Civic Intelligence

Deerhaven Foundation Inc.

990PF • Fiscal year 2021 • EIN 45-2645888

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

67th percentile

17%

Faster asset growth than 67% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

81st percentile

78%

Faster revenue growth than 81% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$383,352

Up $55,568 (+17%) from 2020

Net Assets

Up

$383,352

Up $55,568 (+17%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin94th percentile

Revenue

Up

$69,591

Up $30,545 (+78%) from 2020

Expenses

Down

$14,175

Down $21,689 (-60%) from 2020

Net Income

Up

$55,416

Up $52,234 (+1642%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$383,352
Liabilities$0
Net Assets$383,352
Open 2021 Filing

Operations Trend

Revenue Growth81st 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

2021

Revenue$69,591
Expenses$14,175
Net Income$55,416
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie P MontgomeryDirector, Chair/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt Lukes Episopal ChurchGeneral-Atlanta, GA, US$2,000
Paid GrantFriends to the Forlorn Pitbull Rescue IncGeneral-Dallas, GA, US$2,000
Paid GrantMission ChangeGeneral-Albany, GA, US$1,000
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 Montgomery
Title
Officer
Phone
4042374308
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Pc
Address
271 17TH STREET NW SUITE 1600, ATLANTA, GA 30363
Preparer
Sabre J Linahan
Phone
4048746244
Raw XML Appendix305 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt079
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0360579
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05956
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Julie P Montgomery
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director, Chair/Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03719 Tuxedo Road NW
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIE P MONTGOMERY
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042374308
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Lukes Episopal Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Friends to the Forlorn Pitbull Rescue Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01101 N Monroe St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1435 Peachtree St NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 2316
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Dallas
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018788
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt02028
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018788
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07028
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Julie P Montgomery
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03719 Tuxedo RD NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Atlanta
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030305
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05240
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt079
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE EXCISE TAX PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0508
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0508
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0508
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0144
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0144
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0144
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0231
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-TAXABLE DIVIDEND INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt13029
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13029
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1RAYMOND JAMES ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13029
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt08
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE Montgomery
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum04042374308
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SABRE J LINAHAN
ReturnHeader/ReturnTs02022-11-14T17:24:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Montgomery
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$383,352
Liabilities
$0
Net assets
$383,352
Revenue
$69,591
Expenses
$14,175
Net income
$55,416
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