Civic Intelligence

Jack and Sally Burt Charitable Foundation

990PF • Fiscal year 2019 • EIN 45-6627698

Jan 01, 2019 to Dec 31, 2019 • Filed on May 29, 2020

Organization Profile
5211 Nautilus DrCape Coral, FL 33904

(239) 549-0332

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,918,431

Up $46,653 (+1.6%) from 2018

Net Assets

Up

$2,918,431

Up $46,653 (+1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin79th percentile

Revenue

Up

$185,735

Up $74,113 (+66%) from 2018

Expenses

Down

$139,082

Down $75,439 (-35%) from 2018

Net Income

Up

$46,653

Up $149,552 (+145%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $1,010,729Liabilities 2012: $0Net Assets 2012: $1,010,7292012Assets 2013: $2,251,446Liabilities 2013: $0Net Assets 2013: $2,251,4462013Assets 2014: $3,044,131Liabilities 2014: $02014Assets 2015: $2,917,313Liabilities 2015: $02015Assets 2018: $2,871,778Liabilities 2018: $0Net Assets 2018: $2,871,7782018Assets 2019: $2,918,431Liabilities 2019: $0Net Assets 2019: $2,918,4312019Assets 2020: $2,787,944Liabilities 2020: $0Net Assets 2020: $2,787,9442020Assets 2021: $2,842,791Liabilities 2021: $0Net Assets 2021: $2,842,7912021Assets 2022: $2,614,724Liabilities 2022: $0Net Assets 2022: $2,614,7242022Assets 2023: $3,066,689Liabilities 2023: $0Net Assets 2023: $3,066,6892023Assets 2024: $3,149,924Liabilities 2024: $0Net Assets 2024: $3,149,9242024

Highlighted filing

2019

Assets$2,918,431
Liabilities$0
Net Assets$2,918,431
Open 2019 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $02011Expenses 2012: $19,0202012Revenue 2013: $1,316,140Expenses 2013: $75,423Net Income 2013: $1,240,7172013Revenue 2014: $909,570Expenses 2014: $116,885Net Income 2014: $792,6852014Revenue 2015: $13,999Expenses 2015: $140,817Net Income 2015: -$126,8182015Revenue 2018: $111,622Expenses 2018: $214,521Net Income 2018: -$102,8992018Revenue 2019: $185,735Expenses 2019: $139,082Net Income 2019: $46,6532019Revenue 2020: $58,703Expenses 2020: $181,756Net Income 2020: -$123,0532020Revenue 2021: $279,949Expenses 2021: $192,384Net Income 2021: $87,5652021Revenue 2022: $118,077Expenses 2022: $208,675Net Income 2022: -$90,5982022Revenue 2023: $2,192,768Expenses 2023: $195,886Net Income 2023: $1,996,8822023Revenue 2024: $239,596Expenses 2024: $260,991Net Income 2024: -$21,3952024

Highlighted filing

2019

Revenue$185,735
Expenses$139,082
Net Income$46,653
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C BURTTrustee-$0--
SALLY A BURTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jack & Sally Burt Charitable Foundation
EIN
45-6627698
In Care Of
% JOHN C BURT
Phone
2395490332
Address
5211 Nautilus Dr, Cape Coral, FL 33904

Signing Officer

Name
John C Burt
Title
Trustee
Phone
9897924394
Signed
2020-05-29

Preparer

Firm
Bdo USA Llp
Address
2600 WEST BIG BEAVER SUITE 600, TROY, MI 48084
Preparer
Astrid Braeuer
Phone
2483622100
Raw XML AppendixShowing 400 of 451 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/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02918431
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03048602
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064647
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02983955
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045729
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0150144
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03002873
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03048602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN C BURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SALLY A BURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05211 Nautilus Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15211 Nautilus Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAPE CORAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cape Coral
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033904
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133904
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0132748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0134151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0169415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0105223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0151372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0100000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt090000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.064558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039094
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.034837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03002873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02624211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02691571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03004528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03109202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02583436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0104777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.221033
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0104777
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0104777
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0104777
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/TransferAstDisqualifiedPrsnInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05211 NAUTILUS DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAPE CORAL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033904
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN C BURT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02395490332
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN C BURT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SALLY A BURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Health and Welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Health and Welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Pregnancy Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Educational Institution
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Old Town Christian Outreach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Equest Center for Riding Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HIS Restoration Ministry Maternity Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Valley Lutheran High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0600 Gratiot
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13777 Rector Ave NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21501 Weiss
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33560 McCarty Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Saginaw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Saginaw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Saginaw
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149341
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348603
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt011698
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt093079
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt026835
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0104777
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt026835
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt026835
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135641
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt093079
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN and Sally BURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05211 Nautilus DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CAPE CORAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033904
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09555
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BRINKER CAPITAL #0875-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BRINKER CAPITAL #2520-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BRINKER CAPITAL #2526-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BRINKER CAPITAL #2527-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BRINKER CAPITAL #2528-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BRINKER CAPITAL #4947-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6BRINKER CAPITAL #4954-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BRINKER CAPITAL #4955-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8BRINKER CAPITAL #0736-FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09625
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14672
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt33676
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44131
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5922
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt61863
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt71154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8-834
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14672
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22284
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33676

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,918,431
Liabilities
$0
Net assets
$2,918,431
Revenue
$185,735
Expenses
$139,082
Net income
$46,653
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.24$0.26$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$2.19$0.20$2.00
2022Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.12$0.21$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.28$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.06$0.18$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.19$0.14$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.11$0.21$0.10
2015Summary only. Only limited summary data is available for this year.$2.92$0.00$0.01$0.14$0.13
2014Summary only. Only limited summary data is available for this year.$3.04$0.00$0.91$0.12$0.79
2013Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.32$0.08$1.24
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00