Civic Intelligence

Paul W Burleson Foundation

990PF • Fiscal year 2024 • EIN 43-6928736

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 13, 2025

Organization Profile
PO Box 959Naples, FL 34106-0959

(239) 986-6156

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

35th percentile

$10,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

50th percentile

4.0%

Faster asset growth than 50% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

50%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,420,789

Up $244,784 (+4.0%) from 2023

Net Assets

Up

$6,420,789

Up $244,784 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin74th percentile

Revenue

Up

$983,982

Up $326,419 (+50%) from 2023

Expenses

Up

$739,143

Up $66,166 (+9.8%) from 2023

Net Income

Up

$244,839

Up $260,253 (+1688%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$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

2024

Assets$6,420,789
Liabilities$0
Net Assets$6,420,789
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

2024

Revenue$983,982
Expenses$739,143
Net Income$244,839
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W MEYER CPATrusteePT$10,000-$10,000
LINDA DRAUGNTrusteePT$0--
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
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
John W Meyer CPA
Address
509 3RD AVE SOUTH, NAPLES, FL 34102
Preparer
John W Meyer
Phone
2392619787
Raw XML Appendix312 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0JOHN W MEYER ACCTING & TAX RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SECURTIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02364217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03066876
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0702659
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0270805
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0983982
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0866497
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0370
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt015050
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0983982
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010190
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02025-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01060422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11303795
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM PER ATTACHED SCHEDULE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM PER ATTACHED SCHEDULES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0702659
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-29282
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt058
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06420847
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06176005
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06420789
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0579952
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0591996
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012044
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt08000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08000
IRS990PF/FMVAssetsEOYAmt012143260
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05881893
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIV ALABAMA SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01720 2ND AVE SOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
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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/AppliedToCurrentYearAmt0579952
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0579952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt069331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0118416
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030238
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt069331
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0610190
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030238
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0118416
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088178
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SKRIVAN & GIBBS LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0131
OtherDecreasesSchedule/OtherDecreasesDetail/Amt058
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DIVIDEND ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0370
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0113533
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT MGT
TaxesSchedule/TaxesDetail/Amt011527
TaxesSchedule/TaxesDetail/Amt13523
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03523
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02399866156
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
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/IRSResponsiblePrtyInfoCurrInd0true
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/PhoneNum02392619787
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN W MEYER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-14T12:14:35-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,420,789
Liabilities
$0
Net assets
$6,420,789
Revenue
$983,982
Expenses
$739,143
Net income
$244,839
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
2024Detailed filing. Detailed filing data is available for this year.$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