Civic Intelligence

The Shermon C Burgess Foundation Inc

990PF • Fiscal year 2020 • EIN 59-3680441

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 18, 2021

Organization Profile
4815 Maid Marion LaneJacksonville, FL 32210

(904) 278-1040

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

75th percentile

25%

Higher net margin than 75% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

52nd percentile

2.3%

Faster asset growth than 52% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

259%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$161,338

Up $3,584 (+2.3%) from 2019

Net Assets

Up

$161,338

Up $3,584 (+2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin75th percentile

Revenue

Up

$14,099

Up $10,168 (+259%) from 2019

Expenses

Up

$10,515

Up $1,356 (+15%) from 2019

Net Income

Up

$3,584

Up $8,812 (+169%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2010: $145,832Liabilities 2010: $0Net Assets 2010: $145,8322010Assets 2011: $151,676Liabilities 2011: $0Net Assets 2011: $151,6762011Assets 2012: $155,356Liabilities 2012: $02012Assets 2013: $154,933Liabilities 2013: $0Net Assets 2013: $154,9332013Assets 2014: $153,819Liabilities 2014: $0Net Assets 2014: $153,8192014Assets 2015: $158,419Liabilities 2015: $0Net Assets 2015: $158,4192015Assets 2016: $159,079Liabilities 2016: $0Net Assets 2016: $159,0792016Assets 2017: $157,619Liabilities 2017: $0Net Assets 2017: $157,6192017Assets 2018: $162,982Liabilities 2018: $0Net Assets 2018: $162,9822018Assets 2019: $157,754Liabilities 2019: $0Net Assets 2019: $157,7542019Assets 2020: $161,338Liabilities 2020: $0Net Assets 2020: $161,3382020Assets 2021: $164,014Liabilities 2021: $0Net Assets 2021: $164,0142021Assets 2022: $165,484Liabilities 2022: $0Net Assets 2022: $165,4842022Assets 2023: $174,553Liabilities 2023: $0Net Assets 2023: $174,5532023Assets 2024: $180,705Liabilities 2024: $0Net Assets 2024: $180,7052024Assets 2025: $186,397Liabilities 2025: $0Net Assets 2025: $186,3972025

Highlighted filing

2020

Assets$161,338
Liabilities$0
Net Assets$161,338
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$40K$20K$0-$20KExpenses 2010: $11,4232010Expenses 2011: $16,6932011Revenue 2012: $22,402Expenses 2012: $18,722Net Income 2012: $3,6802012Revenue 2013: $27,987Expenses 2013: $28,410Net Income 2013: -$4232013Revenue 2014: $29,158Expenses 2014: $30,272Net Income 2014: -$1,1142014Revenue 2015: $30,202Expenses 2015: $23,773Net Income 2015: $6,4292015Revenue 2016: $31,585Expenses 2016: $30,925Net Income 2016: $6602016Revenue 2017: $12,462Expenses 2017: $13,922Net Income 2017: -$1,4602017Revenue 2018: $17,299Expenses 2018: $11,936Net Income 2018: $5,3632018Revenue 2019: $3,931Expenses 2019: $9,159Net Income 2019: -$5,2282019Revenue 2020: $14,099Expenses 2020: $10,515Net Income 2020: $3,5842020Revenue 2021: $25,945Expenses 2021: $23,269Net Income 2021: $2,6762021Revenue 2022: $20,654Expenses 2022: $20,534Net Income 2022: $1202022Revenue 2023: $39,566Expenses 2023: $30,497Net Income 2023: $9,0692023Revenue 2024: $36,795Expenses 2024: $30,643Net Income 2024: $6,1522024Revenue 2025: $34,400Expenses 2025: $28,708Net Income 2025: $5,6922025

Highlighted filing

2020

Revenue$14,099
Expenses$10,515
Net Income$3,584
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERMON C BURGESSIncorporator-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantORANGE PARK UNITED METHODIST CHURCH 7425CHARITABLE-ORANGE PARK, FL, US$7,500
Paid GrantBILLY GRAHAM EVANGELISTIC ASSOC 500CHARITABLEGOODBOONE, NC, US$2,500
Filing and Contact Details

Filer

Filer Name
The Shermon C Burgess Foundation in
EIN
59-3680441
Address
4815 MAID MARION LANE, JACKSONVILLE, FL 32210

Signing Officer

Name
Shermon C Burgess
Title
Incorporator
Signed
2021-03-18

Preparer

Firm
Conner Hubbard & Company Cpas
Address
1106 PARK AVENUE, ORANGE PARK, FL 32073
Preparer
Kim K Hubbard
Phone
9042781040
Raw XML Appendix202 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.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0159546
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02393
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07858
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0157153
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0159546
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010000
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/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/IndividualWithBooksNm0SHERMON BURGESS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04815 MAID MARION LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSONVILLE
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/PhoneNum09048603676
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BILLY GRAHAM EVANGELISTIC ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ORANGE PARK UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt17425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12051 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORANGE PARK
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058734
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02199
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02199
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt082234
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080035
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt079
TaxesSchedule/TaxesDetail/Amt161
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1LICENSES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMON C BURGESS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INCORPORATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHERMON C BURGESS FOUNDATION IN
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0593680441
ReturnHeader/Filer/USAddress/AddressLine1Txt04815 MAID MARION LANE
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261667792
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONNER HUBBARD & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01106 PARK AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032073
ReturnHeader/PreparerPersonGrp/PhoneNum09042781040
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM K HUBBARD
ReturnHeader/ReturnTs02021-03-29T10:31:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURGESS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$161,338
Liabilities
$0
Net assets
$161,338
Revenue
$14,099
Expenses
$10,515
Net income
$3,584
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.34$0.29$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.37$0.31$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.40$0.30$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.21$0.21$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.26$0.23$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.14$0.11$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.04$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.17$0.12$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.12$0.14$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.32$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.30$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.29$0.30$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.28$0.28$0.00
2012Summary only. Only limited summary data is available for this year.$1.55$0.00$0.22$0.19$0.04
2011Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.11