Civic Intelligence

Burton Educational Partnership Foundation Inc.

990EZ • Fiscal year 2024 • EIN 77-0326209

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 14, 2024

Organization ProfileN/A
264 North WestwoodPorterville, CA 93257

(559) 781-8020

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

83rd percentile

31%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

47%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$287,189

Up $39,175 (+16%) from 2023

Net Assets

Up

$287,189

Up $39,175 (+16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$40,992

Up $13,145 (+47%) from 2023

Expenses

Up

$28,166

Up $19,279 (+217%) from 2023

Net Income

Down

$12,826

Down $6,134 (-32%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$400K$300K$200K$100K$0Assets 2012: $137,923Liabilities 2012: $02012Assets 2013: $185,897Liabilities 2013: $02013Assets 2014: $205,682Net Assets 2014: $205,6822014Assets 2015: $222,185Net Assets 2015: $222,1852015Assets 2016: $229,738Net Assets 2016: $229,7382016Assets 2018: $238,427Liabilities 2018: $02018Assets 2019: $232,575Liabilities 2019: $02019Assets 2020: $208,269Liabilities 2020: $02020Assets 2021: $254,693Liabilities 2021: $02021Assets 2023: $248,014Net Assets 2023: $248,0142023Assets 2024: $287,189Net Assets 2024: $287,1892024Assets 2025: $328,480Net Assets 2025: $328,4802025

Highlighted filing

2024

Assets$287,189
Liabilities-
Net Assets$287,189
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$60K$40K$20K$0-$20KRevenue 2012: $32,237Expenses 2012: $38,020Net Income 2012: -$5,7832012Revenue 2013: $30,122Expenses 2013: $13,329Net Income 2013: $16,7932013Revenue 2014: $14,649Expenses 2014: $12,551Net Income 2014: $2,0982014Revenue 2015: $17,391Expenses 2015: $888Net Income 2015: $16,5032015Revenue 2016: $20,955Expenses 2016: $13,402Net Income 2016: $7,5532016Revenue 2018: $27,956Expenses 2018: $19,267Net Income 2018: $8,6892018Revenue 2019: $25,946Expenses 2019: $31,798Net Income 2019: -$5,8522019Revenue 2020: $32Expenses 2020: $6,248Net Income 2020: -$6,2162020Revenue 2021: $3,500Expenses 2021: $5,639Net Income 2021: -$2,1392021Revenue 2023: $27,847Expenses 2023: $8,887Net Income 2023: $18,9602023Revenue 2024: $40,992Expenses 2024: $28,166Net Income 2024: $12,8262024Revenue 2025: $32,521Expenses 2025: $12,271Net Income 2025: $20,2502025

Highlighted filing

2024

Revenue$40,992
Expenses$28,166
Net Income$12,826
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$57,143
Mission and Program Overview

Mission

To promote education thru mini grants and scholarships

To promote education through mini grants and scholarships

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS-$22,500
MINI GRANTS--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER GAMBLECFO-$0--
IRENE ORTEGAPresident-$0--
SHAWN DAVILASecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Fundraiser$55,643$55,643$2,562$53,081
Total Events$55,643$55,643$16,151$39,492
Filing and Contact Details

Filer

Filer Name
Burton Educational Partnership
EIN
77-0326209
Phone
5597818020
Address
264 NORTH WESTWOOD, PORTERVILLE, CA 93257

Signing Officer

Name
Irene Ortega
Title
President
Signed
2024-11-14
Discuss with paid preparer
Yes

Preparer

Firm
M Green and Company LLP
Address
189 N Villa St, Porterville, CA 93257
Preparer
Giuseppe Scalia CPA
Phone
5597842470
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: BARTLETT PASS THROUGH | Donee's Address: VARIOUS PORTERVILLE CA 93257 | Cash Amount Given: $20000”

Other Expenses.1002

“Office Expenses $1526”

Other Expenses.1

“FUN RUN REFUND $510”

Other Expenses.2

“Department of justice $100”

Raw XML Appendix175 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/BooksInCareOfDetail/PhoneNum05597818020
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093257
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0248014
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt026349
IRS990EZ/OtherExpensesTotalAmt02136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE EDUCATION THROUGH MINI GRANTS AND SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MINI GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt016151
IRS990EZ/SpecialEventsNetIncomeLossAmt039492
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt028166
IRS990EZ/TotalProgramServiceExpensesAmt022500
IRS990EZ/TotalRevenueAmt040992
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02600
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt041323
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt096966
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt099566
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt042423
IRS990ScheduleA/Total509Grp/TotalAmt099566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057143
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042423
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099566
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016151
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07415
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt055643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt055643
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt039492
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02562
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02562
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05224
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: BARTLETT PASS THROUGH | Donee's Address: VARIOUS PORTERVILLE CA 93257 | Cash Amount Given: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FUN RUN REFUND $510
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEPARTMENT OF JUSTICE $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE ORTEGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURTON EDUCATIONAL PARTNERSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0770326209
ReturnHeader/Filer/PhoneNum05597818020
ReturnHeader/Filer/USAddress/AddressLine1Txt0264 NORTH WESTWOOD
ReturnHeader/Filer/USAddress/CityNm0PORTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093257
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941683129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0M Green and Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0189 N Villa St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Porterville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093257
ReturnHeader/PreparerPersonGrp/PhoneNum05597842470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Giuseppe Scalia CPA
ReturnHeader/ReturnTs02024-11-14T11:53:49-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$287,189
Liabilities
-
Net assets
$287,189
Revenue
$40,992
Expenses
$28,166
Net income
$12,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.33$0.12$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.87$2.87$0.41$0.28$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.48$2.48$0.28$0.09$0.19
2021Summary only. Only limited summary data is available for this year.$2.55$0.00$0.04$0.06$0.02
2020Summary only. Only limited summary data is available for this year.$2.08$0.00$0.00$0.06$0.06
2019Summary only. Only limited summary data is available for this year.$2.33$0.00$0.26$0.32$0.06
2018Summary only. Only limited summary data is available for this year.$2.38$0.00$0.28$0.19$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.30$2.30$0.21$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.22$2.22$0.17$0.01$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.15$0.13$0.02
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$0.30$0.13$0.17
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$0.32$0.38$0.06