Whitman Family Bal Harbour Foundation Inc

990PF • Fiscal year 2019 • EIN 06-1659888

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 23, 2020

Organization Profile

420 Lincoln Road No 320Miami Beach, FL 33139

(305) 403-9200

Siviq Scores

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

0.00x

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

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

0.00x

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

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

-96%

Higher net margin than 6% of similar nonprofits.

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

Higher top officer pay than 55% of similar nonprofits.

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

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

-4.0%

Faster asset growth than 25% of similar nonprofits.

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

-33%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets38th percentile

Assets

Down

$648,936

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

Net Assets

Down

$648,936

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

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue38th percentile Net Margin6th percentile

Revenue

Down

$28,801

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

Expenses

$56,457

Up $985 (+1.8%) from 2018

Net Income

Down

-$27,656

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

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

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 across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$28,801

Expenses$56,457

Net Income-$27,656

Open 2019 Filing

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 Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RANDALL WHITMAN	Treasurer	-	$0	-	-
MATTHEW W LAZENBY	Vice President	-	$0	-	-
SEAN CLANCY	President	-	$0	-	-
GWEN LAZENBY	Director	-	$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

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RANDALL WHITMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MATTHEW W LAZENBY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	3	DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	420 LINCOLN ROAD 320
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	MIAMI BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	33139
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	RANDALL A WHITMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3054039200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	50000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	LEARNING COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	MIAMI COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3) NONPROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	601 NE 107TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	33161
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	50000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	34571
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	15429
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	36339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	50000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1768
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	15429
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	2287
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	1144
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	FOREIGN TAX PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3548
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	232
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	390
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	OTHER INCOME - TRUIST BANK
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	OTHER INCOME - NORTHERN TRUST BANK
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	357
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	357
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	2
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	752
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	BOOK TAX DIFFERENCE
ReturnHeader/BuildTS	0	2021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RANDALL WHITMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3054039200
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WHITMAN FAMILY BAL HARBOUR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	INC
ReturnHeader/Filer/BusinessNameControlTxt	0	WHIT
ReturnHeader/Filer/EIN	0	061659888
ReturnHeader/Filer/PhoneNum	0	3054039200
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	420 LINCOLN ROAD NO 320
ReturnHeader/Filer/USAddress/CityNm	0	MIAMI BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33139
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	74D41B2301F7E55FED138FD743A0142EC9C007F0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	64.238.150.4
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-04-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	15:23:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	131639826
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	EISNERAMPER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1001 BRICKELL BAY DRIVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	331314938
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3053716200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SEYMOUR A FELDSTEIN
ReturnHeader/ReturnTs	0	2020-04-24T12:32:43-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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 Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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