Civic Intelligence

Paul W Burleson Foundation

EIN 43-6928736 • Naples, FL

PO Box 959Naples, FL 34106-0959
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2025

Net Margin

10th percentile

-40%

Higher net margin than 10% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

35th percentile

$10,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

11th percentile

-9.7%

Faster asset growth than 11% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

60%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,797,927

Down $622,862 (-9.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,797,927

Down $622,862 (-9.7%) from 2024

Operations
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Up

$1,572,108

Up $588,126 (+60%) from 2024

Expenses

Up

$2,194,970

Up $1,455,827 (+197%) from 2024

Net Income

Down

-$622,862

Down $867,701 (-354%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$10M$5.0M$0Assets 2011: $8,583,909Liabilities 2011: $12011Assets 2012: $8,332,783Liabilities 2012: $0Net Assets 2012: $8,332,7832012Assets 2013: $8,055,403Liabilities 2013: $0Net Assets 2013: $8,055,4032013Assets 2014: $8,121,304Liabilities 2014: $0Net Assets 2014: $8,121,3042014Assets 2015: $7,854,000Liabilities 2015: $02015Assets 2019: $6,717,183Liabilities 2019: $02019Assets 2020: $6,392,191Liabilities 2020: $0Net Assets 2020: $6,392,1912020Assets 2021: $6,508,947Liabilities 2021: $0Net Assets 2021: $6,508,9472021Assets 2022: $6,191,419Liabilities 2022: $0Net Assets 2022: $6,191,4192022Assets 2023: $6,176,005Liabilities 2023: $0Net Assets 2023: $6,176,0052023Assets 2024: $6,420,789Liabilities 2024: $0Net Assets 2024: $6,420,7892024Assets 2025: $5,797,927Liabilities 2025: $0Net Assets 2025: $5,797,9272025

Highlighted filing

2025

Assets$5,797,927
Liabilities$0
Net Assets$5,797,927
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,274,213Expenses 2011: $511,398Net Income 2011: $1,762,8152011Expenses 2012: $547,8092012Revenue 2013: $302,633Expenses 2013: $552,828Net Income 2013: -$250,1952013Revenue 2014: $667,962Expenses 2014: $595,094Net Income 2014: $72,8682014Revenue 2015: $387,236Expenses 2015: $654,539Net Income 2015: -$267,3032015Revenue 2019: $315,939Expenses 2019: $667,023Net Income 2019: -$351,0842019Revenue 2020: $311,701Expenses 2020: $636,684Net Income 2020: -$324,9832020Revenue 2021: $808,954Expenses 2021: $692,199Net Income 2021: $116,7552021Revenue 2022: $377,112Expenses 2022: $694,638Net Income 2022: -$317,5262022Revenue 2023: $657,563Expenses 2023: $672,977Net Income 2023: -$15,4142023Revenue 2024: $983,982Expenses 2024: $739,143Net Income 2024: $244,8392024Revenue 2025: $1,572,108Expenses 2025: $2,194,970Net Income 2025: -$622,8622025

Highlighted filing

2025

Revenue$1,572,108
Expenses$2,194,970
Net Income-$622,862
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,797,927
Liabilities
$0
Net assets
$5,797,927
Revenue
$1,572,108
Expenses
$2,194,970
Net income
-$622,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$1.57$2.19$0.62
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.00$6.42$0.98$0.74$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.00$6.18$0.66$0.67$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.19$0.00$6.19$0.38$0.69$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$0.81$0.69$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$0.31$0.64$0.32
2019Summary only. Only limited summary data is available for this year.$6.72$0.00$0.32$0.67$0.35
2015Summary only. Only limited summary data is available for this year.$7.85$0.00$0.39$0.65$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.67$0.60$0.07
2013Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$0.30$0.55$0.25
2012Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.55
2011Summary only. Only limited summary data is available for this year.$8.58$0.00$2.27$0.51$1.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 13, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W MEYER CPATrusteePT$10,000-$10,000
LINDA DRAUGNTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIV ALABAMA SCHOOL OF MEDICINEEDUCATION-BIRMINGHAM, AL, US$2,060,000
Filing and Contact Details

Filer

Filer Name
Paul W Burleson Foundation
EIN
43-6928736
Phone
2399866156
Address
PO BOX 959, NAPLES, FL 34106-0959

Signing Officer

Name
John W Meyer
Title
Trustee
Phone
2399866156
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
John W Meyer CPA
Address
509 3RD AVE SOUTH, NAPLES, FL 34102
Preparer
John W Meyer
Phone
2399866156
Raw XML Appendix329 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
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02060000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-622862
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02064184
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01021026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11683643
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11207 3RD ST S STE 4
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02064184
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02064184
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN W MEYERCPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01207 3RD ST S STE 4
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0341027232
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02392619787
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV ALABAMA SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 2ND AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035294
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02060000
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/AppliedToCurrentYearAmt0546547
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0546547
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030238
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01636053
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01517637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030238
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02064184
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01517637
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01636053
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0118416
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DIVIDEND ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1148
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0334
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0334
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2148
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0105692
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT MGT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1JESSICA LANE CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0105692
TaxesSchedule/TaxesDetail/Amt014144
TaxesSchedule/TaxesDetail/Amt12616
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02616
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02399866156
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL W BURLESON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0436928736
ReturnHeader/Filer/PhoneNum02399866156
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 959
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0341060959
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591948649
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN W MEYER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0509 3RD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034102
ReturnHeader/PreparerPersonGrp/PhoneNum02399866156
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W MEYER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-12T09:13:32-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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