Civic Intelligence

Burney Fund C/O Sunflower Bank Na

990PF • Fiscal year 2019 • EIN 83-6229334

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 26, 2020

Organization Profile
15950 W Dodge Rd Attn L PaladinoOmaha, NE 68118

(402) 522-5546

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-276%

Higher net margin than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

$614,058

No earlier filing loaded for comparison.

Net Assets

$614,058

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin2nd percentile

Revenue

$15,581

No earlier filing loaded for comparison.

Expenses

$58,628

No earlier filing loaded for comparison.

Net Income

-$43,047

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$800K$600K$400K$200K$0Assets 2019: $614,058Liabilities 2019: $0Net Assets 2019: $614,0582019Assets 2020: $577,547Liabilities 2020: $0Net Assets 2020: $577,5472020Assets 2021: $637,592Liabilities 2021: $0Net Assets 2021: $637,5922021Assets 2022: $579,924Liabilities 2022: $0Net Assets 2022: $579,9242022Assets 2023: $527,019Liabilities 2023: $0Net Assets 2023: $527,0192023Assets 2024: $486,511Liabilities 2024: $0Net Assets 2024: $486,5112024

Highlighted filing

2019

Assets$614,058
Liabilities$0
Net Assets$614,058
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KRevenue 2019: $15,581Expenses 2019: $58,628Net Income 2019: -$43,0472019Revenue 2020: $21,058Expenses 2020: $61,277Net Income 2020: -$40,2192020Revenue 2021: $121,536Expenses 2021: $62,806Net Income 2021: $58,7302021Revenue 2022: $7,829Expenses 2022: $65,497Net Income 2022: -$57,6682022Revenue 2023: -$790Expenses 2023: $52,115Net Income 2023: -$52,9052023Revenue 2024: $12,423Expenses 2024: $52,931Net Income 2024: -$40,5082024

Highlighted filing

2019

Revenue$15,581
Expenses$58,628
Net Income-$43,047
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUKE PALADINOVice President & Trust Manager-$0--
Filing and Contact Details

Filer

Filer Name
Burney Fund
EIN
83-6229334
Phone
4025225546
Address
15950 W DODGE RD ATTN L PALADINO, OMAHA, NE 68118

Signing Officer

Name
Janet Melchior-kopp
Title
Vice President & Trust Manager
Phone
4023514380
Signed
2020-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Lutz and Company Pc
Address
13616 CALIFORNIA ST STE 300, OMAHA, NE 68154-5336
Preparer
Joseph T Donovan
Phone
4024968800
Raw XML Appendix319 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CANADA IMPT BK COM MTN
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FEDERAL FARM CREDIT BANKS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LUKE PALADINO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT & TRUST MANAGER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASSURE WOMEN'S CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06510 SORENSEN PARKWAY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030770
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030770
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0334778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0352008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0334778
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt048000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017230
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0352008
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0334778
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0800
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0657105
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL OF OMAHA ACCOUNT 1926
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0614058
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0651656
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02171
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16198
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02171
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16198
TaxesSchedule/TaxesDetail/Amt0213
TaxesSchedule/TaxesDetail/Amt146
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0213
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANET MELCHIOR-KOPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT & TRUST MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04023514380
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNEY FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MUTUAL OF OMAHA BANK TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0836229334
ReturnHeader/Filer/PhoneNum04025225546
ReturnHeader/Filer/USAddress/AddressLine1Txt015950 W DODGE RD ATTN L PALADINO
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470625816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013616 CALIFORNIA ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681545336
ReturnHeader/PreparerPersonGrp/PhoneNum04024968800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T DONOVAN
ReturnHeader/ReturnTs02020-03-28T17:39:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$614,058
Liabilities
$0
Net assets
$614,058
Revenue
$15,581
Expenses
$58,628
Net income
-$43,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.12$0.53$0.41
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.01$0.52$0.53
2022Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.08$0.65$0.58
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.22$0.63$0.59
2020Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.21$0.61$0.40
2019Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.16$0.59$0.43