Civic Intelligence

The Burkhalter Educational Fund & Trustees First Baptist Church

990PF • Fiscal year 2020 • EIN 43-1228710

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
23 Lynns CTLouisiana, MO 63353

(217) 285-2222

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.08x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

9th percentile

-126%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

79th percentile

$2,100

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 51.7% of source-year revenue.

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

Asset Growth

34th percentile

-4.8%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

17th percentile

-61%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$102,774

Down $5,132 (-4.8%) from 2019

Net Assets

Down

$102,433

Down $5,132 (-4.8%) from 2019

Liabilities

Flat

$341

Flat from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin9th percentile

Revenue

Down

$4,061

Down $6,258 (-61%) from 2019

Expenses

Up

$9,193

Up $17 (+0.2%) from 2019

Net Income

Down

-$5,132

Down $6,275 (-549%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$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

2020

Assets$102,774
Liabilities$341
Net Assets$102,433
Open 2020 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$4,061
Expenses$9,193
Net Income-$5,132
Open 2020 Filing
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
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA CAPPSBookkeeper-$2,100-$2,100
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATION-LOUISIANA, MO, US$1,200
Paid Grant-EDUCATION-BOWLING GREEN, MO, US$1,200
Paid Grant-EDUCATION-LOUISIANA, MO, US$1,200
Paid Grant-EDUCATION-LOUISIANA, MO, US$1,200
Paid Grant-EDUCATION-LOUISIANA, MO, US$1,200
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.

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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

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Filings

Displayed year

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

Open filing
Assets
$102,774
Liabilities
$341
Net assets
$102,433
Revenue
$4,061
Expenses
$9,193
Net income
-$5,132
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