Civic Intelligence

The Burnham Foundation

990PF • Fiscal year 2015 • EIN 95-3565278

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 09, 2016

110 West A Street No 1000San Diego, CA 92101

(858) 334-4040

Siviq Scores

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

Liabilities / Assets

89th percentile

0.71x

Higher debt load relative to assets than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

11.35x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

100th percentile

456%

Higher net margin than 100% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$1,138

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

19th percentile

-5.8%

Faster asset growth than 19% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,373,514

Down $267,799 (-5.8%) from 2014

Net Assets

Up

$1,265,022

Up $1,183,389 (+1450%) from 2014

Liabilities

Down

$3,108,492

Down $1,451,188 (-32%) from 2014

Revenue

Down

$273,924

Down $528,333 (-66%) from 2014

Expenses

Down

-$975,359

Down $1,440,969 (-309%) from 2014

Net Income

Up

$1,249,283

Up $912,636 (+271%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,807,744Liabilities 2011: $3,412,9562011Assets 2012: $5,386,896Liabilities 2012: $5,767,3512012Assets 2013: $5,257,058Liabilities 2013: $5,902,3522013Assets 2014: $4,641,313Liabilities 2014: $4,559,680Net Assets 2014: $81,6332014Assets 2015: $4,373,514Liabilities 2015: $3,108,492Net Assets 2015: $1,265,0222015Assets 2016: $4,008,532Liabilities 2016: $3,143,492Net Assets 2016: $865,0402016Assets 2017: $4,092,059Liabilities 2017: $3,452,309Net Assets 2017: $639,7502017Assets 2018: $4,364,399Liabilities 2018: $3,840,348Net Assets 2018: $524,0512018Assets 2019: $4,658,394Liabilities 2019: $1,105,827Net Assets 2019: $3,552,5672019Assets 2020: $5,852,296Liabilities 2020: $3,625,295Net Assets 2020: $2,227,0012020Assets 2021: $7,464,126Liabilities 2021: $4,375,859Net Assets 2021: $3,088,2672021Assets 2022: $4,558,057Liabilities 2022: $4,140,082Net Assets 2022: $417,9752022Assets 2023: $6,831,632Liabilities 2023: $4,830,626Net Assets 2023: $2,001,0062023Assets 2024: $6,040,051Liabilities 2024: $3,061,044Net Assets 2024: $2,979,0072024

Highlighted filing

2015

Assets$4,373,514
Liabilities$3,108,492
Net Assets$1,265,022

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,684,691Expenses 2011: $896,676Net Income 2011: $788,0152011Revenue 2012: $750,737Expenses 2012: $3,606,480Net Income 2012: -$2,855,7432012Revenue 2013: $701,819Expenses 2013: $1,209,513Net Income 2013: -$507,6942013Revenue 2014: $802,257Expenses 2014: $465,610Net Income 2014: $336,6472014Revenue 2015: $273,924Expenses 2015: -$975,359Net Income 2015: $1,249,2832015Revenue 2016: $325,927Expenses 2016: $537,273Net Income 2016: -$211,3462016Revenue 2017: $531,452Expenses 2017: $1,018,497Net Income 2017: -$487,0452017Revenue 2018: $1,516,198Expenses 2018: $1,072,991Net Income 2018: $443,2072018Revenue 2019: $826,895Expenses 2019: -$1,497,272Net Income 2019: $2,324,1672019Revenue 2020: $116,972Expenses 2020: $3,152,986Net Income 2020: -$3,036,0142020Revenue 2021: $185,108Expenses 2021: $756,147Net Income 2021: -$571,0392021Revenue 2022: $1,119,484Expenses 2022: $851,680Net Income 2022: $267,8042022Revenue 2023: $94,481Expenses 2023: $745,975Net Income 2023: -$651,4942023Revenue 2024: $3,326,315Expenses 2024: $1,289,529Net Income 2024: $2,036,7862024

