Civic Intelligence

The Burkitt Foundation

990 • Fiscal year 2010 • EIN 74-6053270

Jan 01, 2010 to Dec 31, 2010 • Filed on May 18, 2011

PO Box 27279943-0272
Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2010 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$13,816,710

No earlier filing loaded for comparison.

Net Assets

$13,816,130

No earlier filing loaded for comparison.

Liabilities

$580

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$706,011

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $13,816,710Liabilities 2010: $580Net Assets 2010: $13,816,1302010Assets 2011: $12,884,766Liabilities 2011: $280Net Assets 2011: $12,884,4862011Assets 2012: $13,656,843Liabilities 2012: $15,706Net Assets 2012: $13,641,1372012Assets 2013: $16,105,310Liabilities 2013: $2,850Net Assets 2013: $16,102,4602013Assets 2014: $16,635,292Liabilities 2014: $668,613Net Assets 2014: $15,966,6792014Assets 2015: $16,404,378Liabilities 2015: $1,533Net Assets 2015: $16,402,8452015Assets 2016: $16,605,940Liabilities 2016: $3,392Net Assets 2016: $16,602,5482016Assets 2017: $18,415,599Liabilities 2017: $1,121Net Assets 2017: $18,414,4782017Assets 2018: $19,814,664Liabilities 2018: $2,167Net Assets 2018: $19,812,4972018Assets 2019: $25,071,581Liabilities 2019: $10,103Net Assets 2019: $25,061,4782019Assets 2020: $26,646,957Liabilities 2020: $5,470Net Assets 2020: $26,641,4872020Assets 2021: $31,599,967Liabilities 2021: $10,646Net Assets 2021: $31,589,3212021Assets 2022: $33,920,797Liabilities 2022: $14,664Net Assets 2022: $33,906,1332022Assets 2023: $34,983,313Liabilities 2023: $13,945Net Assets 2023: $34,969,3682023Assets 2024: $35,633,715Liabilities 2024: $5,519Net Assets 2024: $35,628,1962024

Highlighted filing

2010

Assets$13,816,710
Liabilities$580
Net Assets$13,816,130

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $706,0112010Revenue 2011: $979,281Expenses 2011: $756,936Net Income 2011: $222,3452011Revenue 2012: $1,022,827Expenses 2012: $769,762Net Income 2012: $253,0652012Revenue 2013: $1,912,618Expenses 2013: $807,228Net Income 2013: $1,105,3902013Revenue 2014: $1,182,680Expenses 2014: $1,483,250Net Income 2014: -$300,5702014Revenue 2015: $1,497,218Expenses 2015: $869,907Net Income 2015: $627,3112015Revenue 2016: $490,533Expenses 2016: $917,760Net Income 2016: -$427,2272016Revenue 2017: $3,630,012Expenses 2017: $1,165,105Net Income 2017: $2,464,9072017Revenue 2018: $590,184Expenses 2018: $932,898Net Income 2018: -$342,7142018Revenue 2019: $2,715,938Expenses 2019: $993,875Net Income 2019: $1,722,0632019Revenue 2020: $1,749,826Expenses 2020: $1,081,150Net Income 2020: $668,6762020Revenue 2021: $3,123,257Expenses 2021: $1,151,443Net Income 2021: $1,971,8142021Revenue 2022: $4,191,582Expenses 2022: $1,393,937Net Income 2022: $2,797,6452022Revenue 2023: $2,772,088Expenses 2023: $1,559,445Net Income 2023: $1,212,6432023Revenue 2024: $3,442,883Expenses 2024: $1,594,249Net Income 2024: $1,848,6342024

Highlighted filing

2010

Revenue-
Expenses$706,011
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 18, 2011
Return Version
2010v3.2
Gross Receipts
$6,122,365
Mission and Program Overview

Mission

To receive and administer property acquired by gift, grant, purchase or otherwise to primarily foster and promote the interests of catholic educational organizations, primarily in the state of texas and in the southwestern united states. The goal is to make annual grants in the following amounts: sixty-six and two-thirds percent (66 2/3%) made to catholic educational organizations and thirty three and one-third percent (33 1/3%) made to support organizations for charitable purposes.

