
Yes

Preparer

Firm
Shumaker Loop & Kendrick Llp
Address
1000 JACKSON ST, TOLEDO, OH 43604-5573
Preparer
John H Burson
Phone
4192419000
Raw XML Appendix315 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/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/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE TOLEDO SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHERRY STREET 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/AddressLine1Txt0PO BOX 407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 9100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0436970407
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143697
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
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/AppliedToCurrentYearAmt02887
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035753
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037115
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038640
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034228
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035753
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SHUMAKER LOOP & KENDRICK LLP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02295
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04590
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02295
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01356
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR YEAR NON-DIV DISTRIBUTIONS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt069
TaxesSchedule/TaxesDetail/Amt1186
TaxesSchedule/TaxesDetail/Amt2200
TaxesSchedule/TaxesDetail/Amt3702
TaxesSchedule/TaxesDetail/Amt425
TaxesSchedule/TaxesDetail/CategoryTxt0UNITED STATES TREASURER-'19 INC.
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OHIO ATTORNEY GENERAL ANNUAL FEE
TaxesSchedule/TaxesDetail/CategoryTxt3UNITED STATES TREASURER- 20 ESTI
TaxesSchedule/TaxesDetail/CategoryTxt4OHIO SECRETARY OF STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0186
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt212
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0186
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt213
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN H BURSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES-TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04196660911
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-01
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/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/PreparationDt02021-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H BURSON
ReturnHeader/ReturnTs02021-03-31T13:08:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.15$0.42$0.57
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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