Civic Intelligence

Burlington Educational Foundation Inc.

990EZ • Fiscal year 2020 • EIN 73-1536760

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization ProfileN/A
PO Box 17Burlington, OK 73722

(580) 596-3368

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

48th percentile

2.6%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-17%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$327,683

Up $8,247 (+2.6%) from 2019

Net Assets

Up

$327,683

Up $8,247 (+2.6%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin69th percentile

Revenue

Down

$42,226

Down $8,953 (-17%) from 2019

Expenses

Up

$33,979

Up $17,585 (+107%) from 2019

Net Income

Down

$8,247

Down $26,538 (-76%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$400K$300K$200K$100K$0Assets 2010: $122,238Net Assets 2010: $122,2382010Assets 2011: $145,880Net Assets 2011: $145,8802011Assets 2012: $173,221Net Assets 2012: $173,2212012Assets 2013: $205,600Liabilities 2013: $02013Assets 2014: $234,612Net Assets 2014: $234,6122014Assets 2015: $240,796Net Assets 2015: $240,7962015Assets 2016: $268,298Net Assets 2016: $268,2982016Assets 2017: $301,901Net Assets 2017: $301,9012017Assets 2018: $284,651Liabilities 2018: $02018Assets 2019: $319,436Net Assets 2019: $319,4362019Assets 2020: $327,683Net Assets 2020: $327,6832020Assets 2021: $372,617Net Assets 2021: $372,6172021Assets 2022: $343,870Net Assets 2022: $343,8702022Assets 2023: $373,252Liabilities 2023: $02023Assets 2024: $355,927Net Assets 2024: $355,9272024

Highlighted filing

2020

Assets$327,683
Liabilities-
Net Assets$327,683
Open 2020 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $40,098Expenses 2010: $10,837Net Income 2010: $29,2612010Revenue 2011: $100,720Expenses 2011: $77,078Net Income 2011: $23,6422011Revenue 2012: $99,979Expenses 2012: $72,638Net Income 2012: $27,3412012Revenue 2013: $84,844Expenses 2013: $52,465Net Income 2013: $32,3792013Revenue 2014: $44,019Expenses 2014: $15,007Net Income 2014: $29,0122014Revenue 2015: $59,263Expenses 2015: $53,079Net Income 2015: $6,1842015Revenue 2016: $42,220Expenses 2016: $14,718Net Income 2016: $27,5022016Revenue 2017: $44,835Expenses 2017: $11,232Net Income 2017: $33,6032017Revenue 2018: $20,669Expenses 2018: $37,919Net Income 2018: -$17,2502018Revenue 2019: $51,179Expenses 2019: $16,394Net Income 2019: $34,7852019Revenue 2020: $42,226Expenses 2020: $33,979Net Income 2020: $8,2472020Revenue 2021: $48,919Expenses 2021: $3,985Net Income 2021: $44,9342021Revenue 2022: $27,671Expenses 2022: $56,418Net Income 2022: -$28,7472022Revenue 2023: $57,365Expenses 2023: $27,983Net Income 2023: $29,3822023Revenue 2024: $49,998Expenses 2024: $67,323Net Income 2024: -$17,3252024

Highlighted filing

2020

Revenue$42,226
Expenses$33,979
Net Income$8,247
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$42,226
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

DescriptionGrantsExpenses
Provided New Computer Upgrades$29,319$29,319
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Max StuckeyTrustee-$0--
Chad KislingTrustee-$0--
Brent GarvieTreasurer-$0--
Shane MorganTrustee-$0--
Beverly HankeyPresident-$0--
Jennifer StewartSecretary-$0--
Terry GrahamTrustee-$0--
Stacy CroftSuperintendent-$0--
Bradley RiegerTrustee-$0--
Beth GuffyVice President-$0--
Lindsey MorganTrustee-$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
Brent Garvie
Title
Treasurer
Signed
2021-11-12
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 Computer Upgr | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $29319”

Other Expenses.1001

“Advertising and Promotion $106”

Other Expenses.1003

“Information Technology $1304”

Other Expenses.1

“Mgt Fee - Comm. Foundation OK $2320”

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Burlington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd073722
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IRS990EZ/ContributionsGiftsGrantsEtcAmt012709
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08247
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt029517
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0319436
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0327683
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0319436
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0327683
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Max Stuckey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Chad Kisling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brent Garvie
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Shane Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Beverly Hankey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jennifer Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Terry Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Stacy Croft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Bradley Rieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Beth Guffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Lindsey Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Superintendent
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03730
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Burlington Educational Foundation exists to support high educational quality and to enhance opportunities for students of the Burlington School District.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided New Computer Upgrades
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029319
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029319
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OK
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033979
IRS990EZ/TotalProgramServiceExpensesAmt029319
IRS990EZ/TotalRevenueAmt042226
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012833
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt019498
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt025053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt083597
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017167
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0117532
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41560
IRS990ScheduleA/PublicSupportPY170Pct00.53850
IRS990ScheduleA/PublicSupportTotal170Amt083597
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012833
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt019498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt025053
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt083597
IRS990ScheduleA/TotalSupportAmt0201129
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Provide New Computer Upgr | Donee's Name: Burlington Public Schools | Donee's Address: 401 Main St Burlington OK 73722 | Cash Amount Given: $29319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Mgt Fee - Comm. Foundation OK $2320
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brent Garvie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Burlington Educational Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BURL
ReturnHeader/Filer/EIN0731536760
ReturnHeader/Filer/PhoneNum05805963368
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 17
ReturnHeader/Filer/USAddress/CityNm0Burlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731392036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Terry Graham Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 S Grand
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherokee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073728
ReturnHeader/PreparerPersonGrp/PhoneNum05805963368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry Graham
ReturnHeader/ReturnTs02021-11-12T20:32:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brent
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Garvie
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$327,683
Liabilities
-
Net assets
$327,683
Revenue
$42,226
Expenses
$33,979
Net income
$8,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$3.56$0.50$0.67$0.17
2023Summary only. Only limited summary data is available for this year.$3.73$0.00$0.57$0.28$0.29
2022Detailed filing. Detailed filing data is available for this year.$3.44$3.44$0.28$0.56$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.73$3.73$0.49$0.04$0.45
2020Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.42$0.34$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$3.19$0.51$0.16$0.35
2018Summary only. Only limited summary data is available for this year.$2.85$0.00$0.21$0.38$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$3.02$0.45$0.11$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$2.68$0.42$0.15$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$2.41$0.59$0.53$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.44$0.15$0.29
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.85$0.52$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$1.73$1.00$0.73$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.46$1.01$0.77$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$1.22$0.40$0.11$0.29