Civic Intelligence

Stanley E Burns Charitable Trust

990PF • Fiscal year 2025 • EIN 85-0647379

May 01, 2024 to Apr 30, 2025 • Filed on Sep 02, 2025

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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$6,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,030,505

Up $35,133 (+3.5%) from 2024

Net Assets

Up

$1,030,505

Up $35,133 (+3.5%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin88th percentile

Revenue

Up

$76,906

Up $19,424 (+34%) from 2024

Expenses

Down

$41,773

Down $9,301 (-18%) from 2024

Net Income

Up

$35,133

Up $28,725 (+448%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2025

Assets$1,030,505
Liabilities$0
Net Assets$1,030,505
Open 2025 Filing

Operations Trend

Revenue Growth78th 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

2025

Revenue$76,906
Expenses$41,773
Net Income$35,133
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 2, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Brian RichardsonTrustee-$6,000-$6,000
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
2025-09-02
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 Appendix293 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028287
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
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/QualifyingDistributionsAmt028287
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt021137
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057034
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049424
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Rockefeller Capital investment management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09259
TaxesSchedule/TaxesDetail/Amt0939
TaxesSchedule/TaxesDetail/CategoryTxt0excise tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D Brian Richardson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05404682031
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-02
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/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kim W Billingsley CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-08T08:01:46-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,030,505
Liabilities
$0
Net assets
$1,030,505
Revenue
$76,906
Expenses
$41,773
Net income
$35,133
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