Civic Intelligence

Otis & Mescal Burke Charitable Trust

990PF • Fiscal year 2014 • EIN 55-6152536

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 13, 2014

Organization Profile
PO Box 459Culpeper, VA 22701

(540) 825-1666

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

16247%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$166,559

Up $17,424 (+12%) from 2013

Net Assets

$166,559

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin95th percentile

Revenue

Up

$25,174

Up $25,020 (+16247%) from 2013

Expenses

Down

$7,750

Down $553 (-6.7%) from 2013

Net Income

Up

$17,424

Up $25,573 (+314%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$200K$150K$100K$50K$0Assets 2010: $173,773Liabilities 2010: $0Net Assets 2010: $173,7732010Assets 2011: $164,943Liabilities 2011: $02011Assets 2012: $157,284Liabilities 2012: $02012Assets 2013: $149,135Liabilities 2013: $02013Assets 2014: $166,559Liabilities 2014: $0Net Assets 2014: $166,5592014Assets 2015: $157,910Liabilities 2015: $0Net Assets 2015: $157,9102015Assets 2016: $149,156Liabilities 2016: $0Net Assets 2016: $149,1562016Assets 2017: $140,404Liabilities 2017: $0Net Assets 2017: $140,4042017Assets 2018: $130,746Liabilities 2018: $0Net Assets 2018: $130,7462018Assets 2019: $124,171Liabilities 2019: $0Net Assets 2019: $124,1712019Assets 2020: $121,496Liabilities 2020: $0Net Assets 2020: $121,4962020Assets 2021: $121,496Liabilities 2021: $12021Assets 2022: $121,495Liabilities 2022: $0Net Assets 2022: $121,4952022Assets 2023: $115,495Liabilities 2023: $12023

Highlighted filing

2014

Assets$166,559
Liabilities$0
Net Assets$166,559
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

$30K$20K$10K$0-$10KExpenses 2010: $9,4512010Revenue 2011: $520Expenses 2011: $9,350Net Income 2011: -$8,8302011Revenue 2012: $162Expenses 2012: $7,821Net Income 2012: -$7,6592012Revenue 2013: $154Expenses 2013: $8,303Net Income 2013: -$8,1492013Revenue 2014: $25,174Expenses 2014: $7,750Net Income 2014: $17,4242014Revenue 2015: $104Expenses 2015: $8,753Net Income 2015: -$8,6492015Revenue 2016: $78Expenses 2016: $8,832Net Income 2016: -$8,7542016Revenue 2017: $62Expenses 2017: $8,814Net Income 2017: -$8,7522017Revenue 2018: $0Expenses 2018: $9,658Net Income 2018: -$9,6582018Revenue 2019: $0Expenses 2019: $6,575Net Income 2019: -$6,5752019Revenue 2020: $0Expenses 2020: $2,675Net Income 2020: -$2,6752020Revenue 2021: $450Expenses 2021: $450Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $1Expenses 2023: $6,000Net Income 2023: -$5,9992023

Highlighted filing

2014

Revenue$25,174
Expenses$7,750
Net Income$17,424
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 13, 2014
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OTIS BURKEPresident-$0--
Filing and Contact Details

Filer

Filer Name
Otis & Mescal Burke Charitable Trust
EIN
55-6152536
Phone
5408251666
Address
PO BOX 459, CULPEPER, VA 22701

Signing Officer

Name
Otis Burke
Title
Trustee
Phone
5408251666
Signed
2014-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Bowling Franklin & Collp
Address
1207 CHARLES STREET, FREDERICKSBURG, VA 22401
Preparer
Harry B F Franklin Jr
Phone
5403738973
Raw XML Appendix315 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STEVENSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CULPEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CULPEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CULPEPER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOCUST GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5COLONIAL BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd322701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422508
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd522443
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07350
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0209
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0748
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0557
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0191
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0748
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01598
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0OTIS BURKE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 459
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CULPEPER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022701
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0OTIS BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05408251666
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTIS & MESCAL BURKE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OTIS
ReturnHeader/Filer/EIN0556152536
ReturnHeader/Filer/PhoneNum05408251666
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 459
ReturnHeader/Filer/USAddress/CityNm0CULPEPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541435778
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWLING FRANKLIN & COLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01207 CHARLES STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREDERICKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022401
ReturnHeader/PreparerPersonGrp/PhoneNum05403738973
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY B F FRANKLIN JR
ReturnHeader/ReturnTs02015-03-12T16:55:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,559
Liabilities
$0
Net assets
$166,559
Revenue
$25,174
Expenses
$7,750
Net income
$17,424
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.15$0.00$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.00$0.00$0.00
2021Summary only. Only limited summary data is available for this year.$1.21$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.00$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.00$0.10$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.00$0.09$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.00$0.09$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.00$0.09$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.25$0.08$0.17
2013Summary only. Only limited summary data is available for this year.$1.49$0.00$0.00$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$1.57$0.00$0.00$0.08$0.08
2011Summary only. Only limited summary data is available for this year.$1.65$0.00$0.01$0.09$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09