Burlingham Trust Inc

Woodburn, OR
Tax-exempt since June 1991
EIN: 93-6237912

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$702k (2024)

Expenses

$318k (2024)

Total Assets

$4.65M (2024)

Total Liabilities

$19.7k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$702,284

Expenses

$318,483

Net Income

$383,801

Net Assets

$4,627,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,957	19.1%
Sales of Assets	$309,010	44.0%
Other Income	$14,697	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,000	42.4%
Compensation of Officers*	$29,700	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,646,762
Total Liabilities	$19,695
Net Assets	$4,627,067

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$11,200	$0
Phillip Iverson (President)	$8,000	$0
Scott Rorieg (Vice Preside)	$8,000	$0
Amanda Burlingham (Secretary)	$2,500	$0
Tom Dearmond (Vice Preside)	$0	$0

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990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$336,455

Expenses

$338,666

Net Income

-$2,211

Net Assets

$4,298,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,552	32.3%
Sales of Assets	-$2,902
Other Income	-$1,501

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,000	45.8%
Compensation of Officers*	$22,400	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,298,728
Total Liabilities	$0
Net Assets	$4,298,728

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$8,400	$0
Phillip Iverson (Director)	$6,000	$0
Scott Rorieg (Vice Preside)	$6,000	$0
Wallace Gutzler (Secretary)	$2,000	$0
Tom Dearmond (Vice Preside)	$0	$0

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990-PF

Filed on July 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$836,992

Expenses

$352,207

Net Income

$484,785

Net Assets

$3,872,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,038	7.4%
Sales of Assets	-$56,446
Other Income	$608,497	72.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,000	53.9%
Compensation of Officers*	$19,800	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,872,313
Total Liabilities	$0
Net Assets	$3,872,313

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$6,300	$0
Phillip Iverson (Director)	$4,500	$0
Scott Rorieg (Vice Preside)	$4,500	$0
Wallace Gutzler (Secretary)	$4,500	$0
Tom Dearmond (Vice Preside)	$0	$0

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990-PF

Filed on May 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$602,789

Expenses

$275,846

Net Income

$326,943

Net Assets

$4,161,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,466	14.7%
Sales of Assets	$307,623	51.0%
Other Income	-$7,299

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,000	52.2%
Compensation of Officers*	$22,600	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,161,222
Total Liabilities	$0
Net Assets	$4,161,222

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$9,100	$0
Wallace Gutzler (Secretary)	$6,500	$0
Scott Rorieg (Vice Preside)	$4,000	$0
Tom Dearmond (Vice Preside)	$2,500	$0
Phillip Iverson (Director)	$500	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$179,363

Expenses

$281,023

Net Income

-$101,660

Net Assets

$3,626,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,036	26.2%
Sales of Assets	$0
Other Income	-$476

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,000	56.9%
Compensation of Officers*	$20,400	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,626,657
Total Liabilities	$1
Net Assets	$3,626,656

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$8,400	$0
Tom Dearmond (Vice Preside)	$6,000	$0
Wallace Gutzler (Secretary)	$6,000	$0

990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$262,974

Expenses

$289,032

Net Income

-$26,058

Net Assets

$3,511,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,241	18.7%
Sales of Assets	$1,256	0.5%
Other Income	-$459

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,000	52.9%
Compensation of Officers*	$20,400	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,511,745
Total Liabilities	$1
Net Assets	$3,511,744

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$8,400	$0
Tom Dearmond (Vice Preside)	$6,000	$0
Wallace Gutzler (Secretary)	$6,000	$0

990-PF

Filed on May 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$541,698

Expenses

$160,169

Net Income

$381,529

Net Assets

$3,069,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,062	9.4%
Sales of Assets	$303,324	56.0%
Other Income	-$574

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	21.9%
Compensation of Officers*	$20,400	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,069,487
Total Liabilities	$0
Net Assets	$3,069,487

Compensation

Key Employees and Officers	Compensation	Other
C Ronald Peters (President)	$8,400	$0
Tom Dearmond (Vice Preside)	$6,000	$0
Wallace Gutzler (Secretary)	$6,000	$0

990-PF

Filed on Aug. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$229,793

Expenses

$173,539

Net Income

$56,254

Net Assets

$2,623,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,277	27.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,500	36.0%
Compensation of Officers*	$15,600	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,623,008
Total Liabilities	$0
Net Assets	$2,623,008

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$188,127

Expenses

$225,188

Net Income

-$37,061

Net Assets

$2,557,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,601	26.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,000	42.6%
Compensation of Officers*	$15,600	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,557,577
Total Liabilities	$0
Net Assets	$2,557,577

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$363,821

Expenses

$155,276

Net Income

$208,545

Net Assets

$2,590,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,328	7.5%
Sales of Assets	$219,054	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	35.4%
Compensation of Officers*	$15,600	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,590,440
Total Liabilities	$0
Net Assets	$2,590,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$155,764

Expenses

$17,332

Net Income

$138,432

Net Assets

$2,348,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,121	35.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,244	> 100%
Compensation of Officers*	$20,800	> 100%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,348,556
Total Liabilities	$0
Net Assets	$2,348,556

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$154,728

Expenses

$239,363

Net Income

-$84,635

Net Assets

$2,259,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,586	7.5%
Dividends	$24,448	15.8%
Sales of Assets	$7,584	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,515	60.0%
Compensation of Officers*	$10,400	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,259,936
Total Liabilities	$0
Net Assets	$2,259,936

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated January 26, 2026

Burlingham Trust Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $702k (2024)

Expenses $318k (2024)

Total Assets $4.65M (2024)

Total Liabilities $19.7k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$702k (2024)

Expenses

$318k (2024)

Total Assets

$4.65M (2024)

Total Liabilities

$19.7k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001