Civic Intelligence

Peacock Foundation Inc.

990PF • Fiscal year 2020 • EIN 59-0999759

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 09, 2021

Organization Profile

View Organization Page

4000 Ponce DE Leon Blvd No 450Coral Gables, FL 33146

(305) 373-1386

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

16th percentile

-22%

Higher net margin than 16% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$212,993

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

41st percentile

3.2%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-10%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$47,993,605

Up $1,476,320 (+3.2%) from 2019

Net Assets

$47,872,245

No earlier filing loaded for comparison.

Liabilities

Down

$121,360

Down $964 (-0.8%) from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin16th percentile

Revenue

Down

$2,168,906

Down $246,224 (-10%) from 2019

Expenses

Up

$2,648,928

Up $168,058 (+6.8%) from 2019

Net Income

Down

-$480,022

Down $414,282 (-630%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$60M$40M$20M$0Assets 2011: $37,304,582Liabilities 2011: $114,2002011Assets 2012: $38,043,754Liabilities 2012: $70,7702012Assets 2013: $41,660,612Liabilities 2013: $4,9002013Assets 2014: $42,300,940Liabilities 2014: $3,7792014Assets 2015: $43,726,181Liabilities 2015: $516,4342015Assets 2019: $46,517,285Liabilities 2019: $122,3242019Assets 2020: $47,993,605Liabilities 2020: $121,360Net Assets 2020: $47,872,2452020Assets 2021: $51,616,066Liabilities 2021: $165,304Net Assets 2021: $51,450,7622021Assets 2022: $43,973,104Liabilities 2022: $76,868Net Assets 2022: $43,896,2362022Assets 2023: $45,532,413Liabilities 2023: $377,538Net Assets 2023: $45,154,8752023Assets 2024: $51,645,106Liabilities 2024: $405,896Net Assets 2024: $51,239,2102024Assets 2025: $53,561,561Liabilities 2025: $333,001Net Assets 2025: $53,228,5602025

Highlighted filing

2020

Assets$47,993,605
Liabilities$121,360
Net Assets$47,872,245
Open 2020 Filing

Operations Trend

Revenue Growth29th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,599,029Expenses 2011: $2,509,866Net Income 2011: -$910,8372011Revenue 2012: $3,269,669Expenses 2012: $2,487,067Net Income 2012: $782,6022012Revenue 2013: $3,237,084Expenses 2013: $2,587,456Net Income 2013: $649,6282013Revenue 2014: $3,462,120Expenses 2014: $2,820,672Net Income 2014: $641,4482014Revenue 2015: $4,082,082Expenses 2015: $2,631,572Net Income 2015: $1,450,5102015Revenue 2019: $2,415,130Expenses 2019: $2,480,870Net Income 2019: -$65,7402019Revenue 2020: $2,168,906Expenses 2020: $2,648,928Net Income 2020: -$480,0222020Revenue 2021: $2,952,644Expenses 2021: $2,358,805Net Income 2021: $593,8392021Revenue 2022: $2,349,645Expenses 2022: $3,478,370Net Income 2022: -$1,128,7252022Revenue 2023: $1,955,191Expenses 2023: $2,263,022Net Income 2023: -$307,8312023Revenue 2024: $1,803,839Expenses 2024: $2,385,963Net Income 2024: -$582,1242024Revenue 2025: $4,591,845Expenses 2025: $2,839,552Net Income 2025: $1,752,2932025

Highlighted filing

2020

Revenue$2,168,906
Expenses$2,648,928
Net Income-$480,022
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 9, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOELLE M ALLENExecutive DirectorFT$185,926$27,067$212,993
DONALD A KRESSPresident And Chair-$0--
ROBIN REITER-FARAGALLIVice President-$0--
CHARLES P SACHER PASecretary/Treasurer-$0--
MELANIE INK BROEKERDirector-$0--
JORGE ECHENIQUEDirector-$0--
JAN GRIFFINDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peacock Foundation Inc
EIN
59-0999759
Phone
3053731386
Address
4000 PONCE DE LEON BLVD NO 450, CORAL GABLES, FL 33146

Signing Officer

Name
Donald a Kress
Title
Treasurer
Phone
3053731386
Signed
2021-02-09
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022-5305
Preparer
Scott Brown
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0938325
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01244051
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER PARTNERSHIP LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-13470
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02168906
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02168906
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt038300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt038300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01244051
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0158037
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027889
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0185926
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01821600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01821600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0934950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0938325
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-480022
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04678611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt019943
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt019943
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01244051
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01870686
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt070737
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03723
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt074460
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0134133
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0134133
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0100764
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0122488
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-13470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-13470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0128961
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128961
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt078821
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt011445
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt092615
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0710
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020827
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02332265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0294845
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02648928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02165531
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02168906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0510665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0294845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0827328
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04892
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03657584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1211526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31029334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1211526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31029334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03649277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11029334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CONWAY RIEF ONSHORE ACCESS FUND, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01244051
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-480022
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021952
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01979258
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt047894197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt046394961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt047872245
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02192389
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02192389
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02192389
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02211096
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018707
IRS990PF/DistributableAmountGrp/TotalTaxAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt015356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt015356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018707
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034063
IRS990PF/FMVAssetsEOYAmt047993605
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt022564
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt024361
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0556111
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0237407
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0237407
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02858544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03873355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03873355
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011661
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt050970
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt043934
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt039309
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt039309
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt046394961
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt047872245
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt093602
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt055277
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt055277
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt038261453
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt041753268
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt041753268
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt099760
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt096999
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03311
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03311
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03050986
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01103501
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01103501
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt046517285
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt047993605
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047993605
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0122324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0121360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt046517285
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt047993605
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt046394961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt047872245
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01652655
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0928177
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0928177
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044895353
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02882637
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt042012716
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0673430
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02211096
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044221923
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044895353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt067245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt166888
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt026807
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt119749
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0BARBARA QUESADA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHARINE N MCCUNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ADMIN ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1OPERATIONS AND PROGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt04000 PONCE DE LEON BLVD SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt14000 PONCE DE LEON BLVD SUITE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CORAL GABLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1CORAL GABLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd133146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ATLANTA CONSULTING GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$47,993,605
Liabilities
$121,360
Net assets
$47,872,245
Revenue
$2,168,906
Expenses
$2,648,928
Net income
-$480,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$53.6$0.33$53.2$4.59$2.84$1.75
2024Detailed filing. Detailed filing data is available for this year.$51.6$0.41$51.2$1.80$2.39$0.58
2023Detailed filing. Detailed filing data is available for this year.$45.5$0.38$45.2$1.96$2.26$0.31
2022Detailed filing. Detailed filing data is available for this year.$44.0$0.08$43.9$2.35$3.48$1.13
2021Detailed filing. Detailed filing data is available for this year.$51.6$0.17$51.5$2.95$2.36$0.59
2020Detailed filing. Detailed filing data is available for this year.$48.0$0.12$47.9$2.17$2.65$0.48
2019Summary only. Only limited summary data is available for this year.$46.5$0.12$2.42$2.48$0.07
2015Summary only. Only limited summary data is available for this year.$43.7$0.52$4.08$2.63$1.45
2014Summary only. Only limited summary data is available for this year.$42.3$0.00$3.46$2.82$0.64
2013Summary only. Only limited summary data is available for this year.$41.7$0.00$3.24$2.59$0.65
2012Summary only. Only limited summary data is available for this year.$38.0$0.07$3.27$2.49$0.78
2011Summary only. Only limited summary data is available for this year.$37.3$0.11$1.60$2.51$0.91