Civic Intelligence

Burton Family Foundation Inc

EIN 84-3643883 • Norton, MA

42 South Worcester StreetNorton, MA 02766
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

<$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2020

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

64th percentile

4.2%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-92%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$276,483

Up $11,068 (+4.2%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Net Assets

$276,483

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin88th percentile

Revenue

Down

$23,683

Down $256,117 (-92%) from 2019

Expenses

Down

$12,615

Down $1,770 (-12%) from 2019

Net Income

Down

$11,068

Down $254,347 (-96%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2019: $265,415Liabilities 2019: $02019Assets 2020: $276,483Liabilities 2020: $1Net Assets 2020: $276,4832020

Highlighted filing

2020

Assets$276,483
Liabilities$1
Net Assets$276,483
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$300K$200K$100K$0Revenue 2019: $279,800Expenses 2019: $14,385Net Income 2019: $265,4152019Revenue 2020: $23,683Expenses 2020: $12,615Net Income 2020: $11,0682020

Highlighted filing

2020

Revenue$23,683
Expenses$12,615
Net Income$11,068
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$276,483
Liabilities
$1
Net assets
$276,483
Revenue
$23,683
Expenses
$12,615
Net income
$11,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.24$0.13$0.11
2019Summary only. Only limited summary data is available for this year.$2.65$0.00$2.80$0.14$2.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 19, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY BURTONPresident-$0--
JEFFREY BURTONTreasurer-$0--
JEFFREY BURTONClerk-$0--
JEFFREY BURTONDirector-$0--
SUSAN BURTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Burton Family Foundation Inc
EIN
84-3643883
Phone
6032531253
Address
42 SOUTH WORCESTER STREET, NORTON, MA 02766

