Civic Intelligence

The Wr Burgess Foundation C/O Clyde a Pine Jr

990PF • Fiscal year 2017 • EIN 74-2443002

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 20, 2017

Organization Profile
100 N STANTON 1000 Suite 1000El Paso, TX 79901

(915) 532-2000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

4034%

Higher net margin than 100% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-3.8%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$494,335

Down $19,647 (-3.8%) from 2016

Net Assets

Down

$494,335

Down $19,647 (-3.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$487

Up $21,312 (+98%) from 2016

Expenses

Down

$19,160

Down $13,125 (-41%) from 2016

Net Income

Up

-$19,647

Up $34,437 (+64%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2011: $669,730Liabilities 2011: $02011Assets 2012: $653,591Liabilities 2012: $0Net Assets 2012: $653,5912012Assets 2013: $616,993Liabilities 2013: $0Net Assets 2013: $616,9932013Assets 2014: $549,091Liabilities 2014: $0Net Assets 2014: $549,0912014Assets 2015: $568,066Liabilities 2015: $0Net Assets 2015: $568,0662015Assets 2016: $513,982Liabilities 2016: $0Net Assets 2016: $513,9822016Assets 2017: $494,335Liabilities 2017: $0Net Assets 2017: $494,3352017Assets 2018: $487,457Liabilities 2018: $0Net Assets 2018: $487,4572018Assets 2019: $476,736Liabilities 2019: $0Net Assets 2019: $476,7362019Assets 2020: $471,025Liabilities 2020: $0Net Assets 2020: $471,0252020Assets 2021: $451,100Liabilities 2021: $0Net Assets 2021: $451,1002021Assets 2022: $436,392Liabilities 2022: $0Net Assets 2022: $436,3922022Assets 2023: $405,117Liabilities 2023: $0Net Assets 2023: $405,1172023Assets 2024: $408,932Liabilities 2024: $0Net Assets 2024: $408,9322024Assets 2025: $368,517Liabilities 2025: $0Net Assets 2025: $368,5172025

Highlighted filing

2017

Assets$494,335
Liabilities$0
Net Assets$494,335
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KRevenue 2011: $10,374Expenses 2011: $36,240Net Income 2011: -$25,8662011Expenses 2012: $36,0162012Expenses 2013: $46,9252013Revenue 2014: $523Expenses 2014: $68,425Net Income 2014: -$67,9022014Revenue 2015: $38,164Expenses 2015: $19,189Net Income 2015: $18,9752015Revenue 2016: -$21,799Expenses 2016: $32,285Net Income 2016: -$54,0842016Revenue 2017: -$487Expenses 2017: $19,160Net Income 2017: -$19,6472017Revenue 2018: $13,659Expenses 2018: $20,537Net Income 2018: -$6,8782018Revenue 2019: $22,127Expenses 2019: $32,848Net Income 2019: -$10,7212019Revenue 2020: $12,753Expenses 2020: $18,464Net Income 2020: -$5,7112020Revenue 2021: $21,324Expenses 2021: $41,249Net Income 2021: -$19,9252021Revenue 2022: $18,226Expenses 2022: $32,934Net Income 2022: -$14,7082022Revenue 2023: $9,903Expenses 2023: $41,178Net Income 2023: -$31,2752023Revenue 2024: $50,486Expenses 2024: $46,671Net Income 2024: $3,8152024Revenue 2025: $15,885Expenses 2025: $56,300Net Income 2025: -$40,4152025

Highlighted filing

2017

Revenue-$487
Expenses$19,160
Net Income-$19,647
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 20, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY S BURGESSPres/Treas-$0--
CLYDE A PINE JRVP/Secr-$0--
STEPHEN P BURGESSTrustee-$0--
QUINTIN A BURGESSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Wr Burgess Foundation
EIN
74-2443002
In Care Of
% CLYDE A PINE JR
Phone
9155322000
Address
100 N STANTON 1000 Suite 1000, EL PASO, TX 79901

Signing Officer

Name
Clyde Pine
Title
V.p./secretary
Phone
9155322000
Signed
2017-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Pena Briones Mcdaniel & Co Pc
Address
4171 N MESA SUITE B-100, EL PASO, TX 79902-1498
Preparer
Mary C Briones CPA
Phone
9155421733
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4262 DANNY THOMAS PL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024889
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024684
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07864
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016820
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0185
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX PAYMENTS
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CLYDE PINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V.P./SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09155322000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WR BURGESS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O CLYDE A PINE JR
ReturnHeader/Filer/BusinessNameControlTxt0WRBU
ReturnHeader/Filer/EIN0742443002
ReturnHeader/Filer/InCareOfNm0% CLYDE A PINE JR
ReturnHeader/Filer/PhoneNum09155322000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 N STANTON 1000 Suite 1000
ReturnHeader/Filer/USAddress/CityNm0EL PASO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd079901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05B4AB44277439AD56F0BCF73095D1D57B4DFBD85
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BACC56240D3958C373653E37BD89A0DC78DD35D8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId074021220180245000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.6.197.82
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENA BRIONES MCDANIEL & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04171 N MESA SUITE B-100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EL PASO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0799021498
ReturnHeader/PreparerPersonGrp/PhoneNum09155421733
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY C BRIONES CPA
ReturnHeader/ReturnTs02018-01-24T09:45:20-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$494,335
Liabilities
$0
Net assets
$494,335
Revenue
-$487
Expenses
$19,160
Net income
-$19,647
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.16$0.56$0.40
2024Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.50$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.10$0.41$0.31
2022Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.18$0.33$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.21$0.41$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.13$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.22$0.33$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.14$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.00$0.19$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.22$0.32$0.54
2015Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.38$0.19$0.19
2014Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.01$0.68$0.68
2013Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.47
2012Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.36
2011Summary only. Only limited summary data is available for this year.$6.70$0.00$0.10$0.36$0.26