Civic Intelligence

The Briar Foundation

990PF • Fiscal year 2019 • EIN 35-6829452

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 11, 2020

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

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Net Margin

38th percentile

-6.9%

Higher net margin than 38% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

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.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Asset Growth

31st percentile

-0.6%

Faster asset growth than 31% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$13,248,038

Down $82,184 (-0.6%) from 2018

Net Assets

Down

$13,247,288

Down $82,934 (-0.6%) from 2018

Liabilities

Up

$750

Up $750 from 2018

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin38th percentile

Revenue

Down

$1,201,632

Down $7,635,295 (-86%) from 2018

Expenses

Up

$1,284,566

Up $666,815 (+108%) from 2018

Net Income

Down

-$82,934

Down $8,302,110 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

2019

Assets$13,248,038
Liabilities$750
Net Assets$13,247,288
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

2019

Revenue$1,201,632
Expenses$1,284,566
Net Income-$82,934
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 11, 2020
Return Version
2019v5.0
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
Foundation Manager
Signed
2020-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Francis & Company Certified Public Accounting
Address
127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510-1461
Preparer
Jonathan Francis CPA
Phone
9144885727
Raw XML Appendix335 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/PersonNm0CAROL LOOMIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN LOOMIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BARBARA LOOMIS LIPTACK
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/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 34 ORGANIZATIONS AND MUNICIPALITIES THAT PROVIDE COMMUNITY SERVICES AND FINANCIAL AID TO THE NEEDY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS TO 18 EDUCATIONAL INSTITUTIONS INCLUDING COLLEGES, PRIMARY EDUCATION AND BOOK STORES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0CONTRIBUTIONS TO 12 CULTURAL ORGANIZATIONS, LIBRARIES AND PUBLIC BROADCASTING STATIONS AND INTERNATIONAL CHARITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0CONTRIBUTIONS TO 24 ORGANIZATIONS WHICH EITHER PROVIDE MEDICAL SERVICES, CONDUCT MEDICAL RESEARCH OR FURTHER WOMEN'S CAUSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0434700
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt0176478
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt0114500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0306500
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/Amt01032178
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/TotalGrantOrContriPdDurYrAmt01032178
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/AppliedToCurrentYearAmt0846614
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0846614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0116364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0706
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0146194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0543378
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0186314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116364
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0146194
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01032928
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0186314
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0599852
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0413538
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS CHAR-500 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0750
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt264411
TaxesSchedule/TaxesDetail/Amt0176700
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LOOMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-11
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/PreparerFirmEIN0842975384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Francis & Company Certified Public Accounting
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/ReturnTs02020-06-11T14:40:09-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,248,038
Liabilities
$750
Net assets
$13,247,288
Revenue
$1,201,632
Expenses
$1,284,566
Net income
-$82,934
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