Civic Intelligence

The Briar Foundation

990PF • Fiscal year 2022 • EIN 35-6829452

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

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

67th percentile

0.00x

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

2022 filings • NTEE T • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

2022 filings • NTEE T • $10M-$25M nonprofits • Source year 2022

Net Margin

60th percentile

24%

Higher net margin than 60% of similar nonprofits.

2022 filings • NTEE T • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • NTEE T • $10M-$25M nonprofits • Source year 2022

Asset Growth

72nd percentile

3.0%

Faster asset growth than 72% of similar nonprofits.

2022 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

1411%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$11,667,649

Up $340,847 (+3.0%) from 2021

Net Assets

Up

$11,667,649

Up $340,847 (+3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin60th percentile

Revenue

Up

$1,400,960

Up $1,308,252 (+1411%) from 2021

Expenses

Down

$1,060,113

Down $135,137 (-11%) from 2021

Net Income

Up

$340,847

Up $1,443,389 (+131%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2022

Assets$11,667,649
Liabilities$0
Net Assets$11,667,649
Open 2022 Filing

Operations Trend

Revenue Growth96th 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

2022

Revenue$1,400,960
Expenses$1,060,113
Net Income$340,847
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL LOOMISFoundation Mgr.-$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
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Francis & Company Certified Public Accounting
Address
127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510
Preparer
Jonathan Francis CPA
Phone
9144885727
Raw XML Appendix305 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0various addresses
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0various cities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010538
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01053808
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/AppliedToCurrentYearAmt0895596
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0895596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0217863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0169467
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0116364
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt093800
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0848220
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0158212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0217863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0169467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0186314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0116364
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01053808
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0158212
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0942020
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0783808
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CAROL LOOMIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt032 BONNIE BRIAR LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LARCHMONT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010538
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01200000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NYS CHAR-500 FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
TaxesSchedule/TaxesDetail/Amt01249
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01249
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL LOOMIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Foundation Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/ZIPCd010510
ReturnHeader/PreparerPersonGrp/PhoneNum09144885727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Francis CPA
ReturnHeader/ReturnTs02023-05-15T14:09:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOOMIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$11,667,649
Liabilities
$0
Net assets
$11,667,649
Revenue
$1,400,960
Expenses
$1,060,113
Net income
$340,847
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