Signing Officer

Name
Jeffrey Burton
Title
President
Phone
6032531253
Signed
2022-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Aafcpas Inc
Address
50 WASHINGTON STREET, WESTBOROUGH, MA 01581
Preparer
John T Finning CPA
Phone
5083669100
Raw XML Appendix329 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/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06032531253
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JEFFREY BURTON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0444
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02835
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02835
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0568
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST PAID
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0468
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0468
ReasonableCauseExplanation/ExplanationTxt0THE TAXPAYER IS IN RECEIPT OF LETTER NUMBER 2697C IN REGARDS TO THE TAX PERIOD ENDED DECEMBER 31, 2020, IN WHICH THEIR FORM 990PF WAS NOT ACCEPTED BY THE INTERNAL REVENUE SERVICE, AS IT WAS NOT ELECTRONICALLY FILED. IN THE FOLLOWING PARAGRAPH THE TAXPAYER WILL DEMONSTRATE ITS' CASE FOR AN ABATEMENT OF THE PENALTIES STATEMENTS OF FACTS AND CIRCUMSTANCES LEADING TO NONCOMPLIANCE THE TAXPAYER HAD THEIR FORM 990PF COMPLETED BY A DIFFERENT ACCOUNTANT. THE ACCOUNTANT WAS EITHER UNAWARE OF THE TAXPAYER FIRST ACT REQUIRING FORM 990PFS TO NOW BE EFILED OR SIMPLY MADE A CLERICAL ERROR AND HAD IT PAPER FILED. ONCE THE TAXPAYER BECAME AWARE OF THE ISSUE, THEY RETAINED THIS FIRM TO HAVE THEIR FORM 990PF FOR THE TAX PERIOD ENDED DECEMBER 31, 2020 ELECTRONICALLY FILED. DEMONSTRATING REASONABLE CAUSE THE TAXPAYER TAKES ITS' FILING OBLIGATIONS SERIOUSLY AND HAS ALWAYS FILED ALL TAX FILINGS ON TIME, INCLUDING THE RETURN ENDING DECEMBER 31, 2020.IRS REGULATION 301.6724-1(A) STATES THAT THE PENALTY FOR A FAILURE RELATING TO A REPORTING REQUIREMENT IS WAIVED IF THE FAILURE IS DUE TO REASONABLE CAUSE. REASONABLE CAUSE MAY BE DEMONSTRATED IF THE FILER ESTABLISHES THAT THERE ARE SIGNIFICANT MITIGATING FACTORS WITH RESPECT TO THE FAILURE AND THAT THE FILER ACTED IN A RESPONSIBLE MANNER BY EXERCISING REASONABLE CARE, WHICH IS THAT STANDARD OF CARE THAT A REASONABLY PRUDENT PERSON WOULD USE, AND THAT THE FILER UNDERTOOK SIGNIFICANT STEPS TO AVOID OR MITIGATE THE FAILURE. AS PROVIDED UNDER TREASURY REGULATION SECTION 301.6724-1(A), SIGNIFICANT MITIGATING FACTORS INCLUDE ALL PRIOR FILINGS BEING FILED TIMELY AND NO PREVIOUSLY ASSESSED PENALTIES AGAINST THE TAXPAYER FOR NON-COMPLIANCE ISSUES RELATED TO REQUIRED INFORMATIONAL FORM 990 FILING REQUIREMENTS. REQUEST FOR ABATEMENTNO PENALTY HAS BEEN ASSESSED IN THE ABOVE NOTICE. ADDITIONALLY THE TAXPAYER, HAVING FILED THEIR FORM 990PF TIMELY, DID NOT REALIZE THAT THERE WAS AN ISSUE UNTIL AFTER THE APRIL 15 DEADLINE. THE ABSENCE OF "WILLFUL NEGLECT" HAS BEEN DEEMED BY THE IRS TO BE ONE FACTOR THAT MAY INDICATE THE EXISTENCE OF REASONABLE CAUSE. THE TAXPAYER HAS NOT SHOWN WILLFUL NEGLECT WITH RESPECT TO ITS FILING OBLIGATIONS AND BELIEVES THEY HAVE DEMONSTRATED THIS WITH THE STATEMENTS AND EVIDENCE IN THIS REQUEST.THE TAXPAYER BELIEVES THAT IT FALLS WITHIN THE REASONABLE CAUSE ABATEMENT PROVISIONS OF THE CODE BY HAVING ESTABLISHED SIGNIFICANT MITIGATING FACTORS WITH RESPECT TO THE FAILURE, AND BY ESTABLISHING THAT THEY ACTED RESPONSIBLY TO CORRECT THE FAILURE, ONCE DISCOVERED. THE TAXPAYER HAS ALWAYS HAD EVERY INTENTION OF BEING IN COMPLIANCE WITH ALL OF ITS FILING REQUIREMENTS.THE TAXPAYER RESPECTFULLY REQUESTS THAT SHOULD THE IRS ISSUE PENALTIES IN THE FUTURE THAT THEY ABATE ALL PENALTIES ASSESSED FOR THE LATE FILING OF FORM 990PF FOR THE YEAR ENDED DECEMBER 31, 2020 AND APPRECIATES YOUR CONSIDERATIONS OF OUR REQUEST.UNDER PENALTIES OF PERJURY, THE TAXPAYER HEREBY DECLARES THAT THE STATEMENTS CONTAINED HEREIN, TO THE BEST OF OUR KNOWLEDGE AND BELIEF, ARE TRUE, CORRECT, AND COMPLETE.
TaxesSchedule/TaxesDetail/Amt06091
TaxesSchedule/TaxesDetail/Amt133
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06091
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt133
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06032531253
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BURTON FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BURT
ReturnHeader/Filer/EIN0843643883
ReturnHeader/Filer/PhoneNum06032531253
ReturnHeader/Filer/USAddress/AddressLine1Txt042 SOUTH WORCESTER STREET
ReturnHeader/Filer/USAddress/CityNm0NORTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002766
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042571780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AAFCPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 WASHINGTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTBOROUGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001581
ReturnHeader/PreparerPersonGrp/PhoneNum05083669100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T FINNING CPA
ReturnHeader/ReturnTs02022-05-19T11:37:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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