Civic Intelligence

Burney-Fall River Education Foundation

990 • Fiscal year 2023 • EIN 68-0253792

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization Profile
P O Box 625Mcarthur, CA 96056-0625

(530) 200-5670

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

94%

Faster revenue growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,847,970

Up $99,772 (+5.7%) from 2022

Net Assets

Up

$1,847,970

Up $99,772 (+5.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$167,492

Up $80,940 (+94%) from 2022

Expenses

Up

$77,446

Up $9,654 (+14%) from 2022

Net Income

Up

$90,046

Up $71,286 (+380%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $812,039Liabilities 2011: $0Net Assets 2011: $812,0392011Assets 2012: $1,877,476Liabilities 2012: $0Net Assets 2012: $1,877,4762012Assets 2013: $1,896,855Liabilities 2013: $440Net Assets 2013: $1,896,4152013Assets 2014: $2,019,748Liabilities 2014: $0Net Assets 2014: $2,019,7482014Assets 2015: $2,054,519Liabilities 2015: $0Net Assets 2015: $2,054,5192015Assets 2016: $1,837,427Liabilities 2016: $0Net Assets 2016: $1,837,4272016Assets 2017: $1,883,111Liabilities 2017: $0Net Assets 2017: $1,883,1112017Assets 2018: $1,771,284Liabilities 2018: $0Net Assets 2018: $1,771,2842018Assets 2019: $1,760,468Liabilities 2019: $0Net Assets 2019: $1,760,4682019Assets 2020: $1,775,089Liabilities 2020: $0Net Assets 2020: $1,775,0892020Assets 2021: $1,865,457Liabilities 2021: $0Net Assets 2021: $1,865,4572021Assets 2022: $1,748,198Liabilities 2022: $0Net Assets 2022: $1,748,1982022Assets 2023: $1,847,970Liabilities 2023: $0Net Assets 2023: $1,847,9702023Assets 2024: $1,990,626Liabilities 2024: $0Net Assets 2024: $1,990,6262024

Highlighted filing

2023

Assets$1,847,970
Liabilities$0
Net Assets$1,847,970
Open 2023 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $136,697Expenses 2011: $149,988Net Income 2011: -$13,2912011Revenue 2012: $1,155,993Expenses 2012: $113,034Net Income 2012: $1,042,9592012Revenue 2013: $127,263Expenses 2013: $121,854Net Income 2013: $5,4092013Revenue 2014: $147,339Expenses 2014: $111,884Net Income 2014: $35,4552014Revenue 2015: $57,753Expenses 2015: $70,408Net Income 2015: -$12,6552015Revenue 2016: -$150,694Expenses 2016: $120,705Net Income 2016: -$271,3992016Revenue 2017: $33,374Expenses 2017: $107,422Net Income 2017: -$74,0482017Revenue 2018: $61,122Expenses 2018: $171,718Net Income 2018: -$110,5962018Revenue 2019: $141,861Expenses 2019: $139,436Net Income 2019: $2,4252019Revenue 2020: $55,076Expenses 2020: $54,656Net Income 2020: $4202020Revenue 2021: $47,813Expenses 2021: $94,154Net Income 2021: -$46,3412021Revenue 2022: $86,552Expenses 2022: $67,792Net Income 2022: $18,7602022Revenue 2023: $167,492Expenses 2023: $77,446Net Income 2023: $90,0462023Revenue 2024: $136,080Expenses 2024: $84,379Net Income 2024: $51,7012024

Highlighted filing

2023

Revenue$167,492
Expenses$77,446
Net Income$90,046
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$371,437
Mission and Program Overview

Mission

The foundation strives to increase educational opportunities in the burney-fall river area. The foundation serves as a custodian for three local scholarship funds. The foundation also provides grants to local schools to enable them to offer programs not otherwise available.

