Civic Intelligence

Daisy L Burchfield Trust

990PF • Fiscal year 2022 • EIN 42-6359761

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

87th percentile

0.37x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

100th percentile

21.21x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

83rd percentile

39%

Higher net margin than 83% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

59th percentile

$4,228

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

45th percentile

-1.1%

Faster asset growth than 45% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

29th percentile

-12%

Faster revenue growth than 29% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Flat

$867,315

Flat from 2022

Net Assets

$550,009

No earlier filing loaded for comparison.

Liabilities

Flat

$317,306

Flat from 2022

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin83rd percentile

Revenue

Flat

$14,962

Flat from 2022

Expenses

Flat

$9,095

Flat from 2022

Net Income

Flat

$5,867

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th 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: $317,306Net Assets 2022: $550,0092022Assets 2022: $867,315Liabilities 2022: $317,3062022Assets 2023: $1,105,397Liabilities 2023: $281,9892023

Highlighted filing

2022

Assets$867,315
Liabilities$317,306
Net Assets$550,009
Open 2022 Filing

Operations Trend

Revenue Growth29th 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 2022: $14,962Expenses 2022: $9,095Net Income 2022: $5,8672022Revenue 2023: $23,623Expenses 2023: $39,360Net Income 2023: -$15,7372023

Highlighted filing

2022

Revenue$14,962
Expenses$9,095
Net Income$5,867
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BUMP ATTORNEYTrustee-$4,228-$4,228
JOHN MILLHOLLINTrustee-$3,775-$3,775
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
2023-05-15
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 Appendix257 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0320
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BorrowedFundsElection/BorrowedFundsGrp/ElectionStatementTxt0The private foundation elects to treat repayments of loan principal as qualifying distributions.
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt082
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012128
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM BUMP ATTORNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN MILLHOLLIN
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt044000
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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/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/PhoneNum06417552331
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ReturnHeader/Filer/USAddress/CityNm0PANORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-05-15T09:04:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLHOLLIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$867,315
Liabilities
$317,306
Net assets
$550,009
Revenue
$14,962
Expenses
$9,095
Net income
$5,867
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
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.32$0.55$0.01$0.01$0.01
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
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