Civic Intelligence

Peacock Foundation Inc.

990PF • Fiscal year 2022 • EIN 59-0999759

Dec 01, 2021 to Nov 30, 2022 • Filed on Feb 13, 2023

4000 Ponce DE Leon Blvd 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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.03x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

52nd percentile

$217,928

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

12th percentile

-15%

Faster asset growth than 12% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$43,973,104

Down $7,642,962 (-15%) from 2021

Net Assets

Down

$43,896,236

Down $7,554,526 (-15%) from 2021

Liabilities

Down

$76,868

Down $88,436 (-53%) from 2021

Revenue

Down

$2,349,645

Down $602,999 (-20%) from 2021

Expenses

Up

$3,478,370

Up $1,119,565 (+47%) from 2021

Net Income

Down

-$1,128,725

Down $1,722,564 (-290%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$43,973,104
Liabilities$76,868
Net Assets$43,896,236

Operations Trend

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

2022

Revenue$2,349,645
Expenses$3,478,370
Net Income-$1,128,725
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Feb 13, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOELLE M ALLENExecutive DirectorFT$190,449$27,479$217,928
MELANIE INK BROEKERPresident And Chair-$0--
ROBIN REITER-FARAGALLIVice President Through 9/13/22-$0--
JAN GRIFFINVice President-$0--
DONALD A KRESSSecretary/Treasurer-$0--
CHARLES P SACHER PADirector-$0--
JORGE ECHENIQUEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peacock Foundation Inc
EIN
59-0999759
Phone
3053731386
Address
4000 PONCE DE LEON BLVD 450, CORAL GABLES, FL 33146

Signing Officer

Name
Melanie Ink Broeker
Title
President
Phone
3053731386
Signed
2023-02-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
500 MAMARONECK AVENUE, HARRISON, NY 10528
Preparer
Scott Brown
Phone
2122862600
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22EATON VANCE ATLANTA CAPITAL SMID CAP FUND CL I N/L (EISMX) 139,271.746 SHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTL CL N/L (HLMIX) 145,410.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PIMCO SHORT TERM FUND INSTL CL N/L (PTSHX) 38,872.391 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25T. ROWE PRICE INTERNATIONAL DISCOVERY FD INVSTR CL N/L (PRIDX) 20,050.764 SH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26ALLSPRING SHORT TERM HIGH YIELD BOND FD CL I N/L (STYIX) 191,165.354 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES TR CORE S&P500 ETF (IVV) 24,102 SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29CONWAY RIEF ONSHORE ACCESS FUND, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0140400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1197500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2147720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt399240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4148125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5186443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6193026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt728280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt893615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt997447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10101200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11142200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12148980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1396250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1493480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15215800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16197200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17195210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18169500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1969960
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201245661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212457603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt225452489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt233603284
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24380383
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251202043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt261481531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt279865431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt285484955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt293178895
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01044449
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01282553
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02349645
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt038850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt039850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01282553
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0161882
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028567
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0190449
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02674100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02674100
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt04625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01024227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01044449
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1128725
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013959113
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt023911
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt023911
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02349
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02349
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01282553
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01986510
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt074608
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt03927
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt078535
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt067745
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt067745
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt022413
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0135911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0158056
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt022643
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt022643
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0138476
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0138476
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt056267
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07001
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt063272
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt01633
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01633
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt05120
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03102627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0342913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03478370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02329423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02349645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0428527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0342913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0804270
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02780
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt012721269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-326228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1282191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-237482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31564072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-326228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1282191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-237482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31564072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012395041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11564072
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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/CapitalGainNetIncomeAmt01282553
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1128725
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06515317
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt089516
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt043896236
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02262311
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02262311
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02262311
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02289923
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027612
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025877
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025877
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IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt020811
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt050871
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt034685
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt030060
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt037113851
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0140540
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt051024
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt03311

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