Civic Intelligence

The Burkhalter Educational Fund

EIN 43-1228710 • Louisiana, MO

23 Lynns CTLouisiana, MO 63353
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.06x

Higher debt load relative to revenue than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-46%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$2,100

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 39.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.4%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-36%

Faster revenue growth than 24% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$99,071

Up $490 (+0.5%) from 2022

Liabilities

Down

$321

Down $20 (-5.9%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$8,297

Up $4,157 (+100%) from 2022

Expenses

Down

$7,787

Down $1,406 (-15%) from 2022

Net Income

Up

$510

Up $5,563 (+110%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $138,519Liabilities 2011: $481Net Assets 2011: $138,0382011Assets 2012: $138,534Liabilities 2012: $488Net Assets 2012: $138,0462012Assets 2013: $138,309Liabilities 2013: $5022013Assets 2014: $110,207Liabilities 2014: $504Net Assets 2014: $109,7032014Assets 2015: $110,455Liabilities 2015: $341Net Assets 2015: $110,1142015Assets 2016: $110,657Liabilities 2016: $341Net Assets 2016: $110,3162016Assets 2017: $111,034Liabilities 2017: $341Net Assets 2017: $110,6932017Assets 2018: $106,763Liabilities 2018: $341Net Assets 2018: $106,4222018Assets 2019: $107,906Liabilities 2019: $341Net Assets 2019: $107,5652019Assets 2020: $102,774Liabilities 2020: $341Net Assets 2020: $102,4332020Assets 2021: $103,634Liabilities 2021: $341Net Assets 2021: $103,2932021Assets 2022: $98,581Liabilities 2022: $341Net Assets 2022: $98,2402022Assets 2023: $99,071Liabilities 2023: $3212023

Highlighted filing

2023

Assets$99,071
Liabilities$321
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20K-$30KExpenses 2011: $4,4872011Expenses 2012: $4,0382012Revenue 2013: $3,848Expenses 2013: $4,087Net Income 2013: -$2392013Revenue 2014: -$23,651Expenses 2014: $4,453Net Income 2014: -$28,1042014Revenue 2015: $4,558Expenses 2015: $4,147Net Income 2015: $4112015Revenue 2016: $4,429Expenses 2016: $4,227Net Income 2016: $2022016Revenue 2017: $4,508Expenses 2017: $4,131Net Income 2017: $3772017Revenue 2018: $5,596Expenses 2018: $9,867Net Income 2018: -$4,2712018Revenue 2019: $10,319Expenses 2019: $9,176Net Income 2019: $1,1432019Revenue 2020: $4,061Expenses 2020: $9,193Net Income 2020: -$5,1322020Revenue 2021: $8,699Expenses 2021: $7,718Net Income 2021: $9812021Revenue 2022: $4,140Expenses 2022: $9,193Net Income 2022: -$5,0532022Revenue 2023: $8,297Expenses 2023: $7,787Net Income 2023: $5102023

Highlighted filing

2023

Revenue$8,297
Expenses$7,787
Net Income$510

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.99$0.00$0.08$0.08$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.98$0.04$0.09$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.03$0.09$0.08$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.02$0.04$0.09$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.10$0.09$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.06$0.06$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.04$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.10$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.01$1.10$0.24$0.04$0.28
2013Summary only. Only limited summary data is available for this year.$1.38$0.01$0.04$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.04
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA CAPPSBookkeeper-$2,100-$2,100
Filing and Contact Details

Filer

Filer Name
The Burkhalter Educational Fund
EIN
43-1228710
Address
23 LYNNS CT, LOUISIANA, MO 63353

Signing Officer

Name
Patricia Capps
Title
Bookkeeper
Signed
2021-05-05

Preparer

Firm
Shotts Merryman & Company
Address
315 NORTH MEMORIAL, PITTSFIELD, IL 62363
Preparer
William E Shotts
Phone
2172852222
Raw XML Appendix311 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0590
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0590
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02016-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MML INVESTORS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt083
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0120
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm027000 SHARES OF NATIONAL RURAL UTILI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt027006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0719.99 SHARES U.E./AMEREN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1233.264 SHARES AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25904.119 SHARES COLUMBIA MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm332 SHARES LUCENT TECH.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4204.721 SHARES SOUTHERN COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MASS MUTUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02828
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01112
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CASH SHORT AND OVER
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt084
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt04024
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt037
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04061
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01421
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02828
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02828
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5132
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01112
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01112
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01112
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0271
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08603
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04061
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02603
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02603
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0590
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03193
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5132
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0102433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0107565
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0102433
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05005
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05005
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05005
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05053
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048
IRS990PF/DistributableAmountGrp/TotalTaxAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt048
IRS990PF/FMVAssetsEOYAmt0102774
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt027005
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt027006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt027006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt059142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt059142
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06159
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0897
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0897
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0107565
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0102433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015721
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015729
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015729
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0107906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0102774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0102774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0341
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0107906
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0102774
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0107565
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0102433
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0102600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0102000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01539
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05053
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0101061
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0102600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PATRICIA CAPPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOOKKEEPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt023 LYNNS CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOUISIANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd063353
IRS990PF/Organization501c3ExemptPFInd0X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 CAPPS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt023 LYNNS CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt023 LYNNS CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISIANA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063353
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05737543120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHADWICK LEE DOWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KAYLEN FISHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2HAYLEY MARTIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3KARLA M SIPPELY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MICHAEL DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0703 ARROW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118600 PIKE 304
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2202 PEACOCK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31200 SOUTH CAROLINA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4421 NORTH FIFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOWLING GREEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOUISIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOUISIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOUISIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463353
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt05005
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03461
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07059
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03461
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08603
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03598
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07059
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt087
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt244
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POST OFFICE BOX & POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADVERTISEMENT COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SAFE DEPOSIT BOX & BANK CHARG
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COMMISSION AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5ROUNDING- INTEREST INCOME 109
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt087
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt244
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt350
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt087
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt244
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt350
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt084
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CASH SHORT AND OVER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt084
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt084
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt071
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt071
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CAPPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOOKKEEPER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BURKHALTER EDUCATIONAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PATRICIA A CAPPS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BURK
ReturnHeader/Filer/EIN0431228710
ReturnHeader/Filer/USAddress/AddressLine1Txt023 LYNNS CT
ReturnHeader/Filer/USAddress/CityNm0LOUISIANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063353
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371319260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHOTTS MERRYMAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0315 NORTH MEMORIAL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062363
ReturnHeader/PreparerPersonGrp/PhoneNum02172852222
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E SHOTTS
ReturnHeader/ReturnTs02021-05-12T16:23:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CAPPS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.