Civic Intelligence

Sam Berman Charitable Foundation

990PF • Fiscal year 2013 • EIN 59-2812513

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 15, 2014

Organization Profile
1920 East Hallandale Beach BlvdSuite 60633009

(954) 505-3493

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

36th percentile

0.07x

Higher debt load relative to revenue than 36% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Net Margin

9th percentile

-39%

Higher net margin than 9% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

44th percentile

$102,025

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

22nd percentile

-2.4%

Faster asset growth than 22% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$13,233,381

Down $325,444 (-2.4%) from 2012

Net Assets

Down

$13,176,610

Down $327,882 (-2.4%) from 2012

Liabilities

Up

$56,771

Up $2,438 (+4.5%) from 2012

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

$836,759

No earlier filing loaded for comparison.

Expenses

Down

$1,164,641

Down $262,918 (-18%) from 2012

Net Income

-$327,882

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $13,558,825Liabilities 2012: $54,333Net Assets 2012: $13,504,4922012Assets 2013: $13,233,381Liabilities 2013: $56,771Net Assets 2013: $13,176,6102013Assets 2014: $14,290,780Liabilities 2014: $52,017Net Assets 2014: $14,238,7632014Assets 2015: $14,329,191Liabilities 2015: $292,257Net Assets 2015: $14,036,9342015Assets 2016: $13,586,381Liabilities 2016: $0Net Assets 2016: $13,586,3812016Assets 2017: $14,757,114Liabilities 2017: $411,319Net Assets 2017: $14,345,7952017Assets 2018: $14,494,364Liabilities 2018: $1,118,633Net Assets 2018: $13,375,7312018Assets 2019: $14,659,349Liabilities 2019: $1,133,364Net Assets 2019: $13,525,9852019Assets 2020: $14,433,124Liabilities 2020: $1,235,016Net Assets 2020: $13,198,1082020Assets 2021: $15,131,203Liabilities 2021: $1,235,016Net Assets 2021: $13,896,1872021Assets 2022: $14,102,363Liabilities 2022: $1,235,016Net Assets 2022: $12,867,3472022Assets 2023: $13,181,099Liabilities 2023: $1,176,030Net Assets 2023: $12,005,0692023Assets 2024: $13,183,582Liabilities 2024: $1,013,103Net Assets 2024: $12,170,4792024

Highlighted filing

2013

Assets$13,233,381
Liabilities$56,771
Net Assets$13,176,610
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $1,427,5592012Revenue 2013: $836,759Expenses 2013: $1,164,641Net Income 2013: -$327,8822013Revenue 2014: $2,564,362Expenses 2014: $1,502,209Net Income 2014: $1,062,1532014Revenue 2015: $762,121Expenses 2015: $963,950Net Income 2015: -$201,8292015Revenue 2016: $790,380Expenses 2016: $1,505,476Net Income 2016: -$715,0962016Revenue 2017: $1,196,523Expenses 2017: $530,537Net Income 2017: $665,9862017Revenue 2018: -$90,778Expenses 2018: $884,816Net Income 2018: -$975,5942018Revenue 2019: $1,125,741Expenses 2019: $1,102,234Net Income 2019: $23,5072019Revenue 2020: $519,915Expenses 2020: $1,130,926Net Income 2020: -$611,0112020Revenue 2021: $1,899,308Expenses 2021: $1,164,418Net Income 2021: $734,8902021Revenue 2022: $375,999Expenses 2022: $1,391,310Net Income 2022: -$1,015,3112022Revenue 2023: $403,289Expenses 2023: $1,265,336Net Income 2023: -$862,0472023Revenue 2024: $1,500,530Expenses 2024: $1,332,438Net Income 2024: $168,0922024

Highlighted filing

2013

Revenue$836,759
Expenses$1,164,641
Net Income-$327,882
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 15, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheryl GreenwaldPresident And DirectorFT$102,025-$102,025
Carole BermanDirector-$0--
Filing and Contact Details

