Civic Intelligence

The Talisman Group Foundation

990PF • Fiscal year 2019 • EIN 46-0972861

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

Organization Profile
221 Royal Palm Way 2nd FloorPalm Beach, FL 33480

(212) 672-9300

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

63rd percentile

9.5%

Higher net margin than 63% 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

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

10th percentile

-50%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$16,853

Up $3,680 (+28%) from 2018

Net Assets

Up

$16,853

Up $3,680 (+28%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin63rd percentile

Revenue

Down

$38,740

Down $39,475 (-50%) from 2018

Expenses

Down

$35,060

Down $47,800 (-58%) from 2018

Net Income

Up

$3,680

Up $8,325 (+179%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$60K$40K$20K$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $206Liabilities 2013: $02013Assets 2014: $57,895Liabilities 2014: $02014Assets 2015: $2,454Liabilities 2015: $02015Assets 2016: $34,557Liabilities 2016: $0Net Assets 2016: $34,5572016Assets 2017: $17,818Liabilities 2017: $0Net Assets 2017: $17,8182017Assets 2018: $13,173Liabilities 2018: $0Net Assets 2018: $13,1732018Assets 2019: $16,853Liabilities 2019: $0Net Assets 2019: $16,8532019Assets 2020: $5,067Liabilities 2020: $0Net Assets 2020: $5,0672020Assets 2021: $10,552Liabilities 2021: $0Net Assets 2021: $10,5522021Assets 2022: $22,574Liabilities 2022: $0Net Assets 2022: $22,5742022Assets 2023: $10,852Liabilities 2023: $0Net Assets 2023: $10,8522023Assets 2024: $23,428Liabilities 2024: $0Net Assets 2024: $23,4282024

Highlighted filing

2019

Assets$16,853
Liabilities$0
Net Assets$16,853
Open 2019 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $27,706Expenses 2013: $27,500Net Income 2013: $2062013Revenue 2014: $111,369Expenses 2014: $53,680Net Income 2014: $57,6892014Revenue 2015: $30,229Expenses 2015: $89,350Net Income 2015: -$59,1212015Revenue 2016: $124,903Expenses 2016: $92,800Net Income 2016: $32,1032016Revenue 2017: $65,211Expenses 2017: $81,950Net Income 2017: -$16,7392017Revenue 2018: $78,215Expenses 2018: $82,860Net Income 2018: -$4,6452018Revenue 2019: $38,740Expenses 2019: $35,060Net Income 2019: $3,6802019Revenue 2020: $16,028Expenses 2020: $27,814Net Income 2020: -$11,7862020Revenue 2021: $264,341Expenses 2021: $258,856Net Income 2021: $5,4852021Revenue 2022: $262,022Expenses 2022: $250,000Net Income 2022: $12,0222022Revenue 2023: $10,978Expenses 2023: $22,700Net Income 2023: -$11,7222023Revenue 2024: $813,760Expenses 2024: $801,185Net Income 2024: $12,5752024

Highlighted filing

2019

Revenue$38,740
Expenses$35,060
Net Income$3,680
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPHINE KALISMANPresident-$0--
DAVID JACKSONSecretary-$0--
JASON TAUBMAN KALISMANTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Talisman Group Foundation
EIN
46-0972861
Phone
2126729300
Address
221 ROYAL PALM WAY 2ND FLOOR, PALM BEACH, FL 33480

Signing Officer

Name
David Jackson
Title
Secretary
Phone
2126729300
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Sheryl Eighner
Phone
3122982000
Raw XML Appendix317 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032500
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/AppliedToCurrentYearAmt0619
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt080819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077344
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt079134
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt047676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047676
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0356955
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031881
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt080819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077344
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt079134
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031881
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0404631
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0372750
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TALISMAN GROUP ADVISORS
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1TALISMAN FAMILY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0221 ROYAL PALM WAY 2ND FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1221 ROYAL PALM WAY 2ND FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133480
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013740
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02126729300
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TALISMAN GROUP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TALI
ReturnHeader/Filer/EIN0460972861
ReturnHeader/Filer/PhoneNum02126729300
ReturnHeader/Filer/USAddress/AddressLine1Txt0221 ROYAL PALM WAY 2ND FLOOR
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D4BE471CC7CF21A6DECE3F12782835D9ED359E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0155.201.42.75
ReturnHeader/FilingSecurityInformation/IPDt02020-07-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:27:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122982000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHERYL EIGHNER
ReturnHeader/ReturnTs02020-07-15T18:59:45-05:00
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
$16,853
Liabilities
$0
Net assets
$16,853
Revenue
$38,740
Expenses
$35,060
Net income
$3,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$8.14$8.01$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.11$0.23$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$2.62$2.50$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$2.64$2.59$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.16$0.28$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.39$0.35$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.78$0.83$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.65$0.82$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.25$0.93$0.32
2015Summary only. Only limited summary data is available for this year.$0.02$0.00$0.30$0.89$0.59
2014Summary only. Only limited summary data is available for this year.$0.58$0.00$1.11$0.54$0.58
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.28$0.28$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00