Highlighted filing

2015

Revenue$273,924
Expenses-$975,359
Net Income$1,249,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE MORRICEDirector-$0$1,138$1,138
MALIN BURNHAMPresident & Director-$0--
ROBERTA BURNHAMVice President & Director-$0--
KIT SPARKSTreasurer-$0--
GEORGE DELAFIELD ESQDirector-$0--
ROBERT LAUERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUC SAN DIEGO FOUNDATIONBUSINESS SCHOOL ENDOWMENTPCLA JOLLA, CA, US$250,000
Paid GrantCAMPANILE FOUNDATIONSUE RUSSELL SCHOLARSHIP FUNDPCSAN DIEGO, CA, US$50,000
Paid GrantSAN DIEGO REGIONAL ECONOMIC DEVELOPMENT CORPORATIONPROMOTE BUSINESS IN SAN DIEGOPCSAN DIEGO, CA, US$50,000
Paid GrantREALITY CHANGERSUNDERPRIVILEGED SECONDARY SCHOOLINGPCSAN DIEGO, CA, US$25,000
Paid GrantSAN DIEGO RESCUE MISSIONHOMELESS ASSISTANCEPCSAN DIEGO, CA, US$25,000
Paid GrantKYOTO SYMPOSIUM ORGANIZATIONSPONSOR KYOTO AWARDSPCLA JOLLA, CA, US$15,000
Paid GrantCLASSROOM OF THE FUTUREIMPROVEMENTS IN EDUCATIONPCSAN DIEGO, CA, US$10,000
Paid GrantMONARCH SCHOOLCHILDREN'S CHAMPION PROGRAMPCSAN DIEGO, CA, US$10,000
Paid GrantUNIVERSITY OF SAN DIEGOBURNHAM MOORES CENTER FOR REAL ESTATEPCSAN DIEGO, CA, US$8,000
Paid GrantYMCA OF SAN DIEGO COUNTYSUPPORT COUNTY PROGRAMSPCSAN DIEGO, CA, US$8,000
Paid GrantSAN DIEGO HALL OF CHAMPIONSPRESERVE THE HISTORY OF SPORTS IN SAN DIEGOPCSAN DIEGO, CA, US$6,500
Paid GrantNEW FRIENDS NEW LIFEPROVIDE SUPPORT TO EXPLOITED WOMENPCDALLAS, TX, US$5,000
Paid GrantPENINSULA FAMILY YMCABUILD OUT OF NEW FACILITYPCSAN DIEGO, CA, US$5,000
Paid GrantPLANO SYMPHONY ORCHESTRASUPPORT ORCHESTRA MUSIC IN PLANOPCPLANO, TX, US$5,000
Paid GrantST VINCENT CATHOLIC CHURCHSUBSIDIZE CATHOLIC ELEMENTARY SCHOOL EDUCATIONPCSAN DIEGO, CA, US$5,000
Paid GrantST VINCENT DE PAUL CENTERELEMENTARY SCHOOL EDUCATIONPCSAN DIEGO, CA, US$5,000
Paid GrantTHE WEDNESDAY CLUBARTS & LITERACY AWARENESSPCSAN DIEGO, CA, US$5,000
Paid GrantCALIFORNIA STATE UNIVERSITY SAN MARCOSSCHOLARSHIP AWARDSPCSAN MARCOS, CA, US$4,000
Paid GrantSAN DIEGO GRANTMAKERSPHILANTHROPY EDUCATION AND NETWORKINGPCSAN DIEGO, CA, US$3,000
Paid GrantST THERESE OF CARMELFUND CONSTRUCTION AT OUR LADY OF GUADALUPEPCSAN DIEGO, CA, US$3,000
Paid GrantWARRIOR FOUNDATION FREEDOM STATIONSUPPORT WOUNDED WARRIORSPCSAN DIEGO, CA, US$3,000
Paid GrantELDER HELP OF SAN DIEGOASSISTANCE OF ELDERLYPCSAN DIEGO, CA, US$2,500
Paid GrantHABITAT FOR HUMANITYFUND HABITAT HOUSESPCSAN DIEGO, CA, US$2,500
Paid GrantIIAN-LAEL FOUNDATIONSUPPORT FOR ENDOWMENT FUNDPCJULIAN, CA, US$2,500
Paid GrantINSTALLATION GALLERYBINATIONAL COLLABORATIVE ARTS PARTNERSHIPPCSAN DIEGO, CA, US$2,500
Paid GrantINTERNATIONAL COMMUNITY FOUNDATIONSUPPORT MUSIC ENRICHMENT PROGRAM.PCNATIONAL CITY, CA, US$2,500
Paid GrantMEALS ON WHEELSFEED ELDERLY SHUT-INSPCSAN DIEGO, CA, US$2,500
Paid GrantOLIVEWOOD GARDENSCONNECT STUDENTS AND FAMILIES WITH DIVERSITYPCNATIONAL CITY, CA, US$2,500
Paid GrantSAN DIEGO CENTER FOR CHILDRENEDUCATION AND THERAPY FOR INDIGENT CHILDRENPCSAN DIEGO, CA, US$2,500
Paid GrantSCORE SAN DIEGOCOUNSELING AND WORKSHOPS FOR BUSINESSPCSAN DIEGO, CA, US$2,500
Paid GrantTIMKEN MUSEUM OF ARTPRESERVE ART FOR THE EDUCATION OF LOCAL CHILDRENPCSAN DIEGO, CA, US$2,500
Paid GrantZOOLOGICAL SOCIETY OF SAN DIEGOPRESIDENTS PARTNERSPCSAN DIEGO, CA, US$2,500
Paid GrantJUNIOR ACHIEVEMENTPREPARE YOUNG PEOPLE TO SUCCEED IN BUSINESSPCSAN DIEGO, CA, US$2,000
Paid GrantGROSSMONT HOSPITAL FOUNDATIONSHARP HOSPICE PROGRAMPCLA MESA, CA, US$1,500
Paid GrantLA JOLLA UNITED METHODIST CHURCHSUPPORT CHURCH ACTIVITIESPCLA JOLLA, CA, US$1,500
Paid GrantRADY CHILDREN'S HOSPITALMEDICAL SERVICES FOR CHILDRENPCSAN DIEGO, CA, US$1,500
Paid GrantSAN DIEGO AIR AND SPACE MUSEUMPROMOTE AIR AND SPACE PROGRAMSPCSAN DIEGO, CA, US$1,500
Paid GrantUSO SAN DIEGOASSIST SERVICE MEN AND WOMENPCSAN DIEGO, CA, US$1,500
Paid GrantUSS MIDWAY MUSEUMPRESERVATION OF NAVAL AVIATION HISTORYPCSAN DIEGO, CA, US$1,500
Paid GrantUNITED CEREBRAL PALSY (MATCHING)PROMOTE INDEPENDENCE OF THOSE AFFLICTED WITH CPPCSAN DIEGO, CA, US$1,165
Paid GrantAMERICAN CANCER SOCIETYCANCER RESEARCHPCSAN DIEGO, CA, US$1,000
Paid GrantARCS FOUNDATIONSCHOLARSHIPS FOR COLLEGE STUDENTSPCEL CAJON, CA, US$1,000
Paid GrantCHILDREN'S TUMOR FOUNDATIONRESEARCH FOR CURE TO NEUROFIBROMATOSISPCLOS ANGELES, CA, US$1,000
Paid GrantCVMS PTSAFUND STEAM CLASSROOM EDUCATIONPCSAN DIEGO, CA, US$1,000
Paid GrantLAS PATRONASSUPPORT RADY CHILDREN'S HOSPITALPCLA JOLLA, CA, US$1,000
Paid GrantUNITED CEREBRAL PALSYPROMOTE INDEPENDENCE OF THOSE AFFLICTED WITH CPPCSAN DIEGO, CA, US$1,000
Paid GrantCHALLENGED ATHLETES FOUNDATION (MATCHING)SUPPORT PHYSICALLY CHALLENGED ATHLETESPCSAN DIEGO, CA, US$570
Paid GrantCHALLENGED ATHLETES FOUNDATIONSUPPORT PHYSICALLY CHALLENGED ATHLETESPCSAN DIEGO, CA, US$500
Paid GrantDEL MAR SCHOOLS EDUCATION FOUNDATION (MATCHING)ELEMENTARY SCHOOL EDUCATIONPCSAN DIEGO, CA, US$500
Paid GrantPOWAY HIGH SCHOOLSPONSOR RUGBY TEAMPCPOWAY, CA, US$500
Filing and Contact Details

