Civic Intelligence

Daisy L Burchfield Trust

990PF • Fiscal year 2020 • EIN 42-6359761

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 08, 2021

Organization Profile
PO Box 127Panora, IA 50216

(641) 755-2331

Siviq Scores

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

Liabilities / Assets

85th percentile

0.38x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

15.98x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$4,625

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-1.3%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$874,641

Up $8,626 (+1.0%) from 2019

Net Assets

$538,242

No earlier filing loaded for comparison.

Liabilities

Down

$336,399

Down $23,536 (-6.5%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin90th percentile

Revenue

Down

$21,052

Down $271 (-1.3%) from 2019

Expenses

Up

$9,749

Up $825 (+9.2%) from 2019

Net Income

Down

$11,303

Down $1,096 (-8.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $818,281Liabilities 2011: $362,5902011Assets 2012: $819,716Liabilities 2012: $349,7912012Assets 2013: $828,887Liabilities 2013: $349,5812013Assets 2014: $836,510Liabilities 2014: $359,5812014Assets 2015: $835,702Liabilities 2015: $365,3292015Assets 2019: $866,015Liabilities 2019: $359,9352019Assets 2020: $874,641Liabilities 2020: $336,399Net Assets 2020: $538,2422020Assets 2021: $877,278Liabilities 2021: $325,833Net Assets 2021: $551,4452021Assets 2022: $867,315Liabilities 2022: $317,3062022Assets 2023: $1,105,397Liabilities 2023: $281,9892023

Highlighted filing

2020

Assets$874,641
Liabilities$336,399
Net Assets$538,242
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$40K$20K$0-$20KRevenue 2011: $12,524Expenses 2011: $8,592Net Income 2011: $3,9322011Revenue 2012: $13,704Expenses 2012: $10,535Net Income 2012: $3,1692012Revenue 2013: $15,788Expenses 2013: $9,068Net Income 2013: $6,7202013Revenue 2014: $16,122Expenses 2014: $8,483Net Income 2014: $7,6392014Revenue 2015: $14,769Expenses 2015: $8,620Net Income 2015: $6,1492015Revenue 2019: $21,323Expenses 2019: $8,924Net Income 2019: $12,3992019Revenue 2020: $21,052Expenses 2020: $9,749Net Income 2020: $11,3032020Revenue 2021: $16,954Expenses 2021: $11,005Net Income 2021: $5,9492021Revenue 2022: $14,962Expenses 2022: $9,095Net Income 2022: $5,8672022Revenue 2023: $23,623Expenses 2023: $39,360Net Income 2023: -$15,7372023

Highlighted filing

2020

Revenue$21,052
Expenses$9,749
Net Income$11,303
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 8, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN MILLHOLLINTrustee-$4,625-$4,625
WILLIAM BUMP ATTORNEYTrustee-$4,286-$4,286
Filing and Contact Details

Filer

Filer Name
Daisy L Burchfield Trust
EIN
42-6359761
Phone
6417552331
Address
PO BOX 127, PANORA, IA 50216

Signing Officer

Name
John Millhollin
Title
Trustee
Signed
2021-06-08
Discuss with paid preparer
Yes

Preparer

Firm
Lisa A Calvert CPA
Address
306 State Street, Guthrie Center, IA 50115
Preparer
Lisa a Calvert
Phone
6413322115
Raw XML Appendix242 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/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0538242
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME IS DEDICATED TO EDUCATIONAL LOANS FOR THE STUDENTS OF THE PANORAMA CONNUMITY SCHOOL DISTRICT.
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06414392399
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0EDUCATIONAL LOANS MADE TO GRADUATES OF PANORAMA HIGH SCHOOL OF PANORA, IA FOR POST SECONDARY EDUCATIONAL EXPENSES.
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0$51,100 LOANED OUT $71,959 PAID BACK
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TaxesSchedule/TaxesDetail/Amt0248
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0248
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421348690
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa A Calvert CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0306 State Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Guthrie Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050115
ReturnHeader/PreparerPersonGrp/PhoneNum06413322115
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA A CALVERT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-08T14:11:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLHOLLIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$874,641
Liabilities
$336,399
Net assets
$538,242
Revenue
$21,052
Expenses
$9,749
Net income
$11,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.11$0.28$0.02$0.04$0.02
2022Summary only. Only limited summary data is available for this year.$0.87$0.32$0.01$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.33$0.55$0.02$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.34$0.54$0.02$0.01$0.01
2019Summary only. Only limited summary data is available for this year.$0.87$0.36$0.02$0.01$0.01
2015Summary only. Only limited summary data is available for this year.$0.84$0.37$0.01$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.84$0.36$0.02$0.01$0.01
2013Summary only. Only limited summary data is available for this year.$0.83$0.35$0.02$0.01$0.01
2012Summary only. Only limited summary data is available for this year.$0.82$0.35$0.01$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.82$0.36$0.01$0.01$0.00