Civic Intelligence

The Batchelor Foundation Inc.

990PF • Fiscal year 2015 • EIN 65-0188171

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 19, 2016

Organization Profile

View Organization Page

1680 Michigan Avenue No Ph1Miami Beach, FL 33139

(305) 534-5004

Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.35x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

11th percentile

$224,833

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • $250M-$1B nonprofits • Source year 2015

Asset Growth

13th percentile

-5.1%

Faster asset growth than 13% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

39th percentile

1.5%

Faster revenue growth than 39% of similar nonprofits.

2015 filings • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$372,536,098

Down $20,034,145 (-5.1%) from 2014

Net Assets

Down

$363,072,332

Down $17,159,587 (-4.5%) from 2014

Liabilities

Down

$9,463,766

Down $2,874,558 (-23%) from 2014

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin80th percentile

Revenue

Up

$27,393,058

Up $410,998 (+1.5%) from 2014

Expenses

Down

$21,630,576

Down $7,064,566 (-25%) from 2014

Net Income

Up

$5,762,482

Up $7,475,564 (+436%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$600M$400M$200M$0Assets 2010: $260,321,004Liabilities 2010: $2,131,397Net Assets 2010: $258,189,6072010Assets 2011: $311,750,525Liabilities 2011: $2,264,373Net Assets 2011: $309,486,1522011Assets 2012: $294,822,269Liabilities 2012: $2,476,6072012Assets 2013: $352,753,085Liabilities 2013: $2,997,863Net Assets 2013: $349,755,2222013Assets 2014: $392,570,243Liabilities 2014: $12,338,324Net Assets 2014: $380,231,9192014Assets 2015: $372,536,098Liabilities 2015: $9,463,766Net Assets 2015: $363,072,3322015Assets 2016: $337,824,908Liabilities 2016: $7,855,231Net Assets 2016: $329,969,6772016Assets 2017: $370,820,631Liabilities 2017: $5,328,692Net Assets 2017: $365,491,9392017Assets 2018: $386,590,255Liabilities 2018: $4,539,161Net Assets 2018: $382,051,0942018Assets 2019: $376,558,197Liabilities 2019: $2,692,535Net Assets 2019: $373,865,6622019Assets 2020: $349,399,977Liabilities 2020: $1,736,472Net Assets 2020: $347,663,5052020Assets 2021: $438,439,199Liabilities 2021: $812,165Net Assets 2021: $437,627,0342021Assets 2022: $358,630,434Liabilities 2022: $3,160,601Net Assets 2022: $355,469,8332022Assets 2023: $373,730,719Liabilities 2023: $6,229,290Net Assets 2023: $367,501,4292023Assets 2024: $389,691,931Liabilities 2024: $7,185,231Net Assets 2024: $382,506,7002024

Highlighted filing

2015

Assets$372,536,098
Liabilities$9,463,766
Net Assets$363,072,332
Open 2015 Filing

Operations Trend

Revenue Growth39th percentile

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

$60M$40M$20M$0-$20M-$40MExpenses 2010: $12,226,3422010Expenses 2011: $15,631,0082011Revenue 2012: $10,653,046Expenses 2012: $13,798,297Net Income 2012: -$3,145,2512012Expenses 2013: $23,569,9992013Revenue 2014: $26,982,060Expenses 2014: $28,695,142Net Income 2014: -$1,713,0822014Revenue 2015: $27,393,058Expenses 2015: $21,630,576Net Income 2015: $5,762,4822015Revenue 2016: $11,509,185Expenses 2016: $25,633,777Net Income 2016: -$14,124,5922016Revenue 2017: $23,769,051Expenses 2017: $20,217,019Net Income 2017: $3,552,0322017Revenue 2018: $18,600,215Expenses 2018: $17,053,690Net Income 2018: $1,546,5252018Revenue 2019: $13,773,418Expenses 2019: $21,580,310Net Income 2019: -$7,806,8922019Revenue 2020: $18,163,787Expenses 2020: $23,923,485Net Income 2020: -$5,759,6982020Revenue 2021: $36,072,516Expenses 2021: $21,104,362Net Income 2021: $14,968,1542021Revenue 2022: $9,326,509Expenses 2022: $24,455,506Net Income 2022: -$15,128,9972022Revenue 2023: $1,025,577Expenses 2023: $26,244,058Net Income 2023: -$25,218,4812023Revenue 2024: $52,004,007Expenses 2024: $30,203,000Net Income 2024: $21,801,0072024

