Civic Intelligence

The Burcal Family Educational Trust

EIN 82-6531165 • Cornelius, NC

17923 Peninsula Club Dr NCornelius, NC 28031
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

6.1%

Higher net margin than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

3.6%

Faster revenue growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,002,974

Up $115,320 (+13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$1,002,974

Up $115,320 (+13%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Up

$26,779

Up $925 (+3.6%) from 2023

Expenses

Down

$25,134

Down $3,170 (-11%) from 2023

Net Income

Up

$1,645

Up $4,095 (+167%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $609,867Liabilities 2019: $02019Assets 2020: $819,312Liabilities 2020: $1Net Assets 2020: $819,3122020Assets 2021: $815,142Liabilities 2021: $1Net Assets 2021: $815,1422021Assets 2022: $791,270Liabilities 2022: $1Net Assets 2022: $791,2702022Assets 2023: $887,654Liabilities 2023: $1Net Assets 2023: $887,6542023Assets 2024: $1,002,974Liabilities 2024: $0Net Assets 2024: $1,002,9742024

Highlighted filing

2024

Assets$1,002,974
Liabilities$0
Net Assets$1,002,974
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2019: $314,100Expenses 2019: $12,138Net Income 2019: $301,9622019Revenue 2020: $202,453Expenses 2020: $0Net Income 2020: $202,4532020Revenue 2021: $12,654Expenses 2021: $3,883Net Income 2021: $8,7712021Revenue 2022: $14,035Expenses 2022: $13,198Net Income 2022: $8372022Revenue 2023: $25,854Expenses 2023: $28,304Net Income 2023: -$2,4502023Revenue 2024: $26,779Expenses 2024: $25,134Net Income 2024: $1,6452024

Highlighted filing

2024

Revenue$26,779
Expenses$25,134
Net Income$1,645
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,002,974
Liabilities
$0
Net assets
$1,002,974
Revenue
$26,779
Expenses
$25,134
Net income
$1,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.03$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.01$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.20$0.00$0.20
2019Summary only. Only limited summary data is available for this year.$0.61$0.00$0.31$0.01$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY B BURCALTrustee-$0--
ROBERT G BURCALTrustee-$0--
JOHN H BURCALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Burcal Family Educational Trust
EIN
82-6531165
In Care Of
% John H Burcal
Phone
7048924591
Address
17923 Peninsula Club Dr N, Cornelius, NC 28031

Signing Officer

Name
John H Burcal
Title
Trustee
Phone
7048924591
Signed
2025-04-27
Raw XML Appendix242 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
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ReturnHeader/Filer/BusinessNameControlTxt0BURC
ReturnHeader/Filer/EIN0826531165
ReturnHeader/Filer/InCareOfNm0% John H Burcal
ReturnHeader/Filer/PhoneNum07048924591
ReturnHeader/Filer/USAddress/AddressLine1Txt017923 Peninsula Club Dr N
ReturnHeader/Filer/USAddress/CityNm0Cornelius
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-04-27T09:57:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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