Civic Intelligence

Whitman Family Bal Harbour Foundation

EIN 06-1659888 • Miami Beach, FL

420 Lincoln Road No 320Miami Beach, FL 33139
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2019

Net Margin

6th percentile

-96%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2019

Asset Growth

28th percentile

-4.0%

Faster asset growth than 28% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$648,936

Down $26,904 (-4.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$648,936

Down $26,904 (-4.0%) from 2018

Operations
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Down

$28,801

Down $14,053 (-33%) from 2018

Expenses

Up

$56,457

Up $985 (+1.8%) from 2018

Net Income

Down

-$27,656

Down $15,038 (-119%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$1.0M$500K$0Assets 2011: $907,535Liabilities 2011: $0Net Assets 2011: $907,5352011Assets 2012: $816,364Liabilities 2012: $0Net Assets 2012: $816,3642012Assets 2013: $777,633Liabilities 2013: $0Net Assets 2013: $777,6332013Assets 2014: $754,973Liabilities 2014: $0Net Assets 2014: $754,9732014Assets 2015: $768,195Liabilities 2015: $16,416Net Assets 2015: $751,7792015Assets 2016: $699,725Liabilities 2016: $0Net Assets 2016: $699,7252016Assets 2017: $688,135Liabilities 2017: $0Net Assets 2017: $688,1352017Assets 2018: $675,840Liabilities 2018: $0Net Assets 2018: $675,8402018Assets 2019: $648,936Liabilities 2019: $0Net Assets 2019: $648,9362019

Highlighted filing

2019

Assets$648,936
Liabilities$0
Net Assets$648,936
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $6,6272011Expenses 2012: $107,7842012Revenue 2013: $11,290Expenses 2013: $52,801Net Income 2013: -$41,5112013Revenue 2014: $23,505Expenses 2014: $45,368Net Income 2014: -$21,8632014Revenue 2015: $47,268Expenses 2015: $51,420Net Income 2015: -$4,1522015Revenue 2016: -$1,488Expenses 2016: $49,685Net Income 2016: -$51,1732016Revenue 2017: $43,960Expenses 2017: $55,738Net Income 2017: -$11,7782017Revenue 2018: $42,854Expenses 2018: $55,472Net Income 2018: -$12,6182018Revenue 2019: $28,801Expenses 2019: $56,457Net Income 2019: -$27,6562019

Highlighted filing

2019

Revenue$28,801
Expenses$56,457
Net Income-$27,656
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$648,936
Liabilities
$0
Net assets
$648,936
Revenue
$28,801
Expenses
$56,457
Net income
-$27,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.29$0.56$0.28
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.43$0.55$0.13
2017Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.44$0.56$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.01$0.50$0.51
2015Detailed filing. Detailed filing data is available for this year.$7.68$0.16$7.52$0.47$0.51$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.55$0.00$7.55$0.24$0.45$0.22
2013Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.11$0.53$0.42
2012Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$1.08
2011Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 23, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL WHITMANTreasurer-$0--
MATTHEW W LAZENBYVice President-$0--
SEAN CLANCYPresident-$0--
GWEN LAZENBYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Whitman Family Bal Harbour Foundation
EIN
06-1659888
Phone
3054039200
Address
420 LINCOLN ROAD NO 320, MIAMI BEACH, FL 33139

Signing Officer

Name
Randall Whitman
Title
Treasurer
Phone
3054039200
Signed
2020-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Eisneramper Llp
Address
1001 BRICKELL BAY DRIVE SUITE 1400, MIAMI, FL 33131-4938
Preparer
Seymour a Feldstein
Phone
3053716200
Raw XML Appendix350 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0420 LINCOLN ROAD 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033139
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RANDALL A WHITMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03054039200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LEARNING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIAMI COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 NE 107TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033161
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
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/AppliedToCurrentYearAmt034571
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015429
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01768
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015429
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02287
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01144
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03548
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1232
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2390
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME - TRUIST BANK
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME - NORTHERN TRUST BANK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0357
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt12
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0357
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0752
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TAX DIFFERENCE
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL WHITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03054039200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHITMAN FAMILY BAL HARBOUR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0061659888
ReturnHeader/Filer/PhoneNum03054039200
ReturnHeader/Filer/USAddress/AddressLine1Txt0420 LINCOLN ROAD NO 320
ReturnHeader/Filer/USAddress/CityNm0MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033139
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId074D41B2301F7E55FED138FD743A0142EC9C007F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.238.150.4
ReturnHeader/FilingSecurityInformation/IPDt02020-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:23:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0131639826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 BRICKELL BAY DRIVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331314938
ReturnHeader/PreparerPersonGrp/PhoneNum03053716200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEYMOUR A FELDSTEIN
ReturnHeader/ReturnTs02020-04-24T12:32:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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