Civic Intelligence

Hans G and Thordis W Burkhardt Foundation

990PF • Fiscal year 2022 • EIN 95-4392905

May 01, 2021 to Apr 30, 2022 • Filed on Mar 13, 2023

Organization Profile
2901 W Coast Hwy 200Newport Beach, CA 92663

(714) 494-2200

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

5th percentile

-186%

Higher net margin than 5% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

6th percentile

-30%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

56th percentile

9.8%

Faster revenue growth than 56% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$806,334

Down $342,184 (-30%) from 2021

Net Assets

Down

$806,334

Down $342,184 (-30%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin5th percentile

Revenue

Up

$187,084

Up $16,710 (+9.8%) from 2021

Expenses

Down

$534,942

Down $585,329 (-52%) from 2021

Net Income

Up

-$347,858

Up $602,039 (+63%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,149,892Liabilities 2011: $02011Assets 2012: $1,017,712Liabilities 2012: $02012Assets 2013: $926,159Liabilities 2013: $02013Assets 2014: $844,762Liabilities 2014: $02014Assets 2015: $775,702Liabilities 2015: $02015Assets 2020: $2,108,915Liabilities 2020: $0Net Assets 2020: $2,108,9152020Assets 2021: $1,148,518Liabilities 2021: $0Net Assets 2021: $1,148,5182021Assets 2022: $806,334Liabilities 2022: $0Net Assets 2022: $806,3342022Assets 2023: $554,418Liabilities 2023: $0Net Assets 2023: $554,4182023Assets 2024: $889,486Liabilities 2024: $0Net Assets 2024: $889,4862024

Highlighted filing

2022

Assets$806,334
Liabilities$0
Net Assets$806,334
Open 2022 Filing

Operations Trend

Revenue Growth56th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: -$57,956Expenses 2011: $122,736Net Income 2011: -$180,6922011Revenue 2012: $7,903Expenses 2012: $140,336Net Income 2012: -$132,4332012Revenue 2013: -$4,665Expenses 2013: $90,409Net Income 2013: -$95,0742013Revenue 2014: -$8,806Expenses 2014: $72,591Net Income 2014: -$81,3972014Revenue 2015: $85,688Expenses 2015: $53,927Net Income 2015: $31,7612015Revenue 2020: $49,803Expenses 2020: $729,684Net Income 2020: -$679,8812020Revenue 2021: $170,374Expenses 2021: $1,120,271Net Income 2021: -$949,8972021Revenue 2022: $187,084Expenses 2022: $534,942Net Income 2022: -$347,8582022Revenue 2023: $77,505Expenses 2023: $335,346Net Income 2023: -$257,8412023Revenue 2024: $404,298Expenses 2024: $71,137Net Income 2024: $333,1612024

Highlighted filing

2022

Revenue$187,084
Expenses$534,942
Net Income-$347,858
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 13, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR ANDREW BERMANTrustee-$0--
CHRIS POLINGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Hans G & Thordis W Burkhardt
EIN
95-4392905
Address
2901 W COAST HWY 200, NEWPORT BEACH, CA 92663

Signing Officer

Name
Chris Poling
Title
Trustee
Phone
9499338893
Signed
2023-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Miller Giangrande Llp
Address
915 W IMPERIAL HWY STE 110, BREA, CA 92821
Preparer
Garry a Poliakon
Phone
7144942200
Raw XML Appendix271 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0514810
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0514810
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOOKKEEPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01850
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt240
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05674
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016836
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016836
TaxesSchedule/TaxesDetail/Amt01321
TaxesSchedule/TaxesDetail/Amt175
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX - PY
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL FEES - DOJ
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS POLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09499338893
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HANS G & THORDIS W BURKHARDT
ReturnHeader/Filer/BusinessNameControlTxt0HANS
ReturnHeader/Filer/EIN0954392905
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 W COAST HWY 200
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330098722
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER GIANGRANDE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0915 W IMPERIAL HWY STE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092821
ReturnHeader/PreparerPersonGrp/PhoneNum07144942200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRY A POLIAKON
ReturnHeader/ReturnTs02023-03-13T19:51:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHRIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0POLING
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,334
Liabilities
$0
Net assets
$806,334
Revenue
$187,084
Expenses
$534,942
Net income
-$347,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.40$0.07$0.33
2023Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.08$0.34$0.26
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.19$0.53$0.35
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.17$1.12$0.95
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.05$0.73$0.68
2015Summary only. Only limited summary data is available for this year.$0.78$0.00$0.09$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.01$0.07$0.08
2013Summary only. Only limited summary data is available for this year.$0.93$0.00$0.00$0.09$0.10
2012Summary only. Only limited summary data is available for this year.$1.02$0.00$0.01$0.14$0.13
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$0.06$0.12$0.18