Civic Intelligence

Burtness Olger B & Zoe E Trust 'B' 20052200

990PF • Fiscal year 2022 • EIN 45-6010223

Apr 01, 2021 to Mar 31, 2022 • Filed on Nov 10, 2022

Organization Profile
2300 South Columbia RoadGrand Forks, ND 58201

(214) 979-1812

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$3,430

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

0.4%

Faster asset growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

234%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$234,693

Up $860 (+0.4%) from 2021

Net Assets

Up

$234,693

Up $860 (+0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin27th percentile

Revenue

Up

$15,089

Up $10,566 (+234%) from 2021

Expenses

Up

$16,822

Up $2,177 (+15%) from 2021

Net Income

Up

-$1,733

Up $8,389 (+83%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2012: $245,023Liabilities 2012: $02012Assets 2013: $242,650Liabilities 2013: $02013Assets 2014: $247,893Liabilities 2014: $02014Assets 2015: $245,276Liabilities 2015: $02015Assets 2016: $240,113Liabilities 2016: $02016Assets 2019: $237,734Liabilities 2019: $02019Assets 2020: $231,091Liabilities 2020: $02020Assets 2021: $233,833Liabilities 2021: $0Net Assets 2021: $233,8332021Assets 2022: $234,693Liabilities 2022: $0Net Assets 2022: $234,6932022Assets 2023: $213,448Liabilities 2023: $0Net Assets 2023: $213,4482023Assets 2024: $207,910Liabilities 2024: $0Net Assets 2024: $207,9102024Assets 2025: $202,657Liabilities 2025: $0Net Assets 2025: $202,6572025

Highlighted filing

2022

Assets$234,693
Liabilities$0
Net Assets$234,693
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2012: $13,648Expenses 2012: $14,172Net Income 2012: -$5242012Revenue 2013: $11,115Expenses 2013: $13,488Net Income 2013: -$2,3732013Revenue 2014: $17,950Expenses 2014: $12,707Net Income 2014: $5,2432014Revenue 2015: $15,106Expenses 2015: $17,723Net Income 2015: -$2,6172015Revenue 2016: $10,944Expenses 2016: $16,107Net Income 2016: -$5,1632016Revenue 2019: $8,854Expenses 2019: $3,895Net Income 2019: $4,9592019Revenue 2020: $9,497Expenses 2020: $16,140Net Income 2020: -$6,6432020Revenue 2021: $4,523Expenses 2021: $14,645Net Income 2021: -$10,1222021Revenue 2022: $15,089Expenses 2022: $16,822Net Income 2022: -$1,7332022Revenue 2023: -$1,645Expenses 2023: $15,401Net Income 2023: -$17,0462023Revenue 2024: $8,514Expenses 2024: $15,387Net Income 2024: -$6,8732024Revenue 2025: $10,911Expenses 2025: $16,148Net Income 2025: -$5,2372025

Highlighted filing

2022

Revenue$15,089
Expenses$16,822
Net Income-$1,733
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Nov 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,430-$3,430
Filing and Contact Details

Filer

Filer Name
BURTNESS OLGER B & ZOE E TRUST 'B'
EIN
45-6010223
Address
2300 SOUTH COLUMBIA ROAD, GRAND FORKS, ND 58201

Signing Officer

Name
Alerus Financial
Title
Trustee
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young Llp
Address
1201 ELM ST, DALLAS, TX 75270
Preparer
Robert P Murta
Phone
2149791812
Raw XML Appendix319 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/CategoryTxt0AUDIT & ACCOUNTING FEES (ALLOC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt081
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0COMMON TRUST FUND B-BOND FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0172410
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0172055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt044329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt057958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON TRUST FUND A STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMMON TRUST FUND INTERNATIONA
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt05269
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015089
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt081
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1733
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09820
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011046
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0528
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016822
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt015089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015089
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03430
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04043
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04822
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-05-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-49
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3838
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt523
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3838
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt523
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc015.653 COMMON TRUST FUND A STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1739.44 COMMON TRUST FUND B-BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc257.023 COMMON TRUST FUND INTERNATIONAL
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44.232 COMMON TRUST FUND A STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc512.896 COMMON TRUST FUND INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-05-15
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09820
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03221
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0235321
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0233833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0234693
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012793
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012793
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012793
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012947
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0154
IRS990PF/DistributableAmountGrp/TotalTaxAmt0154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0154
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0233833
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0262892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0257961
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03943
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0258949
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF ND LAW SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0582029003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToCurrentYearAmt012793
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0574
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012793
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02063
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02063
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015430
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02063
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02063
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0574
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0363
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1265
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CASH MANAGEMENT DET DEPOSIT USGA
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BALANCE SHEET ASJUSTMENT PER STATEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMNT MNGMNT FEES (NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0528
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03221
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CTF RECIEPT FROM BALANCE SHEET STATEMENT
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt1779
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALERUS FINANCIAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURTNESS OLGER B & ZOE E TRUST 'B'
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0456010223
ReturnHeader/Filer/USAddress/AddressLine1Txt02300 SOUTH COLUMBIA ROAD
ReturnHeader/Filer/USAddress/CityNm0GRAND FORKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 ELM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075270
ReturnHeader/PreparerPersonGrp/PhoneNum02149791812
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT P MURTA
ReturnHeader/ReturnTs02023-01-13T16:00:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-04-01
ReturnHeader/TaxPeriodEndDt02022-03-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$234,693
Liabilities
$0
Net assets
$234,693
Revenue
$15,089
Expenses
$16,822
Net income
-$1,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.11$0.16$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.09$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.02$0.15$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.15$0.17$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.05$0.15$0.10
2020Summary only. Only limited summary data is available for this year.$2.31$0.00$0.09$0.16$0.07
2019Summary only. Only limited summary data is available for this year.$2.38$0.00$0.09$0.04$0.05
2016Summary only. Only limited summary data is available for this year.$2.40$0.00$0.11$0.16$0.05
2015Summary only. Only limited summary data is available for this year.$2.45$0.00$0.15$0.18$0.03
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.18$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$0.11$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.14$0.14$0.01