Filing and Contact Details

Filer

EIN
74-6053270
Raw XML AppendixShowing 400 of 459 raw XML fields

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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: ALL GRANT APPLICATIONS ARE INITIALLY REVIEWED AND PROCESSED BY EL PASO COMMUNITY FOUNDATION (EPCF), WHICH ADMINISTERS THE BURKITT FOUNDATION PERPETUAL FUND. THE BOARD OF DIRECTORS OF THE BURKITT FOUNDATION, AS ADVISOR TO THE FUND, THEN REVIEWS AND MAKES RECOMMENDATIONS ON ANY GRANTS SUBMITTED FOR REVIEW BY EPCF. THIS REVIEW AND RECOMMENDATION IS BASED ON EFFECTIVENESS OF AND/OR PRIOR USE OF PREVIOUS GRANTS. EPCF THEN MAKES THE FINAL DETERMINATION ON GRANTS TO BE MADE FROM THE FUND. EPCF PROVIDES NOTICE TO THE BURKITT FOUNDATION OF ALL GRANT DETERMINATIONS MADE BY EPCF RELATED TO THE FUND.
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IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10123 W MILLS STE 520
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO FOSTER AND PROMOTE THE INTERESTS OF THE CATHOLIC EDUCATIONAL ORGANIZATIONS, PRIMARILY IN THE STATE OF TEXAS AND IN THE SOUTHWESTERN UNITED STATES WITH PROJECTED ANNUAL GRANTS OF APPROXIMATELY SIXTY-SIX AND TWO-THIRDS PERCENT (66 2/3%) MADE TO CATHOLIC EDUCATIONAL ORGANIZATIONS AND APPROXIMATELY THIRTY THREE AND ONE-THIRD PERCENT (33 1/3%) MADE TO SUPPORT ORGANIZATIONS FOR CHARITABLE PURPOSES.
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IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0ADMINISTRATIVE FEE. ROGER G. ORTIZ SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE BURKITT FOUNDATION AND ALSO AS A MEMBER OF THE BOARD OF DIRECTORS FOR EL PASO COMMUNITY FOUNDATION (EPCF). THE BURKITT FOUNDATION PAID EPCF AN ADMINISTRATIVE FEE OF $20,000 DURING 2010.
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1ADMINISTRATIVE FEE. JOE ALCANTAR, JR. SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE BURKITT FOUNDATION AND ALSO AS A MEMBER OF THE BOARD OF DIRECTORS FOR EL PASO COMMUNITY FOUNDATION (EPCF). THE BURKITT FOUNDATION PAID EPCF AN ADMINISTRATIVE FEE OF $20,000 DURING 2010.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0ROGER G ORTIZ
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1JOE ALCANTAR JR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0CURRENT BOARD MEMBER OF BOTH ORGANIZATIONS
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1CURRENT BOARD MEMBER OF BOTH ORGANIZATIONS
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IRS990ScheduleO/GeneralExplanation/Explanation0THE BURKITT FOUNDATION HAS A NINE PERSON BOARD OF DIRECTORS OF WHICH FOUR OF THE NINE ARE APPOINTED BY THE BISHOP OF THE DIOCESE OF EL PASO, THE ARCHBISHOP OF THE ARCHDIOCESE OF GALVESTON-HOUSTON, THE ARCHBISHOP OF THE ARCHDIOCESE OF SAN ANTONIO, AND THE DIRECTOR OF THE TEXAS CATHOLIC CONFERENCE. AN ADDITIONAL FOUR OF THE NINE DIRECTORS ARE APPOINTED BY EL PASO COMMUNITY FOUNDATION. THE NINTH MEMBER WILL INITIALLY BE APPOINTED BY THE OFFICE OF THE ATTORNEY GENERAL IN OCTOBER OF 2009 AND WILL SERVE A 3 YEAR TERM. THEREAFTER, THE NINTH MEMBER WILL BE NOMINATED BY 2 OF THE CLERGY BOARD MEMBERS AND 2 OF THE EL PASO COMMUNITY FOUNDATION BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1PURSUANT TO THE AMENDED BYLAWS OF THE BURKITT FOUNDATION AND THE SECOND AMENDED AND RESTATED SUPPORTING ORGANIZATION AGREEMENT (SUPPORTING ORGANIZATION AGREEMENT) BETWEEN THE BURKITT FOUNDATION AND THE EL PASO COMMUNITY FOUNDATION (EPCF), CERTAIN AMENDMENTS OF AND MODIFICATIONS TO THE ORGANIZATIONAL DOCUMENTS OF THE BURKITT FOUNDATION AND THE SUPPORTING ORGANIZATION AGREEMENT MAY ONLY BE MADE WITH THE APPROVAL OF EPCF AND PROPER NOTICE TO THE CHARITABLE TRUSTS SECTION OF THE OFFICE OF THE ATTORNEY GENERAL OF THE STATE OF TEXAS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BURKITT FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 AND THE FINAL FORM 990 AND ACCEPTS THE FILING OF THE FORM 990 BY MOTION DULY ADOPTED.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BURKITT FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. OFFICERS AND DIRECTORS ARE REQUIRED TO FILE BIOGRAPHICAL INFORMATION AND SUPPLEMENTAL INFORMATION FORMS ANNUALLY. EACH OFFICER AND DIRECTOR IS REQUIRED TO DISCLOSE OTHER POSITIONS HELD AS OFFICERS, DIRECTORS, PARTNERS, MANAGERS, OR FIDUCIARIES IN OTHER BUSINESS ORGANIZATIONS, CHARITABLE ORGANIZATIONS, AND ORGANIZATIONS DOING BUSINESS WITH THE FOUNDATION. THEY ARE ALSO REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST WHICH IS THEN ADDRESSED BY THE REMAINING BOARD MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation4FORM 990, PART VI, SEC. B, LINE 15: THERE IS NO PROCESS FOR DETERMINING MANAGEMENT, DIRECTOR OR OFFICER COMPENSATION BECAUSE THERE ARE NO EMPLOYEES AND NO COMPENSATION IS PAID TO OFFICERS OR DIRECTORS OF THE BURKITT FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation5PURSUANT TO ARTICLE 1396-2.23A OF THE TEXAS NONPROFIT CORPORATION ACT, IF THE BURKITT FOUNDATION RECEIVES A REQUEST TO INSPECT OR COPY ITS FORM 990, IT WILL ALLOW THE PERSON MAKING THE REQUEST TO INSPECT AND /OR COPY THE RECORD DURING REGULAR BUSINESS HOURS AT THE LOCATION WHERE SUCH RECORDS ARE KEPT. DEPENDING ON THE NUMBER OF COPIES REQUESTED, THE BURKITT FOUNDATION MAY CHARGE A REASONABLE FEE FOR COPYING. THE BURKITT FOUNDATION DOES NOT ROUTINELY MAKE ITS NON-PUBLIC GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FOR INSPECTION. THE RESTATED ARTICLES OF INCORPORATION ARE A PUBLIC DOCUMENT AND A COPY CAN BE OBTAINED FROM THE TEXAS SECRETARY OF STATE. BURKITT'S BYLAWS, CONFLICT OF INTEREST POLICIES, AND ITS AGREEMENT WITH EL PASO COMMUNITY FOUNDATION ARE NOT PUBLIC DOCUMENTS. HOWEVER, IF A REQUEST IS RECEIVED FROM A PERSON OR ENTITY TO INSPECT OR COPY SUCH A DOCUMENT, THE REQUEST WILL BE REVIEWED BY THE BOARD OF DIRECTORS AND A DETERMINATION WILL BE MADE.