Civic Intelligence

Stanley E Burns Charitable Trust

990PF • Fiscal year 2021 • EIN 85-0647379

May 01, 2020 to Apr 30, 2021 • Filed on Sep 13, 2021

Organization Profile
PO Box 97Monterey, VA 24465

(540) 468-2031

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$3,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

60th percentile

11%

Faster asset growth than 60% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$998,674

Up $101,109 (+11%) from 2020

Net Assets

Up

$998,674

Up $101,109 (+11%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Down

$136,673

Down $760,892 (-85%) from 2020

Expenses

Up

$35,564

Up $35,564 from 2020

Net Income

Down

$101,109

Down $796,456 (-89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $897,565Liabilities 2020: $1Net Assets 2020: $897,5652020Assets 2021: $998,674Liabilities 2021: $1Net Assets 2021: $998,6742021Assets 2022: $978,818Liabilities 2022: $1Net Assets 2022: $978,8182022Assets 2023: $988,964Liabilities 2023: $1Net Assets 2023: $988,9642023Assets 2024: $995,372Liabilities 2024: $1Net Assets 2024: $995,3722024Assets 2025: $1,030,505Liabilities 2025: $0Net Assets 2025: $1,030,5052025

Highlighted filing

2021

Assets$998,674
Liabilities$1
Net Assets$998,674
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.0M$500K$0-$500KRevenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $897,565Expenses 2020: $0Net Income 2020: $897,5652020Revenue 2021: $136,673Expenses 2021: $35,564Net Income 2021: $101,1092021Revenue 2022: $55,034Expenses 2022: $74,890Net Income 2022: -$19,8562022Revenue 2023: $35,817Expenses 2023: $25,671Net Income 2023: $10,1462023Revenue 2024: $57,482Expenses 2024: $51,074Net Income 2024: $6,4082024Revenue 2025: $76,906Expenses 2025: $41,773Net Income 2025: $35,1332025

Highlighted filing

2021

Revenue$136,673
Expenses$35,564
Net Income$101,109
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Brian RichardsonTrustee-$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Stanley E Burns Charitable Trust
EIN
85-0647379
Phone
5404682031
Address
PO Box 97, Monterey, VA 24465

Signing Officer

Name
D Brian Richardson
Title
Trustee
Phone
5404682031
Signed
2021-09-13
Discuss with paid preparer
Yes

Preparer

Firm
Billingsley & Billingsley CPAs
Address
PO Box 523, Monterey, VA 24465
Preparer
Kim W Billingsley CPA
Phone
5404681150
Raw XML Appendix281 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Advisors investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05724
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D Brian Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05404682031
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stanley E Burns Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0850647379
ReturnHeader/Filer/PhoneNum05404682031
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 97
ReturnHeader/Filer/USAddress/CityNm0Monterey
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024465
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Billingsley & Billingsley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 523
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024465
ReturnHeader/PreparerPersonGrp/PhoneNum05404681150
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-09-13T08:51:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Richardson
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$998,674
Liabilities
$1
Net assets
$998,674
Revenue
$136,673
Expenses
$35,564
Net income
$101,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.04$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.06$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.04$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.04$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.90$0.00$0.90
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00