Civic Intelligence

Stanley E Burns Charitable Trust

990PF • Fiscal year 2023 • EIN 85-0647379

May 01, 2022 to Apr 30, 2023 • Filed on Aug 22, 2023

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

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$3,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-35%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$988,964

Up $10,146 (+1.0%) from 2022

Net Assets

Up

$988,964

Up $10,146 (+1.0%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin80th percentile

Revenue

Down

$35,817

Down $19,217 (-35%) from 2022

Expenses

Down

$25,671

Down $49,219 (-66%) from 2022

Net Income

Up

$10,146

Up $30,002 (+151%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$988,964
Liabilities$1
Net Assets$988,964
Open 2023 Filing

Operations Trend

Revenue Growth12th 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

2023

Revenue$35,817
Expenses$25,671
Net Income$10,146
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Aug 22, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th 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
2023-08-22
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 Appendix292 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D Brian Richardson
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039240
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09532
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04433
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Advisors investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04433
TaxesSchedule/TaxesDetail/Amt0643
TaxesSchedule/TaxesDetail/Amt155
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1foreign tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D Brian Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05404682031
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-22
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010561495
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/PreparationDt02023-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-08-22T10:11:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0D Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Richardson
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$988,964
Liabilities
$1
Net assets
$988,964
Revenue
$35,817
Expenses
$25,671
Net income
$10,146
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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