Civic Intelligence

Felburn Foundation

990PF • Fiscal year 2023 • EIN 51-0234331

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization Profile
CO Pkfod 2 Bethesda Metro Ctr 54Bethesda, MD 20814-6319

(301) 608-3900

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$60,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

23rd percentile

-1.9%

Faster asset growth than 23% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$35,007,040

Down $678,116 (-1.9%) from 2022

Net Assets

Down

$35,007,040

Down $678,116 (-1.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin14th percentile

Revenue

Up

$2,057,241

Up $516,580 (+34%) from 2022

Expenses

Up

$2,735,357

Up $204,813 (+8.1%) from 2022

Net Income

Up

-$678,116

Up $311,767 (+31%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $36,267,898Liabilities 2011: $9672011Assets 2012: $37,255,712Liabilities 2012: $892Net Assets 2012: $37,254,8202012Assets 2013: $37,953,605Liabilities 2013: $723Net Assets 2013: $37,952,8822013Assets 2014: $38,322,327Liabilities 2014: $4112014Assets 2015: $38,243,014Liabilities 2015: $541Net Assets 2015: $38,242,4732015Assets 2016: $37,957,898Liabilities 2016: $62Net Assets 2016: $37,957,8362016Assets 2017: $38,111,335Liabilities 2017: $0Net Assets 2017: $38,111,3352017Assets 2018: $37,269,730Liabilities 2018: $0Net Assets 2018: $37,269,7302018Assets 2019: $36,554,636Liabilities 2019: $0Net Assets 2019: $36,554,6362019Assets 2020: $35,969,472Liabilities 2020: $0Net Assets 2020: $35,969,4722020Assets 2021: $36,678,307Liabilities 2021: $0Net Assets 2021: $36,678,3072021Assets 2022: $35,685,156Liabilities 2022: $0Net Assets 2022: $35,685,1562022Assets 2023: $35,007,040Liabilities 2023: $0Net Assets 2023: $35,007,0402023Assets 2024: $35,464,816Liabilities 2024: $0Net Assets 2024: $35,464,8162024

Highlighted filing

2023

Assets$35,007,040
Liabilities$0
Net Assets$35,007,040
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,447,913Expenses 2011: $2,287,521Net Income 2011: -$839,6082011Expenses 2012: $1,829,6282012Revenue 2013: $2,231,069Expenses 2013: $1,529,087Net Income 2013: $701,9822013Revenue 2014: $2,080,450Expenses 2014: $1,703,414Net Income 2014: $377,0362014Revenue 2015: $1,522,638Expenses 2015: $1,598,840Net Income 2015: -$76,2022015Revenue 2016: $1,252,955Expenses 2016: $1,528,380Net Income 2016: -$275,4252016Revenue 2017: $2,652,392Expenses 2017: $2,485,690Net Income 2017: $166,7022017Revenue 2018: $2,307,261Expenses 2018: $3,143,870Net Income 2018: -$836,6092018Revenue 2019: $1,934,549Expenses 2019: $2,651,078Net Income 2019: -$716,5292019Revenue 2020: $1,361,211Expenses 2020: $1,918,803Net Income 2020: -$557,5922020Revenue 2021: $2,863,117Expenses 2021: $2,146,394Net Income 2021: $716,7232021Revenue 2022: $1,540,661Expenses 2022: $2,530,544Net Income 2022: -$989,8832022Revenue 2023: $2,057,241Expenses 2023: $2,735,357Net Income 2023: -$678,1162023Revenue 2024: $3,166,182Expenses 2024: $2,708,406Net Income 2024: $457,7762024

Highlighted filing

2023

Revenue$2,057,241
Expenses$2,735,357
Net Income-$678,116
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY J WHITEDirector, President, ChairmanPT$60,000-$60,000
B KEMP FLOYD JRDirector, Vice PresidentPT$60,000-$60,000
GUY B MARWICKSecretary, Treasurer, Exec DirectorFT$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Felburn Foundation
EIN
51-0234331
Phone
3016083900
Address
CO PKFOD 2 BETHESDA METRO CTR 54, BETHESDA, MD 20814-6319