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 617,897.
IRS990ScheduleO/GeneralExplanation/Explanation7THE BURKITT FOUNDATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. SCHEDULE A, PART I, LINE 11: THE TYPE III- OTHER BOX HAS BEEN CHECKED BASED ON THE DIRECTION THE BURKITT FOUNDATION BELIEVES IT HAS PREVIOUSLY RECEIVED FROM THE IRS. HOWEVER, AS PREVIOUSLY DISCLOSED IN THE BURKITT FOUNDATION 2009 990, PURSUANT TO A MEDIATED SETTLEMENT AGREEMENT, THE ORGANIZATIONAL STRUCTURE OF THE BURKITT FOUNDATION NOW REQUIRES THE BISHOP OF THE DIOCESE OF EL PASO, THE ARCHBISHOP OF THE ARCHDIOCESE OF GALVESTON-HOUSTON, THE ARCHBISHOP OF THE ARCHDIOCESE OF SAN ANTONIO AND THE DIRECTOR OF THE TEXAS CATHOLIC CONFERENCE TO EACH APPOINT 1 OF THE 9 BURKITT FOUNDATION DIRECTORS. FOUR OF THE 9 BURKITT FOUNDATION DIRECTORS ARE APPOINTED BY EL PASO COMMUNITY FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier3CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10123 W MILLS STE 520
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0EL PASO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TX
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode079901
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0741839536
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0TX
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10EL PASO COMMUNITY FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0GENERAL CHARITABLE, EDUCATIONAL AND SCIENTIFIC GRANTS
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg01
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0565574
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved120000
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved21666
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0ACTUAL GRANT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1ACTUAL PAYMENT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination2ACTUAL PAYMENT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10EL PASO COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11EL PASO COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine12EL PASO COMMUNITY FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0B
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1L
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType2O
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0TX
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10123 W MILLS STE 520
IRS990/TheBooksAreInCareOf/AddressUS/City0EL PASO
IRS990/TheBooksAreInCareOf/AddressUS/State0TX
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode079901
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CARMEN M VARGAS
IRS990/TheBooksAreInCareOf/TelephoneNumber09155334020
IRS990/TotalAssets/BOY012805380
IRS990/TotalAssetsBOY012805380
IRS990/TotalAssets/EOY013816710
IRS990/TotalAssetsEOY013816710
IRS990/TotalCompGT150K00
IRS990/TotalExpensesCurrentYear0706011
IRS990/TotalExpensesPriorYear01101862
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0132216
IRS990/TotalFunctionalExpenses/ProgramServices0573795
IRS990/TotalFunctionalExpenses/Total0706011
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01901

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.6$0.01$35.6$3.44$1.59$1.85
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.01$35.0$2.77$1.56$1.21
2022Detailed filing. Detailed filing data is available for this year.$33.9$0.01$33.9$4.19$1.39$2.80
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.01$31.6$3.12$1.15$1.97
2020Detailed filing. Detailed filing data is available for this year.$26.6$0.01$26.6$1.75$1.08$0.67
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.01$25.1$2.72$0.99$1.72
2018Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.59$0.93$0.34
2017Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$3.63$1.17$2.46
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.49$0.92$0.43
2015Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.50$0.87$0.63
2014Detailed filing. Detailed filing data is available for this year.$16.6$0.67$16.0$1.18$1.48$0.30
2013Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$1.91$0.81$1.11
2012Summary only. Only limited summary data is available for this year.$13.7$0.02$13.6$1.02$0.77$0.25
2011Summary only. Only limited summary data is available for this year.$12.9$0.00$12.9$0.98$0.76$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.00$13.8$0.71