Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Burlington Educational Foundation Inc
EIN 73-1536760 • 501(c)3 • Burlington, OK
Profile
The Burlington Educational Foundation exists to support high educational quality and to enhance opportunities for students of the Burlington School District.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Balance Sheet
Assets
Down$355,927
Down $17,325 (-4.6%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
$355,927
No earlier filing loaded for comparison.
Revenue
Down$49,998
Down $7,367 (-13%) from 2023
Expenses
Up$67,323
Up $39,340 (+141%) from 2023
Net Income
Down-$17,325
Down $46,707 (-159%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $355,927
- Liabilities
- -
- Net assets
- $355,927
- Revenue
- $49,998
- Expenses
- $67,323
- Net income
- -$17,325
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $49,998
Mission and Program Overview
Mission
The Burlington Educational Foundation exists to support high educational quality and to enhance opportunities for students of the Burlington School District.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Little Gym - Building | $25,600 | $25,600 |
| Provide New School Technology | $20,000 | $20,000 |
| Score Table | $16,900 | $16,900 |
| Daryl Schwerdtfeger Bench | $1,400 | $1,400 |
| Alder Scholarship Monies Sent to CFO | $216 | $216 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Toni Pederson | Trustee | - | $0 | - | - |
| Marlene Kisling | Trustee | - | $0 | - | - |
| Brent Garvie | Treasurer | - | $0 | - | - |
| Sheila Ferrell | Trustee | - | $0 | - | - |
| Shane Morgan | President | - | $0 | - | - |
| Jennifer Stewart | Secretary | - | $0 | - | - |
| Terry Graham | Trustee | - | $0 | - | - |
| Gerrett Spears | Superintendent | - | $0 | - | - |
| Bradley Rieger | Trustee | - | $0 | - | - |
| Beth Guffy | Vice President | - | $0 | - | - |
| Lindsey Morgan | Representative | - | $0 | - | - |
| Stan Pedersen | Principal | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Burlington Educational Foundation Inc
- EIN
- 73-1536760
- Phone
- 5805963368
- Address
- PO Box 17, Burlington, OK 73722
Signing Officer
- Name
- Shane Morgan
- Title
- President
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Terry Graham Inc
- Address
- 202 S Grand, Cherokee, OK 73728
- Preparer
- Terry Graham
- Phone
- 5805963368
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“Class of Activity: Provide New Technology | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $20000”
Grants and Similar Amounts Paid In Excess of $5,000.2
“Class of Activity: Score Table | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $16900”
Grants and Similar Amounts Paid In Excess of $5,000.3
“Class of Activity: Little Gym - Building | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $25600”
Other Expenses.1001
“Advertising and Promotion $300”
Other Expenses.1
“Mgt Fee - Comm. Foundation OK $2907”
Raw XML Appendix192 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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Superintendent |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Representative |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Principal |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3207 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide New School Technology |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Score Table |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Little Gym - Building |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 3 | Daryl Schwerdtfeger Bench |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 4 | Alder Scholarship Monies Sent to CFO |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
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| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 133082 |
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| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.41160 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.35540 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 93097 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 0 |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: Provide New Technology | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $20000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Class of Activity: Score Table | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $16900 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Class of Activity: Little Gym - Building | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $25600 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Advertising and Promotion $300 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Mgt Fee - Comm. Foundation OK $2907 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Shane Morgan |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Burlington Educational Foundation Inc |
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| ReturnHeader/Filer/EIN | 0 | 731536760 |
| ReturnHeader/Filer/PhoneNum | 0 | 5805963368 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 17 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Burlington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 73722 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Terry Graham Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 202 S Grand |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Cherokee |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 73728 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5805963368 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Terry Graham |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T18:18:47-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.