Highlighted filing

2015

Revenue$27,393,058
Expenses$21,630,576
Net Income$5,762,482
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 19, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J FERRARESITrustee & Co-CEOFT$175,508$49,325$224,833
ANNE O BATCHELOR-ROBJOHNSTrustee & Co-CEOFT$170,046$37,061$207,107
NANCY ANSLEYCFOFT$175,508$30,536$206,044
JON BATCHELORTrustee, Exec. V PresidentFT$143,007$56,185$199,192
CARIDAD VELASCOControllerPT$102,509$39,531$142,040
JACK FALKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Batchelor Foundation Inc
EIN
65-0188171
Phone
3055345004
Address
1680 MICHIGAN AVENUE NO PH1, MIAMI BEACH, FL 33139

Signing Officer

Name
Nancy J Ansley
Title
CFO
Phone
3055345004
Signed
2016-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Co Pa
Address
2699 S BAYSHORE DRIVE, MIAMI, FL 33133
Preparer
John Anzivino
Phone
3058585600
Raw XML AppendixShowing 400 of 2,538 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/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt021630576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt034582787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt027393058
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0650209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01534899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02967410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073898371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019553901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019553901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt093452272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019553901
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05762482
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022922120
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt051
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0385994452
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0380231919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0363072332
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018228246
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018226521
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018228246
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018557000
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01725
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0330479
IRS990PF/DistributableAmountGrp/TotalTaxAmt0330479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt089562
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt070885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0311802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0330479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt070885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0330479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0330479
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0401364
IRS990PF/FMVAssetsEOYAmt0372536097
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt084562
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt066595
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt096719931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt074228579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt074228579
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt011962000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt09155000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0469355
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01744629
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01317885
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01275274
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01275273
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0255626
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0207190
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0207190
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0283257959
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0287187249
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0287187249
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0291762
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0242171
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0341045
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt057071
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt057071
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0380231919
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0363072332
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010677797
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09580735
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09580735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0392570243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0372536098
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0372536097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012338324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09463766
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0392570243
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0372536098
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0380231919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0363072332
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0376791873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08315596
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0368476277
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05651878
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018557000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0371139995
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0376791873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt063578
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt027911
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ROSA GONZALEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ACCOUNTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CHAMPLAIN INVESTMENT PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GRYPHON INTERNATIONAL INVESTMENT CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3CONCORD ADVISORY GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4SOUTHERN SUN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0297832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1200412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2195081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3146767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4133307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt020 BAY STREET SUITE 1905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0TORONTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0ONTARIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0346 SHELBURNE ROAD 6TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11105 N MARKET ST STE 1118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO BOX CN 5275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt36000 POPLAR ACR AVENUE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PRINCETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd005401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2085435275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd338119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt05
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt530.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0170046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1175508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3143007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4175508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5102509
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt037061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt149325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt356185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt430536
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt539531
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE O BATCHELOR-ROBJOHNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL J FERRARESI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK FALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JON BATCHELOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NANCY ANSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARIDAD VELASCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE & CO-CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE & CO-CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE, EXEC. V PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$372,536,098
Liabilities
$9,463,766
Net assets
$363,072,332
Revenue
$27,393,058
Expenses
$21,630,576
Net income
$5,762,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$390$7.19$383$52.0$30.2$21.8
2023Detailed filing. Detailed filing data is available for this year.$374$6.23$368$1.03$26.2$25.2
2022Detailed filing. Detailed filing data is available for this year.$359$3.16$355$9.33$24.5$15.1
2021Detailed filing. Detailed filing data is available for this year.$438$0.81$438$36.1$21.1$15.0
2020Detailed filing. Detailed filing data is available for this year.$349$1.74$348$18.2$23.9$5.76
2019Detailed filing. Detailed filing data is available for this year.$377$2.69$374$13.8$21.6$7.81
2018Detailed filing. Detailed filing data is available for this year.$387$4.54$382$18.6$17.1$1.55
2017Detailed filing. Detailed filing data is available for this year.$371$5.33$365$23.8$20.2$3.55
2016Detailed filing. Detailed filing data is available for this year.$338$7.86$330$11.5$25.6$14.1
2015Detailed filing. Detailed filing data is available for this year.$373$9.46$363$27.4$21.6$5.76
2014Detailed filing. Detailed filing data is available for this year.$393$12.3$380$27.0$28.7$1.71
2013Detailed filing. Detailed filing data is available for this year.$353$3.00$350$23.6
2012Summary only. Only limited summary data is available for this year.$295$2.48$10.7$13.8$3.15
2011Detailed filing. Detailed filing data is available for this year.$312$2.26$309$15.6
2010Detailed filing. Detailed filing data is available for this year.$260$2.13$258$12.2