Civic Intelligence

The Hal and Diane Brierley Foundation

990PF • Fiscal year 2022 • EIN 75-6563187

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

3889 Maple Avenue Suite Ste 510Dallas, TX 75219

(214) 347-8921

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

3rd percentile

-339%

Higher net margin than 3% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1372%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$5,372,261

Down $142,584 (-2.6%) from 2021

Net Assets

Down

$5,372,261

Down $142,584 (-2.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$42,056

Up $39,198 (+1372%) from 2021

Expenses

Down

$184,640

Down $150,170 (-45%) from 2021

Net Income

Up

-$142,584

Up $189,368 (+57%) from 2021

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $204,375Liabilities 2011: $02011Assets 2012: $196,080Liabilities 2012: $02012Assets 2013: $1,556,576Liabilities 2013: $02013Assets 2014: $1,038,076Liabilities 2014: $02014Assets 2015: $19,752,968Liabilities 2015: $0Net Assets 2015: $19,752,9682015Assets 2016: $16,529,964Liabilities 2016: $0Net Assets 2016: $16,529,9642016Assets 2017: $14,620,338Liabilities 2017: $0Net Assets 2017: $14,620,3382017Assets 2018: $11,715,754Liabilities 2018: $0Net Assets 2018: $11,715,7542018Assets 2019: $7,170,678Liabilities 2019: $0Net Assets 2019: $7,170,6782019Assets 2020: $5,847,797Liabilities 2020: $0Net Assets 2020: $5,847,7972020Assets 2021: $5,514,845Liabilities 2021: $0Net Assets 2021: $5,514,8452021Assets 2022: $5,372,261Liabilities 2022: $0Net Assets 2022: $5,372,2612022Assets 2023: $5,353,562Liabilities 2023: $0Net Assets 2023: $5,353,5622023Assets 2024: $5,216,149Liabilities 2024: $0Net Assets 2024: $5,216,1492024

Highlighted filing

2022

Assets$5,372,261
Liabilities$0
Net Assets$5,372,261

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $725Expenses 2011: $148,100Net Income 2011: -$147,3752011Revenue 2012: $83,240Expenses 2012: $91,535Net Income 2012: -$8,2952012Revenue 2013: $1,443,541Expenses 2013: $83,045Net Income 2013: $1,360,4962013Revenue 2014: $1,340Expenses 2014: $491,006Net Income 2014: -$489,6662014Revenue 2015: $20,251,296Expenses 2015: $1,536,404Net Income 2015: $18,714,8922015Revenue 2016: $42,880Expenses 2016: $3,155,338Net Income 2016: -$3,112,4582016Revenue 2017: $20,242Expenses 2017: $1,927,114Net Income 2017: -$1,906,8722017Revenue 2018: -$74,238Expenses 2018: $3,109,693Net Income 2018: -$3,183,9312018Revenue 2019: -$15,499Expenses 2019: $3,923,473Net Income 2019: -$3,938,9722019Revenue 2020: $28,043Expenses 2020: $1,941,044Net Income 2020: -$1,913,0012020Revenue 2021: $2,858Expenses 2021: $334,810Net Income 2021: -$331,9522021Revenue 2022: $42,056Expenses 2022: $184,640Net Income 2022: -$142,5842022Revenue 2023: $208,915Expenses 2023: $227,614Net Income 2023: -$18,6992023Revenue 2024: $260,027Expenses 2024: $397,440Net Income 2024: -$137,4132024

Highlighted filing

2022

Revenue$42,056
Expenses$184,640
Net Income-$142,584
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAROLD M BRIERLEYDirector-$0--
DIANE M WALDEN BRIERLEYDirector-$0--
CHARLES CHEATHAMDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDian Fossey Gorilla Fund InternationalCharitablePCAtlanta, GA, US$50,000
Paid GrantShakespear DallasCHARITABLEPCDallas, TX, US$25,000
Paid GrantDallas OperaCHARITABLE-Dallas, TX, US$25,000
Paid GrantOrchestra of New SpainCHARITABLE-Dallas, TX, US$20,000
Paid GrantSecond Thought TheaterCharitablePCDallas, TX, US$15,000
Paid GrantPerot Museum of Nature and ScienceCHARITABLE-Dallas, TX, US$15,000
Paid GrantJunior PlayersCHARITABLEPCDallas, TX, US$12,000
Paid GrantTexas WindsCHARITABLEPCDallas, TX, US$10,000
Paid GrantTitasCHARITABLE-Dallas, TX, US$5,000
Paid GrantGreater Dallas Youth Orchestra (GDYO)CHARITABLE-Dallas, TX, US$3,000
Paid GrantAware Affair 2022CHARITABLE-Dallas, TX, US$1,000
Filing and Contact Details

Filer

Filer Name
Hal & Diane Brierley Foundation
EIN
75-6563187
In Care Of
% M HEARON
Phone
2143478921
Address
3889 Maple Avenue Suite Ste 510, DALLAS, TX 75219

Signing Officer

Name
Hal Brierley
Title
Director
Phone
2143478921
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
600 NORTH PEARL ST SUITE 1700, DALLAS, TX 75201
Preparer
Laurie B Elmore CPA
Phone
2149697007
Raw XML Appendix325 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/BusinessNameLine1Txt2Texas Winds
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 Cherokee Ave SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13400 Blackburn St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26211 W Northwest Hwy Suite c250-b
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31250 Majesty Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412225 Greenville Ace 1020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511615 Forest Central Dr305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63630 Harry Hines Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt725 Highland Park Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8700 N Pearl St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92403 Flora Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102201 N Field St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0Suite 100-485
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1Suite 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd275255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd375247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd475243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd575243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd875201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd975201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1075201
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0181000
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/AppliedToCurrentYearAmt0181000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0266937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt085937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt052218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01612401
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03393445
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02455322
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01169623
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt085937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01083686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07513386
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt052218
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01612401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03393445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02455322
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0181000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08597072
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08683009
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Hal Brierley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02143478921
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hal & Diane Brierley Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HAL&
ReturnHeader/Filer/EIN0756563187
ReturnHeader/Filer/InCareOfNm0% M HEARON
ReturnHeader/Filer/PhoneNum02143478921
ReturnHeader/Filer/USAddress/AddressLine1Txt03889 Maple Avenue Suite Ste 510
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 NORTH PEARL ST SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum02149697007
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie B Elmore CPA
ReturnHeader/ReturnTs02025-05-08T16:10:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.26$0.40$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.21$0.23$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.04$0.18$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.00$0.33$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.03$1.94$1.91
2019Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.02$3.92$3.94
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$0.07$3.11$3.18
2017Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.02$1.93$1.91
2016Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.04$3.16$3.11
2015Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$20.3$1.54$18.7
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.00$0.49$0.49
2013Summary only. Only limited summary data is available for this year.$1.56$0.00$1.44$0.08$1.36
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.08$0.09$0.01
2011Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.15$0.15