The foundation strives to increase educational opportunities in the burney-fall river area. The foundation serves as a custodian for twelve local scholarship funds. The foundation also provides grants to local schools to enable them to offer programs not otherwise available.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,512,663$1,672,382▲ $159,719
Pledges and Grants Receivable$134,957$109,957▼ $25,000
Savings and Temporary Cash Investments$76,986$54,529▼ $22,457
Cash and Non-Interest-Bearing Accounts$23,592$11,102▼ $12,490
Total Assets$1,748,198$1,847,970▲ $99,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$941,013$982,828▲ $41,815
Net Assets With Donor Restrictions$807,185$865,142▲ $57,957
Total Net Assets Fund Balance$1,748,198$1,847,970▲ $99,772
Total Liabilities and Net Assets / Fund Balance$1,748,198$1,847,970▲ $99,772
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Greg HawkinsPresident
Donna HamiltonDirector
Karen ChurneyDirector
Marie Wimer ParksDirector
Stefanie Knoch JacobsonDirector
Linda C CarpenterFinancial of
Arleen EarnestSecretary
Barbara Sugaya-jonesVP Grants
Jeanne UtterbackVP Scholarsh
Revenue and Support

Revenue Composition

Contributions and Grants
$24,055
Program Service Revenue
$0
Investment Income
$143,437
Other Revenue
$0
All Other Contributions
$24,055
Change in Net Assets
$90,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,981
Other Expenses$12,465
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$42,500--$42,500
Grants to Domestic Orgs$22,481--$22,481
Fees for Services Accounting-$6,600-$6,600
Insurance-$2,834-$2,834
Fees for Service Investment Mgmnt Fees-$2,794-$2,794
Office Expenses-$164-$164
Other Expenses-$23-$23
Total Functional Expenses$64,981$12,465$0$77,446
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fall Rvr Jt Unified Sch DistBurney, CA-Educational Programs$22,481
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copies of the draft 990 were provided to each board member for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Copies provided upon request.”

Filing and Contact Details

Filer

Filer Name
Burney-fall River Education Fndn
EIN
68-0253792
Phone
5302005670
Address
P O BOX 625, MCARTHUR, CA 96056-0625

Signing Officer

Name
Linda C Carpenter
Title
Financial Officer
Phone
5302005670
Signed
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda C Carpenter
Formed
1992
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Dh Scott & Company
Address
900 MARKET ST, REDDING, CA 96001-0530
Preparer
Paul J Catanese CPA
Phone
5302434300
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation strives to increase educational opportunities in the burney-fall river area. The foundation serves as a custodian for twelve local scholarship funds. The foundation also provides grants to local schools to enable them to offer programs not otherwise available.”

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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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt036
IRS990ScheduleI/RecipientTable/CashGrantAmt022481
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FALL RVR JT UNIFIED SCH DIST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt020375 TAMARACK AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BURNEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd096013
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION STRIVES TO INCREASE EDUCATIONAL OPPORTUNITIES IN THE BURNEY-FALL RIVER AREA. THE FOUNDATION SERVES AS A CUSTODIAN FOR TWELVE LOCAL SCHOLARSHIP FUNDS. THE FOUNDATION ALSO PROVIDES GRANTS TO LOCAL SCHOOLS TO ENABLE THEM TO OFFER PROGRAMS NOT OTHERWISE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE DRAFT 990 WERE PROVIDED TO EACH BOARD MEMBER FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt01748198
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012465
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064981
IRS990/TotalFunctionalExpensesGrp/TotalAmt077446
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt064981
IRS990/TotalRevenueGrp/ExclusionAmt054728
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt088709
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167492
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01847970
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 625
IRS990/USAddress/CityNm0MCARTHUR
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096056
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA C CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05302005670
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNEY-FALL RIVER EDUCATION FNDN
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0680253792
ReturnHeader/Filer/PhoneNum05302005670
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 625
ReturnHeader/Filer/USAddress/CityNm0MCARTHUR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0960560625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680397834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DH SCOTT & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 MARKET ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0960010530
ReturnHeader/PreparerPersonGrp/PhoneNum05302434300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CATANESE CPA
ReturnHeader/ReturnTs02024-05-08T10:50:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CARPENTER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,847,970
Liabilities
$0
Net assets
$1,847,970
Revenue
$167,492
Expenses
$77,446
Net income
$90,046
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.08$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.17$0.08$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.05$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.06$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.14$0.14$0.00
2018Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.06$0.17$0.11
2017Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$0.03$0.11$0.07
2016Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.15$0.12$0.27
2015Summary only. Only limited summary data is available for this year.$2.05$0.00$2.05$0.06$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$2.02$0.00$2.02$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$1.88$1.16$0.11$1.04
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.14$0.15$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits