Civic Intelligence

Burney Fund C/O Sunflower Bank Na

990PF • Fiscal year 2020 • EIN 83-6229334

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Organization Profile
7047 E Greenway Parkway 150Scottsdale, AZ 85254

(480) 333-4011

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-191%

Higher net margin than 5% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

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.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

35%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$577,547

Down $36,511 (-5.9%) from 2019

Net Assets

Down

$577,547

Down $36,511 (-5.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Up

$21,058

Up $5,477 (+35%) from 2019

Expenses

Up

$61,277

Up $2,649 (+4.5%) from 2019

Net Income

Up

-$40,219

Up $2,828 (+6.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2020

Assets$577,547
Liabilities$0
Net Assets$577,547
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

2020

Revenue$21,058
Expenses$61,277
Net Income-$40,219
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI MONTENEGROTrust Manager-$0--
Filing and Contact Details

Filer

Filer Name
Burney Fund
EIN
83-6229334
Phone
4803334011
Address
7047 E GREENWAY PARKWAY 150, SCOTTSDALE, AZ 85254

Signing Officer

Name
Lori Montenegro
Title
Trust Manager
Phone
4803334011
Signed
2021-05-04
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 Appendix321 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/PropertyDesc0FEDERAL NATL MTG ASSN STP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHARES MSCI EMERGING MARKET INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MSCI EAFE INDEX ISHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SPDR S&P 500 ETF
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0334778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0372248
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0334778
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052132
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020240
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0372248
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0352008
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0617766
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SUNFLOWER BANK ACCOUNT 1926
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0577547
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0650234
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - MUTUAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES - MUTUAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES - SUNFLOWER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT FEES - SUNFLOWER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02323
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2440
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt3221
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/Amt285
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - MUTUAL
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES - SUNFLOWER
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt285
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI MONTENEGRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04803334011
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURNEY FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATTN LORI MONTENEGRO
ReturnHeader/Filer/BusinessNameControlTxt0BURN
ReturnHeader/Filer/EIN0836229334
ReturnHeader/Filer/PhoneNum04803334011
ReturnHeader/Filer/USAddress/AddressLine1Txt07047 E GREENWAY PARKWAY 150
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085254
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/PreparationDt02021-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH T DONOVAN
ReturnHeader/ReturnTs02021-05-06T17:30:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTENEGRO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,547
Liabilities
$0
Net assets
$577,547
Revenue
$21,058
Expenses
$61,277
Net income
-$40,219
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