Civic Intelligence

Daisy L Burchfield Trust

990PF • Fiscal year 2021 • EIN 42-6359761

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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

86th percentile

0.37x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

19.22x

Higher debt load relative to revenue than 100% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

75th percentile

35%

Higher net margin than 75% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

59th percentile

$4,314

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 25.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

31st percentile

0.3%

Faster asset growth than 31% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$877,278

Up $2,637 (+0.3%) from 2020

Net Assets

Up

$551,445

Up $13,203 (+2.5%) from 2020

Liabilities

Down

$325,833

Down $10,566 (-3.1%) from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin75th percentile

Revenue

Down

$16,954

Down $4,098 (-19%) from 2020

Expenses

Up

$11,005

Up $1,256 (+13%) from 2020

Net Income

Down

$5,949

Down $5,354 (-47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2021

Assets$877,278
Liabilities$325,833
Net Assets$551,445
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$16,954
Expenses$11,005
Net Income$5,949
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BUMP ATTORNEYTrustee-$4,314-$4,314
JOHN MILLHOLLINTrustee-$3,825-$3,825
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
2022-05-11
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 Appendix261 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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BorrowedFundsElection/BorrowedFundsGrp/ElectionStatementTxt0The private foundation elects to treat repayments of loan principal as qualifying distributions.
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME IS DEDICATED TO EDUCATIONAL LOANS FOR THE STUDENTS OF THE PANORAMA COMMUNITY SCHOOL DISTRICT.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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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/ReturnTs02022-05-11T14:24:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLHOLLIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$877,278
Liabilities
$325,833
Net assets
$551,445
Revenue
$16,954
Expenses
$11,005
Net income
$5,949
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
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.33$0.55$0.02$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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