Civic Intelligence

Deerhaven Foundation Inc.

990PF • Fiscal year 2019 • EIN 45-2645888

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization Profile
3719 Tuxedo Road NWAtlanta, GA 30305-1044

(404) 401-9165

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

538%

Faster asset growth than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

9561%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$329,802

Up $278,125 (+538%) from 2018

Net Assets

Up

$329,802

Up $278,125 (+538%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$284,994

Up $282,044 (+9561%) from 2018

Expenses

Up

$6,860

Up $5,529 (+415%) from 2018

Net Income

Up

$278,134

Up $276,515 (+17079%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400K$300K$200K$100K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2014: $29,649Liabilities 2014: $0Net Assets 2014: $29,6492014Assets 2015: $41,547Liabilities 2015: $0Net Assets 2015: $41,5472015Assets 2016: $41,301Liabilities 2016: $0Net Assets 2016: $41,3012016Assets 2017: $50,058Liabilities 2017: $0Net Assets 2017: $50,0582017Assets 2018: $51,677Liabilities 2018: $0Net Assets 2018: $51,6772018Assets 2019: $329,802Liabilities 2019: $0Net Assets 2019: $329,8022019Assets 2020: $327,784Liabilities 2020: $0Net Assets 2020: $327,7842020Assets 2021: $383,352Liabilities 2021: $0Net Assets 2021: $383,3522021Assets 2022: $348,370Liabilities 2022: $0Net Assets 2022: $348,3702022Assets 2023: $307,097Liabilities 2023: $0Net Assets 2023: $307,0972023Assets 2024: $299,320Liabilities 2024: $0Net Assets 2024: $299,3202024

Highlighted filing

2019

Assets$329,802
Liabilities$0
Net Assets$329,802
Open 2019 Filing

Operations Trend

Revenue Growth100th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2014: $1,356Expenses 2014: $6,257Net Income 2014: -$4,9012014Revenue 2015: $17,631Expenses 2015: $5,733Net Income 2015: $11,8982015Revenue 2016: $6,215Expenses 2016: $6,461Net Income 2016: -$2462016Revenue 2017: $28,296Expenses 2017: $19,539Net Income 2017: $8,7572017Revenue 2018: $2,950Expenses 2018: $1,331Net Income 2018: $1,6192018Revenue 2019: $284,994Expenses 2019: $6,860Net Income 2019: $278,1342019Revenue 2020: $39,046Expenses 2020: $35,864Net Income 2020: $3,1822020Revenue 2021: $69,591Expenses 2021: $14,175Net Income 2021: $55,4162021Revenue 2022: -$458Expenses 2022: $32,411Net Income 2022: -$32,8692022Revenue 2023: -$10,069Expenses 2023: $31,515Net Income 2023: -$41,5842023Revenue 2024: $20,003Expenses 2024: $27,880Net Income 2024: -$7,8772024

Highlighted filing

2019

Revenue$284,994
Expenses$6,860
Net Income$278,134
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie P MontgomeryDirector, Chair/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Deerhaven Foundation Inc
EIN
45-2645888
In Care Of
% JULIE P MONTGOMERY
Phone
4044019165
Address
3719 Tuxedo Road NW, Atlanta, GA 30305-1044

Signing Officer

Name
Julie P Montgomery
Title
Officer
Phone
4042374308
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Pc
Address
271 17TH STREET NW SUITE 1600, ATLANTA, GA 30363
Preparer
Tim F Agnew
Phone
4048746244
Raw XML Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07742
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01536
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06206
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06206
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07742
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE EXCISE TAX PAYMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt020312
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020312
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020312
OtherIncreasesSchedule/OtherIncreasesDetail/Amt038
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-TAXABLE DIVIDEND INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01418
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01418
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0222
TaxesSchedule/TaxesDetail/Amt0222
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE P MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042374308
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEERHAVEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DEER
ReturnHeader/Filer/EIN0452645888
ReturnHeader/Filer/InCareOfNm0% JULIE P MONTGOMERY
ReturnHeader/Filer/PhoneNum04044019165
ReturnHeader/Filer/USAddress/AddressLine1Txt03719 Tuxedo Road NW
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0303051044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0271 17TH STREET NW SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030363
ReturnHeader/PreparerPersonGrp/PhoneNum04048746244
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM F AGNEW
ReturnHeader/ReturnTs02020-06-12T11:00:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$329,802
Liabilities
$0
Net assets
$329,802
Revenue
$284,994
Expenses
$6,860
Net income
$278,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.20$0.28$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.10$0.32$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.00$0.32$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.70$0.14$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.39$0.36$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$2.85$0.07$2.78
2018Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.03$0.01$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.28$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.18$0.06$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.01$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00