Civic Intelligence

Samuel Burtoff MD Foundation Inc C/O Barbara E Burtoff

EIN 65-0303365 • Chevy Chase, MD

5610 Wisconsin AvenueChevy Chase, MD 20815
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

32nd percentile

-11%

Higher net margin than 32% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

48th percentile

-3.0%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

32nd percentile

-18%

Faster revenue growth than 32% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$317,005

Down $9,970 (-3.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$317,005

Down $9,970 (-3.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin32nd percentile

Revenue

Down

$96,709

Down $21,770 (-18%) from 2024

Expenses

Down

$107,547

Down $12,416 (-10%) from 2024

Net Income

Down

-$10,838

Down $9,354 (-630%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $651,590Liabilities 2012: $0Net Assets 2012: $651,5902012Assets 2013: $625,770Liabilities 2013: $0Net Assets 2013: $625,7702013Assets 2014: $600,328Liabilities 2014: $0Net Assets 2014: $600,3282014Assets 2015: $571,959Liabilities 2015: $0Net Assets 2015: $571,9592015Assets 2016: $545,985Liabilities 2016: $0Net Assets 2016: $545,9852016Assets 2017: $498,951Liabilities 2017: $0Net Assets 2017: $498,9512017Assets 2018: $422,332Liabilities 2018: $0Net Assets 2018: $422,3322018Assets 2019: $395,016Liabilities 2019: $0Net Assets 2019: $395,0162019Assets 2020: $391,352Liabilities 2020: $0Net Assets 2020: $391,3522020Assets 2021: $449,625Liabilities 2021: $0Net Assets 2021: $449,6252021Assets 2022: $396,561Liabilities 2022: $0Net Assets 2022: $396,5612022Assets 2023: $328,459Liabilities 2023: $0Net Assets 2023: $328,4592023Assets 2024: $326,975Liabilities 2024: $0Net Assets 2024: $326,9752024Assets 2025: $317,005Liabilities 2025: $0Net Assets 2025: $317,0052025

Highlighted filing

2025

Assets$317,005
Liabilities$0
Net Assets$317,005
Open 2025 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2012: $18,1282012Expenses 2013: $48,2532013Revenue 2014: $25,632Expenses 2014: $51,074Net Income 2014: -$25,4422014Revenue 2015: $46,554Expenses 2015: $74,923Net Income 2015: -$28,3692015Revenue 2016: $81,868Expenses 2016: $107,842Net Income 2016: -$25,9742016Revenue 2017: $56,561Expenses 2017: $103,595Net Income 2017: -$47,0342017Revenue 2018: $3,903Expenses 2018: $80,522Net Income 2018: -$76,6192018Revenue 2019: $32,486Expenses 2019: $59,802Net Income 2019: -$27,3162019Revenue 2020: $42,854Expenses 2020: $46,518Net Income 2020: -$3,6642020Revenue 2021: $25,240Expenses 2021: $17,297Net Income 2021: $7,9432021Revenue 2022: $99,346Expenses 2022: $152,410Net Income 2022: -$53,0642022Revenue 2023: $43,630Expenses 2023: $111,732Net Income 2023: -$68,1022023Revenue 2024: $118,479Expenses 2024: $119,963Net Income 2024: -$1,4842024Revenue 2025: $96,709Expenses 2025: $107,547Net Income 2025: -$10,8382025

Highlighted filing

2025

Revenue$96,709
Expenses$107,547
Net Income-$10,838
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,005
Liabilities
$0
Net assets
$317,005
Revenue
$96,709
Expenses
$107,547
Net income
-$10,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.97$1.08$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.18$1.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.44$1.12$0.68
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.99$1.52$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.25$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.43$0.47$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.32$0.60$0.27
2018Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.04$0.81$0.77
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.57$1.04$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.82$1.08$0.26
2015Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.47$0.75$0.28
2014Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.26$0.51$0.25
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.48
2012Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE M BURTOFFPresident-$0--
Filing and Contact Details

Filer

Filer Name
Samuel Burtoff Md Foundation Inc
EIN
65-0303365
Phone
3016540085
Address
5610 WISCONSIN AVENUE, Chevy Chase, MD 20815

Signing Officer

Name
Constance M Burtoff
Title
President
Phone
3016540085
Signed
2025-07-17
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 104E, KANSAS CITY, MO 64105
Preparer
Diane Ciciolla
Phone
8004725625
Raw XML Appendix280 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chevy Chase
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020815
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0IMPROVE LIVES AND EXPAND POSSIBILITIES FOR INDIVIDUALS WITH DISABILITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1BUILDING HEALTHY COMMUNITIES FOR ALL THROUGH QUALITY, EQUITABLE, ACCESSIBLE HEALTHCARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARITABLE CLINICS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0TREATMENT AND LEARNING CENTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09975 MEDICAL CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11800 DIAGONAL RD STE 600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROCKVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALEXANDRIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt030000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt054480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt054480
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt054480
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt054480
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt050280
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt074968
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WEISS LLP
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt074968
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0868
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FL STATE DEPARTMENT
TaxesSchedule/TaxesDetail/Amt01668
TaxesSchedule/TaxesDetail/CategoryTxt0IRS BALANCE DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01668
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSTANCE M BURTOFF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03016540085
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL BURTOFF MD FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0650303365
ReturnHeader/Filer/PhoneNum03016540085
ReturnHeader/Filer/USAddress/AddressLine1Txt05610 WISCONSIN AVENUE
ReturnHeader/Filer/USAddress/CityNm0Chevy Chase
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020815
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 104E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane Ciciolla
ReturnHeader/ReturnTs02025-09-25T15:29:19Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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