Civic Intelligence

The Aaron I Fleischman and Lin Lougheed Foundation Inc

990PF • Fiscal year 2020 • EIN 30-0265819

Jun 01, 2019 to May 31, 2020 • Filed on Aug 20, 2020

Organization Profile
3310 Mary Street No 501Miami, FL 33133

(305) 858-5600

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-486%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,211,299

Down $202,825 (-14%) from 2019

Net Assets

Down

$1,211,299

Down $202,825 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Up

$41,741

Up $169,230 (+133%) from 2019

Expenses

Down

$244,566

Down $42,927 (-15%) from 2019

Net Income

Up

-$202,825

Up $212,157 (+51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,271,529Liabilities 2011: $0Net Assets 2011: $3,271,5292011Assets 2012: $2,888,607Liabilities 2012: $0Net Assets 2012: $2,888,6072012Assets 2013: $2,790,104Liabilities 2013: $0Net Assets 2013: $2,790,1042013Assets 2014: $2,746,953Liabilities 2014: $0Net Assets 2014: $2,746,9532014Assets 2016: $2,562,115Liabilities 2016: $0Net Assets 2016: $2,562,1152016Assets 2017: $2,482,071Liabilities 2017: $0Net Assets 2017: $2,482,0712017Assets 2018: $1,829,106Liabilities 2018: $0Net Assets 2018: $1,829,1062018Assets 2019: $1,414,124Liabilities 2019: $0Net Assets 2019: $1,414,1242019Assets 2020: $1,211,299Liabilities 2020: $0Net Assets 2020: $1,211,2992020Assets 2021: $1,225,979Liabilities 2021: $0Net Assets 2021: $1,225,9792021Assets 2022: $1,050,139Liabilities 2022: $0Net Assets 2022: $1,050,1392022Assets 2023: $1,023,391Liabilities 2023: $0Net Assets 2023: $1,023,3912023Assets 2024: $1,000,892Liabilities 2024: $0Net Assets 2024: $1,000,8922024Assets 2025: $1,040,872Liabilities 2025: $0Net Assets 2025: $1,040,8722025

Highlighted filing

2020

Assets$1,211,299
Liabilities$0
Net Assets$1,211,299
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $380,5002011Expenses 2012: $517,9092012Expenses 2013: $162,2792013Revenue 2014: $125,694Expenses 2014: $168,845Net Income 2014: -$43,1512014Revenue 2016: $47,709Expenses 2016: $65,183Net Income 2016: -$17,4742016Revenue 2017: $19,716Expenses 2017: $99,760Net Income 2017: -$80,0442017Revenue 2018: -$33,730Expenses 2018: $619,235Net Income 2018: -$652,9652018Revenue 2019: -$127,489Expenses 2019: $287,493Net Income 2019: -$414,9822019Revenue 2020: $41,741Expenses 2020: $244,566Net Income 2020: -$202,8252020Revenue 2021: $16,714Expenses 2021: $2,034Net Income 2021: $14,6802021Revenue 2022: $86,550Expenses 2022: $262,390Net Income 2022: -$175,8402022Revenue 2023: $136,569Expenses 2023: $163,317Net Income 2023: -$26,7482023Revenue 2024: $55,651Expenses 2024: $78,150Net Income 2024: -$22,4992024Revenue 2025: $57,804Expenses 2025: $17,824Net Income 2025: $39,9802025

Highlighted filing

2020

Revenue$41,741
Expenses$244,566
Net Income-$202,825
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Aug 20, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AARON I FLEISCHMANDirector-$0--
LINFORD L LOUGHEEDDirector-$0--
ROBERT A STONEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Aaron I Fleischman and Lin Lougheed
EIN
30-0265819
Phone
3058585600
Address
3310 MARY STREET NO 501, MIAMI, FL 33133

Signing Officer

Name
Aaron Fleischman
Title
President
Phone
3058585600
Signed
2020-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
3310 MARY STREET SUITE 501, MIAMI, FL 33133
Preparer
Robert a Stone CPA
Phone
3058585600
Raw XML Appendix352 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/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KAUFMAN ROSSIN CO PA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02699 S BAYSHORE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIAMI
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03058585600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0AARON I FLEISCHMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1207000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT SINAI MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04300 ALTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 FIFTH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIAMI BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0242000
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/AppliedToCurrentYearAmt070917
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0199700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0499957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt083144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt083144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0870740
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0171083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0199700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0499957
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0242000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0171083
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0953884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0782801
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON FLEISCHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03058585600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AARON I FLEISCHMAN AND LIN LOUGHEED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AARO
ReturnHeader/Filer/EIN0300265819
ReturnHeader/Filer/PhoneNum03058585600
ReturnHeader/Filer/USAddress/AddressLine1Txt03310 MARY STREET NO 501
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.175.46.4
ReturnHeader/FilingSecurityInformation/IPDt02020-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:31:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591818352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAUFMAN ROSSIN & COPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03310 MARY STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033133
ReturnHeader/PreparerPersonGrp/PhoneNum03058585600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A STONE CPA
ReturnHeader/ReturnTs02020-10-05T11:05:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,211,299
Liabilities
$0
Net assets
$1,211,299
Revenue
$41,741
Expenses
$244,566
Net income
-$202,825
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.02$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.26$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.02$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.24$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.29$0.41
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.03$0.62$0.65
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.02$0.10$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.05$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.13$0.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.52
2011Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.38