Civic Intelligence

Assurant Foundation

990PF • Fiscal year 2020 • EIN 13-3156497

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 09, 2021

55 Broadway Suite 2901New York, NY 10006

(212) 859-7000

Siviq Scores

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

Liabilities / Assets

45th percentile

0.04x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.04x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

83rd percentile

37%

Higher net margin than 83% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

9th percentile

-8.5%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

647%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Down

$8,953,986

Down $835,134 (-8.5%) from 2019

Net Assets

$8,565,525

No earlier filing loaded for comparison.

Liabilities

Up

$388,461

Up $28,969 (+8.1%) from 2019

Revenue

Up

$8,914,758

Up $7,721,971 (+647%) from 2019

Expenses

Up

$5,584,390

Up $980,080 (+21%) from 2019

Net Income

Up

$3,330,368

Up $6,741,891 (+198%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,592,959Liabilities 2011: $02011Assets 2012: $9,603,401Liabilities 2012: $1,9442012Assets 2013: $11,027,969Liabilities 2013: $39,6002013Assets 2014: $11,809,506Liabilities 2014: $5,3382014Assets 2015: $13,476,518Liabilities 2015: $43,4382015Assets 2019: $9,789,120Liabilities 2019: $359,4922019Assets 2020: $8,953,986Liabilities 2020: $388,461Net Assets 2020: $8,565,5252020Assets 2021: $3,992,312Liabilities 2021: $1,145,632Net Assets 2021: $2,846,6802021Assets 2022: $2,356,839Liabilities 2022: $1,576,043Net Assets 2022: $780,7962022Assets 2023: $8,089,617Liabilities 2023: $2,263,897Net Assets 2023: $5,825,7202023Assets 2024: $11,606,230Liabilities 2024: $2,230,510Net Assets 2024: $9,375,7202024

Highlighted filing

2020

Assets$8,953,986
Liabilities$388,461
Net Assets$8,565,525

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $5,008,393Expenses 2011: $471,339Net Income 2011: $4,537,0542011Revenue 2012: $1,803,113Expenses 2012: $3,127,494Net Income 2012: -$1,324,3812012Revenue 2013: $4,507,440Expenses 2013: $3,196,014Net Income 2013: $1,311,4262013Revenue 2014: $3,679,647Expenses 2014: $3,318,784Net Income 2014: $360,8632014Revenue 2015: $4,053,249Expenses 2015: $2,336,399Net Income 2015: $1,716,8502015Revenue 2019: $1,192,787Expenses 2019: $4,604,310Net Income 2019: -$3,411,5232019Revenue 2020: $8,914,758Expenses 2020: $5,584,390Net Income 2020: $3,330,3682020Revenue 2021: $35,945Expenses 2021: $5,083,953Net Income 2021: -$5,048,0082021Revenue 2022: $2,887,699Expenses 2022: $4,150,971Net Income 2022: -$1,263,2722022Revenue 2023: $9,188,116Expenses 2023: $3,683,854Net Income 2023: $5,504,2622023Revenue 2024: $8,605,682Expenses 2024: $4,587,683Net Income 2024: $4,017,9992024

Highlighted filing

2020

Revenue$8,914,758
Expenses$5,584,390
Net Income$3,330,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 9, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN COLBERGTrustee-$0--
SHAWN KAHLEManager-$0--
ROBYN PRICE STONEHILLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Assurant Foundation
EIN
13-3156497
In Care Of
% ALAN COLBERG
Address
55 BROADWAY SUITE 2901, NEW YORK, NY 10006

Signing Officer

Name
Alan Colberg
Title
Trustee
Signed
2021-12-09
Raw XML AppendixShowing 400 of 11,196 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.

Path#Value
DistributionFromCorpusElection/ElectionDesc0PERSUANT TO THE IRC SEC. 4942H2 AND REG SEC 53.4942A-3D2 THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08739629
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0JP MORGAN MANAGED MONEY MARKET
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IRS990PF/FMVAssetsEOYAmt08953986
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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