Signing Officer

Name
Larry J White
Title
President
Phone
3016083900
Signed
2024-11-08
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
2 BETHESDA METRO CENTER SUITE 540, BETHESDA, MD 20814-6319
Preparer
Richard Philipson
Phone
3016083900
Raw XML AppendixShowing 400 of 1,513 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt842214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC (ADBE) 175.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGILENT TECHNOLOGIES (A) 38.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CAP STK CL C (GOOG) 2,485.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM (AMZN) 2,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANSYS INC (ANSS) 9.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AON PLC/IRELAND-A (AON) 12.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC (AAPL) 2,000.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ARCH CAPITAL GROUP LTD (ACGL) 73.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ARES MANAGEMENT CORP - A (ARES) 28.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ASML HOLDING NV (ASML) 550.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AUTODESK INC (ADSK) 27.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROOKFIELD ASSET MGMT-A (BAM) 128.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROOKFIELD CORP (BN) 504.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROOKFIELD INFRASTRUCTURE-A (BIPC) 269.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROOKFIELD RENEWABLE COR CL-A (BEPC) 175.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BROWN & BROWN INC (BRO) 153.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROWN FORMAN CORP CLASS B (BFB) 29.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CARMAX INC (KMX) 113.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CBRE GROUP INC (CBRE) 85.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CDW CORP (CDW) 850.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHURCH &DWIGHT CO INC (CHD) 1,800.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COGNEX CORP (CGNX) 23.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22COPART INC (CPRT) 395.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COSTAR GROUP INC (CSGP) 200.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COSTCO WHOLESALE CORP (COST) 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DANAHER CORPORATION (DHR) 600.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DOMINO'S PIZZA, INC (DPZ) 20.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EDWARDS LIFESCIENCES CORP (EW) 2,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ELI LILLY & CO (LLY) 575.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ENOVIS CORP (ENOV) 11.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ESTEE LAUDER COMPANIES INC (EL) 500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31FASTENAL CO (FAST) 93.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FISERV INC (FI) 1,700.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GARTNER INC (IT) 20.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HEICO CORP NEW CL A (HEIA) 113.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HILTON WORLDWIDE HLDGS (HLT) 89.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HOME DEPOT INC (HD) 825.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HOWARD HUGHES HOLDINGS INC (HHH) 21.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38HUMANA INC (HUM) 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HYATT HOTELS CORP CL A (H) 29.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40IDEXX LABS INC (IDXX) 7.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTUIT INC (INTU) 450.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42JOHNSON &JOHNSON (JNJ) 700.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43JPMORGAN CHASE & CO (JPM) 1,600.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44KKR & CO INC (KKR) 204.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45LENNAR CORP CLASS A (LEN) 56.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46LENNAR CORP CLASS B (LENB) 30.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47LIBERTY MEDIA CORP-LIB-NEW-A (FWONA) 7.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LIBERTY MEDIA CORP-LIB-NEW-C (FWONK) 68.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49LIVE NATION ENTERTAINMENT INC (LYV) 90.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MARKEL GROUP INC (MKL) 7.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MARTIN MARIETTA MATLS INC (MLM) 11.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MASTERCARD INCORPORATED CL A (MA) 725.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MICROCHIP TECHNOLOGY INC (MCHP) 73.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MICROSOFT CORP (MSFT) 1,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MOODY'S CORP (MCO) 10.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MOODYS CORP (MCO) 500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MOTOROLA SOLUTIONS INC (MSI) 475.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MSCI INC (MSCI) 9.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59NEXTERA ENERGY INC (NEE) 2,500.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60NIKE INC CLASS B (NKE) 1,700.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61O REILLY AUTOMOTIVE INC (ORLY) 18.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PERIMETER SOLUTIONS SA (PRM) 194.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PIONEER NATURAL RESOURCES CO (PXD) 300.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROGRESSIVE CORP OHIO (PGR) 40.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65REGENERON PHARMACEUTICALS INC (REGN) 250.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ROPER TECHNOLOGIES INC (ROP) 25.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ROPER TECHNOLOGIES INC (ROP) 600.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ROSS STORES INC (ROST) 14.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SBA COMMUNICATIONS CORP (SBAC) 32.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SCHLUMBERGER LIMITED (SLB) 650.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SHERWIN-WILLIAMS CO (SHW) 7.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72SUMMIT MATERIALS INC - CL A (SUM) 61.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73THERMO FISHER SCIENTIFIC INC (TMO) 225.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TRANSDIGN GROUP INC (TDG) 20.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75TRANSUNION (TRU) 1,875.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76TYLER TECHNOLOGIES INC (TYL) 19.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77UNITEDHEALTH GROUP INC (UNH) 375.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VAIL RESORTS INC (MTN) 20.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VERISIGN INC (VRSN) 32.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80VERISK ANALYTICS INC (VRSK) 17.000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81VERTEX PHARMACEUTICALS INC (VRTX) 200.000 SHARES

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,007,040
Liabilities
$0
Net assets
$35,007,040
Revenue
$2,057,241
Expenses
$2,735,357
Net income
-$678,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$3.17$2.71$0.46
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$2.06$2.74$0.68
2022Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$1.54$2.53$0.99
2021Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$2.86$2.15$0.72
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$1.36$1.92$0.56
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$1.93$2.65$0.72
2018Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$2.31$3.14$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$2.65$2.49$0.17
2016Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$1.25$1.53$0.28
2015Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.52$1.60$0.08
2014Summary only. Only limited summary data is available for this year.$38.3$0.00$2.08$1.70$0.38
2013Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$2.23$1.53$0.70
2012Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$1.83
2011Summary only. Only limited summary data is available for this year.$36.3$0.00$1.45$2.29$0.84