Civic Intelligence

Joel Burchfield Memorial Fund

990PF • Fiscal year 2021 • EIN 84-2648506

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

Organization Profile
12345 Sunnyglen DriveMoorpark, CA 93021

(805) 915-9976

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

77th percentile

34%

Higher net margin than 77% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

17%

Faster asset growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

79%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$34,286

Up $4,995 (+17%) from 2020

Net Assets

Up

$34,286

Up $4,995 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin77th percentile

Revenue

Up

$14,770

Up $6,497 (+79%) from 2020

Expenses

Down

$9,775

Down $1,566 (-14%) from 2020

Net Income

Up

$4,995

Up $8,063 (+263%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$100K$50K$0Assets 2019: $32,358Liabilities 2019: $02019Assets 2020: $29,291Liabilities 2020: $0Net Assets 2020: $29,2912020Assets 2021: $34,286Liabilities 2021: $0Net Assets 2021: $34,2862021Assets 2022: $92,562Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $40,697Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $54,270Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2021

Assets$34,286
Liabilities$0
Net Assets$34,286
Open 2021 Filing

Operations Trend

Revenue Growth81st percentile

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

$100K$50K$0-$50KRevenue 2019: $10,840Expenses 2019: $8,200Net Income 2019: $2,6402019Revenue 2020: $8,273Expenses 2020: $11,341Net Income 2020: -$3,0682020Revenue 2021: $14,770Expenses 2021: $9,775Net Income 2021: $4,9952021Revenue 2022: $82,914Expenses 2022: $24,637Net Income 2022: $58,2772022Revenue 2023: $23,434Expenses 2023: $35,299Net Income 2023: -$11,8652023Revenue 2024: $29,768Expenses 2024: $44,038Net Income 2024: -$14,2702024

Highlighted filing

2021

Revenue$14,770
Expenses$9,775
Net Income$4,995
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL BURCHFIELDPresident-$0--
LAURA BURCHFIELDVice President-$0--
Filing and Contact Details

Filer

Filer Name
Joel Burchfield Memorial Fund
EIN
84-2648506
Phone
8059159976
Address
12345 SUNNYGLEN DRIVE, MOORPARK, CA 93021

Signing Officer

Name
Laura Burchfield
Title
Vice President
Phone
8059159976
Signed
2022-05-11
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1718 N MOORPARK RD, THOUSAND OAKS, CA 91360
Preparer
Roger Sterneck
Phone
8057777001
Raw XML Appendix225 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DONATIONS ARE GIVEN BY THE COMMUNITY DIRECTLY TO JBMF DURING THE TIME OF THE SPIRIT WALK AND RANDOMLY THROUGHOUT THE YEAR ALONG WITH BOOK SALES
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA BURCHFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOEL BURCHFIELD MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOEL
ReturnHeader/Filer/EIN0842648506
ReturnHeader/Filer/PhoneNum08059159976
ReturnHeader/Filer/USAddress/AddressLine1Txt012345 SUNNYGLEN DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOORPARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01718 N MOORPARK RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08057777001
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Sterneck
ReturnHeader/ReturnTs02022-05-12T00:57:36Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURCHFIELD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,286
Liabilities
$0
Net assets
$34,286
Revenue
$14,770
Expenses
$9,775
Net income
$4,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.3$0.00$0.00$29.8$44.0$14.3
2023Detailed filing. Detailed filing data is available for this year.$40.7$0.00$0.00$23.4$35.3$11.9
2022Detailed filing. Detailed filing data is available for this year.$92.6$0.00$0.00$82.9$24.6$58.3
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$14.8$9.78$5.00
2020Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$8.27$11.3$3.07
2019Summary only. Only limited summary data is available for this year.$32.4$0.00$10.8$8.20$2.64