Civic Intelligence

Henry a Burnham Charitable Foundation Udt Dated February 24 2

990PF • Fiscal year 2019 • EIN 47-1982751

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 31, 2020

Organization Profile
46 Lovisa StreetFitchburg, MA 01420

(978) 534-4095

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

2nd percentile

-358%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

47th percentile

$10,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

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

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

37th percentile

-2.1%

Faster revenue growth than 37% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$3,145,747

Down $363,676 (-10%) from 2018

Net Assets

Down

$3,145,747

Down $363,676 (-10%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin2nd percentile

Revenue

Down

$101,159

Down $2,193 (-2.1%) from 2018

Expenses

Up

$463,593

Up $250,262 (+117%) from 2018

Net Income

Down

-$362,434

Down $252,455 (-230%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,892,728Liabilities 2015: $1Net Assets 2015: $3,892,7282015Assets 2016: $3,742,620Liabilities 2016: $0Net Assets 2016: $3,742,6202016Assets 2017: $3,622,843Liabilities 2017: $0Net Assets 2017: $3,622,8432017Assets 2018: $3,509,423Liabilities 2018: $0Net Assets 2018: $3,509,4232018Assets 2019: $3,145,747Liabilities 2019: $1Net Assets 2019: $3,145,7472019Assets 2020: $2,918,513Liabilities 2020: $1Net Assets 2020: $2,918,5132020Assets 2021: $2,765,723Liabilities 2021: $1Net Assets 2021: $2,765,7232021Assets 2022: $2,535,804Liabilities 2022: $1Net Assets 2022: $2,535,8042022Assets 2023: $2,308,087Liabilities 2023: $1Net Assets 2023: $2,308,0872023Assets 2024: $2,201,380Liabilities 2024: $0Net Assets 2024: $2,201,3802024

Highlighted filing

2019

Assets$3,145,747
Liabilities$1
Net Assets$3,145,747
Open 2019 Filing

Operations Trend

Revenue Growth37th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2015: $3,944,113Expenses 2015: $51,385Net Income 2015: $3,892,7282015Revenue 2016: $94,434Expenses 2016: $244,542Net Income 2016: -$150,1082016Revenue 2017: $141,459Expenses 2017: $261,236Net Income 2017: -$119,7772017Revenue 2018: $103,352Expenses 2018: $213,331Net Income 2018: -$109,9792018Revenue 2019: $101,159Expenses 2019: $463,593Net Income 2019: -$362,4342019Revenue 2020: $86,708Expenses 2020: $313,850Net Income 2020: -$227,1422020Revenue 2021: $116,135Expenses 2021: $268,925Net Income 2021: -$152,7902021Revenue 2022: $87,836Expenses 2022: $317,755Net Income 2022: -$229,9192022Revenue 2023: $88,999Expenses 2023: $316,716Net Income 2023: -$227,7172023Revenue 2024: $213,506Expenses 2024: $320,213Net Income 2024: -$106,7072024

Highlighted filing

2019

Revenue$101,159
Expenses$463,593
Net Income-$362,434
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 31, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH W CARONTrustee-$10,000-$10,000
DAVID BRASSARDTrustee-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Henry a Burnham Charitable Foundation
EIN
47-1982751
Phone
9785344095
Address
46 LOVISA STREET, FITCHBURG, MA 01420

Signing Officer

Name
Kenneth Caron
Title
Trustee
Signed
2020-10-31
Raw XML Appendix327 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FRAC SH CORTEVA
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3295 DUPONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4600 Colgate-Palmolive Co
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6300 EXXON MOBIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7550 NATL GRID
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0406727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.134202
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0406197
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0406727
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0530
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0406727
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt098 ADAMS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEOMINSTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001453
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KENNETH W CARON
IRS990PF/StatementsRegardingActyGrp/PhoneNum09785344095
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUND OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MSPCAANGELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE SHRINERS HOSPITAL FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0350 SOUTH HUNTINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1P O BOX 31356
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133631
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0400000
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/AppliedToCurrentYearAmt0217109
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0174431
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0217109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015187
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0406727
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015187
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015187
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0174431
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01242
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST RETURN OF CAPITAL DIV AND AMORTIZATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt141237
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt14124
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt137113
TaxesSchedule/TaxesDetail/Amt0562
TaxesSchedule/TaxesDetail/Amt11165
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX 1119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0562
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11165
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH CARON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY A BURNHAM CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0471982751
ReturnHeader/Filer/PhoneNum09785344095
ReturnHeader/Filer/USAddress/AddressLine1Txt046 LOVISA STREET
ReturnHeader/Filer/USAddress/CityNm0FITCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001420
ReturnHeader/ReturnTs02020-10-31T08:58:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,145,747
Liabilities
$1
Net assets
$3,145,747
Revenue
$101,159
Expenses
$463,593
Net income
-$362,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.21$0.32$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.09$0.32$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.09$0.32$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.12$0.27$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.09$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.10$0.46$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.00$3.51$0.10$0.21$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.14$0.26$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.09$0.24$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$3.94$0.05$3.89