Filer

Filer Name
The Burnham Foundation
EIN
95-3565278
Phone
8583344040
Address
110 WEST A STREET NO 1000, SAN DIEGO, CA 92101

Signing Officer

Name
Kit Sparks
Title
Treasurer
Phone
8583344040
Signed
2016-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Lauer Georgatos & Covel Apc
Address
525 B STREET SUITE 1470, SAN DIEGO, CA 92101
Preparer
James R Devine CPA
Phone
6196968091
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3699486
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3724560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3734328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3741965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3756230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3761435
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3781855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3792996
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3812756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3833741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3844293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt385323
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3883618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3894144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3902206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3925305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3933813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3942330

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.04$3.06$2.98$3.33$1.29$2.04
2023Detailed filing. Detailed filing data is available for this year.$6.83$4.83$2.00$0.09$0.75$0.65
2022Detailed filing. Detailed filing data is available for this year.$4.56$4.14$0.42$1.12$0.85$0.27
2021Detailed filing. Detailed filing data is available for this year.$7.46$4.38$3.09$0.19$0.76$0.57
2020Detailed filing. Detailed filing data is available for this year.$5.85$3.63$2.23$0.12$3.15$3.04
2019Detailed filing. Detailed filing data is available for this year.$4.66$1.11$3.55$0.83$1.50$2.32
2018Detailed filing. Detailed filing data is available for this year.$4.36$3.84$0.52$1.52$1.07$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.09$3.45$0.64$0.53$1.02$0.49
2016Detailed filing. Detailed filing data is available for this year.$4.01$3.14$0.87$0.33$0.54$0.21
2015Detailed filing. Detailed filing data is available for this year.$4.37$3.11$1.27$0.27$0.98$1.25
2014Detailed filing. Detailed filing data is available for this year.$4.64$4.56$0.08$0.80$0.47$0.34
2013Summary only. Only limited summary data is available for this year.$5.26$5.90$0.70$1.21$0.51
2012Summary only. Only limited summary data is available for this year.$5.39$5.77$0.75$3.61$2.86
2011Summary only. Only limited summary data is available for this year.$5.81$3.41$1.68$0.90$0.79