Civic Intelligence

Byrne Foundation Inc.

990PF • Fiscal year 2018 • EIN 46-1553948

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

Organization Profile

Refreshing map…

105 Fairway Valley CourtCary, NC 27513

(919) 291-5400

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.00x

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Net Margin

93rd percentile

92%

Higher net margin than 93% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Asset Growth

84th percentile

25%

Faster asset growth than 84% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

1072%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,220,073

Up $243,176 (+25%) from 2017

Net Assets

Up

$1,220,073

Up $243,176 (+25%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin93rd percentile

Revenue

Up

$901,024

Up $824,147 (+1072%) from 2017

Expenses

Up

$67,798

Up $2,534 (+3.9%) from 2017

Net Income

Up

$833,226

Up $821,613 (+7075%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $999,045Liabilities 2015: $0Net Assets 2015: $999,0452015Assets 2017: $976,897Liabilities 2017: $0Net Assets 2017: $976,8972017Assets 2018: $1,220,073Liabilities 2018: $0Net Assets 2018: $1,220,0732018Assets 2019: $1,142,071Liabilities 2019: $0Net Assets 2019: $1,142,0712019Assets 2020: $1,276,403Liabilities 2020: $0Net Assets 2020: $1,276,4032020Assets 2021: $1,499,340Liabilities 2021: $0Net Assets 2021: $1,499,3402021Assets 2022: $1,377,404Liabilities 2022: $0Net Assets 2022: $1,377,4042022

Highlighted filing

2018

Assets$1,220,073
Liabilities$0
Net Assets$1,220,073
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $29,809Expenses 2015: $56,001Net Income 2015: -$26,1922015Revenue 2017: $76,877Expenses 2017: $65,264Net Income 2017: $11,6132017Revenue 2018: $901,024Expenses 2018: $67,798Net Income 2018: $833,2262018Revenue 2019: $26,016Expenses 2019: $104,018Net Income 2019: -$78,0022019Revenue 2020: $248,644Expenses 2020: $114,312Net Income 2020: $134,3322020Revenue 2021: $355,897Expenses 2021: $132,960Net Income 2021: $222,9372021Revenue 2022: $8,357Expenses 2022: $130,293Net Income 2022: -$121,9362022

Highlighted filing

2018

Revenue$901,024
Expenses$67,798
Net Income$833,226
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD J BYRNEPresident-$0--
SANDRA OFFNICK-BYRNEVice President-$0--
JAMES MORTENSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Byrne Foundation Inc
EIN
46-1553948
Phone
9192915400
Address
105 FAIRWAY VALLEY COURT, CARY, NC 27513

Signing Officer

Name
Richard J Byrne
Title
President
Signed
2019-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Puzo & Mortenson LLC
Address
505 Boulevard, Kenilworth, NJ 07033
Preparer
Keith P Mortenson CPA
Phone
9087093703
Raw XML Appendix320 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/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE CARYING PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CROHN'S COLITIS FOUNDATION OF AMERI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HORSE BUDDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 622
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11100 S MINT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 YMCA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34728 OLD US HIGHWAY 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027512
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327562
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt060330
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061982
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066250
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01652
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05920
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RICHARD SANDY BYRNE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0105 FAIRWAY VALLEY COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd027513
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0864000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0864000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc03 SHARES BERKSHIRE HATHAWAY CLASS A
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02018-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0590050
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE BETWEEN FMV AND COST BASIS OF CONTRIBUTED STOCKS
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0RICHARD SANDY BYRNE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0105 FAIRWAY VALLEY COURT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CARY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd027513
TaxesSchedule/TaxesDetail/Amt0298
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0298
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD J BYRNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BYRNE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BYRN
ReturnHeader/Filer/EIN0461553948
ReturnHeader/Filer/PhoneNum09192915400
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 FAIRWAY VALLEY COURT
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027513
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0800008506
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Puzo & Mortenson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kenilworth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007033
ReturnHeader/PreparerPersonGrp/PhoneNum09087093703
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH P MORTENSON CPA
ReturnHeader/ReturnTs02019-05-13T11:06:13-07:00
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
$1,220,073
Liabilities
$0
Net assets
$1,220,073
Revenue
$901,024
Expenses
$67,798
Net income
$833,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.01$0.13$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.36$0.13$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.25$0.11$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.03$0.10$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.90$0.07$0.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.08$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.03$0.06$0.03