Civic Intelligence

Tara Foundation Inc

EIN 54-1596203 • Middleburg, VA

PO Box 1850Middleburg, VA 20118
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

1st percentile

-82112%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $74,030 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $74,030 (-100%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$33

Down $1,118,507 (-100%) from 2021

Expenses

Down

$27,130

Down $502,527 (-95%) from 2021

Net Income

Down

-$27,097

Down $615,980 (-105%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,354,516Liabilities 2011: $0Net Assets 2011: $2,354,5162011Assets 2012: $2,204,065Liabilities 2012: $0Net Assets 2012: $2,204,0652012Assets 2013: $2,102,401Liabilities 2013: $1Net Assets 2013: $2,102,4012013Assets 2014: $2,141,202Liabilities 2014: $1Net Assets 2014: $2,141,2022014Assets 2015: $2,065,620Liabilities 2015: $1Net Assets 2015: $2,065,6202015Assets 2016: $1,966,651Liabilities 2016: $0Net Assets 2016: $1,966,6512016Assets 2017: $1,873,576Liabilities 2017: $0Net Assets 2017: $1,873,5762017Assets 2018: $1,833,638Liabilities 2018: $0Net Assets 2018: $1,833,6382018Assets 2019: $1,781,073Liabilities 2019: $1Net Assets 2019: $1,781,0732019Assets 2020: $1,651,868Liabilities 2020: $1Net Assets 2020: $1,651,8682020Assets 2021: $74,030Liabilities 2021: $0Net Assets 2021: $74,0302021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $235,5032011Expenses 2012: $251,8742012Revenue 2013: $173,282Expenses 2013: $274,946Net Income 2013: -$101,6642013Revenue 2014: $346,890Expenses 2014: $303,089Net Income 2014: $43,8012014Revenue 2015: $269,389Expenses 2015: $344,971Net Income 2015: -$75,5822015Revenue 2016: $284,112Expenses 2016: $383,081Net Income 2016: -$98,9692016Revenue 2017: $307,671Expenses 2017: $400,746Net Income 2017: -$93,0752017Revenue 2018: $368,225Expenses 2018: $371,678Net Income 2018: -$3,4532018Revenue 2019: $329,860Expenses 2019: $382,425Net Income 2019: -$52,5652019Revenue 2020: $331,854Expenses 2020: $461,059Net Income 2020: -$129,2052020Revenue 2021: $1,118,540Expenses 2021: $529,657Net Income 2021: $588,8832021Revenue 2022: $33Expenses 2022: $27,130Net Income 2022: -$27,0972022

Highlighted filing

2022

Revenue$33
Expenses$27,130
Net Income-$27,097
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$33
Expenses
$27,130
Net income
-$27,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.12$0.53$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.33$0.46$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.33$0.38$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.37$0.37$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.31$0.40$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.28$0.38$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.27$0.34$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.35$0.30$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.17$0.27$0.10
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.25
2011Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Magalen C WebertTreasurer-$0--
W Carey CranePresident-$0--
Kristiane W GrahamDirector-$0--
John C O BryantVice President-$0--
Philip LawrenceSecretary-$0--
Michael R CraneDirector-$0--
Filing and Contact Details

Filer

Filer Name
Tara Foundation Inc
EIN
54-1596203
Phone
5406878884
Address
PO Box 1850, Middleburg, VA 20118

Signing Officer

Name
W Carey Crane
Title
President
Signed
2023-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Birkhill Associates LLC
Address
PO BOX 1850, MIDDLEBURG, VA 20118
Preparer
Robert N Wiles
Phone
5406878884
Raw XML Appendix294 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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LiquidationExplanationStmt/ExplanationTxt0On October 8, 2021, the board of directors of Tara Foundation Inc. adopted and approved a resolution that authorized the transfer of all assets to eligible not for profit entities and the authorization to liquidate and dissolve the corporation. All assets, after the payment of liabilities, have been transferred in 5 equal shares to MRC Full Circle Foundation, Alexander Brady Foundation, Rising Phoenix Foundation, Island Sunrise Foundation, and The Graham Family Foundation. A copy of the resolution was attached to the 2021 Form 990-PF and is attached to this return also.On December 1, 2021, the Tara Foundation and the 5 family foundations mentioned above adopted an assignment and transfer agreement. A copy of the agreement was attached to the 2021 return and is attached to this return also.Each of the 5 transferees is a tax exempt private foundation which is effectively controlled, directly or indirectly, within the meaning of Treasury Regulations 1.507-3(A)(9)(i), by the same person or persons who effectively control the Tara Foundation. The names and addresses of the transferees are as follows:Graham Family FoundationPO Box 1788Middleburg, VA 20118-1788MRC Full Circle Foundationc/o Inverness, 845 3rd Ave Fl 8New York, NY 10022Alexander Brady Foundationc/o Inverness, 845 3rd Ave Fl 8New York, NY 10022Rising Phoenix Foundationc/o Inverness, 845 3rd Ave Fl 8New York, NY 10022Island Sunrise Foundationc/o Inverness, 845 3rd Ave Fl 8New York, NY 10022Most of the assets were distributed to the transferee foundations in December, 2021, as disclosed on the 2021 form 990-PF. In December of 2022, each of the transferee foundations received $9,386.60 which was the final liquidating distribution.At the end of 2021, Tara Foundation had undistributed income of $549,046 which was assumed by the transferee foundations as part of the plan of liquidation. At the end of 2022, excess distributions of $3,586 will carryover to the transferee foundations; $717 to each.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046933
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cash Distributed to Transferee Foundations
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0226
TaxesSchedule/TaxesDetail/Amt016075
TaxesSchedule/TaxesDetail/CategoryTxt0Net Excise Taxes Paid
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/PersonNm0W Carey Crane
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tara Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0TARA
ReturnHeader/Filer/EIN0541596203
ReturnHeader/Filer/PhoneNum05406878884
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1850
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIRKHILL ASSOCIATES LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLEBURG
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020118
ReturnHeader/PreparerPersonGrp/PhoneNum05406878884
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert N Wiles
ReturnHeader/ReturnTs02023-04-05T08:41:58-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0W Carey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Crane
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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