Civic Intelligence

Deerhaven Foundation Inc.

990PF • Fiscal year 2023 • EIN 45-2645888

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

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

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

99th percentile

413%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-12%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$307,097

Down $41,273 (-12%) from 2022

Net Assets

Down

$307,097

Down $41,273 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$10,069

Down $9,611 (-2098%) from 2022

Expenses

Down

$31,515

Down $896 (-2.8%) from 2022

Net Income

Down

-$41,584

Down $8,715 (-27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$307,097
Liabilities$0
Net Assets$307,097
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$10,069
Expenses$31,515
Net Income-$41,584
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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 Montgomery
Title
Officer
Phone
4042374308
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Smith & Howard Advisory LLC
Address
271 17TH STREET NW SUITE 1600, ATLANTA, GA 30363
Preparer
Sabre J Linahan
Phone
4048746244
Raw XML Appendix323 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0311
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROSWELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALPHARETTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOCUST GROVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7STATESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd430315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd530248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd730458
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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/AppliedToCurrentYearAmt02509
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018491
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt02028
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt02028
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt02028
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013869
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018491
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt069
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt126
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0311
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON TAXABLE INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt03014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03014
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RAYMOND JAMES ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03014
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0156
TaxesSchedule/TaxesDetail/Amt0156
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0156
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04042374308
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH & HOWARD ADVISORY LLC
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/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SABRE J LINAHAN
ReturnHeader/ReturnTs02024-05-13T10:08:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONTGOMERY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,097
Liabilities
$0
Net assets
$307,097
Revenue
-$10,069
Expenses
$31,515
Net income
-$41,584
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