Civic Intelligence

The Briar Foundation

990PF • Fiscal year 2018 • EIN 35-6829452

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 16, 2019

Organization Profile
32 Bonnie Briar LaneLarchmont, NY 10538

(914) 834-2491

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Net Margin

94th percentile

93%

Higher net margin than 94% of similar nonprofits.

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2018 filings • NTEE T • $10M-$25M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

$13,330,222

No earlier filing loaded for comparison.

Net Assets

$13,330,222

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

$8,836,927

No earlier filing loaded for comparison.

Expenses

$617,751

No earlier filing loaded for comparison.

Net Income

$8,219,176

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $13,330,222Liabilities 2018: $0Net Assets 2018: $13,330,2222018Assets 2019: $13,248,038Liabilities 2019: $750Net Assets 2019: $13,247,2882019Assets 2020: $12,429,344Liabilities 2020: $0Net Assets 2020: $12,429,3442020Assets 2021: $11,326,802Liabilities 2021: $0Net Assets 2021: $11,326,8022021Assets 2022: $11,667,649Liabilities 2022: $0Net Assets 2022: $11,667,6492022Assets 2023: $10,523,282Liabilities 2023: $0Net Assets 2023: $10,523,2822023Assets 2024: $10,297,974Liabilities 2024: $0Net Assets 2024: $10,297,9742024

Highlighted filing

2018

Assets$13,330,222
Liabilities$0
Net Assets$13,330,222
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2018: $8,836,927Expenses 2018: $617,751Net Income 2018: $8,219,1762018Revenue 2019: $1,201,632Expenses 2019: $1,284,566Net Income 2019: -$82,9342019Revenue 2020: $216,494Expenses 2020: $1,034,438Net Income 2020: -$817,9442020Revenue 2021: $92,708Expenses 2021: $1,195,250Net Income 2021: -$1,102,5422021Revenue 2022: $1,400,960Expenses 2022: $1,060,113Net Income 2022: $340,8472022Revenue 2023: -$332,898Expenses 2023: $811,469Net Income 2023: -$1,144,3672023Revenue 2024: $470,834Expenses 2024: $696,142Net Income 2024: -$225,3082024

Highlighted filing

2018

Revenue$8,836,927
Expenses$617,751
Net Income$8,219,176
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL LOOMISFoundation Mgr.-$0--
JOHN LOOMISTrustee-$0--
BARBARA LOOMIS LIPTACKTreasurer-$0--
THOMAS LIPTACKTrustee-$0--
MARK LOOMISTrustee-$0--
STEFFI LOOMISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Briar Foundation
EIN
35-6829452
Phone
9148342491
Address
32 BONNIE BRIAR LANE, LARCHMONT, NY 10538

Signing Officer

Name
Carol Loomis
Title
President
Signed
2019-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Cirillo Francis and Cirillo
Address
127 WOODSIDE AVE STE 203, BRIARCLIFF MANOR, NY 10510-1461
Preparer
Jonathan Francis CPA
Phone
9144885727
Raw XML Appendix341 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/TitleTxt1Trustee
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt032 BONNIE BRIAR LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LARCHMONT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0105381349
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROL LOOMIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148342491
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO 30 ORGANIZATIONS AND MUNICIPALITIES THAT PROVIDE COMMUNITY SERVICES AND FINANCIAL AID TO THE NEEDY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS TO 10 EDUCATIONAL INSTITUTIONS INCLUDING COLLEGES, PRIMARY EDUCATION AND BOOK STORES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0CONTRIBUTIONS TO 9 CULTURAL ORGANIZATIONS, LIBRARIES AND PUBLIC BROADCASTING STATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0CONTRIBUTIONS TO 13 ORGANIZATIONS WHICH EITHER PROVIDE MEDICAL SERVICES, CONDUCT MEDICAL RESEARCH OR FURTHER WOMEN'S CAUSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0324200
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt041128
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0123007
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0127500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER AND MATERIALS DOCUMENTING THE CHARITABLE ACTIVITIES OF THE APPLICANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROL LOOMIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09148342491
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt032 BONNIE BRIAR LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LARCHMONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010538
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CAROL LOOMIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0615835
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0varios addresses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0various cities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010538
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0615835
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0501387
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0501387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0146194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt056474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt075680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt075680
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0413538
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0116364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0146194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt056474
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0617751
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0116364
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0489218
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0372854
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS CHAR-500 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
ReasonableCauseExplanation/ExplanationTxt0THE MANAGING TRUSTEE AND HER HUSBAND, ALSO A TRUSTEE, ARE BOTH 90 YEARS OLD AND HAVE BEEN STRUGGLING WITH SEVERE HEALTH ISSUES. THE MANAGING TRUSTEE HAD PREPARED THE TAX RETURNS HERSELF FOR MANY YEARS BUT THIS YEAR GOT OVERWHELMED BY THE HEALTH ISSUES. THERE WAS NO INTENT TO DELAY PAYMENT.
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01666
TaxesSchedule/TaxesDetail/Amt01666
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01666
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01666
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LOOMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BRIAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRIA
ReturnHeader/Filer/EIN0356829452
ReturnHeader/Filer/PhoneNum09148342491
ReturnHeader/Filer/USAddress/AddressLine1Txt032 BONNIE BRIAR LANE
ReturnHeader/Filer/USAddress/CityNm0LARCHMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010538
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331022794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CIRILLO FRANCIS AND CIRILLO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0127 WOODSIDE AVE STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIARCLIFF MANOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0105101461
ReturnHeader/PreparerPersonGrp/PhoneNum09144885727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Francis CPA
ReturnHeader/ReturnTs02019-11-15T21:53:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,330,222
Liabilities
$0
Net assets
$13,330,222
Revenue
$8,836,927
Expenses
$617,751
Net income
$8,219,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.47$0.70$0.23
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.33$0.81$1.14
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.40$1.06$0.34
2021Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.09$1.20$1.10
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.22$1.03$0.82
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$1.20$1.28$0.08
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$8.84$0.62$8.22