Civic Intelligence

Balyasny Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-5857460

Jan 01, 2017 to Dec 31, 2017 • Filed on May 30, 2018

Organization Profile
181 W Madison St Suite No 3600Chicago, IL 60602

(212) 808-2300

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.6%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,053,609

Up $19,231 (+0.6%) from 2016

Net Assets

Up

$3,053,609

Up $19,231 (+0.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin14th percentile

Revenue

Down

$372,447

Down $327,732 (-47%) from 2016

Expenses

Up

$472,000

Up $372,000 (+372%) from 2016

Net Income

Down

-$99,553

Down $699,732 (-117%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $804,525Liabilities 2011: $02011Assets 2012: $302,877Liabilities 2012: $0Net Assets 2012: $302,8772012Assets 2013: $1,213,896Liabilities 2013: $0Net Assets 2013: $1,213,8962013Assets 2014: $1,570,524Liabilities 2014: $0Net Assets 2014: $1,570,5242014Assets 2015: $2,407,589Liabilities 2015: $0Net Assets 2015: $2,407,5892015Assets 2016: $3,034,378Liabilities 2016: $0Net Assets 2016: $3,034,3782016Assets 2017: $3,053,609Liabilities 2017: $0Net Assets 2017: $3,053,6092017Assets 2018: $2,574,152Liabilities 2018: $0Net Assets 2018: $2,574,1522018Assets 2019: $2,931,220Liabilities 2019: $0Net Assets 2019: $2,931,2202019Assets 2020: $9,150,604Liabilities 2020: $0Net Assets 2020: $9,150,6042020Assets 2021: $9,857,612Liabilities 2021: $0Net Assets 2021: $9,857,6122021Assets 2022: $11,209,913Liabilities 2022: $0Net Assets 2022: $11,209,9132022Assets 2023: $11,336,030Liabilities 2023: $0Net Assets 2023: $11,336,0302023Assets 2024: $15,223,673Liabilities 2024: $0Net Assets 2024: $15,223,6732024

Highlighted filing

2017

Assets$3,053,609
Liabilities$0
Net Assets$3,053,609
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $494,704Expenses 2011: $743,654Net Income 2011: -$248,9502011Expenses 2012: $520,0732012Revenue 2013: $1,006,296Expenses 2013: $97,783Net Income 2013: $908,5132013Revenue 2014: $1,068,189Expenses 2014: $770,250Net Income 2014: $297,9392014Revenue 2015: $1,085,589Expenses 2015: $297,000Net Income 2015: $788,5892015Revenue 2016: $700,179Expenses 2016: $100,000Net Income 2016: $600,1792016Revenue 2017: $372,447Expenses 2017: $472,000Net Income 2017: -$99,5532017Revenue 2018: $91,309Expenses 2018: $281,400Net Income 2018: -$190,0912018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $5,000,000Expenses 2020: $0Net Income 2020: $5,000,0002020Revenue 2021: $611,384Expenses 2021: $619,384Net Income 2021: -$8,0002021Revenue 2022: $1,676,878Expenses 2022: $903,594Net Income 2022: $773,2842022Revenue 2023: $1,000,000Expenses 2023: $1,313,027Net Income 2023: -$313,0272023Revenue 2024: $4,667,896Expenses 2024: $2,500,000Net Income 2024: $2,167,8962024

Highlighted filing

2017

Revenue$372,447
Expenses$472,000
Net Income-$99,553
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SCHROEDERPresident-$0--
TAYLOR O'MALLEYTreasurer-$0--
DMITRY BALYASNYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Balyasny Foundation Inc
EIN
20-5857460
Phone
2128082300
Address
181 W MADISON ST SUITE NO 3600, CHICAGO, IL 60602

Signing Officer

Name
Scott Schroeder
Title
President
Phone
2128082300
Signed
2018-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Cornick Garber & Sandler Llp
Address
825 THIRD AVENUE, NEW YORK, NY 10022
Preparer
Michele Rosenberg
Phone
2125573900
Raw XML Appendix342 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DMITRY BALYASNY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2272000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ENLIST, DEVELOP, AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO IDENTIFY, TRAIN AND SUPPORT OUR NATION'S MOST EFFECTIVE TEACHERS TO LEAD UNDERPERFORMING HIGH SCHOOL STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FOSTER AWARENESS, UNDERSTANDING AND ACCEPTANCE OF AYN RAND'S PHILOSOPHY AND OBJECTIVISM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TEACH FOR AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ONE GOAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2AYN RAND INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0519 EIGHTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1215 W SUPERIOR STREET SUITE 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22121 ALTON PARKWAY SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IRVINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0472000
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/AppliedToCurrentYearAmt0138064
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0138064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0220167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0729460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt080164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0501017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0501017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01363727
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0333936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0220167
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0729460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt080164
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0472000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0333936
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01864744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01530808
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DMITRY BALYASNY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0132 E DELAWARE PL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHICAGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060611
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt050030
OtherIncreasesSchedule/OtherIncreasesDetail/Amt168754
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION ON INVESTMENT IN ATLAS FUNDAMENTAL TRADING FUND LTD
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED APPRECIATION ON INVESTMENT IN ATLAS ENHANCED FUND LTD
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0DMITRY BALYASNY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0132 E DELAWARE PL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHIGAGO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060611
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SCHROEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02128082300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALYASNY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BALY
ReturnHeader/Filer/EIN0205857460
ReturnHeader/Filer/PhoneNum02128082300
ReturnHeader/Filer/USAddress/AddressLine1Txt0181 W MADISON ST SUITE NO 3600
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060602
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C87F35BDAE3493517F96103A22AB19606A7D5EF1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.237.133.114
ReturnHeader/FilingSecurityInformation/IPDt02018-05-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:51:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132620561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CORNICK GARBER & SANDLER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0825 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02125573900
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE ROSENBERG
ReturnHeader/ReturnTs02018-11-08T16:08:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,053,609
Liabilities
$0
Net assets
$3,053,609
Revenue
$372,447
Expenses
$472,000
Net income
-$99,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$4.67$2.50$2.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.00$1.31$0.31
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$9.86$0.00$9.86$0.61$0.62$0.01
2020Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$5.00$0.00$5.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.09$0.28$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.37$0.47$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.70$0.10$0.60
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$1.09$0.30$0.79
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.07$0.77$0.30
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$1.01$0.10$0.91
2012Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.52
2011Summary only. Only limited summary data is available for this year.$0.80$0.00$0.49$0.74$0.25