Filer

EIN
59-2812513
In Care Of
% SHERYL GREENWALD
Phone
9545053493

Signing Officer

Name
Sheryl J Greenwald
Title
President
Phone
9545053493
Signed
2014-11-15
Discuss with paid preparer
Yes

Preparer

Preparer
Adam Cohen CPA
Phone
9545053493
Raw XML AppendixShowing 400 of 772 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/GrossSalesPriceAmt8327655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9820363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10692143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11118397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12112816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1372912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1499742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1599116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1649940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHMENT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHMENT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHMENT C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE ATTACHMENT D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4SEE ATTACHMENT E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5SEE ATTACHMENT F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SEE ATTACHMENT G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SEE ATTACHMENT H
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SEE ATTACHMENT I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SEE ATTACHMENT J
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10SEE ATTACHMENT K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1113,044.000 SHS FEDERATED STRAT INCOME CL F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1246,820.000 SHS FRANKLIN INCOME CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1318,796.992 SHS JOHN HANCOCK HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1412,181.000 SHS JP MORGAN HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1512,392.000 SHS PRINCIPAL HIGH YIELD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc164,790.000 SHS TRANSAMERICA SHORT TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-11-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07866
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-327882
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt013176610
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt013504492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt013176610
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0642029
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0642029
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0642029
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0644507
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02478
IRS990PF/DistributableAmountGrp/TotalTaxAmt02478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05609
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02478
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05609
IRS990PF/FMVAssetsEOYAmt013325583
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0279763
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0371031
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0371031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0871494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01215838
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01377635
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08607011
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07803021
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08688388
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt0696762
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt03855443
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt03274808
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt03158681
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02200000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0280059
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0225194
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0225194
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt05370
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt054333
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt056771
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt013504492
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt013176610
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0109669
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0354914
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0354914
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt013558825
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt013233381
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013325583
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt054333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt056771
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt013558825
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt013233381
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt013504492
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt013176610
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0130651
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0104702
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0108421
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013086427
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0529960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010356467
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0196296
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02200000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0644507
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012890131
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013086427
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt052801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SUSAN WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0OFFICE MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine101920 E HALLANDALE BEACH BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/City0HALLANDALE BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCode033009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1102025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Carole Berman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Sheryl Greenwald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President and Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101920 East Hallandale Beach Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine111920 East Hallandale Beach Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Hallandale Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Hallandale Beach
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode033009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode133009
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0540045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0542523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0579760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0522472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0442942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0802685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt079051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043159
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.068425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.006157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012890131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt012258830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt011755135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt010262957
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011730843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt012838197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0594903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.20948
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0592425
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0594903
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02478
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0594903
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,233,381
Liabilities
$56,771
Net assets
$13,176,610
Revenue
$836,759
Expenses
$1,164,641
Net income
-$327,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.2$1.01$12.2$1.50$1.33$0.17
2023Detailed filing. Detailed filing data is available for this year.$13.2$1.18$12.0$0.40$1.27$0.86
2022Detailed filing. Detailed filing data is available for this year.$14.1$1.24$12.9$0.38$1.39$1.02
2021Detailed filing. Detailed filing data is available for this year.$15.1$1.24$13.9$1.90$1.16$0.73
2020Detailed filing. Detailed filing data is available for this year.$14.4$1.24$13.2$0.52$1.13$0.61
2019Detailed filing. Detailed filing data is available for this year.$14.7$1.13$13.5$1.13$1.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$14.5$1.12$13.4$0.09$0.88$0.98
2017Detailed filing. Detailed filing data is available for this year.$14.8$0.41$14.3$1.20$0.53$0.67
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.00$13.6$0.79$1.51$0.72
2015Detailed filing. Detailed filing data is available for this year.$14.3$0.29$14.0$0.76$0.96$0.20
2014Detailed filing. Detailed filing data is available for this year.$14.3$0.05$14.2$2.56$1.50$1.06
2013Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.2$0.84$1.16$0.33
2012Detailed filing. Detailed filing data is available for this year.$13.6$0.05$13.5$1.43