Civic Intelligence

Ikar Foundation

990PF • Fiscal year 2021 • EIN 47-6687262

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
11 Burning Tree RoadGreat Barrington, MA 01230

(617) 966-1984

Siviq Scores

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

Liabilities / Assets

91st percentile

0.57x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

4.11x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

87th percentile

49%

Faster asset growth than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$664,857

Up $220,078 (+49%) from 2020

Net Assets

Up

$284,875

Up $75,626 (+36%) from 2020

Liabilities

Up

$379,982

Up $144,452 (+61%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin95th percentile

Revenue

Down

$92,450

Down $45,193 (-33%) from 2020

Expenses

Down

$16,824

Down $19,414 (-54%) from 2020

Net Income

Down

$75,626

Down $25,779 (-25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$800K$600K$400K$200K$0Assets 2014: $82,302Liabilities 2014: $02014Assets 2015: $443,298Liabilities 2015: $51,392Net Assets 2015: $391,9062015Assets 2016: $555,496Liabilities 2016: $214,731Net Assets 2016: $340,7652016Assets 2019: $197,674Liabilities 2019: $89,8302019Assets 2020: $444,779Liabilities 2020: $235,530Net Assets 2020: $209,2492020Assets 2021: $664,857Liabilities 2021: $379,982Net Assets 2021: $284,8752021Assets 2022: $365,322Liabilities 2022: $170,940Net Assets 2022: $194,3822022Assets 2023: $127,300Liabilities 2023: $0Net Assets 2023: $127,3002023

Highlighted filing

2021

Assets$664,857
Liabilities$379,982
Net Assets$284,875
Open 2021 Filing

Operations Trend

Revenue Growth11th percentile

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

$400K$200K$0-$200KRevenue 2014: $82,302Expenses 2014: $0Net Income 2014: $82,3022014Revenue 2015: $324,623Expenses 2015: $15,019Net Income 2015: $309,6042015Revenue 2016: -$34,544Expenses 2016: $16,597Net Income 2016: -$51,1412016Revenue 2019: -$14,432Expenses 2019: $9,499Net Income 2019: -$23,9312019Revenue 2020: $137,643Expenses 2020: $36,238Net Income 2020: $101,4052020Revenue 2021: $92,450Expenses 2021: $16,824Net Income 2021: $75,6262021Revenue 2022: -$52,111Expenses 2022: $38,382Net Income 2022: -$90,4932022Revenue 2023: $4,949Expenses 2023: $72,031Net Income 2023: -$67,0822023

Highlighted filing

2021

Revenue$92,450
Expenses$16,824
Net Income$75,626
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLIOT SCHILDKROUTTrustee-$0--
TERRY ROSENBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Ikar Foundation
EIN
47-6687262
Phone
6179661984
Address
11 BURNING TREE ROAD, GREAT BARRINGTON, MA 01230

Signing Officer

Name
Elliot Schildkrout
Title
Trustee
Phone
6179661984
Signed
2022-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Medaglia & Murphy Inc
Address
23 EAST PEARL STREET, NASHUA, NH 03060
Preparer
Thomas a Medaglia Jr
Phone
6038894411
Raw XML Appendix323 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/RecipientBusinessName/BusinessNameLine1Txt0FIDELITY CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0288
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058429
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt09951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0288
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09951
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058429
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048478
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0235530
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0379982
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt02901
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02901
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLIOT SCHILDKROUT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06179661984
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IKAR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IKAR
ReturnHeader/Filer/EIN0476687262
ReturnHeader/Filer/PhoneNum06179661984
ReturnHeader/Filer/USAddress/AddressLine1Txt011 BURNING TREE ROAD
ReturnHeader/Filer/USAddress/CityNm0GREAT BARRINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020458972
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEDAGLIA & MURPHY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 EAST PEARL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003060
ReturnHeader/PreparerPersonGrp/PhoneNum06038894411
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A MEDAGLIA JR
ReturnHeader/ReturnTs02022-04-21T12:13:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLIOT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHILDKROUT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$664,857
Liabilities
$379,982
Net assets
$284,875
Revenue
$92,450
Expenses
$16,824
Net income
$75,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.72$0.67
2022Detailed filing. Detailed filing data is available for this year.$3.65$1.71$1.94$0.52$0.38$0.90
2021Detailed filing. Detailed filing data is available for this year.$6.65$3.80$2.85$0.92$0.17$0.76
2020Detailed filing. Detailed filing data is available for this year.$4.45$2.36$2.09$1.38$0.36$1.01
2019Summary only. Only limited summary data is available for this year.$1.98$0.90$0.14$0.09$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.55$2.15$3.41$0.35$0.17$0.51
2015Detailed filing. Detailed filing data is available for this year.$4.43$0.51$3.92$3.25$0.15$3.10
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.00$0.82